A Customer Relationship Management (CRM)   helps in managing the existing customers but also for gaining new customers. It is a great tool for organizing the sales activities, automating the tasks and empowering the team in accordance with the customer. It is reputable concept to strengthen relations with the customers and simultaneously reducing the cost and boosting both productivity and profitability in business.

 Lead Management

            A lead is a possible deal for the future. It can be made on the basis of the concept that a customer enquired about a product. Lead can be created from the system and also leads will get from websites, newsletters, and also from other kinds of marketing efforts.

 At First step we need to enable leads option, CRMàConfigurationàSetting

Now an option ‘Lead’ appears in the taskbar. One can create leads directly from CRM and leads can be generated through email as well.

A lead is created by the salesperson from CRM itself, CRM > Leads > Create. This will open a lead creation form.

We mention description about lead and select lead type its sale or purchase. Mention customer and their details like mobile, phone, contact name, email, address and so on.

Tags

Tags are the useful feature available in to represent or easily identify the tasks. 

Go to CRMàConfigurationàTagsàCreate

Create a new tag and save. Edit option is used to modify the tags. Now we can see the lead form view and select the tags. Here can select more than one tags and we put color for each tag.

Salesperson

In the lead form we assign the salesperson. How to create a sales person?

After create a user go to the salesperson field select the salesperson, secondary salesperson and additional sales person name. Here, we can assign Daisy customer salesperson and secondary salesperson.

Go to CRMàSalesà Team Pipeline

Priority:

In the lead form we will assign priority for customer .we can assign priority to Miss.Daisy easily.

 Industry:

Here we can select customer industry. We want to create a new industry go to the ContactsàSeedor ActivityàCreate

Once we create a industries we will check the lead form and select the customer main and secondary industry.

Now we can select Miss. Daisy main and secondary industries.

  Internal Notes

Internal note is a functional feature that you put comment without disturbing followers.

Internal notes used to store Daisy comments.

Checklists

After create new customer details we have a checklist option to check the information that you want to find out.

At first we create checklist points, Go to CRMà Configuration-->Checklist Points

In Checklist Points, You can create the Pre-Defined Checklist points with clear instructions.

For example daisy need a documents, here we mention the documents in checklist points,            what are the documents we needed,

 After creating checklist points, we can create checklist template and select the needed checklist points CRMàConfigurationàChecklist Template.

 In Checklist Template, user can create the Pre-Defined Templates and user can add the checkpoints inside the templates.

User can see the checklist tab in lead and opportunity form, there user can select the pre-defined checklist template, after selecting the template user need to click the button called Import Checklist From Checklist Template.

Can start working on checklist by click tick mark, user can make the checklist pass or fail, if it is pass it will go to completed state in green color, if it is fail then it will go to failed state in red color, in both state user can reset and he can work again in that checklist. he can also add the checklist points which is not in the template.

Here we can use checklist for daisy and check the point’s vaild or not.

Product

A product is the item offered for sale and can be in physical or in virtual form.

First I need to create a product go to the Salesà Productsà ProductsàCreate

Here we create product name, sales price, cost price , product category,product type,barcode, Hsn code and define customer taxes also.

After that go to the lead page select the product sub menu,

Click add a line and select the product ,quanity and unit price .we can select more than one product.

Extra Info

            Here we can track the customer using social media for example which medium, source and campaingn and referred by person .So we can concentrate the social media and develop the business.

For example : Here we can track miss. Daisy which campaign is used to contact or which medium or which source or any one is referred to us . that information we can collect and develop our business.

Create purchase order

            In lead form we can directly create a purchase order button create a Request for Quotation (rfq) and send to vendor.

Click Create PO/ Req button ,we can see the purchase order form. In purchase order form we fill all the information.

Here lot of options are available. We can directly send by mail to vendor and we can print RFQ. Directly confirm the purchase order also.

           In lead form we can see purchase order submenu next to the extra info. In this particular lead we can store purchase product information.

Product for Quotation

  In this lead form sale qouatation information we can stored here.

Geolocalize

            Geolocalize is the exact customer latitute and longtitute details are stored.

First we create a address then go to the geolocalize sub menu and click geolocalize button the exact lat and lan measurement automatically calculated.

For example,We fill daisy address and click geolocalize the exact dasiy lan and lat address we can see here.

Send a message

            You can send direct messages to other users from within the discuss module by creating a new conversion or selecting an existing one from the sidebar

Type the content of the message and click send button.it is directly send.

Log

            Log note is internal notes for salesperson

Write the content and click log button the message is stored to the lead page.

Convert to Opportunity

            After that we need to change lead to opportunity customer we can use convert to opportunity button and convert it.

Select the conversion  type, salesperson and team , select link to customer and click create opportunity. For example ,Daisy lead is directly converted to opportunity.

Go to Salesàmy pipeline  we can see now daisy is opportunity customer.

Create a Schedule Activity

Salesperson need to create a schedule for miss. Daisy john. Sales person use schedule activity. Go to the Configuration àActivity Types.

Click Activity Types form, create a types of activities,

Click Create button a new activity type form is visible. Here we create a new activity name and select the drag and drop option of action to perform field select one option (None, upload document, meeting), you can also mention default user name, summary and select default and next activities can assign. Each activity schedule date we can mention. These options are optional.

In the lead form we can create new schedule activity for miss .daisy .Click schedule activity button. In this form we can select the activity type, due date, supervisor and assigned to person.

Click Schedule button new schedule is created.  Once sales person done the activity click Mark as Done.

ADD Followers

Sales person need to follow this lead or opportunity customer click add followers and add follower mail and click add followers button. The follower is see the leads.  Team is follow the lead. Click add channel and follow that lead.

Pipeline

            The sales pipeline is a visual representation of your sales process, from the first contact to the final sale. It refers to the process by which you generate, qualify and close leads through your sales cycle.

Pipeline is customizable stages we can change it. Go to ConfigurationàStages

Click Create buttton  a new stage is create,

We  can create satge name, select stage type is opportuinty or lead or both ,select team ,is this stage won stage or not option, and probability for this stage and so on. Click Save button the stage is stored.

Opportunity

            You can think of leads as less critical—and perhaps less likely to turn into a real sales situation—than an opportunity. 

Notes: Opportunity is same as lead workflow. Please refer to lead form.

Mark Lost

            We need to mark the lost customer click mark lost button and select the reason.

First Create Lost reason,

Go to Configuration àLost Reasons

Select the lost reason click the submit button lost reason is enabled.

We need to restore button the opportunity is restored.

Mark Won

            Click mark won button the opportunity stage is won.

Quotation

            Quotations are documents sent to customers to offer an estimated cost for a particular set of goods or services.

Click Create New Quotation, create a opportunity quotation send to customer.

Create customer name, contact address, delivery address anf payment terms, product etc.

We can directly send a email to customer , send whatsapp message also send proforma invoice.

In a business, it is very important for you to store and organize data related to the contacts. The process of managing contact data can be a bit complicated. Therefore managing them manually may create problems. With the help of efficient contact management, you can store a large number of contacts including their name, email, location, phone numbers, and manage them effectively. Also, you can maintain a clear picture of each contact. Your interactions with the contact, opportunities, sales, and purchase details, all can be stored and analyzed. With all this information you can have a deep insight about the contact. As the data is being stored in the database, manual storage errors can be eliminated.

Contact module helps you to save all the necessary information regarding the contact details in your database systematically. As every contact is saved separately it helps you to have a personalized interaction with the contact. You can always analyze the previous relationship with the contact and better collaboration is possible. The contact module helps you to make decisions based on the data stored. With better collaborations, the productivity of the company will automatically increase.

Let us have a brief overview of the Contact Module and how it helps in contact management.

Contact module

By clicking the module you can view the Contact dashboard. All the contacts are saved here and you can have a unified view of your contacts.

You can create a new contact using the Create button Or else when you create a employee the employees private information can be stored as contacts.

At the time of sale customer details and vendor details can be stored as contacts we can view that contacts in the filter,

Now let’s say I have created an employee using Seedor HRMS Recruitment, now the created employees details can created a contact. To view the details of the contact you can click on a contact you wish to view the details.