Month: September 2018

September 25, 2018

New Feature: Automated Call Tagging In Threads

One of the most useful but often overlooked features in CRMs is the ability to tag records to enable you to search, filter and sort your records. But tagging records can be a time consuming manual process meaning that records can go ‘untagged’ and consequently won’t appear when you search for a specific tag. Our new automatic call tagging feature in Threads solves this problem.

September 20, 2018

5 Tools to Reduce Time Spent on CRM Data Entry

According to a recent report conducted by HubSpot, 27% of people who work in sales are spending over an hour a day on data entry work instead of selling. This means critical time is lost to administrative work. But there are now a number of tools available that can be used in conjunction with traditional CRM’s to make this job easier. In this post, we look at some of the best tools to reduce CRM data entry.