Manoj Ranaweera


2016 Mar 12
Streamlining Workflows for 

CapsuleCRM Customers
1. Pipelines: Sales, Funding and Recruitment
2. Customer Intelligence
3. Contact Enrichment
4. Customer and Supplier Engagement
5. Single Customer View
6. Campaign Monitoring
7. Leave Management
8. News Channels
What you can do today
Repeat the App to
build a particular
pipeline
CapsuleCRM Apps
Milestone App
List App
Contacts App
Usage similar to
Contacts App, but
display companies
tagged with particular
term instead of the full
contacts list
Driving App for many
of workflows, allows
user to select an
organisation or contact
Build-once unify-many
14
28
Systems
Apps
Data sources that respond to CapsuleCRM
Build-once unify-many
14
28
Systems
Apps
Build-once unify-many
SOLUTION
14
28
Systems
Apps
Data Sources for independent applications
Search for
Company House
Records
News in one
place
Document Leads
and Analysis
Leave
Management
Companies
House
Google Sheet
RSS
edocr.com
1. Sales, Funding and Recruitment Pipelines
CapsuleCRM Milestone App Repeated
2. Customer Intelligence
CapsuleCRM, Companies House and FullContact
3. Contact Enrichment
CapsuleCRM and FullContact
4. Customer and Supplier Engagement
CapsuleCRM and Twitter
5. Single Customer View
CapsuleCRM, Zendesk, Mailchimp and Xero..
6. Campaign Monitoring
CapsuleCRM with Mailchimp App..
7. Holiday Management Solution
Built on Google Sheet..
Spreadsheet
Holiday Request
Approval
8. News Channels in one place
RSS App repeated a number of times..
Company News
Competitor News
Industry News