In order to demonstrate how you can position push content into your website, we’re going to use Flexie as an example. Showing push content to leads and contacts is crucial, and so is deciding where you want the push content to be shown. Let’s suppose we want to show some HTML push content to a […] Read More
Dashboards are one of the main features that make up a CRM. They can help companies with real-time insight into sales performance, marketing trends, customer behavior, etc. A well-designed dashboard is an amazing asset for any organization; a custom dashboards is priceless. Standard dashboards can do a lot of great things, but they fall short […] Read More
When it comes to planning and scheduling events within your organization, a well-designed and easy-to-use calendar is king. As a company grows, so does its need for an efficient system of scheduling events. Gone are the days when you could keep notes on sheets of paper or note pads; they can be lost or destroyed. […] Read More
Deals are the very core of your sales process. Keeping close track of current events and trends is not enough; you need to see into the future. Flexie has created the perfect tool for managers and sales reps alike. While you run your business, we make sure you get a crystal-clear view of your company’s […] Read More
Before we explain how to add custom entities in Flexie CRM, let’s first explain what a custom entity is. Each business is unique, and so are its needs. What works for one company might not work for another. Hence the need for a fully customizable system, a CRM in our case. What is an entity, […] Read More
It is safe to say that no two companies are the same. What works for one, might not work another. Businesses have different sales cycles, management, etc. With that being said, a personalized approach is necessary. Knowing this, Flexie not only has standard fields like title, first name, last name, phone number and email address, […] Read More
Creating smart lists is one of the best ways of finding exactly what you need, whether it is a specific list of leads, accounts, contacts or deals. The great thing about Flexie’s smart lists is the possibility to apply complex and nested filters. What makes smart lists even more amazing and efficient are frequent Updates and […] Read More
As an administrator, you may need to add many email accounts. The business landscape changes over time, that’s why you need to be prepared for every scenario. In order to add multiple email accounts in Flexie CRM, perform the following actions: First, navigate to the upper-right corner of the screen and click Admin User -> […] Read More
When it comes to efficiency, a well-designed workflow is kings. Workflows are like personal assistants; they not only you carry out specific tasks for you, but they also save you time in the process. With Flexie, you can create as many as workflows as you want. A workflow lets you set event-based actions. Think of […] Read More
Automating repetitive tasks can save you a lot of precious time. Workflow automation is integral for marketing automation. It is a tremendously powerful tool because it allows you to track everything that’s happening within the CRM in real time. You can also execute actions based on conditions you’ve set beforehand. Before we go on describing […] Read More