Use the navigation panel to go to CRM/Prospects.  To create an quotation for one of your prospects, highlight the prospective customer and click on the ‘Quotation’ button in the toolbar/ribbon.   (Click on the screenshots to enlarge.)   The quotation screen will then appear. Click on the ‘Add’ button in the toolbar/ribbon to add a […]

Use the navigation panel to go to CRM/Prospects.  A follow-up can be created directly on the prospect by highlighting the relevant prospect and clicking on ‘Follow-up’ button in the toolbar/ribbon. Users can of course also see all follow-up activities under CRM/Follow-up activities.  Here, users can complete the form with all of the relevant follow up parameters. […]

Use the navigation panel to go to CRM/Customers & Prospects. This menu item refers to the companies that are both customers and prospects.     The ‘Add’, ‘Edit’ and ‘Update’ buttons in the local Customers & Prospects menu are simply used to add, edit and update customers and prospects. Read more about setting up prospects […]

The CRM module is designed to help users manage their marketing, follow up with clients and prospects and send out news updates. To get started, set the parameters up for the module under CRM/Maintenance. The parameters will determine how the business wants to use the CRM module for their particular needs. Set the following parameters […]

E-mail lists are used to send information via e-mail to Vendors, Customers, Prospects or contacts according to specifically selected criteria.   (Click on the screenshots to enlarge.)   Select the search criteria and click on the ‘Search’ button in the toolbar/ribbon. The search results will be listed, as shown in the example below.     […]

Follow-up activities are used to record activities with each customer/prospect or contact.   Use the navigation panel to go to CRM/Follow-up activities. To create a new activity click on the ‘Add Record’ button in the toolbar/ribbon. To edit an activity, click on the ‘Edit’ button in the toolbar/ribbon. When editing a follow-up activity, users can, for […]

Use the navigation panel to go to CRM/Maintenance/Interests. ‘Interests’ is used to indicate what a customer or prospect is interested in. The example below is a wholesaler who sells car parts to both businesses and private clients.  Various interests in car parts have therefore be set up under “CRM/Maintenance/Interests“. This is done by clicking on the […]

Use the navigation panel to go to CRM/Maintenance/Products. Here, the user can set up various products that they can then target each customer or contact person with. This is done by clicking on the ‘Add record’ button in the toolbar/ribbon, writing the product name and clicking on the ‘Save’ button.     “Products” are used […]

Prospects Prospects refers to potential customers that the company has not sold to yet, but that they would like to pursue. (Click on the screenshots to enlarge.)     Use the navigation panel to go to CRM/Prospects and click on the ‘Add’ button in the toolbar/ribbon to add a new prospect. To set up a prospect […]

The ‘Campaign’ function is used when running a campaign for customers and prospects. In the example below, a campaign has been set up as a ‘Newsletter 2018’ advert.     Creating a campaign: Enter a name for the campaign Write any notes Select a campaign group (set up under CRM/Maintenance/Campaign groups) Allocate an employee Select […]

Use the navigation panel to go to CRM/Maintenance/Campaign groups. Here the user can set up the Campaign groups that can later be chosen when setting up Campaigns under CRM/Campaign. In the example below, the following campaign groups have been set up with the ‘Number’ field being used to further define the group. e-newspaper Newsletter Commercials   Campaign […]

Use the navigation panel to go to CRM/Maintenance/Follow-up groups. Here the user can set up groups that can be used for follow up activities. The following groups have been set up in the example below: Closed Being reviewed Not yet allocated The groups can be further defined in the ‘Number’ column with a number or description […]