coAction.com Update

The latest release of coAction contains the following improvements over its previous release:

  • Cashflow Forecast Reports
  • Account Count Report
  • User Efficiency Report
  • Pay Promises and Dispute Details in Action History
  • No Closed Status for Accounts
  • General Bug Fixes and Other Minor Enhancements

Cashflow Forecast Reports
The Cashflow Forecast report helps you plan your future cash requirement. This report can be generated by either by Average DSO or by Due Date and, thereby, provides different dimensions to make a cashflow forecast. As a result, it enables you to analyze difficult financial considerations and arrive at a decision easily.

The Cashflow Forecast By Average DSO and Cashflow Forecast By Due Date … Continue Reading

coAction.com Update

The latest release of coAction.com contains the following improvements over its previous release:

  • User Interface Changes
  • Enhancements to the Automation Functionality
  • Tasks Column in a Grid
  • Actions Column in a Grid
  • Generate Reports in Additional Formats
  • Improvements in the Data Import Wizard
  • General Bug Fixes and Other Minor Enhancements

User Interface Changes

The primary purpose of this change is to provide more real estate to your data and to enhance usability.

In this release, the following user interface enhancements have been made:

  • The icons appearing on various buttons and pop-up dialog boxes have changed.
  • The Maximize, Minimize, and Close buttons have been removed.
  • A new Status Bar has been added at the top … Continue Reading

coAction.com Update: Version 2.5 Released

The latest release of coAction contains the following improvements over its previous release:

  • Google Apps Marketplace Support
  • Email Action from a Grid
  • Rapid Status Change Action
  • Actions from Accounts View
  • Status Column in Accounts View
  • Account-based Promises to Pay (Receivables Package)
  • Account-based Disputes (Receivables Package)
  • Account Details View Improvements (Receivables Package)
  • Default Status Changes to Objects
  • General Bug Fixes and Other Minor Enhancements

Google Apps Marketplace Support

If you are a Google Apps user, you can now install coAction.com directly on Google Apps. This feature enables a user to log in to coAction.com using the user’s Google Apps ID and password. In addition, if a user … Continue Reading

Upcoming coAction Webinar Examines “The Next Wave of CRM”

coAction.com, a leading provider of advanced business collaboration software, will host a complimentary webinar titled “The Next Wave of CRM” that will help organizations change their customer relationship management focus from internal to external and from cost-control to revenue-generation. 

The recent recession has forever changed the value of a client relationship and the manner in which business is conducted.  Companies relying on traditional CRM systems are missing opportunities to attract new clients and enhance the engagement of their existing relationships.  To win in this increasingly competitive business environment, putting the customer at the core of every interaction is mandatory. This webinar … Continue Reading

Next Generation CRM: It’s all About the Customer

As the old adage says retaining existing customers is less expensive than attracting new ones. But in today’s highly competitive world, people are already being oversold, under-serviced, and inundated by offers from just about every organization. What is the best way to create satisfaction and keep customers happy, ensuring for long-term, repeat business? Customer collaboration.

Traditional CRM software focuses too much on optimizing internal organizational business processes at the expense of delivering true customer satisfaction. Often, customer interactions are ad hoc arrangements, where context can be lost or distorted. By lacking a single, organized collaborative destination where both vendors … Continue Reading

CRM for a Newbie

Recession has made definite plans to go out of our sights soon and pressure for aggressive numbers will jump multifold for most of the American as well as global companies. Loss ridden companies will now start to respect the most important aspect of their business –customers; finally a lesson learnt. Effective and efficient customer management is back as top priority.

Most of the sales executives claim that given adequate time, they can close every deal. Let’s stop chasing such ideal scenarios and utilize the given time in best possible manner. The best way of fastest and most effective customer acquisition management … Continue Reading

Sales and the Power of WOW

I have the opportunity to network with other CEOs on a regular basis and there’s one thing top-of-mind for all of them. It’s not social media, talent management or new products. It’s sales and how to get more of them.

According to Harvard Business Review’s Melissa Raffoni, who has served on the faculty of MIT’s Sloan School and Harvard’s Kennedy School, today’s CEOs are thinking about how to … Continue Reading

Get the Full Benefits of coAction’s Business Collaboration Suite for Only $10/month

—Boost Organizational Communication, Productivity with Limited-Time Offer—

ISELIN, N.J. (June 23, 2010) — coAction.com, a leading provider of advanced business collaboration software, today announced a limited-time promotion that will enable users to get started with its robust on-demand collaboration software for only $10 per user, per month. For far less than the price of a daily cup of coffee, businesses can recognize the immediate benefits of coAction’s world-class collaboration software suite as the reliable infrastructure for their CRM, customer support, finance and other business functions. 

The discount is part of an effort to help companies affordably leverage the Web for … Continue Reading

A Journey of a Thousand Miles Starts with a Single Step

Do you want your next project to be successful?  Read on.  Most projects fail and the biggest reasons for their failure are simple – the people involved in managing the overall projects lack the knowledge and the tools to execute effectively.

Dedicated project managers are expensive and hard to find.  Most companies – especially having felt the pain of recessionary times – aren’t in the market for new hires that add costs to already stretched projects.  Having a project management framework – such as coAction – can add immediate value in several ways. 

First, every project starts with a series … Continue Reading

Putting the Customer back into CRM

A lot of CRM systems focus on data collection, i.e., capturing customer contact information.  While that’s a worthy initiative, it’s table stakes.  What a CRM system really needs to do is put the customer at the core of the equation by ensuring that anyone who interacts with your prospects and clients can readily access relevant notes, work-in-progress, marketing campaign details, and the status of pending trouble tickets…. Continue Reading