Our true CRM love, finally revealed!

The month of February is known for one holiday in particular. Everyone knows Valentine’s Day is a day to celebrate who you care about.  What you may not know is that besides our clients and relationship management, the people here at Swimfish care about the planet. In fact, we care about it so much that in 2011 we joined 1% for the Planet – a global alliance of businesses that donate 1% of their revenue to a network of almost 3,000 environmental non-profit organizations worldwide.

Last year, we donated to 4 great non-profits: two that focus their efforts close to our office here in Boston, and two whose focus is more global in nature. These global organizations focus on protecting our oceans, which unfortunately do not fall under any one country or organization’s governance and thus become a big dumping ground, and yet the ocean’s health has a profound impact on us all.

PRETOMA is a Costa Rican-based non-profit that was founded in 1997. They are a conservation and research organization that works to protect ocean resources and promote sustainable fishery policies in Costa Rica and Central America. They generate funds by allowing people to adopt sea turtles and hammerhead sharks and that’s exactly how we’ve supported them. Swimfish adopted 1 shark and 10 sea turtles that have tracking devices attached in order to ensure long term survival and monitor their migration patterns. We can even watch their movements online! We’d like to give a special thanks to Alexia Garro for generously giving her time to get us all set up.

We also donated to Surfrider Foundation, which is an organization that has locations all around the globe. They have many campaigns running world-wide to help protect our oceans. One of their most recent victories was in Seattle, who has joined the ranks of American cities pledging to curb the distribution of single-use plastic bags.

The other two organizations are much closer to home. BOAT CAMP Nature School is a non-profit organization based in Newburyport, Massachusetts that’s dedicated to providing meaningful, nature smart, outdoor education to inspire lifelong connections to land and sea. Educational programs are the heart of their organization and they run a variety of programs year-long to children of all ages on and off shore.  They even offer professional development workshops for K-12 and informal educators! Keeping with the educational spirit, we donated computer stations and printers to the great people at BOAT CAMP. They’ve been putting them to great use and have shown the kids a baby bald eagle in its nest using a webcam!

The Food Project is another local non-profit organization we donated to in 2011. Their mission is to grow a thoughtful and productive community of youths and adults from diverse backgrounds who work together to build a sustainable food system. They are based in Lincoln, Massachusetts and are also actively looking for a new executive director. If anyone is interested, they can find the information here.

Looking forward into 2012, we want to combine our love for the planet with our love for (and expertise in) relationship management, by providing a 1% FTP non-profit member with services for our hosted RelationshipsTM CRM powered by Microsoft Dynamics. If you belong to a non-profit or know one that may be interested, email us at info swimfish com. 

As always, we’d love to hear what you think about our philanthropic efforts so leave a comment below!

Posted in Swimfish Philanthropy | Tagged , , ,

InterAction Anywhere 3.3 is Now Available

We’re excited to announce the release of InterAction Anywhere 3.3! As part of our focus to continuously enhance our products, this update includes two new (and very exciting) features, as well as solutions to a few known bugs.

With InterAction Anywhere, you can access your InterAction CRM contacts through your mobile phone, on any internet browser – including FireFox, Chrome and Safari. You can view contacts, activities, relationships, and profile information and add contacts, activities, even reminders. Users can also add firm contacts to their My Contacts and view profiles on LinkedIn with just a click!

Anywhere 3.3

Our biggest and most requested enhancement is NTLM authentication for devices which are joined to the domain.  That means that when you’re on a mobile device like a BlackBerry that is already connected to your intranet, you’ll bypass our login screen and go directly into your dashboard.  No login required!  In addition,  we’ve added the ability to view All Lists (all Contact Types, Marketing Lists, and Working Lists), instead of just your “My Frequently Used” lists.

We’ve also fixed the following issues:

  • Activity Summary Required – previously, Activity Summary was not marked as required.
  • OS6 Click-to-Dial – the latest Blackberry OS update required a change to allow click-to-dial on phone numbers.
  • Session timeout – handling was added around session timeouts.
  • Web.config user’s stored lower case – corrected an issue where uppercase and lowercase account names were viewed as different users.
  • LinkedIn.com – updates to linkedin.com required that we change how we link to their site.
  • Google Maps addresses – updated to handle addresses not located in the USA.
  • Profile exception handling – Corrected issues caused by certain profiles.
  • Increased logging – more logging locations added.

We’re really excited to hear about what you think of this update, so comment below and let us know your thoughts!

Posted in Toolkit for LexisNexis InterAction CRM | Tagged , ,

Swimfish and 1% For The Planet – Offering discounted CRM services to a non-profit member!

Have you ever noticed the 1% For The Planet logo at the bottom of Swimfish.com’s homepage? 1% For The Planet is an alliance of over 1,300 businesses that donate 1% of their sales to environmental groups around the globe.  Swimfish donates 1% of its revenue each year to various environmental groups that help to protect our oceans.  We are a proud member!

As part of our first contribution to this great organization, we are offering any environmental group that’s part of 1% For The Planet free CRM implementation and services for the rest of 2011. This will also include a discount for 2012.

The only requirements we have for potential partners is that they are a 1% FTP non-profit member and are involved in some way with the ocean or fish – it be pretty cool for the organization to complement our company name (and vice versa).

All you 1% FTP non-profits: Want to migrate to our solution but are concerned that the transition from your old CRM solution could be complex? Don’t worry. We have lots of experience in migrations and offer support throughout the whole process. We know you’re busy saving the world (literally) and we can complete a migration in about 2 weeks!

We are so excited about being a part of the 1% family and partnering with a non-profit in order to help our planet. If you are a 1% non-profit member or know one, be sure to let them know about Swimfish! We’d also love to hear your feedback on our involvement, so feel free to comment below.

Proud Member of One Percent to the Planet

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