Debtors and prospects are the companies that are both subjects and customers. Menu Add/Edit It is possible here to add items and customers and or edit existing ones.   Contacts Here the contacts that are on the subject are created. Read more   Convert to Customer Here it is possible to convert a lead into […]

The CRM module is designed for campaign management, follow-ups and sending out newsletters. During maintenance, you have to set up different parameters to make the module work, depending on what business you have and how you want to use the module. Setup of the CRM module takes place under the menu item Maintenance. Here you […]

Create an e-mail list and sendt news to your customers and prospects. To save an e-mail list, one must create a campaign. Read about campaigns here… E-mail lists are used to send information via email to Vendors, Customers, Prospectsor Contacts according to certain criteria It is possible to use several filters in your search. If […]

Follow-up activities are used to record what has happened / is to happen on the individual Debtor / Subject or contact person. It is possible to access the overview of all follow-up activities from the CRM menu. It is also possible to access this from other parts of the CRM module e.g. Customers, Vendors, Leads, […]

Interests are used to inform about which interests interest the individual Customer/ Prospects or Contact person In this example, it is customer and prospects’ interests that are created and later added to customers and prospects. “Interests” can be applied to : Prospects Debtor & Prospects Read here

In Products, you can add the products you want to telle the customers, prospects or contact persons about. Product groups are created by clicking “Add Record”, typing the product name on the line and clicking “Save”   “Products” can be used under : Prospects Debtor & prospects Read here You can watch a video here […]

Prospects are those companies that have not yet been sold to, but which companies are desired to get as customers.   Under “Prospects” you click on “Add“, where you then enter the creation screen. For quick filling in of the company information, you can just enter CVR no. on the company that one wants to […]

Campaign is used when a campaign is desired to be made across customers and prospects. In this example, a campaign has been created that aims to send a news letter by e-mail. Adding a campaign: Add a name to the campaign It is possible to write a note Select campaign group (Created under Campaign groups) […]

Under Campaign groups , you create the campaign types you will later select when creating a campaign. Campaign groups can be: Ads Newsletters Tv commercial   Campaign groups are used under: Campaigns. Read more here

Under Follow-up groups , you create the groups that can be selected on the follow-up activity. The following follow-up groups have been set up here. Ongoing Sales leads Support topics Lost One can create and define all the desired follow-up groups. The groups here represent the status of the topic, for example whether the topic […]

CRM groups refer to how the topics are grouped. For example: External partner Media campaign leads Social media Existing customers You can create and define all the desired CRM groups. Here, they have chosen to group according to how “important” a customer / topic is to the company.   CRM groups are used in: Prospects […]