All-In-One… or All-for-None?

Sarah Pacheco X2CRM

When I was growing up, I didn’t had cable TV at home. Instead of spending my Saturday mornings watching cartoons, I watched informercials. As boring as it sounds, I was enchanted by these all-in-one gadgets that promised to do everything.

A countertop cooker that can toast bread, boil pasta, and roast chicken in a single appliance? Sign me up!

A hairstyling tool that can curl, straighten, or dry my hair with titanium plated rotating parts? Sold!

If most “As Seen on TV” products sounds too good to be true – they probably are. My mom and I purchased a few of these products after being blown away by their over-the-top commercials. However, we were always disappointed with how poorly they worked. Our countertop cooker was too complex and bulky, so we stashed it in the garage. My hair tool neither curled nor straightened well and I threw it out once it started to burn my hair.

The problem with all of these products is that they tried (and failed) to be an “all-in-one” solution. They think that just adding barely functioning features or fancy gimmicks is enough to compensate for a mediocre product. By trying to do so many different things, they ended up not doing a single thing well.

The Problem with Most CRM Systems Today

Many CRM systems in the market today share the same problem as my infomercial products – they’re bulky, overly complex, and expensive. In an effort to stay relevant in a changing market, these companies bolt-on barely functioning features for an additional cost.  What most users are left with are disjointed CRM systems that barely function.

What’s even worse is that some CRM systems completely ignore key features, such as marketing automation. This means that your business will need to use a completely different application to fully utilize your CRM system. Trying to integrate different business applications is a nightmare because each company uses a different programming language, database, and cloud. The more applications you try to link, the more points of failure your business faces.

Ultimately, some CRM systems can actually slow down your business because they take too long to master, require your employees to constantly switch between different applications and functions, or are simply incomplete.

X2CRM is Different

X2CRM is built entirely on a simple principle: Make your business run faster. Unlike other CRM providers, X2CRM is a compact application that’s built entirely on unified code base and includes sales, marketing, and customer service modules. Because every feature within X2CRM is natively built within our application, every action is aware of other events within the system, making X2CRM and extremely flexible and streamlined system.

X2CRM doesn’t have features that are haphazardly bolted-on. We know that when we put time and careful consideration into our design and development, we can provide your business with the best all-in-one CRM system today and into the future.

But don’t just take our word for it. Give X2CRM a try and see exactly how our compact, all-in-one application can help your business today!

 

 

New X2CRM Video Tour

Sarah Pacheco X2CRM


Like many, I am a visual learner. If I need to learn a new concept, I always prefer to watch a video explanation instead of reading through long blocks of text. By watching a demonstration, I can fully understand exactly how something works and visualize using it myself. At X2Engine, we created a brand new introductory video to show you exactly how X2CRM can empower your business.

In our new video tour, John Roberts explains how X2CRM is a truly next generation CRM application with its exciting new capabilities, services, deployment options. He also demos many of X2CRM’s most notable features, such as its comprehensive contact page, workflow engine, and website intelligence tools. With our new video tour, you can visually see how every feature will maximize the effectiveness of your sales, service, and marketing teams.

X2CRM is a powerful, agile, intelligent, and compact system. It has many powerful tools to help grow your business and leverage your website to acquire and retain customers. By seeing X2CRM’s features in action, we know that you’ll become as excited about X2CRM as we are.

 

X2CRM Location Tracking

John X2CRM, X2Engine

In our increasingly competitive CRM business world, face-to-face interactions are critical for any business. At X2Engine, we are expanding the performance of X2CRM by infusing location-based services directly into our application.

X2CRM users can easily check-in at any location using their mobile phone. This check-in post will instantly update the company’s activity feed and user record, increasing communication among your entire business. Location services also save time by allowing users to easily view the location other employees. For example, managers can instantly view where a field representative is, without calling or emailing them.

X2CRM’s check-in feature can also unlock location-based opportunities. Whenever a contact opens an email, views your website, or accepts a calendar invitation, their location is updated on their contact page. Location-based notifications and actions can easily be created within X2Workflow, enabling sales representatives to initiate new face-to-face customer meetings within a moment’s notice.

Customize X2CRM to Fit Your Business Looks and Needs

Sarah Pacheco X2CRM

There is just something inexplicably nice about feeling a sense of ownership. Whether it’s having your name spelled correctly when you order a cup of coffee or setting a personal photo as your phone’s background, there are so many small things we do to personalize our possessions.

X2CRM has so many major features (X2Worflow, X2Process, and an all-encompassing contact page to name a few) that sometimes smaller tools can be overlooked. X2CRM is a fully customizable CRM platform. To make your deployment feel like something that truly belongs to each of your users and your company, you can customize the entire look of X2CRM in a number of ways.

Company Branding

X2Engine wants you to feel that X2CRM is an extension of your business. We know that small details, such as your logo and color scheme, create an identity for your business. With our customizable CRM application, you can easily incorporate those aesthetics directly into your installation. Easily incorporate your company’s own logo in the upper right-hand corner and the login page. X2CRM can even be recolored to have a specific color scheme and build out your own branding identity.

Personalized X2CRM installation to match company logo and color scheme.User Personalization

Individual users can further personalize X2CRM. Unless locked by the administrator, anyone can change their account’s theme, background image, and even notification sounds. Whether you prefer to read white text on a black background or want to change X2CRM’s background image to your favorite vacation photo, any user can easily modify their interface.

X2CRM page with a custom background and color theme.Module Organization

X2CRM’s customization do more than just change the appearance of your account. Personalize your dashboard and toolbar by creating or reorganizing specific widgets and modules. All of the widgets on the dashboard can be moved around, resized, or hidden. There are numerous custom widgets you can easily create, such as an email inbox viewer or various reports and charts. Custom modules can be pinned to your toolbar so you can easily access frequently used pages with a single click. With X2CRM’s customizable user interface, anyone can personalize their dashboard so the most relevant information is available as soon as they login.

X2CRM is a fully customizable CRM system that can match any company's branding or needs.

 

Enterprise software typically isn’t “fun”, but X2CRM combats that stigma by allowing users and businesses to customize the look and feel of their CRM system. Personalizations make using X2CRM a more enjoyable experience, which will encourage your employees to continue using it. Small changes, like white text on dark backgrounds to reduce eye strain or specific widgets on the homepage, can actually improve efficiency within your business.

Our video tutorial walks through how administrators and users can fully customize their X2CRM deployment. Why not give it a try today?

The 5 Benefits of Workflow Automation

Sarah Pacheco X2CRM

If I asked you to give me an example of automation, what would you say? Maybe you’re imagining a drab factory filled with machines doing repetitive tasks. Or maybe you’re imagining a customer support phone line that never lets you speak directly with a representative. No matter your answer, you most likely you weren’t thinking of automation within your own business. But why not? Workflow automation tools, such as X2Workflow, can unlock many benefits to improve your business.

1. Increased Opportunities

Did you know that 30-50% of sales go to the vendor that responds first? When similar products or services are offered at competitive prices, sometimes a prompt response is all it takes to close a deal. To stay competitive, your business needs to constantly pursue leads as soon as they come in. Workflow automation instantly responds to new prospects and begins nurturing leads, even before any of your marketing or sales representatives become involved.

With X2Workflow, you can incorporate nearly every feature within X2CRM in a workflow. This means that you can easily transform your business into a 24/7 operation without any additional costs or employees. X2Workflow enables your business to instantly begin the lead management process to increase your opportunities for growth.

2. Operate a Streamlined Process

It’s hard to check open-ended processes like handling a new lead or following up with an updated record. With workflow automation, you can take all the guesswork out of how to handle certain triggers within your business operations. For example, all new web leads can be emailed the same welcome email – free of any typos or incorrect information. By creating automatic workflows, you can be sure that any step in the flow is always professional and company-approved.

In addition to quality assurance, creating an automated workflow helps your employees think of their tasks objectively. When I younger, I learned the importance of detailed instructions and coding through a peanut butter and jelly sandwich game. Instructing someone to “put peanut butter on bread” is less effective than “spread two spoonfuls of peanut butter on a single slice of bread”. By designing workflows, employees are forced to think about the specific steps they take to accomplish a task. Like PB&J sandwiches, there is a big difference between “send a contact an email” and “send a contact a satisfaction survey 3 days after a campaign email has been opened”. By clearly defining each step a user takes to accomplish a task, they can evaluate and improve their procedure. A streamlined process increases efficiency and results for your business as a whole.

3. Offer a Better Customer Experience

How many times has this happened to you? You sign up for an email list, expecting the company would send you meaningful updates or personalized deals; instead, you’re bombarded with generic emails for products or services you have zero interest in. Instead of gaining more insight into the company or discovering a new product, you’re flooded by a spam machine. What’s the first thing a lead typically does after receiving 15 coupon codes in 20 minutes? Unsubscribe.

A workflow automation engine ensures that leads or contacts are only being sent quality, relevant emails. Within X2Workflow, you can create custom constraints with email campaigns, such as conditions or wait times, to automate any process from user notifications to email submission. With such specific parameters, you can ensure that your automated workflows are only sending out the most relevant information after specific triggers – not overwhelming contacts with a flood of generic emails.

X2Workflow can help your business do anything from automating personalized emails sent to new leads to re-engaging with existing customers. This improves the outreach experience both leads and your clients have with your business. Happier and engaged customers are much more likely to stay committed to your business than contacts overwhelmed with spam.

4. Better Allocation of Employee Time

Employees admit that up to 55% of their workday is wasted on administrative tasks, such as sending emails, filling out forms, and updating spreadsheets. That’s nearly an entire day every week wasted on busy work instead of working on the assignments they really want to finish. By automating repetitive and manual tasks, your employees have the opportunity to spend their time on creative problem solving to further their own skills and company’s operations. Workflow automation will handle all of the repetitive work and alert employees to step in when the process requires more personal interaction.

The goal of workflow automation isn’t to replace employees; instead, it should enhance your their work. By automating the boring tasks, your teams can have a more productive or interesting workday, which improves your entire business’s operations.

5. Instant Communication

There are many ways workflow automation can increase transparency across your company. Within X2Workflow, you can integrate alerts within your workflow to inform specific users or your entire business. Notifications, SMS messages, emails, and assigned actions are just a few of the ways you can ensure that specific users are aware of what your workflows are accomplishing. By creating notifications within your workflows, your team will know to jump in whenever they need human-specific interactions. Your business can still create personal relationships without having to worry about the tedious administrative tasks.

X2Workflow also has the ability to post company-wide notifications on the activity feed. This means that you can program your workflow automation to announce any specific task it’s accomplished. Your entire workforce can automatically know the status of any workflow, even if they are not directly following its process.

Real-World Benefits

These benefits have a huge impact on business operations – even our own! Our sales engineer, Tom Caroll, has been helping X2CRM customers utilize all the features within X2CRM and create complex workflows to automate their businesses. He recently helped a user create a workflow to schedule an appointment through a timed email campaign.

A time sensitive email campain workflow automation created with X2Workflow.

When a lead status is changed to accepted the flow starts a mini email campaign. X2Workflow will automatically send off a series of emails with waits after each one. This ensures that the lead is not bombarded with emails from the company (Benefit #3). After each wait, X2Workflow automatically checks to see if the lead status has been changed to working. If so, the flow ends and the owner of the record is notified. The notification is critical because it alerts the assigned user to take the next steps with their lead (Benefit #5).

This may not seem like this is a very complicated workflow, but it does accomplish a lot. First off, Tom’s workflow automatically starts once a lead is accepted. This ensures that no lead is overlooked and begins going through the appointment process immediately (Benefit #1). Additionally, this workflow automatically manages the timing of each email. Each user associated with each lead can focus on active marketing or lead nurturing instead of keeping track of each lead’s stage in an email campaign (Benefit #4).

Within a single workflow, this user will receive nearly every benefit listed in this post. Imagine how much your business can grow with dozens of these automation operating 24/7! A workflow that would have likely taken days to program can be easily created within X2Workflow. It has an intuitive drag-and-drop interface, so you can do anything from easily model drip marketing campaigns to leverage website activity or location check-ins to trigger alerts and actions for your team. This fluid system that uses current operations and social intelligence to personalize its marketing, sales, or internal processes.

Our workflow automation designer and engine is available in both our open source and enterprise editions of X2CRM.

CRM Helps Millennials Who Need Instant Gratification

Sarah Pacheco X2CRM

Last month, I stumbled on an article written by the Wall Street Journal called Millennials, as Seen by Corporate America. I literally laughed out loud (or LOL’d  https://i0.wp.com/s-media-cache-ak0.pinimg.com/originals/e4/ed/6f/e4ed6fbef210866bf9acf6708c7edede.png?resize=23%2C23&ssl=1 since hip millennials only talk in acronyms and emojis) at the conclusions senior marketers were making about consumers my age. This article was full of cutting-edge research, like how Hersey’s discovered that “millennials want new flavors and textures”. I speak on behalf of all when I say that millennials do enjoy flavors and textures with our food. It’s a relief to know that corporate America has finally figured out my generation.

I wanted to learn more about how millennials were portrayed in media and started reading through dozens of articles. I learned that we were accused of killing everything from the napkin industry to Home Depot. It’s really easy to laugh off these kinds of claims – they’re just sensationalist articles that make general conclusions based on vague market data.

There was only one article that stood out to me.

A Millennial’s Need for Instant Gratification

In the article, I Want it NOW! Millennials & Instant Gratification, Ashley Adams (a fellow millennial), writes about how our generation grew up accustomed to instant gratification. Can you really blame us though? Like most young adults, I grew up in a world with internet and social media. I started my career when the cloud and IoT were the industry standard. My entire life has always been available instantly. Even though instant gratification is often viewed as a bad trait, Adams argues that it is the exact opposite:

“This craving for instant gratification and feedback makes us quick to adopt, change, and grow in situations. This creates a workforce and think-team of innovators who are looking to grow and develop as quickly as they can so they can continue to grow and achieve their goals. As a result, the organization benefits because as they are learning and growing, the company is also flexing and learning.”

Our daily lives operate instantly, so millennials are creating a work environment that can keep up. Young employees are adopting creative or new techniques to solve problems. We are replacing the standard procedures that no one ever thought to modernize with technology and automation. Customer relationship management (CRM) is the perfect example of how technology and the need for instant gratification can drive positive change.

How CRM can Drive Instant Communication and Collaboration

When teams are dealing with everything from personalized marketing campaigns to service tickets, they often collaborate with other team members. It is extremely inefficient when progress needs to stop because teams cannot instantly take the next step. Maybe a sales representative has the notes from a client’s phone call is out sick. Or perhaps a service technician knows the specific process for troubleshooting a problem is on vacation. Other team members could continue work on these issues if they had a way of instantly accessing the information they need.

CRM aims to eliminate this lag and make sure that all relevant information is available instantly across your entire business. Tools, such as a documentation library, specific funnel and pipeline processes, or contact history, can ensure that everything you need is always recorded and accessible so your business can operate 24/7.

X2CRM is a next generation enterprise CRM platform. In addition to the many features it already offers, X2CRM has a number of unique capabilities, such as location-based opportunities. With this feature, users can do anything from instantly check in somewhere with their mobile phone to receive real-time client location notifications and find new opportunities to meet face-to-face with a contact. Location information helps all users instantly update their activity with the rest of their team to increase efficiency and find new possibilities for any business. This feature is perfect for millennials who are constantly on their smartphones anyway!

Location tracking in X2CRM helps users improve relationships on the go.

X2CRM is the perfect application to promote collaboration and communication. It even helps satisfy a millennial’s need for instant gratification by ensuring all information they’d need is immediately available.

Lead Management: Optimize Personal and Digital Relationships

Sarah Pacheco X2CRM

Leads are More Than Just a Phone Number or Email

One of the most frustrating thing about CRM providers is their website – all of their product information is hidden behind web lead forms.

Web lead forms are a great tool to capture leads and learn more about potential customers, but it seems ridiculous for other CRM providers to hide important content behind a wall. Imagine if all businesses operated like that:

You walk into a clothing store, hoping to find some formal wear for a coworker’s wedding. You ask the cashier for someone to help you find an outfit and she responds,

“Of course! I’ll just need your personal phone number and the name of your company. Once you provide that information, I’ll grab a sales personnel to help you!”

You’re not comfortable giving the cashier your information because you’re not even sure that you want to buy anything here. As you try to walk around the store and find something yourself, the cashier starts frantically waving her arms and blocking you from looking at the clothing racks.

“I’m sorry. To look at formal wear in that section, you’ll need to provide your email address.”

Frustrated, you leave. All you wanted was to explore your options and see what the store offered; all they wanted was your personal information. But you’re more than just an email or a phone number – you’re a person who deserves to be treated like one.

X2Engine is different because we’re committed to transparency. All of our documentation is open and available for anyone to review, not hidden deep within our site.

Use Software to Optimize, Not Replace

Unfortunately, too many businesses treat their digital and personal interactions as two, completely isolated points of communication. They don’t realize that online interactions require the same nurturing as any face-to-face sale. Companies need to build credibility and trust through their digital communication, just like any personal relationship.

Lead management is the best way to ensure that you provide the most qualified leads with the best sales experience and quickly create lifelong customers. Software that automates lead management, such as X2CRM, is not meant to replace any personal interaction; instead, it should be used to enhance and optimize a capable marketing and sales teams. As a complete enterprise CRM system, X2CRM has features to help you with every step of lead management:

1. Lead Generation

The first step in turning leads into customers is to actually capture the leads. The easiest way to generate interest in your product is to engage in some form of marketing or outreach. X2CRM offers a variety of lead generation tools, such as automated drip marketing campaigns, web lead forms, and a landing page creator, to help your business take the first step in a digital relationship with your lead.

2. Lead Qualification

Despite how important lead qualification is, nearly 80% of marketers pass leads without any qualifications or plans to sales representatives. This means that promising leads go cold as sales waste time with unqualified leads, losing opportunities and revenue for your business. To prevent this, X2CRM has multiple ways of recording lead qualifications. The Lead module allows users to record a lead’s personal information, qualifications, such as type, status, and score, and easily convert leads into contacts or opportunities with a single click. Businesses can also record lead qualifications directly within a contact’s page, bypassing the need to create a separate lead record altogether. No matter what your qualification strategy is, X2CRM can easily fit your business needs.

3. Lead Routing and Nurturing

The most important part of lead management is appropriate lead routing and nurturing. This is where your digital and personal relationship meet. Lead routing can significantly reduce response time and make sure all leads are handled by the most relevant sales member. Lead can enjoy a consistent and personalized experience as soon as they are recorded in your CRM system. With X2CRM, you can create customized lead routing rules where new leads will be assigned to representatives that best meet their needs, such as location or product. X2CRM gives you full control over task leads and routing, making it simple to establish unique and custom contact and assignment rules.

By creating a specific lead manegement process for your employees to follow, you can ensure that your business is pursuing all of the best leads with the same degree of care and quality. X2CRM has the tools you need to successfully nurture leads from capture to sale, as well as many other features to support your digital and personal relationships.

How I Learned About Cloud CRM from Traffic Jams

Sarah Pacheco X2CRM

Despite how tech-savvy my family believes I am (Mom, all I did was restart the WiFi router), I know that there is a lot I still need to learn. Because I am a very visual person, I try to simplify complicated ideas into imagery I can easily understand. Instead of thinking about complex network architecture, I imagine riding a motorcycle down a road. Since both data and vehicles travel in a “flow” along a designated path, this is the perfect example for understanding our new v6.9 deployment options.

X2CRM Virtual Private Server – Driving on the Freeway

I love to take road trips. Some of my fondest childhood memories take place in the back seat of my parent’s minivan, watching The Incredibles on a portable DVD player (which 10 year old me thought was the pinnacle of technology) and driving to some far-away place. Once I was old enough to drive the car myself, my attitude toward road trips quickly changed. I love driving but absolutely hate traffic. There is nothing worse than speeding down the freeway and seeing a wall of red brake lights in the distance. The freeway is usually the quickest and easiest way to get to any destination, but sometimes you get caught in the flow of all the other traffic.

Like a freeway, a virtual private server is a shared environment. Although you only get to access your own deployment (imagine this is your bike), it is on a shared server with multiple other deployments (the other cars on the road). This deployment is great for a business that simply wants to get from A to B and use our CRM right out-of-the-box. X2Engine’s virtual private server is the perfect option for smaller businesses that want a complete CRM system, but does not need or have the volume demands of a larger enterprise.

X2CRM Dedicated Private Server – Driving on the Track

Racing on a private track has been on my bucket list for as long as I could drive. There is something exhilarating about the idea of going as fast as I can on a completely empty road. I would be free to drive (or speed) without the fear of other vehicles, obstacles, or tickets. A private track gives you the opportunity to drive however you want; something you could never do on a shared freeway.

When your CRM runs on a dedicated private server, it’s similar to moving from a freeway to a track. The private environment allows your business to run a more customized or demanding application. You’re able to personalize X2CRM on a code level to ensure that it fits perfectly to your business needs (like how you can ride more freely when there are no cars around you). Having an independent server also means that you’re able to store thousands of additional records and support more users, which is perfect for any business that has larger internal operations or customer bases.

X2CRM On-Premise Download – A Repaved Road

Imagine your commute to work. You’ve driven the route a million times and know every turn, stoplight, and exit. As time’s gone on, the road you take to work has gotten really worn down. The potholes, cracks, and weather wear on the road make it almost impossible to drive on. Finally, the local government has decided to do something to improve the road conditions. They’ve decided to make new roads – not repave the existing roads, but build a competently new freeway system and force you to commute on this route instead.  Sounds ridiculous, right? The government already has the existing road infrastructure built – why not just improve the system they already have?

For any business that already uses a cloud service or company server, X2CRM is available for download. Similar to repaving a worn road, upgrading to X2CRM can improve your operations within your existing infrastructure. With our on-premise download, it’s now easier than ever to integrate X2CRM with your existing business.

 

With 3 new deployment options, X2Engine has a CRM system that can fit nearly any business and its needs. Check out our new products page for more information on any of our X2CRM services.

The Key to Successful First Dates and Landing Pages

Sarah Pacheco X2CRM

Do you believe in love at first sight….or first click?

First impressions are key. From job interviews to first dates to choosing a seat on the bus, our initial perception of one another often directly influences our following interactions (or lack thereof). Why not expand this understanding to first impressions online? Let’s imagine there are two different men on first dates: Mike and Will.

Mike knows that the best way to a woman’s heart is to appreciate her. He knows that his date is interested in Italian food and has booked a reservation for the best pasta in town. He wants to wow his date, so Mike has asked the chef for a customized menu of only her favorite foods. During their date, Mike asks all the right questions and listens to all her answers thoroughly. They laugh and they dine and his date knows that Mike went through all of this effort just to capture her.

Will is equally interested in his date, but cannot bother to put in additional effort to impress her. He’s already done enough to score the date, what more is there to do? Will meets his date in the first outfit he could throw together, greets her with a cheesy pick-up line, and then proceeds to take her on the most generic date possible. They don’t talk about anything relevant over dinner and she ends up excusing herself even before Will had a chance to start bragging about himself. It didn’t matter that Will and his date could have potentially been soulmates; he presented himself so poorly that his date wasn’t interested enough to bother finding out.

Out of these two men, who do you think got a second date?

 

       

 

When a potential customer opens a landing page link from your email campaign or views your website, they are doing more than just reading your content; they are interacting with your site. Just like Mike and Will learned, a potential customer may judge your entire product or service based on their first impressions of your website or landing page. Drawing in potential customers with an informative, attractive, and personalized landing page can be the difference in closing or losing a deal (or a second date).

With the launch of version 6.9, X2CRM now contains a Landing Page Designer. You can easily create a custom landing page with our intuitive drag-and-drop interface, even without any previous page creation or coding experience. With this design studio, you can easily incorporate documents, images, or web lead forms directly from your X2CRM library. Landing pages can easily be created using the column and row organization structure of the design studio, options to incorporate custom CSS code, and in-browser previews. Like X2Engine’s Web Lead Creator, landing pages created with X2CRM can easily be placed within your website with provided embed code. Consider embedding X2 tracking code to gain even more insight into customer interactions!

New X2CRM Enterprise Edition version 6.9

John X2CRM

We are getting ready to release X2CRM version 6.9 in open source and commercial editions. It’s a big release with a lot of new, powerful features for administrators, marketers, developers and most important – end users. Below is the feature highlight list, we will be posting new ‘how-to’ videos in the next two weeks to show you how to get the most power out of X2CRM.

X2CRM also includes several new features, including a new Web Landing Page builder, a Visual Code Editor, over 30 prepackaged marketing automation workflows, packaged email templates, and a new Nearby Contacts map view for X2Touch mobile application.

X2CRM Version 6.9 Update Highlights:
X2CRM Enterprise Edition for Amazon AWS, Google Cloud Compute & On-Premise
New with X2CRM Enterprise Edition are three new deployment options. Customers can now deploy X2CRM on custom configured, dedicated servers on Amazon AWS and Google Cloud Compute platforms. This allows customers to utilize the full-native features of both AWS and Google GCC to extend and maximize their X2CRM deployments for their exact requirements. Additionally, X2CRM Enterprise Edition is also available for traditional, on-premise deployments to allow customers to run X2CRM in their own data centers or local cloud providers.

X2CRM Enterprise Edition Code Editor
The advantage of X2CRM is our commitment to open technologies giving our customers the ability to configure and customize X2CRM for their exact needs. Included with Enterprise Edition is a new Visual PHP and Javascript integrated development code editor. In addition to using X2’s powerful visual studio module editor, developers can now directly access X2’s PHP and JS source code for specific customizations to meet customer requirements. Now developers can simply open X2’s Visual Code Editor inside of X2CRM and directly create, modify, debug and deploy code level modifications without the need to setup an external development environment.

Web Landing Page Creator
X2CRM’s new Web Landing Page creator is a marketing automation designer that makes it easy to create visually compelling, personalized, and targeted website landing pages. It also includes built in visitor tracking, such as location detection. Designers can easily target messages and offers to prospective customers based on their workflow targeting rules. Web Landing Page creator also includes custom HTML, CSS, header and footer code to easily integrate with existing customer websites.

X2CRM Mobile Android and iOS Apps
X2CRM 6.9 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. New in version 6.9 is the ability to view ‘Nearby Contacts’ enabling users to quickly view nearby customer activity in an easy to read map view, prompting actionable sales opportunities based on nearby customer interactions.

X2CRM V6.6 Open Source CRM, Opens New Office, New Board Member and Investment

John X2CRM

2017 has been a very busy year for X2CRM | X2Engine Inc. and I am excited to share a few of our most recent accomplishments. First off, it is with great pleasure to announce a new round of investment into X2Engine Inc, and our new company Chairman, David Buchanan. A long time ago, in 1995 actually, I was offered a job with a very new and exciting, first generation CRM software company located in Santa Clara, California called Aurum Software – a pioneer in Sales Force Automation software. After five days driving my pick-up across the country from Georgia I began my silicon valley career working for Dave Buchanan, founder of Aurum Software. Like X2CRM, Dave founded Aurum out of his garage and grew the company very quickly into hugely successful NASDAQ IPO in 1999. Aurum was one of the very first CRM software IPO’s and I had the great pleasure to learn from Dave in these early years of my CRM life.

With Dave’s oversight X2CRM is now even more energized with additional company funding, expanded engineering and services team and new engineering office in Santa Cruz, California. I welcome Dave to our board of directors and am excited to have him on our leadership team as Chairman.

In addition to our company growth, I am also pleased to announce the release of X2CRM version 6.6. It’s a fairly heavy new feature release with a lot of exciting functional enhancements. We are already working on version 6.9 now with a release date in about three weeks. Version 7.0 is scheduled for this fall which features several major enhancements to be previewed in the coming months.

X2CRM Version 6.6Update Highlights:
Marketing Campaign Management
New in this release is the ability to schedule email campaigns based on predetermined times. This allows marketers to set up and schedule emails to be sent days ahead of time, saving time and also ensuring emails are sent out at the most optimal times, 4:00AM for example.
Additionally, there is new support for open email rates, click rate, and unsubscribe rate metrics for tracking campaign performance. New marketing reports include the location and time when marketing emails are opened. Lastly weblead form landing pages’ thank you text can now be customized in the weblead form designer.

X2Workflow Check-in Location Marketing Automation
X2Workflow is a CRM Automation Designer which allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.
New in this release is a “Location Logged” X2Workflow Action. This new location workflow action allows users to stay updated with a Notification, Email, SMS, or Activity Feed post that displays when a location is logged in X2CRM triggering a new workflow action.

X2CRM Mobile Android and iOS Apps
X2CRM 6.6 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. New in version 6.6 is the ability to create audio notes, make video recording and the ability to attach the user’s location, or Check-in to account posts. Additionally new barcode support allows for quick product information lookups based on barcodes.

Email Mail Server Connectors
With version 6.6, X2CRM includes full support for most all email servers to send out email correspondence and email campaigns. In addition to email open tracking, X2CRM also captures the location of the user when emails are open. This intelligence can then be used in X2Workflow to create marketing automation actions. X2CRM includes email server connectors for: Gmail, Outlook, Office365, Exchange, Yahoo, Amazon SES, SendGrid, Mandrill, Postfix, SendGrid, Rackspace and Dovecot and many other mail servers.

X2CRM 6.5 Release Highlights | Open Source CRM

John X2CRM

Today we would like to announce the availability of X2CRM version 6.5. The year 2016 was a transition year for X2Engine Inc. as we focused on creating the most powerful X2CRM release ever. Below are a few highlight features, please visit X2CRM.com to learn more and to try out the demo server at http://demo.x2crm.com. In addition to working on 6.5 we also introduced a new product called X2HubServices a new cloud connector service which allows for a one stop connection to Google office, geo-location and mapping services. It also includes two factor SMS security and a number of new public cloud connectors we are actively developing.

For 2017 we have also updated our product list to include new support subscriptions for X2CRM open source deployments, new X2VPS cloud products, including a new dedicated AWS server option. For partners we have also created a new solution directory on X2CRM.com to list your value added services. Checkout our new expanded product list at: https://www.x2crm.com/x2engine-x2crm-products/.

Thank you for another great year,

X2CRM | X2Engine Team
Scotts Valley, California

X2CRM Version 6.5 Update Highlights:

X2Workflow Check-in Location Marketing Automation

X2Workflow is a CRM Automation Designer that allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.

New in this release is a “Check-in” X2Workflow Action. This new location workflow action allows users to stay updated with a Notification, Email, SMS, or Activity Feed post that displays which X2 users are nearby as well as Google Map directions to each user using criteria such as distance away or time since last X2 user action.

For example, when a customer opens an email, not only does X2CRM detect that the email was opened but also determines the location of the user and then notifies the closest X2CRM user and also sends the user directions to the customer’s address. When buyer attention spans are limited, being able to take advantage of location to create new customer interactions ensures that every opportunity is captured.

X2CRM Mobile Android and iOS Apps

X2CRM 6.5 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. New in version 6.5 is the ability to create audio notes, make video recording and the ability to attach the user’s location, or Check-in to account posts.

X2HubServices

Introducing a completely new cloud service for both CRM open source and is included free for X2VPS hosting customers. This new cloud connector service provides one stop connector for Gmail synchronization, Calendar Sync, SMS two factor authentication, interaction location detection, advanced Google mapping and additional social network and data enrichment services.

Marketing Campaign Management

New in this release is support for open email rates, click rate, and unsubscribe rate metrics for tracking campaign performance. Additionally, weblead form landing pages’ thank you text can now be customized in the weblead form designer.

Email Mail Server Connectors

With version 6.5, X2CRM includes full support for most all email servers to send out email correspondence and email campaigns. In addition to email open tracking, X2CRM also captures the location of the user when emails are open. This intelligence can then be used in X2Workflow to create marketing automation actions. X2CRM includes email server connectors for Gmail, Outlook, Office365, Exchange, Yahoo, Amazon SES, SendGrid, Mandrill, Postfix, Sendmail and many other mail servers.

User Location Check-ins with Google Mapping

New in 6.5 is support for X2 user check-ins. Users can now post location check-ins with photos and voice notes. Additionally user accounts can now be configured to require an SMS based two factor authentication token upon login. Included with user check-ins is a Google Map of users and their location histories. With this feature, managers can look at an X2CRM Google User map at any time and see the location of users and their statuses. This allows managers to know exactly what is going on in the field without having to contact users.

Email & Calendar Improvements

New in version 6.5 is support for multiple shared calendars, event invitations with location tracking and two way Google calendar synchronization.

Email Correspondence – X2CRM can now monitor users email inboxes and automatically attach customer emails to CRM records. Marketing workflows can then be triggered create automated responses and alerts. In addition to tracking, alerting and logging when customer emails are opened, users can now add workflow automation triggers to automate responses, alerts or activate other actions within X2Workflow. Emails sent from automated marketing workflows can now activate new workflows when emails are opened by prospects.

X2CRM | TechTalk V – 6.5 Preview

John X2CRM

Hello everyone,

Boy this TechTalk is a bit overdue, I delayed it a few week so we could give 6.5 more time. It does provide good introductions to new location or X2Checkin, Google Maps, major Calendaring and Google sync improvements and X2Touch mobile 2.0 features. We are about to release 6.5.3 within the next few days. Over the coming weeks we are planning to do major documentation, video and website updates to help show you how to easily design, deploy and manage your X2CRM system.

X2TechTalk V: X2CRM 6.5 Preview:
An X2CRM Administrator and Developer Webcast

Best,
X2CRM Team

X2CRM | Open Source CRM version 6.0.3 Feature Update

John X2CRM, X2Engine

Today we are pleased to release X2CRM version 6.0.3. For a small point release it features a number of new capabilities including updated Android and iOS apps, new X2Workflow mass actions, smart Web Lead Capture forms and a more simplified Administration panel. In addition version 6.0.3 includes two new beta features a new AWS powered bulk emailer and advanced Jasper reporting.

X2CRM Version 6.0.3 Update Highlights:

X2CRM Mobile Android and iOS Apps
X2CRM 6.0.3 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. A new tab interface now allows users to post notes along with the ability to delete actions in a contact action history record. Users can also take photos, create, search, view and edit customer records in a new compact Android & iOS mobile applications.

X2CRM Android & iOS

X2Workflow Automation
X2Workflow is a CRM Automation Designer which allows CRM Admins to track website visitors, capture web leads and create automated actions based on customer behaviors. X2Workflow is a clever and incredibly customizable business tool that places the power of X2CRM marketing, sales and service processes in the hands of customers, allowing them to fine tune their business and harness the abilities of the X2Engine platform.

New in this release is a “Change Record” X2Workflow Action. This new workflow action allows users to switch to a related record during a workflow execution. Users can use it to do things like update a “total sales” amount on a Contact when a Quote is marked as won or otherwise update related records in response to X2Wofkflow triggers.

Additionally a new “Mass Execute Macro” action is available. The record list grid view now supports mass execution of Macro-type workflows. Users can select records using the record grid view checkboxes and click the new “Execute Macro” option to run a Macro-type workflow on multiple records at the same time.

X2Workflow Designer

Secure Web Lead Capture with File Uploads & Workflow Routing
X2CRM now includes built-in CAPTCHA on weblead forms: Weblead, service, and newsletter forms can now optionally require a CAPTCHA upon submission to prevent spam. This can be configured under the ‘advanced’ tab of the weblead form designer.

Website visitors can now upload files on X2 Web Lead Capture forms. Web lead and service forms can now be configured to allow file uploads. File uploads also include Media virus scanning.

X2CRM Web Lead Capture

Bulk Email Service – With version 6.0.3 X2VPS, hosted customers now can utilize Amazon AWS, Email Send and Receive Service for no additional charge for 50,000 or less emails per month. A one-time $100.00 setup fee is required to activate this service. Support for X2CRM open source users will also be supported based on account verification. With this new mass email capability, users are no-longer required to use third party bulk email services – saving time and money.

Email Correspondence – X2CRM can now monitor users email inboxes and automatically attach customer emails to CRM records. Marketing workflows can then be triggered create automated responses and alerts. In addition to tracking, alerting and logging when customer emails are opened, users can now add workflow automation triggers to automate responses, alerts or activate other actions within X2Workflow. Emails sent from automated marketing workflows can now activate new workflows when emails are opened by prospects.

Advanced Reporting Server – Version 6.0.3 features a first beta release of the powerful Jaspersoft Reports for X2CRM. This is a free service for X2VPS customers. Support for on-premise/cloud X2CRM open source users is targeted release in September.

Simplified Administration Console – X2CRM now features an updated, streamlined Administration console. All configuration settings have been combined into a single view and allow administrators to rearrange menu items to suit their individual preferences.

X2CRM 6.0.2 Feature Update – Tech Talk IV

John X2CRM, X2Engine

Yesterday we released X2CRM open source version 6.0.2 in both web and mobile apps. For a dot release it features several new and powerful features. Also checkout another short 16 minute X2CRM Tech Talk video where demo each of the new X2CRM features below.

Link to X2CRM 6.0.2 Tech Talk Demo Webcast

X2CRM Mobile Android and iOS Apps
X2CRM 6.0.2 introduces a number of new mobile application enhancements. X2CRM is fast becoming a primary tool for mobile users by allowing the full contact action history to be seen on mobile devices. A new tab interface now allows users to post notes along with the ability to delete actions in a contact action history record. Users can also take photos, create, search, view and edit customer records in a new compact Android & iOS mobile applications.

Email Correspondence – X2CRM can now monitor users email inboxes and automatically attach customer emails to CRM records. Marketing workflows can then be triggered create automated responses and alerts. In addition to tracking, alerting and logging when customer emails are opened, users can now add workflow automation triggers to automate responses, alerts or activate other actions within X2Workflow. Emails sent from automated marketing workflows can now activate new workflows when emails are opened by prospects.

Check out our short Tech Talk demo webcast.

X2TechTalk II Webcast

John X2CRM

Yesterday we recorded a 16 minute X2CRM administrator and developer webcast as part of a new X2TechTalk series. This week we talked about 6.0.2, X2CRM Riders Guide to CRM Peformance, Mobile, Workflow Action Buttions, X2Developer Tools and Data import / export tools.

X2CRM TechTalk III

X2TechTalk II Webcast

John X2CRM

X2CRM administrator and developer topics covered; 6.0.1 update, mobile single sign-on, workflow designer demo and intelligent endpoints. If you would like to join us to showcase your X2CRM deployment, please send an email to techtalk@x2engine.com. X2TechTalk Webcast

TechTalkIIA

X2TechTalk Webcast

John X2CRM

Today we kicked off a new X2TechTalk webcast series. This idea is to have two to three techtalk meetings a month to review active X2CRM administration and development topics. If you would like to join us to showcase your X2CRM deployment, please send an email to techtalk@x2engine.com. X2TechTalk Webcast

X2CRM

X2CRM 6.0 released, roadmap for 2016

John X2CRM, X2Engine

Last week we released X2CRM version 6.0. This release has a number of exciting features but first I would like to provide a general X2Engine | X2CRM update and forward looking road map for the remainder of this year.

Founded in 2011 and after five years of growth we are now at the stage where X2CRM Cloud Hosting Services now can fully fund company operations – thank you X2VPS customers. At the same time it was felt 6.0 was the right time to fully open source X2Platinum Edition. With version 6, all commercial X2CRM editions have now been combined into a single release and relicensed under the GNU Affero GPL v3 open source license. X2CRM is fully committed to providing the best open source CRM software. Having one open source edition will make it easier to add new features and also to share the full power of X2CRM as free and open software.

As software developers, you not only want to be successful with the applications you create, but also see them used as fully as possible, by as many folks as possible. Now having only one, X2CRM software application will enable a much richer extension ecosystem around the fully open source X2CRM platform. Join us in the coming weeks as we transform X2Community.com into a real thriving code and CRM knowledge sharing destination.

The X2CRM 6.0 release centered on user experience improvements with the additional of a new lighter default theme and a new Night theme. X2Tough mobile applications continue to be a priority and are in active development with new versions rolling out over the next few weeks..

Parker Insurance CRM Webinar

John X2CRM

Below is the video from our recent X2CRM customer showcase webinar with and David Parker, Owner of Parker Insurance.

Forward to 26:15 to see David’s very compelling medical insurance case study.