How to manage customer in ERP System

Setting up Leads

In this section, you can set up and manage your CRM leads. This involves creating and organizing lead information, tracking lead status and progress, and implementing lead management strategies. You can input lead details such as contact information, lead source, lead owner, and any other relevant data. The CRM system allows you to effectively manage and nurture leads throughout the sales process, ultimately aiming to convert them into customers.

STEP 1: Click on "Create" Button

STEP 2: Create New user leads

Once you click the create button, you can set up new user leads by following these steps:

1. Enter the subject of the lead.
2. Select the user responsible for managing the lead.
3. Provide the lead's name.
4. Enter the lead's email address.
5. Provide the lead's phone number.
6. Click the create button to finalize the creation of the new user lead.

This process allows you to efficiently capture and manage lead information, enabling your team to effectively engage with potential customers and drive sales.

STEP 3: "View, Edit or Delete" Button

You have the Option to view, edit, and delete the user leads that you have created. This allows you to manage and update the lead information as needed, ensuring the accuracy and relevance of the data in your CRM system. By having these options, you can effectively track and nurture your leads, increasing the chances of converting them into valuable customers for your business.

View leads

You can easily view and edit various aspects of the user leads, including user information, lead sources, discussions, files, calls, and activity. This functionality allows you to have a comprehensive overview of the lead details and make necessary updates or modifications as required. By having access to these features, you can effectively manage and engage with your leads, ensuring effective communication and collaboration within your CRM system.

Click on "Edit" Button

Edit New leads

After clicking the edit option for a user lead, you can follow these steps to update the lead information:

1. Modify the subject of the lead if needed.
2. Select a different user associated with the lead if necessary.
3. Update the name of the lead.
4. Edit the email address and phone number of the lead.
5. Choose the appropriate pipeline for the lead.
6. Update the stage of the lead in the sales process.
7. Edit the lead sources to reflect the channels through which the lead was generated.
8. Modify the associated products or services relevant to the lead.
9. Add any additional notes or remarks related to the lead.
10. Finally, click on the "Update" button to save the changes.

By following these steps, you can effectively modify and update the details of the user lead in your CRM system.

Users

To add user leads, follow these steps:

1. Enter the user associated with the lead.
2. Click on the "Create" button.

By following these steps, you can successfully add a new user lead to your CRM system.

Product

To add product leads, you can follow these steps:

1. Enter the name of the product associated with the lead.
2. Click on the "Create" button to create the product lead.

By following these steps, you can add a new product lead to your CRM system.

Source

To add a source to a lead, you can follow these steps:

1. Select the desired source from the available options.
2. Click on the "Create" button.

By following these steps, you can associate a specific source with the lead, indicating how the lead was generated or acquired. This information can be valuable for tracking and analyzing the effectiveness of different lead generation strategies or marketing campaigns.

Emails

To add email leads, you can follow these steps:

1. Enter the recipient's email address in the "Mail To" field.
2. Provide a relevant subject for the email lead.
3. Write a description or message related to the email lead.
4. Click on the "Create" button to save and add the email lead.

By following these steps, you can effectively add an email lead to your CRM system, capturing important information from incoming emails and keeping track of leads generated through email communications.

Discussion

To add a discussion for a user lead, you can follow these steps:

1. Enter the desired message or discussion content.
2. Click on the "Create" button.

By following these steps, you can add a new discussion or message to the user lead, allowing for effective communication and collaboration within your CRM system.

Notes

By adding notes to the user lead, you can keep track of important information, updates, or interactions related to the lead. Notes serve as a useful reference and help in maintaining a comprehensive record of the lead's progress and communication history.

Files

Users have the ability to upload and attach files in this section. By selecting the desired file from their device or system, users can add relevant documents, images, or other file types to associate them with the current context or subject. This allows for convenient storage and retrieval of supporting materials related to the specific task, project, or discussion.

Calls

After clicking the create button, users can add a call by following these steps:

1. Enter the subject of the call.
2. Select the call type from the available options.
3. Specify the duration of the call.
4. Choose the assignee or person responsible for the call.
5. Provide a description or any additional information related to the call.
6. Indicate the result or outcome of the call.
7. Click the create button to save the call entry.

This allows users to track and document their communication activities, ensuring a comprehensive record of calls made within the CRM system.

Activity

Users have the ability to access and review all the activity associated with the leads. This includes a comprehensive view of various actions, interactions, and updates related to the leads. By accessing the activity section, users can gain insights into the lead's history, including discussions, calls, notes, files, and other relevant activities. This feature facilitates better tracking and monitoring of lead engagement, providing a holistic view of the lead's progress and ensuring effective communication and collaboration within the sales team.

Setting up Deals

You can create and manage deals or opportunities related to your customer relationships. Deals represent potential sales or business opportunities that your organization is pursuing. This feature allows you to track and monitor the progress of each deal, including its status, value, associated contacts, and other relevant information. By creating deals in the CRM system, you can have a centralized view of all ongoing sales opportunities, allowing you to prioritize and manage them effectively. It also enables you to generate reports and insights on the performance and conversion rates of your deals, aiding in sales forecasting and decision-making. 

STEP 1: Click on "Create" Button

STEP 2: Create New deals

Once you click the create button, you can proceed to set up a deal using the following steps:

1. Enter the deal name: Provide a descriptive name for the deal to easily identify it.
2. Enter the phone number: Specify the contact phone number associated with the deal, if applicable.
3. Enter the price: Indicate the price or monetary value associated with the deal.
4. Select clients: Choose the clients or customers associated with the deal. This can be individuals or organizations involved in the potential sale or business opportunity.
5. Click the create button: Finalize the creation of the deal by clicking the create button.

By following these steps, you can successfully set up a new deal in the CRM system, capturing important details and progress related to the potential sale or business opportunity.

STEP 3: "View, Edit or Delete" Button

You have the option to view, edit, and delete the created deals. This allows you to review the details of the deals, make any necessary updates or modifications, and remove deals that are no longer relevant. The view option enables you to see the information associated with a specific deal, while the edit option allows you to make changes to the deal's details. Lastly, the delete option allows you to remove a deal from the system if needed.

View deals

You can view the details of the deals and make various edits related to tasks, products, sources, discussions, files, calls, and activities. It provides a comprehensive overview of the deal and allows you to manage different aspects of it. This helps you keep track of the progress and actions associated with each deal, facilitating effective deal management and collaboration within your organization.

Click on "Edit" Button

Edit New Deal

To edit a deal, follow these steps:

1. Update the deal name to reflect any changes.
2. Modify the phone number associated with the deal, if necessary.
3. Adjust the price of the deal, taking into account any updates or negotiations.
4. Choose the appropriate pipeline for the deal's current status or stage in the sales process.
5. Select the stage of the deal within the chosen pipeline.
6. Update the sources that contributed to acquiring or generating the deal.
7. Specify the products or services associated with the deal.
8. Add any relevant notes or additional information regarding the deal.
9. Click the "Update" button to save the changes and apply the updated details to the deal.

By following these steps, you can effectively edit and update the various aspects of a deal in your CRM system.

Task 

To add a task in the CRM system, you can follow these steps:

1. Enter the name of the task.
2. Specify the date and time for the task.
3. Set the priority level.
4. Choose the status of the task (e.g., on going, completed).
5. Click the "Create" or "Save" button to add the task to the system.

Adding tasks helps you track and manage your activities related to deals, ensuring important tasks are completed on time and with the appropriate level of priority.

User

To add a user in the CRM system, you can follow these steps:

1. Select the user from the available options or search for a specific user.
2. Click the "Create" or "Add" button to add the selected user to the system.

Adding users allows you to assign and manage responsibilities within the CRM system, enabling collaboration and efficient handling of tasks and deals among team members.

Product

To add a product in the CRM system, you can follow these steps:

1. Enter the details of the product
2. Click the "Create" button to add the product to the system.

Adding products in the CRM system allows you to associate them with deals, track sales, and manage inventory. It helps in organizing and managing your product catalog for effective sales and customer relationship management.

Source

To add a source in the CRM system, you can follow these steps:

1. Select the desired source from the available options. You can select multiple sources if applicable.
2. Click the "Create" or "Add" button to add the selected sources to the system.

Adding sources in the CRM system allows you to track and analyze the origin of leads and deals. It helps in understanding which sources are driving customer engagement and sales, enabling you to optimize your marketing and sales strategies accordingly.

Emails

To create an email in the CRM system, you can follow these steps:

1. Enter the recipient's email address in the "Mail to" field.
2. Provide a subject for the email in the "Subject" field.
3. Enter the email content or description in the appropriate field.
4. Click the "Create" or "Send" button to send the email.

Adding emails in the CRM system allows you to track and manage communication with customers and leads. It helps in maintaining a centralized record of email interactions, facilitating efficient customer relationship management and follow-ups.

Discussion

To add a discussion in the CRM system, you can follow these steps:

1. Enter your message or discussion content in the provided field.
2. Click the "Create" or "Post" button to save and publish the discussion.

Adding discussions in the CRM system allows team members to collaborate, share information, and have conversations related to specific deals or customers. It helps in improving communication and knowledge sharing within the organization, leading to better customer engagement and decision-making.

Notes

Users have the option to add notes. Notes can be added by entering relevant information or comments in the provided space. Upon completion, the user can save the notes to record important details, observations, or updates pertaining to the specific context or subject.

Files

Users have the ability to upload and attach files in this section. By selecting the desired file from their device or system, users can add relevant documents, images, or other file types to associate them with the current context or subject. This allows for convenient storage and retrieval of supporting materials related to the specific task, project, or discussion.

Calls

After clicking the create button, users can add a call by following these steps:

1. Enter the subject of the call.
2. Select the call type from the available options.
3. Specify the duration of the call.
4. Choose the assignee or person responsible for the call.
5. Provide a description or any additional information related to the call.
6. Indicate the result or outcome of the call.
7. Click the create button to save the call entry.

This allows users to track and document their communication activities, ensuring a comprehensive record of calls made within the CRM system.

Activity

Users can view all the activities related to the deals. This includes a comprehensive list of tasks, products, sources, discussions, files, calls, and other relevant activities associated with the deals. It provides a centralized view of all the actions and interactions taken within the CRM system, allowing users to have a complete overview of the deal's progress and history.

Setting up Form Builder

In the CRM form builder section, you can create and customize forms that are used for capturing customer data and interactions within your customer relationship management (CRM) system. This feature provides a user-friendly interface where you can design and configure forms according to your specific requirements. You can add various form fields such as text fields, dropdown menus, checkboxes, and more to collect the necessary information from your customers. By creating custom forms, you can streamline data collection, ensure consistency, and tailor the form fields to align with your CRM processes and data needs.

STEP 1: Click on "Create" Button

STEP 2: Create New form

Once you click the create button, you can proceed to set up a form by following these steps:

1. Enter a name for the form.
2. Select whether the form should be active (yes or no).
3. Click the create button to finalize the setup.

By providing a name for the form and specifying its active status, you can create a customized form that suits your specific needs. This allows you to collect relevant information and interact with customers effectively. The ability to configure and activate forms gives you flexibility in managing and utilizing them within your CRM system.

STEP 3: "Copy Iframe link, Convert into lead setting, Copy link, Form field, View Response, Edit or Delete" Button

In this action, you have several options available for the form:

Copy Iframe link
This allows you to copy the iframe link of the form, which can be embedded on websites or shared with others for easy access.

Convert into lead setting
This setting enables you to specify how the form submissions should be handled and converted into leads within your CRM system.

Copy link
This option lets you copy the direct link to the form, which can be shared with others through various communication channels.

Form field
This option allows you to add, edit, or remove form fields, enabling you to customize the information you collect from form submissions.

 

1. Click the "Create" Button

STEP 2: Create a New Field

Once you click the "New Field" button, you can proceed to set up the field using the following steps:

1. Enter the name or label for the field, which will serve as the question or prompt for the user.

2. Choose or select the appropriate type for the field

3. Click the "Create" button to finalize the setup of the new field.

By following these steps, you can add a new field to the form, customize its name and type based on your requirements, and ensure that it captures the necessary information from form respondents.

View Response 
By selecting this option, you can view the responses and submissions received through the form, providing insights into customer interactions and data.

Setting up CRM Contracts

In the CRM system contract section, you can create and manage contracts that govern the relationship between your organization and its customers. This feature allows you to generate and track contracts for various purposes, such as sales agreements, service contracts, or subscription contracts. By creating CRM system contracts, you can define the terms, conditions, and obligations that both parties agree upon. This helps to ensure clarity and consistency in your business dealings and provides a foundation for successful customer relationship management.

Step 1: Click the "Create" Button

STEP 2: Create a New Contract

After clicking the create button in the CRM system contract section, you can proceed to create a new contract by following these steps:

1. Enter the subject of the contract.
2. Select the client associated with the contract.
3. Choose the relevant project related to the contract.
4. Select the appropriate contract type from the available options.
5. Specify the contract value, representing the monetary value or terms of the agreement.
6. Select the start date of the contract.
7. Specify the end date of the contract.
8. Provide a description that outlines the details and scope of the contract.
9. Click the create button to finalize the creation of the new contract.

By following these steps, you can effectively create a CRM system contract, capturing essential information related to the contract's subject, parties involved, project details, contract type, value, duration, and additional descriptive information.

STEP 3: Click the Grid view

You can switch between grid view and list view based on your preference or the specific needs of the task at hand, providing flexibility in how you interact and navigate through the contracts in the CRM system.

STEP 3: "View, Edit or Delete" Button

Edit or Delete

You have the ability to edit or delete contracts in the CRM system. This allows you to make necessary modifications or keep the contract information up to date. The options to edit or delete contracts give you the flexibility to manage and maintain an accurate and relevant collection of contracts in the CRM system.

 

View  

When you click the "View" button for a contract, you are presented with additional options to provide more details and information about the contract. These options include:

1. Contract Description: You can enter a description or summary of the contract, providing an overview of its purpose, terms, or any other relevant details.

2. Contract Attachment: You have the ability to attach files or documents related to the contract. This can include supporting documents, agreements, or any other relevant files.

3. Comments: You can leave comments or notes related to the contract. This feature allows you to add any additional information, updates, or discussions related to the contract.

4. Notes: You can add general notes or remarks about the contract. This can include reminders, observations, or any other relevant information that you want to keep track of.

These features provide a comprehensive way to document and manage important information and discussions related to the contract, ensuring that all relevant details are captured and easily accessible.

STEP 3: "Download, Preview, Send Email, Duplicate, Signature" Option Button

In this option, you have several additional actions that you can perform on the contract:

1. Download: You can download the contract file to your local device or computer. This allows you to save a copy of the contract for offline access or archival purposes.

2. Preview: You can preview the contract without downloading it. This gives you a quick view of the content and layout of the contract without the need to open it in a separate application.

3. Send Email: You have the ability to send the contract via email directly from the CRM system. This is useful for sharing the contract with relevant stakeholders or sending it to clients or partners for review or signing.

4. Duplicate: You can create a duplicate copy of the contract. This is helpful when you need to create a similar contract based on an existing one, saving you time and effort in setting up a new contract from scratch.

5. Add Signature: You can add a digital signature to the contract. This feature allows you to sign the contract electronically, eliminating the need for physical signatures and streamlining the signing process.

These options provide additional flexibility and functionality in managing and working with contracts within the CRM system, making it easier to handle various tasks and collaborate effectively with stakeholders.