Seedor Affinity
Seedor Affinity Pack Modules: CRM Calendar Contacts Schedule Activity Members Business Requirement |
CRM
CRM |
1. Acquire leads |
1. 1 Lead generation |
Lead generation is the process by which a company acquires leads and collects relevant data about potential customers in order to enable a relationship and to turn them into customers. For example, a website visitor who fills in your contact form to know more about your products and services becomes a lead for your company.
How to generate leads with CRM Seedor?
Leads can be captured through many sources - marketing campaigns, exhibitions and trade shows, external databases, etc. The most common challenge is to successfully gather all the data and to track any lead activity.
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Click on create button, next open the new lead page
Enter the details of new customer company name, address, email, job position, website, sales person etc.
1. Now select the lead that to be converted to opportunity.
2. Click convert to opportunity.
3. Sales---> my pipeline
1.2 Convert leads into opportunitiesOpportunity is a qualified lead, specific deal has met certain criteria which indicate a high value to the business, or a high probability of closing but when you have details of your visitors, it is just a lead. You have to get the enough details form you visitors, if matches with your business interest you can convert them into opportunity. |
Qualify Leads
Send the mass mail on new leads received every day, prepare a good description of your product service details in an email and try to get more information from leads and their expectations from your products or service.
You can convert those leads into the opportunity, when your visitor reply to your email which was sent in mass mail.
Convert lead into an opportunity
The leads can be converted to an opportunity either manually or automatic depending on the volume of leads you have.
Manual conversion
Open the wizard Convert to Opportunity wizard form the Action menu and you are ready to convert selected leads into opportunities.
Apply duplication option will be selected automatically when system detect the duplicate leads in the system based on the email or phone number, duplicated leads will be displayed below form.
You can change the Sales channel if you would like to transfer the opportunity in other channel. You can choose either you would like to link the opportunity with customer by selecting existing or create a new or leave empty. You can create a customer later at the time of create a proposal for them.
The Salesman has to be assigned manually while converting leads into opportunity.
Automatic conversion
The automatic conversion and assignation of the opportunity can be done with the help of Lead Score application. You have to install and configure the scoring rules and assignation rules in order to convert leads into opportunity and assign to the correct member in the team.
Please go through Automatic leads assignation to team memberโs topic in Customer Relationship Management section.
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1.3
Generate leads/opportunities from emails Every sales channel is capable create lead/opportunity form the incoming emails. You can define the email alias when that receive an email the lead/opportunity will be created in that sales channel. |
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By default, any email sent to sales@mycompany.com will create an opportunity in the pipeline of the default sales channel. Each sales channel can have its
own email alias, to generate leads/opportunities automatically assigned to it.
It is useful if you manage several sales teams with specific business
processes.
You will find
the configuration of sales channels under Configuration / Sales Channels. |
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1.4 Generate leads/opportunities from your website contact page Automating the lead/opportunity generation will considerably improve your efficiency. Any visitor using the contact form on your website will create a lead/opportunity in the pipeline. |
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Contact us page
You benefit from ready-to-use contact form on your Seedor website that will generate leads/opportunities automatically |
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Default sales team
Contact form creates a lead/opportunity into the
specific sales channel, to change that specific sales channel, go to Website /
Configuration / Settings under Communication section you will find the Contact
Form info and where to change the default Sales Channel or Salesperson. |
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Contact us page
Letโs go and fill some information into the contact us page and submit the form |
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Submit for form, visitor will get the thank you page having the emergency
contact detail in case if they would like to connect quickly before sales
people contact them. |
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Formatting the phone or mobile numbers Validate contact (phone,mobile) numbers and normalize them on leads and contacts. |
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2. Organize the pipeline |
Get organized by planning activities Planning activities is the perfect way to keep on track of your work. Get reminded of what needs to be done and schedule the next activities to undertake. Your activities are available wherever you are in Seedor. It is easy to manage the priorities of your work. |
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Track
activities Activities can be tracked on every single document, Here is an example
for opportunities: You can have an activities which are due, or to be performed today or in future, this
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can be tracked on two places, kanban card or below the form view. |
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Schedule
next activity Activities can be planned and managed from the chatters or from the kanban views on opportunity card. |
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Set
your activity types
A number of generic activities types are available by default in Seedor
(e.g. call, email, meeting, etc.). If you would like to set new ones, go to
Settings / General settings / Activity types.
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The next activity โCallโ will be
propose, when you fill finish the โEmailโ activity. Schedule
meetings
Activities are planned for specific days. If you need to set hours, go with the Meeting activity type. When scheduling one, the calendar will simply open to let you select a time slot. |
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2.1 Get organized by planning activities |
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Schedule next activity Activities can be planned and managed from the chatters or from kanban views on opportunity card. |
The first activity can be schedule or new activity can be scheduled as soon as you complete the first one.
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Set your activity types
A number of generic activities types are available by default in Seedor (e.g. call, email, meeting, etc.). If you would like to set new ones, go to Settings / General settings / Activity types.
| The next activity โCallโ will be propose, when you fill finish the โEmailโ activity. Schedule meetings Activities are planned for specific days. If you need to set hours, go with the Meeting activity type. When scheduling one, the calendar will simply open to let you select a time slot. |
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2.2 Manage lost opportunitiesWhile working with your opportunities, you might lose some of them. You may want to keep track of those opportunities with the reasons you lost them and also the ways to recover them in the future. Business case The company planning to revised the price of the product they are selling and they would like to make a test offer or announcement about the to the opportunity who lost because of the reason โToo Expensiveโ. Mark an opportunity as lost
While in your pipeline, select any opportunity you have to mark as lost, you will see a Mark Lost button, by clicking on that you have to select the lost reason that can then select an existing Lost Reason or create a new one right there. Retrieve lost opportunities To retrieve lost opportunities and do actions on them (send an email, make a feedback call, etc.), select the Lost filter in the search bar.
You will then see all your lost opportunities. If you want to refine them further, you can add a filter on the Lost Reason. For Example, Too Expensive.
You can switch to List View select the opportunities you want to restore, from Action click on Unarchive to restore multiple opportunities at once. | ||||||||
2.3 Automatic leads assignation to team membersBusiness case The company have an increased the team size to process the maximum leads per day as they start getting many new leads. They would like to first convert leads into opportunity and assign to the team members within team.
Qualification step before creating an opportunity The default sales activity is managed with the opportunity pipeline, you can change that to add the qualification stage before creating an opportunity.
Assumed that you start getting leads into the team, by default all those leads are unassigned.
Add members to your sales channel
You can add members to the sales team; that way those members will see the pipeline structure of the sales team when opening it. Any lead/opportunity assigned to them will link to the sales team. Therefore, you can only be a member of one channel. You can define maximum leads that should be assigned to the member within 30 days, this will ease the process of assigning the leads to the member easily.
You can also add the specific domain on each user to be sure that each user get the specific leads to work on based on their expertise or country, etc. . .
Activate the lead assignation scheduler Enable into the debug mode and go to Schedule Action form home screen, just type the word.
Search for the Crm Score: lead assignation and Switch On the schedule action, it will automatically process 50 leads every day. If you want to assign frequent you can switch to Hours instead of Days.
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2.4 Manage multiple sales teamsYou can spread your sales activities
into the multiple
sale teams depending
on the product, service or region, the purpose of setting different sales team might also be to setup the different
sales process too.
Business case Create a new sales channel
To create a new Sales Channel, goto Configuration / Sales Channels under the CRM Application. There you can set an email alias to it, every message sent to that email address will create a lead/opportunity under that sale team. |
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Add members to your sales channel |
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Channel specific sales stages To jump to the stages for the specific sales challen go to Reporting / Sales Channels under the CRM Application, click on the Pipeline to see the sales process for the specific sales team. The default stages will be looking as below. |
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Click on the Add new column to create a new stage in the sales team, lets create Qualified Sponsor stage and drag and drop between the Qualified and Proposition stage.
The stage can be set for the specific team by adding Team on the configuration of that stage. Click on the gear icon to Edit Stage, by default this stage will be available to all the sales channel, when no Team set on stage.
Sales channel dashboard To see the operations and results of all the sales channel at a glance, the sales manager has an access to the Sales Channel Dashboard under Reporting.
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It is shared with the whole ecosystem so every revenue stream is included in it: Sales, e-commerce, PoS, etc. Sales pipe for specific channel Click on the Pipeline button on sales channel to see the sales pipe for any specific channel, you will find all of its opportunities related to that sales channel. |
3. Marketing Activity |
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The biggest challenge for every business is how do I drive more traffic to my online store?, If you able to get the visitor you can convert them into customers. There are many ways to increase the visitors, advertise on the social media marketing is one of the proven way to get attract move visitor. But the questions is which social media can bring more visitor and where to invest?, depending on your product and consumer you should choose the social media platform to invest for the marketing, still it is worth to track which marketing platform bring how many users on your website. Business case
The My Company is running a electronic ecommerce store, they want to invest in the paid marketing on different social media platform such as Facebook, Pinterest, Instagram and Google. The
want to see which marketing platform drives how many new users so that they can
focus more on the platform which brings more traffic.
Create a link to share
You can share any website page from your website with the link tracker, It can be a Product, Shop, Home Page, Job Post or News from the Blogs. To create a sharable link that generates statistics, visit that page and go to Promote / Track this Page. Click on the Get tracked link button will generate the link that can be share and that link generates the statistical analysis, such as how many people visited by date, and form which country. The
statistics will be looks as below.
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3.2. Measure which marketing campaign creates more opportunitiesThe biggest challenge for every business is how do I drive more traffic to my online store?, If you able to get the visitor you can convert them into customers. There are many ways to increase the visitors, advertise on the social media marketing is one of the proven way to get attract move visitor |
But the questions is which social media can bring more opportunities to me?, depending on your product and consumer you should choose the social media platform to invest for the marketing, still it is worth to track which marketing platform bring how many users on your website Business case The My Company is running a electronic e-Commerce store, they want to invest in the paid marketing on different social media platform such as Facebook, Pinterest, Instagram and Google. The want to see which marketing platform how many new opportunities? so that they can focus more on the platform which brings more business.
Add contact us form on product page You can add the contact us page on the frequently sold product page, which help us to generate the leads. Drag and drop the Form builder widget, select the option Create a lead.
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The
default fields will be added to the screen, Opportunity, you can change the
label to Subject and add additional fields from the widget
customization option, such as Name, Email and Mobile.
Create a link to share You
can share any website page from your website with the link tracker, It can be a
Product, Shop, Home Page, Job Post or
News from the Blogs. To create a sharable link that generates statistics, visit
that page and go to Promote / Track this Page.
Click on the Get tracked link button will generate the link that can be share and that link generates the statistical analysis, such as how many people
visited by date, and form which country.
Creating an opportunities Visitor visit the page through the link you shared on the Google
Searching, the visitor
will be tracked and same information will be attached
to the Campaign, Medium and Source, when opportunities created.
Campaign Analysis The number of opportunities can be grouped by the Source and Medium to check which platform bring how many opportunities coming
from which marketing platform.
Can be analysed in detail by applying group by Source and then Medium. It will give us more clear view on from where the opportunities coming
from.
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3.3. Measure the score for an opportunity based on the user behavior
on your website
Tracking your website pages will give you much more information about the interests of your website visitors. Every tracked page they visit will be recorded on your lead/opportunity if they use the contact form on your website. Track a webpage You
can track any static page you want on your website under the Promote tab
Create scoring rules You
now have a new menu in your CRM app called Leads Management / Scoring Rules
where you can manage your scoring
rules. Hereโs an example for a Pricing Page Score, you can modify for
whatever criteria you wish to score your leads on. You can add as many criterias as you wish.
Every hour a new leads without
a score will be automatically scanned and assigned
their right score
according to your
scoring rules. Value
on the score rules will be count cumulative to compute the leads/opportunities
score when more than one rule found applied
for the lead/opportunity.
See visited pages in opportunities |
