Internal Users versus External Users
A question we're often asked is what's the difference between an Internal User and an External User. The simple answer is an Internal User is a member of your company. An External User is a client or customer you want to give access to a special "Intranet" portion of BlueCamroo.
Published on: 9/30/2011 14:04
Google Plus: A second look
So Google has opened Google Plus to the uninvited masses. Back in July the Roo Blog took a first look at Google Plus. What we found was an impressive collection of features that, compared to Facebook, made it a more compelling and logical place for business. The circles feature was a particularly useful expedient for keeping work/social life aspects firmly and easily separated. One of Facebook's great weaknesses, and a reason it's not been adopted for business like Twitter, is it is very hard to create a firm separation between your personal profile and your professional profile.
Published on: 9/21/2011 09:29
Sales Opportunity Tracking
The Opportunities tab allows you to track sales opportunities and create a series of tasks needed to close the deal. For some, it might be a little difficult to understand why you'd use the Opportunity feature instead of just creating some tasks associated with the account.
Published on: 9/19/2011 12:46
Check it out
Your heaviest use of documents will probably involve projects. A project has two ways of uploading and sharing documents. The Attachments button works the same as above. The Documents button, however, gives you powerful source control features. Add a document in a fashion similar to adding an attachment. After uploading the document, BlueCamroo presents you with several new options.
You'll note there's no Browse button. You cannot upload a file over top until you click the Checkout button. Clicking that will bring up a standard download box.
After downloading, the downloader is presented with two primary options. Click Check In upload the updated file. It's good to leave comments, helping other users understand what changes were made. This dialog also has a Send Notification box, check that to alert users you've modified the file.
Published on: 9/8/2011 15:09
One of BlueCamroo's strengths in the cloud marketplace is it brings a lot of business productivity cloud apps together into a unified package: CRM, project management, customer support, social CRM, social networking reputation managements, email marketing. Well, I could go on. But you get the idea. That said, BlueCamroo is an application you need to invest some time learning. We've done a lot to create a real world default setup and create a number of setup wizards that get BlueCamroo customized for your office environment. We've designed BlueCamroo so you can start using it out of the box for your basic CRM needs and then "ramp up". We spend a considerable amount of time "pouring cold blood" on the interface and wondering how to make it intuitive.
Published on: 9/6/2011 13:25