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.
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BIG NEWS #1 – Activity Goals and Task Goals
The goals area of Capsule has had an exciting new addition!! We can now not only set goals for revenue (count and value) but we can also set goals for activities and tasks!
This really is super useful as there is often a lag in service based businesses between what we “do” day to day and the projects / work landing.
Check out check out this video to find out more, and how to set them up 🙂
BIG NEWS #2 – Integrate Claude with Capsule!
Yep, we will soon (fingers crossed) be able to ask Claude to interrogate our data and more!
Development work is going on, and a private beta is in progress, to iron everything out so that us users can do just that!
I understand that at the moment it will all be about getting data out, so watch this space!
Go to your name top right, and then click on Integrations and follow the links 🙂
BIG NEWS #3 – Easily keep your Capsule up to date by using Transpond
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!Â
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!Â
Yes, you read that correctly!Â
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.Â
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 – Potential tag! Â
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!
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Have you seen / been using:
1. AI Summaries
You may have seen a change on people and organisations – 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!Â
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 – so you get a great full picture of what’s been going on 😊
And, AI summaries on opportunities are being rolled out too – maybe we’ll see them on projects in the not too distant future too 😉
2. 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!
3. 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”
4. Multi-select list custom field
This relatively new custom field is available on all of Capsule’s plans and using it means that rather than creating multiple checkboxes to capture a variety of pieces of information, we can now have the info in a list and choose multiple items😊
Do be careful if you are enriching your data in a spreadsheet and then importing it back in because any new data will override the existing data – if this is something that you want to do then let’s have a chat and I’ll share how to get around this.
5. Use Capsule to help with “other stuff”
I’ve had the links to my various diary options in Capsule for a long time and I find it so easy just to go to my project Booking Links to find the link so I can send it out, it saves so much time.
At the begining of this year I created a new Project Board for my business plan and content plan.
There are things I want to do each month so I have set them up in a track and create a “stage” for each month of the year.
When the last task in the track is ticked off for the current month the same track is added again for the current month – meaning that I’m top of it all – and that feels good!
Users on the Growth plan get 5 project boards, and many other additional features. All of my clients get a 50% discount for 3 months when they upgrade, so let’s have a chat about whether it would be a good plan for you to be on.
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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 clicks1
2. Customise Your Dashboard
Did you know you can rearrange your dashboard elements?Â
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.
3. Automations
We can do some really clever things in the Pipeline and Projects now using automations.
I’ve recently recorded a couple of help videos to show what type of things we can do – the first is for simple automations, and the second more advanced ones.
4. Cleaner, clearer Reports
You can access key insights quickly – ideal for making better, faster decisions! Improvements are on there way in this area too – we’ll be able to create our own dashboards containing the reports we choose!
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Quick Tips
Quick Tip #1
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 🙂
Quick Tip #2
Find out information about the people and organisations on your CRM by making the most of organisation enrichment and contact enrichment – Capsule goes out to the universe for you and finds info that is in the public domain. Better still you can search on this info as well as your own data to make amazing lists! Find out more here.
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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.Â
You can watch them by clicking here.Â
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.
Julia
x
01635 592020
julia.blake@blakeconsultants.co.uk
