13. Thank you Thank you
3. S CRM Footprint CRM Footprint 1 1
1. Customer Relation Customer Relation Management - CRM Management - CRM WR Ltd – ERP Cloud Solution User Training – CRM
5. S How can CRM Help How can CRM Help Your Business? Your Business? 2 2
7. S Create Your Create Your First Customer First Customer 3 3
9. S Manage Leads Manage Leads & Activities & Activities 4 4
11. S Dashboard Dashboard & Reporting & Reporting 5 5
12. DASHBOARD AND REPORTING You can access your dashboard Apps drawer Sales → Pipeline and activities analytics is accessible under Reports menu, you can also use “Search & Filter” tool to customize the displayed data or export certain data to an excel sheet Click on the + sign to show filter
8. CREATE CUSTOMER Add an address: → Contacts & Addresses Select the →→ type of address, fill in details → You can also import all your customers from excel sheet. You can also import all your customers from excel sheet. → Go to Apps drawer Sales Top menu Sales Customers →→→→→
2. AGENDA AGENDA CRM FOOTPRINT HOW CAN CRM HELP YOUR BUSINESS? CREATE YOUR FIRST CUSTOMER MANAGE ACTIVITIES/ LEADS STAGES 1 1 2 2 3 3 4 4 DASHBOARD AND REPORTING 5 5
10. CONFIGURE ACTIVITIES & LEADS STAGES Configure Activities: → Go to Apps drawer Sales →→ Configuration → Activities → Modify your pipeline statges: → Go to Apps drawer Sales Menu →→→ Sales My Pipeline (You may update, → create, delete stages) Now your CRM is ready to add new opportunities and assign them to your sales team
6. HOW CAN CRM HELP YOUR BUSINESS? Team Management Processes Customer Management Lead Management Reporting tool Features ✔ Manage sales team ✔ Manager service support team ✔ Manage sales channels ✔ Commission management ✔ Manage all customer information i.e name, phone, email, birthday ..etc ✔ Full history i.e purchase history, complaint & service request ✔ Multiple address support shipping & invoicing address, home or ✔ business address ✔ Lead scoring and qualification ✔ next action/ activity i.e Call, schedule a meeting, book an appointment send and email ..etc ✔ Activity schedule calendar integration and notifications ✔ Fully customizable stages and activities ✔ Manage all your work from single dashboard ✔ Leads and opportunities drill-down analytics ✔ Out of the box reports and search attributes
4. CRM FOOTPRINT Complete, Integrated and Extensible CRM App for Modern Customer Experience. Customer Acquisition Customer Retention Customer Support Improvement Customer Relation Management - CRM Sales Team/ Channels Sales Cycle Call Center pull sales (inbound) Call Center push sales (outbound) Lead work-flow management Campaign Management News Letter Segmentation tool Customer life cycle management 360 customer view Customer behavior analysis and tracking Claim management (HelpDesk) Customer Service Support Survey/ Rating Quality Assurance Gamification tool Advanced Analytics (Customer Satisfaction index) KPIs Knowledge Base Sales Strategies Seasonal Promotions Loyalty program Personalization offering Data driven agent interaction
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