Posts

What is Sales Force Automation in CRM?

CRM is a broad domain. It touches every industry and there’s not such thing as a one-size-fits-all solution. Sure, you can get a CRM for free. But the big question is whether you can get it to do what you want.

Sales Force Automation specifically addresses the parts of the sales process your team needs to digitize in order to make the act of selling more efficient and more effective. Read more

Why Automate Your Business?

Automation promises great things, but knowing why you want to automate and not simply following the crowd is important.

 Corteza Corredor Automation Engine Benefits

The Corredor Automation Engine in Corteza open-source low-code platform increases productivity while driving down costs.

It helps to think of automation in the context of an entire digital transformation strategy. However, you may also have more specific requirements. For example, your use case might be limited to:

  • IoT apps
  • Sales in CRM or other customer management system apps
  • Smart Schooling and ERP in Education
  • Open-Source Chat
  • Loan Management Software
  • Free Knowledge Base Software
  • Business Integration
  • Open-Source Case Management or Cloud Case Management
  • Fulfillment Management
  • Smart Cities or Citizen Development
  • Record Management Software

Read more

The Ultimate Salesforce Alternative

How Many CRM Companies Are There?

A lot! Once you start looking for the best solution for your business, you will find on the market many CRM solutions and their alternatives. Picking the best can be tough. And It’s usually not just about market share, getting CRM for free or even open-source CRMs. Even if these are criteria to be considered for your company CRM, there are many other factors too. For example, are you looking for:

  • A means to deploy your Digital Transformation Strategy
  • CRM for Marketing and Customer Tracking Software
  • Free CRM for Non-Profits
  • CRM for Insurance Agents
  • Salesman Tracking Software
  • CRM for Email
  • Call Center CRM
  • CRM for Education and Smart Schooling Solutions
  • Wholesale CRM
  • CRM in Manufacturing Contexts
  • Loan Management Software
  • Citizen Development Software
  • Free Case Management Software

Read more

What is a Case Management Workflow?

A Case Management Workflow is the logic, process or method your business uses for resolving issues. Issues can have many sources. For instance, they can be raised by customers, partners or internal staff.

Getting business logic right is difficult. So, with Planet Crust’s Case Management, we go out of our way to make it easier for you to to align your business logic across your organisation. This could be for improving your existing processes or for a complete digital transformation strategy. Read more

How to set up an automated business

As the economic squeeze continues, many businesses will be asking how automation can help them and their staff become more productive, focus their efforts on relationship building and service existing customers more effectively. Read more

Crust 2019.12 brings new applications and features

11 December 2019
Cork, Ireland

Crust Technology is excited to announce a new release of Crust, the open-source Salesforce alternative. This is a major release of Crust which includes new applications, such as Crust Service Solution, and a long list of new features and improvements.

What’s new in Crust 2019.12?

Crust Service Solution home page

 

  • New Crust CRM features:
    • Optimized CRM pages layouts
    • Improved quotes layouts
    • Updated automation scripts, so that they work with the new Crust Corredor

Optimized CRM layout

 

  • New Crust Compose (low-code platform) features:
    • Record import and exporting
    • Improved module builder, with a 2 step process helping to create pages for a new module
    • Improved layout in the page builder
    • Improved calendars that now supports multiple event feed sources, colour coding, and filtering
    • Improved reporting with new charts and chart options
    • New options for automation scripts, including:
      • New settings (including “run in the browser or Corredor”, “run asynchronously”, “run with a timeout” etc)
      • New script tester
      • Easy selection of triggers
      • Scheduler
    • PDF previews
    • Namespace selector (allowing you to quickly go from one Compose application – a namespace – to another)

Improved module builder with checks if list and record pages have been created

 

 

New options in automation scripts

 

 

Namespace selector on the left, allowing you to move quickly from one namespace to another

 

  • New Crust Enterprise Messaging features:
    • New Messaging settings:
      • Enable or disable emojis
      • Enable or disable notifications
      • Notifications template
      • Enable or disable attachments
      • Enable or disable attachments upload from the gallery and/or camera
      • Set max file size for uploads
      • Set file type whitelist
    • PDF previews
    • Improved messaging and rich text input areas with tiptap

New messaging options

 

 

PDF preview and the improved input area

 

  • Other new features:
    • Redesigned admin area with:
      • Improved layout and menu
      • Change permission settings with a click
      • Searchable and filterable lists
      • Dashboard with the current status
    • Improved login page layout
    • MinIO integration for High-Performance Object Storage. This enables Crust to use standard storage backends (list Amazon S3), data-encryption etc.
    • YAML export of CRM and Service Solution namespaces
    • New documentation site: https://docs.crust.tech

New admin area with dashboard

Bug-fixes

Over 100 issues have been solved since the last release, including enhancements and bug-fixes. The detailed list is available in the repository on Github.

Corteza Project

In June 2019, Crust Technology contributed all of its software intellectual property to the Commons Conservancy, an independent open-source foundation. In doing so, we created Corteza, “The Digital Work Platform for Humanity”. Corteza has been featured on sites like opensource.com, and the Corteza Community recently hit another milestone by growing to over 2000 individuals and companies from all over the world.

New features are added to Corteza continuously, and it often gets updated a few times a week. Crust is an enterprise product based on Corteza source code. It is stable and thoroughly tested, and major releases come out every three months.

Getting Crust

Crust is the open-source Salesforce alternative for businesses and organisations. To learn how to get Crust, or how to migrate from your current solution, please contact Crust via the contact form or via sales@crust.tech.

Online Demo

There is an online demo of Crust available at https://www.planetcrust.com/demo.

About Crust

Crust Technology Ltd, headquartered in Ireland, is the driving force behind the open-source Unified Work platform Crust, providing a flexible, self-hosted platform for your organisation to work and communicate internally while engaging with its customers, suppliers, partners and other third parties externally. Its integrated approach to identity, messaging and business logic delivers a simple-to-use yet extensible means for managing users and the applications they require every day, whether in the cloud, behind the firewall or a hybrid of the two. For more information, visit www.planetcrust.com or follow @Crusttech on Twitter.

Cross-Application and Federated Automation with Corteza Corredor

5 August 2019
Cork, Ireland

Planet Crust has announced the impending release of Corteza Corredor, its new backend technology for cross-application and federated workflow automation.

The original philosophical intent behind Planet Crust was for the platform to be a seamless three way marriage between identity, communication and business logicsays Niall McCarthy, CEO of Planet Crust.While Corteza’s flexible and scalable micro-service architecture helps make it the ideal private cloud technological alternative to Salesforce’s centralised public cloud, Corredor delivers on our philosophical intent”.

What is Corteza Corredor?

Corteza Corredor is a trigger-based automation plugin designed specifically for the Corteza open-source low-code platform. Corredor adds more safety, resilience, consistency and flexibility to the existing front-end javascript automation engine that ships with Planet Crust’s CRM Suite and Corteza Low-Code platform by default. Extending your key CRM and Case Management solution workflows across your entire Corteza deployment and beyond is about to become a reality.

Automations Across Planet Crust’s CRM Suite and Corteza Low-Code Applications

Corteza Corredor will enable customers to build automations and CRM workflows across any Corteza low code-based component or namespace, reducing duplication of effort and maximising synergies between your Corteza’s applications.

Federated Automation Across Instances of the Corteza Platform

Via Corteza API’s it will be possible to generate automation actions across different instances of the Corteza low-code platform, opening up a world of opportunity for efficient third party collaboration. With Corteza Corredor, your organisation can share native Corteza data anonymously and securely, decouple critical records-based systems gradually and smoothly, or simply deploy multiple free-standing systems with tight data inter-relationships.

Version Control with Git Integration (Coming Soon!)

To help protect your organisation and deliver clear version control over your automations, HTTP support for Git-based repositories will be included with Corredor. The truly flexible enterprise needs to be able to examine, re-use, evolve and even roll back its business logic easily and safely. Combined with Corteza Low Code’s unlimited namespace feature, Corredor delivers the complete business logic automation solution.

In line with Planet Crust’s open source policy, all software code for Corteza Corredor will be contributed to the Corteza project at https://www.cortezaproject.org where it will be freely available to users on a permanent basis.

Corteza Corredor will be released in early September 2019.