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Automate more of your workflow using Zapier

2015-04-20

Using Zapier, easily enhance the way you run your business through quick and powerful automations. Similar to Solve’s webhooks, “Zaps” offer custom trigger-action integrations between popular systems to help automate your business processes - packaged and ready to implement.

Zapier examples

Earlier this week Solve teamed up with Zapier to demonstrate some best practices, use cases and the quick setup for these powerful Zaps. Sit back and enjoy the recorded session …

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Ways mobile can 10x your game

2015-03-26

Solve’s new mobile app for iPhone, iPad and Android will change how you think about doing business, challenging you to “think outside the desktop” and imagine what true personal computing means to your success.

Mobile CRM Example

Solve’s taken a big leap towards something you’d want by your side as you stroll down main-street, wait in line, or hustle between locations.

  • Manage a lot of data comfortably
  • Organize and automate with simple tools
  • Access and update quickly without interrupting your flow
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New option: Time tracking for Google Sheets

2015-03-25

Pull Solve’s “Time tracking” report into Google Sheets, similarly to how you can pull in Opportunity, Next actions and Follow-up reports.

Google sheets time tracking

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New feature: Use your own outgoing email service

2015-02-04

Typically, Google displays a warning on any of your mail-service transactional messages, giving away the “secret” of your automated system. A Constant Contact example:

Gmail direct to before

Enable Solve’s new “Outgoing Email Service” add-on to dispatch your transactional (automated) Solve messages using your own email system. This regains the feeling of a personal touch in your message … just as if you typed it yourself.

Feature enabled
Gmail direct to before

Feature disabled
Gmail direct to before

This unique feature increases the trust level of the messages, substantially reducing the possibility that your automated emails will be filtered or rejected as spam. Transactional messages become visible in your Sent folder, and Google presents the emails to the recipient as if you typed and sent them normally.

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New feature: (re)direct emails between Google Apps accounts

2014-10-21

Cleanly direct an incoming email from one Gmail inbox to another within your team, using Solve’s Webmail feature.

Gmail direct to before

The message will be copied to the specified user’s own Gmail Inbox with a special “{<—your name}” label added so they know the message was directed to them by you.

Gmail direct to after

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New improvement: Google events include a permalink back to Solve

2014-10-20

When syncing Solve events to your Google calendar Solve now embeds a link in Google back to the related Solve CRM record.

Google calendar sync

Click to open the corresponding CRM record the same way it does in Solve’s own calendar. This saves you from manually searching for the CRM record in Solve each time you’re preparing for a call or meeting.

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New improvement: Google Doc picker

2014-09-25

We’ve added a new powerful search panel to the “Add a link to a Google Doc” activity, making it easier for you navigate through your Google Docs and Spreadsheets. Folders, visual previews and advanced search options help you quickly find the one you’re looking for.

Google Picker for Solve CRM

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New options: Using Google Sheets as a linked database and two new reports

2014-09-10

First, Follow-up and Next-action (tasks, events) activities can now be pulled into Google Sheets, similarly to how you pull in Opportunity reports. Second, we’ve added a new (super powerful) feature called “Preserve Custom Columns”.

Google Sheets CRM

By creating and preserving your own custom columns, you can use Google Sheets as a secondary linked database to store data that relates back to specific records in Solve. The data you’ll add to Sheets automatically links to the corresponding records in Solve removing the need for cross-referencing.

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Solve CRM earns distinction as a Google Apps Premier Technology Partner

2014-08-19

Renowned for our Cloud SaaS service Solve CRM, Norada has become an official “Google Apps Premier Technology Partner”.

Google Apps

Premier status in the Google Apps Technology Partner Program grants Solve CRM access to an exclusive venue of technical, support and marketing benefits. Working closer with Google, we look forward to delivering massive value to business teams and find new customers together.

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Google and Solve invest in modernizing their integrations

2014-07-22

Google and Solve have made significant re-investments in modernizing their integrations through Google’s new Google Apps Marketplace.

The new Google Apps Marketplace demonstrates Google and Solve’s mutual commitment to delivering useful integrated solutions to businesses with:

  • Add-ons starting with Sheets reports and Docs mail merge
  • Enhanced security for tighter control of Google and Solve
  • Quicker connection between Google and Solve integrations
  • Modern APIs to take advantage of new technologies
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