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 visitorย 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.
.
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.
seedor
Contacts *** *
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
Calendar *** *
The
calendar module allows the users to schedule activities which will be indulged
within the company or outside the company operations
Calendar window the user can view the meeting scheduled based on the day, week, month or year. This functionality will allow the users to sort out the operations based on their period requirement. On selecting the respective day or the time of day the user will be able to view the meetings details, the responsible person and the attendees of the respective activity.
There is also various filtering operations available by default and the customizable ones which would allow the users to filter out the data to view the one required.
The user can allocate a meeting or an activity to a respective date by clicking on the date and a pop up window
Seedor Finance Pack Modules: Purchase Inventory
Sales
Expenses Accounts
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** PURCHASE
Purchase management can improve your purchase work process dependent upon stock levels/dimensions, sales orders, and forecasted producing orders. Much the same as sales, it is actually simple to oversee the purchase, utilizing Seedor platform. One can consistently produce quotations, convert them later to a sales order and create bills in all respects effectively. Sales and Purchase vouche
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Membership *** *
In Seedor Membership Management
you can automate routine tasks.ย Membershipย management software is
used to manage their membership programs more efficiently and effectively, from
building comprehensive member profiles to automating renewal reminders and
other communications.
In Seedor Membership Management
you can manage multiple membership subscription terms like monthly, quarterly,
yearly, etc and even auto-renew subscriptions. It automatesย applications,
payments, and renewals, allow member functions on your website, and automate
member communication.
In the Seedor Members module,
you can see various crucial points and support various kinds of members
likeย free member, associated member, paid member, or a special
member.ย In this type of module, you can set membership pa
Attendance *
**
In most service
companies where open ERP has been integrated, service sheets, or timesheets,
have revolutionized management practices. These service sheets are produced by
each employee as they work on the different cases or projects that are running.
Each of these is represented by an analytic account in the system.
Do not confuse timesheets and
attendance compliance
The timesheet system is not
intended to be a disguised attendance form. There is no control over the
service times and the employee is free to encode 8 or 9 hours or more of
services each day if they want.
If you decide to put such a system
into place, it is important to clarify this point with your staff. The
objective here is not to control hours, because the employees decide for
themselves what they will be
Contacts* **
Contact management is important for any organization or business venture. Managing contact of customers, vendors, sub-contractors and many other categories of people will be required to ensure the smooth operation of a business. With Seedor support we ease the contact management operation.
Seedor has a dedicated contact management module. This module comes to the rescue of the user to manage the contact details of employees, customers, or other groups. Seedor contact module can be integrated with various other modules so that every business and organization can make use of the contact support system.
* Here we can check how to use Seedor Contact for the benefit of your organization
Now we will see how to
create a new contact by clicking the create button
*
Fill in all particul
Purchase **
PURCHASEย *
Purchase management can improve your purchase work process dependent upon stock levels/dimensions, sales orders, and forecasted producing orders. Much the same as sales, it is actually simple to oversee the purchase, utilizing Seedor platform. One can consistently produce quotations, convert them later to a sales order and create bills in all respects effectively. Sales and Purchase vouchers, Purchase , Purchase requisitions are some other supportive applications which can additionally upgrade the purchase management functionalities.
CREATING
PRODUCTS
Creating products in Seedor
is much essential for speedy and
proficient buying. All you need to do is -go to Products submenu under
Purchase, and click CREATE
As soon as you click on theย CREATE *ย button, you will be n
