Welcome to the latest Capsule Hints and Tips – helping you make the most of Capsule so you can do more of what you love!

If you have just started using Capsule, or if you’ve been using it for a while, there’ll be something here for you 😊

There are some very exciting new (ish) features released recently in Capsule and I’m going to cover some of them here.

If there’s anything you’d like to see in future Hints and Tips then please do let me know, you can easily email me by clicking here.

If you’d like to have a chat about how you can make the most of these hints and tips within your own CRM then click here to arrange a time.

BIG NEWS – AI Summaries!

You may have seen a change on people and organisations, opportunities and projects – there is now an AI Summary area!

The last 50 notes, activities, emails etc (but not tasks) are looked at and summarised in a helpful few lines!

I’ve been testing it and it’s really good!  The organisation one is particuarly helpful because all the notes, activities, emails etc from everyone who works at an organisation are summarised together with the opportunity and project notes, acivities and emails etc – so you get a great full picture of what’s been going on 😊

AI Content Assist

There’s more help from AI within Capsule now too – we can now write our own prompts to create an email that we can use as a base, or send as it is (I personally like to personalise my messages even if generated by AI).

This is another great time saver!

BIG NEWS #2

I am so excited by this new thing that I’ve very recently sussed out how to do, that I want to share it as soon as I can with you all because in my opinion it is an absolute game changer!

By using Transpond we can set up a very simple automation and automatically add and remove tags based on whether an opportunity has been won or lost!

Yes, you read that correctly!

So, when an opportunity is created we can easily set up the system(s) so that the tag Client – Potential is automatically added to the contact(s) on the opportunity.

When it has been won we can automatically add the tag Client – Active (or whatever you’ve called your active clients) and automatically remove the tag Client – Potential.

And, if an opportunity is lost we can automatically add the tag Client Potential Previously and remove the Client – Potentialtag!

There’s lots more that Transpond gives us, but if you just use it for this then I think it pays for itself (it would be around £14 per month).

If you’d like to chat through how to set this up, or you’d like to find out more about Transpond then let me know 😊

I’m going to start sending a Transpond Hints and Tips email out so let me know if you’re using Transpond and would like to receive some helpful hints and tips by clicking here.

If you don’t have Transpond then do check out this short overview video!

Have you seen / been using: Tracks on People and Organisations

Tracks are a series of tasks which reflect our processes, so tracks on an opportunity will remind us to do what we need to do to move the opportunity from one milestone to the next until we win the opportunity. A track on a project helps us stay on top of each stage in our delivery process.

When we nail this we can really make the most of automations in Capsule – check out this video for more info.

A track on a person or organisation is slightly different in that we don’t have milestones or stages to move them along, so a track is likely to be more all encompassing.

Here are some ideas to use this fab feature:

• Contact Nurture
• Partner Programme
• Supplier Onboarding / relationship management
• New Contact Capsule “House Keeping”

Have you seen / been using: Goals

Have you checked out Capsule’s Goals feature – it’s a total game changer!

It’s perfect for staying focused, motivated, and aligned – especially if you’re working in a team or juggling multiple priorities.

To set some goals up for yourself head to the Reports section and click on Goals – the set up is intuitive, visual, and really helps business owners see the bigger picture.

You can also check out my short help video which shows you how to create and edit them here.

More Capsule Improvements You May Want to Use

1. Add connections from LinkedIn into Capsule

Have you seen the new integration: Add to CRM?  I’ve been using it and it’s brilliant – you can easily create a contact from LinkedIn in Capsule in a couple of clicks.

2. Customise Your DashboardDid you know you can rearrange your dashboard elements?

You can prioritise Tasks, Sales, Activities or Trackable Goals by clicking on the 3 dots at the top of each element, or on the 6 dots to the left of Recently Viewed, Activities, Pipeline, Projects.

Quick Tip

Use Tracks to automatically add a Tag to a person, organisation, opportunity or project – better still turn the Tag into a DataTag and have a set of custom fields provided to capture information that is really relevant 🙂

Learn As You Go – 60 Seconds at a Time

Over on YouTube, I’ve been sharing bite-sized videos packed with CRM and business tips to help you increase sales, improve your marketing effectiveness and help you be more productive.

You can watch them by clicking here.

If you’d like me to get stuck into your own Capsule then my Capsule Health Check will uncover hidden features, streamline your workflows, and save you hours each week!  Let me know if you’d like to find out more about this service.

My YouTube channel has lots of help videos on it, you can check them out here.

And, if you’d like to chat about your own CRM then let’s jump on a Complimentary Capsule Check In, which you can book by clicking here.

If you feel that your CRM mostly does what you want it to then check out my The Calm and Confident CRM Checklist, and my latest blog to show what the hidden costs are of having a mostly does what you want CRM 😉

With best wishes

Julia x

julia.blake@blakeconsultants.co.uk