B2B CRM

How to use B2B CRM

Bevezetés
Tipikus használati esetek
How to use the feature on the project level
How to use the feature on the global level
     Leads
          Summary of basic operations (leads)
     Opportunities
          Creating a new quote on an opportunity
          Generating a quotation
          Making a sold opportunity
          Summary of basic operations (opportunities)
     Accounts
          Summary of basic operations (accounts)
     Personal Contacts
          Summary of basic operations (personal contacts)
     Partners
          Summary of basic operations (partners)
     Campaigns
          Summary of basic operations (campaigns)
     Contracts
          Summary of basic operations (contracts)
Price books and products
          Creating a new price book
          Creating a new product
          Creating a product bundle
Settings


Bevezetés

A B2B CRM-modul azzal a céllal jött létre, hogy üzleti tevékenységei középpontjába az ügyfelek kerüljenek. Ez pedig nemcsak az értékesítésre, hanem a szállítási folyamatokra, a projektekre és az állandó támogatásra is kiterjed. A modult leginkább a B2B cégeknek fejlesztettük ki, akik közvetett vagy többcsatornás értékesítést folytatnak. A cél igen egyszerű: hogy hatékonyabbá tegye üzleti tevékenységeit az azonnali együttműködéssel, melyet egy többcsatornás hálón keresztül valósít meg.


Tipikus használati esetek


Leadmenedzsment

Az új B2B CRM-ünk segít, hogy könnyebben és hatékonyabban kezelje a vállalkozása iránt érdeklődőket (továbbiakban: lead). Bármelyik lead útját a kezdetektől nyomon követheti, világos képet kapva vásárlási tevékenységeiről.

Legfőbb funkciók:

  • Potenciális ügyfeleket kreál a leadekből
  • Követi a leadek útvonalát, és szétosztja őket a megfelelő embereknek
  • Minden csatornán monitorozza a marketingkampányokat és azok eredményeit
  • Figyelemmel kíséri értékesítési tevékenységeit, hogy lássa, mi vár még Önre
  • Partnereivel együttműködve a minél jobb eredmények elérésére törekszik


Leadkezelő

A leadek gyors és felkészült nyomon követése minden sikeres üzleti tevékenység alapja. Egy digitális közeg általában nagyszámú, többé-kevésbé releváns leadet generál. A leadkezelő segít az értékesítési csapatának vagy a partnerhálózatának felosztani, szétosztani és priorizálni ezeket a leadeket.

Legfőbb funkciók:

  • Lehetséges végpont a lead adatokat küldő marketingautomatizáló eszközének
  • Minden beérkező adatból leadet csinál, amelyet tovább lehet alakítani
  • Az adott tulajdonságai alapján minden lead egy csapattagjához vagy partneréhez van rendelve
  • Jellemzőik alapján egyes leadek prioritást élveznek
  • Ossza fel a leadeket százalékok alapján az értékesítők között
  • Redundancia-felismerés


Az üzleti lehetőségek és értékesítési csatornák kezelése

A B2B CRM-ünk kezeli lehetőségeit, hogy összeköttetésben legyen az eladások lebonyolításához szükséges emberekkel és információkkal. Bárhonnan. Így nyomon követheti az ehhez kapcsolódó, folyamatban lévő történéseket, és értesítéseket kaphat, ha be kell avatkoznia. Sablonok segítségével könnyedén küldhet emaileket.

Legfőbb funkciók:

  • Azonnali árajánlatok létrehozása
  • Árkönyv a termékek és szolgáltatások kezeléséhez, hogy pontosítsa az árajánlatokat és szerződéseket
  • Az árkönyv segítségével pontosan átláthatja jövedelmi forrását
  • Leegyszerűsíti a teljes értékesítési folyamatot és részletes áttekintést ad a lehetőségeiről
  • A kritikus adatokat átnézheti az ügyfél részletgazdag tevékenységfolyamán
  • Informálhatja csapatát a valós idejű újdonságokról
  • Világos képet ad a teljesítményéről és a negyedéves céljairól


Partnermenedzsment

A B2B CRM-modul komplex képet ad a partnereiről, hogy nyomon követhesse legfontosabb ügyfeleit és részletes haladásukat. Alakítson ki egy globális partnerhálót, hogy gyorsabban és hatékonyabban adhassa el termékeit.

Legfőbb funkciók:

  • Javítsa a teljesítményt területi modellezéssel
  • Bízza a külsős üzletkötőkre ügyfeleit
  • Hozzon létre egy partner-ökoszisztémát, amelyben továbbképzi partnereit, hogy még hatékonyabb tudjanak eladni
  • Engedje partnereinek, hogy biztonságosan, és pontos adatátláthatósággal dolgozhassanak a B2B CRM-en belül
  • A partnerek bevonódása a B2B CRM-be a lead megszerzésétől egészen a folyamatos ügyfélszolgálati tevékenységig tart


Számlavezetés

Az integrált projektmenedzsment-felületnek köszönhetően a B2B CRM igazán átfogó képet tud adni ügyfelei „életciklusáról” A hagyományos értékesítési adatok mellett áttekintést nyújt a leszállításról, a projektekről és az ügyfélszolgálatról; mindezt egy rendszerben, egy oldalon.

Legfőbb funkciók:

  • A számlavezetésnél összegzés készül minden értékesítési tevékenységről és ahhoz kapcsolódó elemről (leadek, lehetőségek, személyek)
  • A számlavezetés összegyűjt minden hagyományos értékesítési információt az üzleti múltról, ajánlatokról stb.
  • Azonnali betekintést nyújt a projektekbe és állapotukba
  • Megtekinthetők benne a feladatok és a Help Desk-tikettek, melyek segítségével figyelemmel kísérheti az ügyfélszolgálat állapotát, és értesítheti az értékesítő kollégákat
  • Lehetővé teszi ügyfélszolgálati csapatai számára az együttműködést és az információk megosztását


Szerepkör alapú főoldalak és irányítópultok

Az új B2B CRM-ben lehetősége van könnyedén személyre szabott értékesítési jelentéseket készíteni. A szerepkör alapú rendszerben az értékesítési igazgató világosan áttekintheti a bevételeket, az értékesítési vezetők teljesítményét és az értékesítési csatornát. Kövesse az üzletkötők előrehaladását valós idejű eredménytáblákon.

Legfőbb funkciók:

  • Hozzon kritikus döntéseket, bárhol is van
  • Lásson rá pontosan teljes vállalkozására, átfogó előrejelzésekkel
  • Kövesse nyomon leghatékonyabb munkatársait
  • Kapjon részletes betekintést a költségekbe
  • Járjon a konkurencia előtt a könnyen használható és intuitív főoldalakkal


Folyamat- és projekttámogatás

A WBS, a Gantt vagy az agilis menedzsment – mint a projektmenedzsment alapvető eszközei – jelen vannak, hogy támogassák a különféle értékesítési folyamatokat, vagy segítsék a projektek leszállítását.

Legfőbb funkciók:

  • Hívja meg a projektcsapatokat, hogy együtt dolgozzanak az értékesítés előkészítésén, és egy felületen kezeljék az eladott projekteket
  • Menedzselje a nagyobb projekt-előterjesztéseket a vízesésmodell segítségével
  • Kezelje a projektben részt vevő frissen felvetteket vagy partnereket
  • Gondoskodjon a munkaerő-felvételről
  • Használjon elmetérképeket a projekttervezéshez, stragéiai gondolkodáshoz, vagy csak megjegyzések írásához


E2E leszállítás

A B2B CRM-ünkön keresztül kezelheti eladásait. Az új leadtől kezdve, az ajánlatkérésen át, egészen a megvalósításig. Minden lépésen menjen végig a partnereivel, hogy a lehető legtöbbet hozza ki az üzletből. Az ügyfélnek nincs semmi dolga, csupán hátradőlni és figyelni, hogyan nő a vállalkozása az Ön termékének köszönhetően.

Legfőbb funkciók:

  • Gördülékeny árajánlat- és szerződéskezelés
  • Kezelje az eladásait
  • Ügyfeleinek nyújtson kiváló szolgáltatásokat és erőfeszítés nélküli üzletet
  • Legjobb gyakorlataival testre szabhatja a folyamatot minden egyes ügyfelének
  • Hozza ki a legtöbbet a megosztott szerepekből, hogy kevesebb ideig tartson a leszállítás, és csökkenjenek a költségek


Folyamatos integráció

A B2B CRM – és főleg a „szerződései” – úgy lettek kialakítva, hogy a CRM-ből egy sziklaszilárd információs alapot hozzanak létre azoknak a rendszereknek, amik termékei és szolgáltatásai leszállításával foglalkoznak. A PM-felületünk úgy lett összerakva, hogy ideális legyen a standard programokon kívül további megoldások megvalósításához is.

Legfőbb funkciók:

  • Szerződések = bizonyíték az eladott tételekről
  • Szerződések egyszeri vagy folyamatos szállításokról
  • Szerződés frissítési procedúrák eszközölése
  • A leszerződött szolgáltatások vagy támogatási szerződések azonnali továbbítása a szállítói és támogatási csapatoknak
  • Nyílt forráskódok, API-k, személyre szabott mezők, rugalmas rendszerbeállítások. Mindezen hozzávalók teszik PM-felületünket a legideálisabb eszközzé, melynek köszönhetően teljesen személyre szabott megoldásokkal működtetheti és automatizálhatja vállalkozását
  • A PM-rendszer naptárszolgáltatásait egyesítettük a Microsoft Office 365-tel (jelenleg fejlesztés alatt)
  • Többcsatornás értékesítés (jelenleg fejlesztés alatt)


How to use the feature on the project level

First of all, make sure you are a member of the respective project and have all the necessary user role permissions related to managing the B2B CRM feature on the project level (to configure permissions, see chapter „Settings“ below). In order to activate B2B CRM on a particular project, you need to open the project modules settings (Project » Modules) where you will find the CRM checkbox. Tick it and save the settings. Now you should see the CRM tab appear on your project's top menu. Click on the tab, which takes you to the default CRM overview page of the project.


By default, this page is empty until you add some particular modules to it. These can include, for example, your sales funnel (opportunities), sales activities, or won deals (won opportunities) by product/people. To customize modules that appear on your default project-level CRM overview page, simply click the „Customise this page“ at the bottom of the page. Then select and insert the preferred modules and save. The changes can be seen immediately upon saving. You can also create a page template right from here, which can be later applied to the same page of any other project. Alternatively, you can use a pre-created project called CRM, which you will find in your project list and which already by default contains frequently used modules of the CRM page.

The page now contains the modules you have selected that you can work with. By switching the calendar icons and/or selecting a specific day in the calendar within the individual page modules, you can customize the displayed data for a certain time period. By clicking the module title, you get to the data on which the module is based (typically a detailed list of opportunities or activities). Each of the page modules has control icons using which you can edit (the pencil icon) or delete it (the trash icon), and all charts also have the option to create/delete a baseline (the lightning icon).

A baseline is the previous version of the chart, i.e. the data displayed in the chart. It does not change when the current data has changed, and you have the option to revert back to that version anytime. It allows you to create more baselines, which thus work as the snapshots of the project phases in time and represent an ideal basis for comparison. To create a new opportunity, just click on the „New Opportunity“ green button in the top-right corner.

Fill up the required fields accordingly and click the „Save” button.

To see the list of existing opportunities, just click the „Opportunities“ button in the right sidebar menu. Here you can easily filter your opportunities using the color-differentiated tags at the top.

In the right sidebar menu, you have options to modify your filters (Saved Filters Management), see the list of accounts, or see your opportunities in the Kanban view as shown below.

To customize your personal filters on the Opportunities page, use the „Saved filters management“ button. Here you can edit or delete existing filters, Create new ones, or add a different default filter to each user role.

When viewing an opportunity in a detailed overview, you can use the options in the right sidebar menu to mark the opportunity as „Sold“, add a sales activity, edit the opportunity, create a new quote of the opportunity into a price book, move or delete the opportunity, add a related task, add a related account, add a business role, or assign the opportunity to a selected partner.


How to use the feature on the global level

To open B2B CRM on the global level, navigate to the More menu » B2B CRM.

You get to the default global CRM overview page. Here you can typically check the most important business results like your revenues, team performance, top performers, or active contracts (subscriptions). Analogically to the project level, you can customize page modules just like add new pages or remove existing ones as per your preferences by clicking the „Customise this page“ button at the bottom of the page, and you can also customize the displayed data for a certain time period by switching the calendar icons and/or selecting a specific day in the calendar within the individual page modules. Using the top menu of the page, you can easily switch between various pages that you have created (such as results, statistics & data, pending payments, and product details). Using the sidebar menu, you can quickly navigate to your leads, opportunities, accounts, personal contacts, partners, campaigns, contracts, and the settings page.


Leads

On the Leads page, you can check your leads divided by sales activities performed on them (open leads, no-touch leads, incoming leads, call on leads, etc.). In the top menu, you can switch between intraday data, statistics, free pool, conversions, and splitter control. In the right sidebar, you can create a new lead or check your data, campaigns, and lead splitter filters.

Under the "Data" option in the right sidebar menu, you can browse your leads or create and save filters for your leads' data using the „Saved filters management“ button.

When viewing a lead in a detailed overview, you can use the options in the right sidebar menu to qualify or disqualify the lead, add a sales activity, edit the lead, add the lead to an account or a partner as well as archive or anonymize the lead.

Lead splitter filters are such filters that split individual leads (usually bigger ones) among two or more users who work on them together (such as 33% per each of 3 assigned users). Those filters need to be created first by clicking the „New“ green button in the top-right corner. When a lead splitter filter is created, you have to process the leads using the filter by clicking the „Execute“ button just below. To see the leads that failed to process, simply click the „Unprocessed leads“ button.

This is a form to create a new splitter filter.


Here is a summary of basic operations with leads:

Creation of a lead

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „LEADS” button in the right sidebar menu.

4. Click on the „NEW LEAD” button in the right sidebar menu.

5. Fill up fields accordingly and click the „SAVE” button.

Qualify a lead

1. Click on the „QUALIFY” button in the right sidebar menu.

2. On a New Opportunity page fill up all the required fields and click the „SAVE” button.

Disqualify a lead

1. Click on the „DISQUALIFY” button in the right sidebar menu.

2. Choose an option in the Status field and put a description in the Disqualification reason field if needed, before clicking on the „SAVE” button.

Edit a lead

1. Click on the „EDIT” button in the right sidebar menu.

2. On the Edit Lead page fill up all the required fields and click the „UPDATE“ button.

Add a sales activity to a lead

1. Click on the „ADD ACTIVITY“ button in the right sidebar menu or Click on the Sales activities tab.

2. Fill up fields accordingly and click the „SAVE“ button.

Edit a sales activity of a lead

1. Move the cursor to a sales activity you wish to edit.

2. Click on the pen button symbol on the right side of the sales activity.

3. Edit fields accordingly and click the „SAVE“ button.

Delete a sales activity of a lead

1. Move the cursor to a sales activity you wish to edit.

2. Click on the trash bin button symbol on the right side of the sales activity.

3. Click on the „OK“ button on the confirmation window that says „Are you sure?“.

Add a lead to an account

1. Click on the „ADD TO ACCOUNT” button in the right sidebar menu.

2. Type the name of the account you are looking for, or check in the list by scrolling down.

3. Click on the radio button on the left side of the account and click the „SAVE“ button.

Archive a lead

1. Click on the „ARCHIVE“ button in the right sidebar menu.

Unarchive a lead

1. Click on the „UNARCHIVE“ button in the right sidebar menu.

Anonymize a lead

1. Click on the „ANONYMIZE“ button in the right sidebar menu.

2. Click on the „OK“ button on the confirmation window that says „Are you sure you want to delete the contact's personal information?“.


Opportunities

On the Opportunities page, you can see your existing opportunities, forecasted opportunities, and key prospects. The create a new opportunity, click the „New opportunity“ green button in the top-right corner. Or browse through your opportunity-related data by clicking the „Data“ button just below.

Under the "Data" option in the right sidebar menu, you can browse your opportunities or create and save filters for your opportunities using the „Saved filters management“ button.


Creating a new quote on an opportunity

To create a new quote, open any opportunity and click the "New quote" button in the right sidebar menu.


Fill in the required fields in the form, i.e. name, currency, brand, and possibly other fields required by your price book settings, such as server/cloud solution like in the below example. Optionally, you may enter the product version, start date, and due date of the quote, which represent the start-end interval of its validity. When finished, click the "Save" button.


When a quote is created, you will find it in your opportunity just below the Attachments section. In the context menu (right-mouse click), you have several options:

  • Show items – shows the list of products added into the quote
  • Add item – add a product into the quote
  • Generate quotation – generate a quotation from a quotation template with inserted dynamic tokens
  • Make active – mark this quote as active or inactive, which can also be done by clicking the green ✔ symbol next to the quote name
  • Currency – select the price currency of the quote
  • Edit – click to edit the quote
  • Duplicate – create a new quote from the copy of the current one
  • Delete – remove an inactive quote from this opportunity (an active quote cannot be removed)

When adding items into a quote, you just have to select them from the modal window where you can just as easily switch between your price books. When finished, click the "Save" button.

When items are added into a quote, you will the list of them just below the Quotes section on the opportunity. For each item, you can see/edit its amount, unit, name, unit price, discount, total price, or remove the item by clicking the trash icon on the far right. Using the bottom controls, you can add a rounding item (only to round the price), add another item, save items, or cancel the changes.

Each list of items has the quote name included in its own name to distinguish where these items belong. To show items for a selected quote, simply click the magnifier icon when hovering the mouse cursor over the quote. Now, the quote is created and you can generate a quotation.


Generating a quotation

To generate a quotation, click the "Generate quotation" button in the context menu of a quote.

Select the quotation template and click the "Generate quotation" button.

The quotation will be generated and attached to the respective opportunity (see the Attachments section).

After the dynamic tokens in the quotation template are processed by our CRM, the result (quotation) might look like this. You can download the quotation from your attachments and send it to your client right away.


Making a sold opportunity

If the client accepts the quotation, you have just sold the opportunity. In such a case, simply click the green "Sold" button in the top-right corner of your opportunity.

Your opportunity becomes won and locked so you cannot add more items or edit the quotes. All the sold items have been changed into time-based contracts (such as warranty periods and time-limited licenses) and one-time contracts (any product purchases such as a car), and you can find them just below your quotes. To unlock the opportunity, simply click the "Unlock" button in the right sidebar menu, so the opportunity is open again and you can expand it with more items, edit the current ones, and generate updated quotations. To remove a contract from the opportunity, click the crossed-out icon on the far right when hovering the mouse cursor over the respective contract.


Here is a summary of basic operations with opportunities:

Creation of an opportunity

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „OPPORTUNITIES” button in the right sidebar menu.

4. Click on the „NEW OPPORTUNITY” button in the right sidebar menu.

5. Fill up fields accordingly and click the „SAVE” button.

Edit an opportunity

1. Click on the „EDIT” button in the right sidebar menu.

2. Fill up all the necessary fields and click the „SAVE“ button.

Add a sales activity to an opportunity

1. Click on the „ADD ACTIVITY“ button in the right sidebar menu or Click on the Sales activities tab.

2. Fill up fields accordingly and click the „SAVE“ button.

Edit a sales activity of an opportunity

1. Move the cursor to a sales activity you wish to edit.

2. Click on the pen button symbol on the right side of the sales activity.

3. Edit fields accordingly and click the „SAVE“ button.

Delete a sales activity of an opportunity

1. Move the cursor to a sales activity you wish to delete.

2. Click on the trash bin button symbol on the right side of the sales activity.

3. Click on the „OK“ button on the confirmation window that says „Are you sure?“.

Create a new quote of an opportunity

1. Click on the „NEW QUOTE” button in the right sidebar menu.

2. Choose the product version by clicking on the corresponding radio button.

3. Fill in all the necessary fields and click the „Create a quote” button.

4. On the modal window with products, proceed to choose required products and click the „Next” button.

5. You will be moved to check the window with all the products chosen, you can click the „Submit” button to finish creating your quote or the „Back” button in case you made a mistake.

Show quote items of an opportunity

1. Move the cursor to the quote that you wish to see items on.

2. Click with the right mouse button on the chosen quote and click on the „Show items” option in the menu.

3. After you are finished, you may click the „Hide” button to hide items.

Add items to a quote of an opportunity

1. Move the cursor to the quote you wish to add items to.

2. Click with the right mouse button on the chosen quote and click on the „Add item” option in the menu.

3. On the modal window with products, proceed to choose required products and click the „Next” button.

4. You will be moved to check the window with all the products chosen, you can click the „Submit” button to finish creating your quote or the „Back” button in case you made a mistake.

Generate a quotation on an opportunity

1. Open the selected opportunity for which you need to generate a quotation.

2. Click the "Generate quotation" button in the context menu of a quote.

3. Select the quotation template and click the "Generate quotation" button.

4. The quotation is saved as a file attachment of the opportunity.

Change an active quote of an opportunity

1. Move the cursor to the quote you wish to make active.

2. Click with the right mouse button on the chosen quote and click on the „Make active” option in the menu.

3. Chosen quote is active now.

Change the currency on a quote of an opportunity

1. Move the cursor to the quote you wish to change the currency for.

2. Click with the right mouse button on the chosen quote and click on the „Currency” option in the menu.

3. Choose desired currency from the currency list.

Edit a quote of an opportunity

1. Move the cursor to the quote you wish to edit.

2. Click with the right mouse button on the chosen quote and click on the „Edit” option in the menu.

3. Edit fields accordingly and click the „SAVE“ button.

4. On the modal window with products, proceed to choose required products and click the „Next” button.

5. You will be moved to check the window with all the products chosen, you can click the „Submit” button to finish creating your quote or the „Back” button in case you made a mistake.

Duplicate a quote of an opportunity

1. Move the cursor to the quote you wish to duplicate.

2. Click with the right mouse button on the chosen quote and click on the „Duplicate” option in the menu.

Delete a quote of an opportunity

1. Move the cursor to the quote you wish to delete.

2. Click with the right mouse button on the chosen quote and click on the „Delete” option in the menu.

3. Click on the „OK“ button on the confirmation window that says „Are you sure?“.

Move an opportunity

1. Click on the „MORE" button in the right sidebar menu.

2. Click on the „MOVE” button in the right sidebar menu.

3. On the Bulk edit selected opportunities page fill up necessary fields accordingly and click the „MOVE AND FOLLOW“ button to remain on opportunity once the process of moving is finished.

Delete an opportunity

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „DELETE” button in the right sidebar menu.

3. Click on the „OK“ button on the confirmation window that says „Are you sure you want to delete the selected task(s)? You will not be able to restore it (them) again.“.

Add an existing related task to an opportunity

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ADD RELATED TASK” button in the right sidebar menu.

3. On Add related task page put task name or id to find and then click the „ASSIGN TASK” button.

Add a new related task to an opportunity

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ADD RELATED TASK” button in the right sidebar menu.

2. On Add related task page click the „Create a new TASK” button.

3. Fill up all the necessary fields and click the „SAVE“ button.

4. Click on the „MORE” button in the right sidebar menu.

5. Click on the „ADD RELATED TASK” button in the right sidebar menu.

Add an existing account to an opportunity

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ADD RELATED ACCOUNT” button in the right sidebar menu.

3. On Add related account page put task name or id to find and then click the „ASSIGN ACCOUNT” button.

Add a new related account to an opportunity

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ADD RELATED ACCOUNT” button in the right sidebar menu.

2. On Add related account page click the „Create a new ACCOUNT” button.

3. On the New account page fill up all the necessary fields and click the „SAVE“ button.

Make a copy of an opportunity

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „COPY” button in the right sidebar menu.

3. On the New opportunity page fill up all the necessary fields and click the „SAVE“ button.

Add a business role to an opportunity

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ADD BUSINESS ROLE” button in the right sidebar menu.

3. On the New business role page choose an option from the Personal Contact field and add a description if needed before clicking the „SAVE“ button.

Assign an opportunity to a partner

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ASSIGN TO PARTNER” button in the right sidebar menu.

3. On the „Assign to partner” page put partner name or id to find and then click on the radio button on the left side of the partner and click the „SAVE“ button.

Making a sold opportunity

1. Click on the „SOLD” button in the right sidebar menu.

2. Confirm that all the required fields are correct and filled before clicking on the „Confirm deal and order service” button.

Unlocking a locked opportunity

1. Click on the „UNLOCK“ button in the right sidebar menu.


Accounts

On the Accounts page, you can check your clients divided by account manager or industry, key account, and service expirations. In the right sidebar, you can create a new account or browse through your account-related data by clicking the „Data“ button just below. Under the More menu, you can find a more useful feature like favorite accounts (such as top 10 clients), account groups (such as per country or industry), import accounts (from a CSV file with defined structure), account types (typically a person or a company), VCard mapping settings (enables to map an Account entity to vCard attributes), and settings (account types, field settings). Moreover, you can create and save filters for your accounts' data using the „Saved filters management“ button.

After clicking the "New account" button, a form will open. It may look like this.

In the first step, you must select the type of account. By default, there are three account types in total:

  • Personal – select for an account that contains personal details (e.g. name, e-mail address)
  • Company – select for an account that contains basic information about your company
  • Account – select for another type of account (e.g. e-shop)

Native fields include:

  • First name and last name when creating a personal account. In other words, if the account type has enabled both First and Last name.
  • Name when creating account or company account. If the account type has enabled only First name, it is called "Name"
  • IMPORTANT – Do not disable both native fields on an account type. You will not be able to name the account.

Custom (voluntary) fields include:

  • Organization
  • E-mail
  • Phone
  • Street (this will allow showing the account in Google Maps)
  • City
  • Postal code
  • Country
  • Registration number (identification number)
  • VAT registration number
  • Add another attribute (your custom fields such as state, SWIFT, IBAN, BIC, variable symbol, etc. – they might be either optional or required)
  • Groups (groups you want to add this account to)
  • checkbox "Is global account?" (checking it will make the account visible for all users)
  • checkbox "Private account" (checking it will only make the account visible for you. Not even administrator can search the account. You can only check this option if you created this account)
  • checkbox "Add to my accounts" (checking it will add the account to your favorites)
  • Comment (blank text box, where you can write your notes regarding the account)
  • Attachments (files or documents you may attach to the account)

When you have filled up the form, click the "Save" button to create the account.

Custom fields are configured in Administration » Custom fields » Accounts. You can rename, enable/disable, add language mutations. If in your application, you see these fields in a different language than you expect, you need to change the name of the field.

In Accounts » Settings » Field settings, you can select groups, user types, or users to allow them to see specific CRM fields or leave the settings blank to disable special visibility.

When viewing an account in a detailed overview, you can use the options in the right sidebar menu to edit the account, create a new opportunity related to the account, assign the account to a selected partner, add a new employee, add the account to a project, add a sub-account, link accounts, add the account to a group, show the account's address on the map, delete it, or add a new task related to the account.


Here is a summary of basic operations with accounts:

Create a new account

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „ACCOUNTS” button in the right sidebar menu.

4. Click on the „NEW ACCOUNT” button in the right sidebar menu.

5. Fill up fields accordingly and click the „SAVE” button.

Edit an account

1. Click on the „EDIT” button in the right sidebar menu.

2. Fill up all the necessary fields and click the „UPDATE“ button.

Create a new opportunity

1. Click on the „NEW OPPORTUNITY” button in the right sidebar menu.

2. On the New opportunity page fill up all the necessary fields and click the „SAVE“ button, or „SAVE AND NEW“ for creating multiple new opportunities.

Assign an account to a partner

1. Click on the „ASSIGN TO PARTNER” button in the right sidebar menu.

2. On the „Assign to partner” page put task name or id to find or scroll down the list and then click on the radio button on the left side of the partner, and click the „SAVE“ button.

Create a new employee

1. Click on the „NEW EMPLOYEE button in the right sidebar menu.

2. On the New Personal Contact page fill up all the necessary fields and click the „SAVE“ button.

Add an account to a project

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ADD TO PROJECT” button in the right sidebar menu.

3. Click on the „ASSIGN TO PARTNER” button in the right sidebar menu.

4. On Add to project page input project name or id to find and then click on the radio button on the left side of the project and click the „SAVE“ button.

Add a sub-account to an account

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ADD SUB-ACCOUNT“ button in the right sidebar menu.

3. On the New account page fill up all the necessary fields and click the „SAVE“ button.

Link an account to another account

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „LINK ACCOUNTS” button in the right sidebar menu.

3. On the „Link accounts” page put account name or id to find or scroll down the list and then click on the radio button on the left side of the account, and click the „SAVE“ button.

Add an account to a group

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „ADD TO GROUP” button in the right sidebar menu.

3. On Add to group page put a group name or id to find or scroll down the list and then click on the radio button on the left side of the group, and click the „SAVE“ button.

Delete an account

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „DELETE” button in the right sidebar menu.

3. Click on the „OK“ button on the confirmation window that says „Are you sure?“.

Create a new related task

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „NEW TASK“ button in the right sidebar menu.

3. On the New task page fill up all the necessary fields and click the „SAVE“ button.

Recalculate the account's custom fields

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „RECALCULATE CUSTOM FIELDS” button in the right sidebar menu.

Show account's address on Google Map

1. Click on the „MORE” button in the right sidebar menu.

2. Click on the „SHOW ON MAP” button in the right sidebar menu.

Editing employees on an account

1. Click on the „People” category button on the account category bar.

2. Scroll to an employee you wish to edit and click on their name to continue editing from there.

Editing opportunities on an account

1. Click on the „Opportunities” category button on the account category bar.

2. Scroll to the opportunity you wish to edit and use pencil buttons to quickly edit attributes or Click on the opportunity name to continue editing from there.

Account's details

1. Click on the „Data” category button on the account category bar to view and edit the account’s details.

Account's invoice and billing details

1. Click on the „Invoices & Billing” category button on the account category bar to view the account's invoice and billing details.

Creating a new sales activity on an account

1. Click on the „Sales activities” category button on the account category bar.

2. Fill up fields accordingly and click the „SAVE“ button.

Edit a sales activity on an account

1. Click on the „Sales activities” category button on the account category bar.

2. Move the cursor to a sales activity you wish to edit.

3. Click on the pen button symbol on the right side of the sales activity.

4. Edit fields accordingly and click the „SAVE“ button.

Delete a sales activity on an account

1. Click on the „Sales activities” category button on the account category bar.

2. Move the cursor to a sales activity you wish to delete.

3. Click on the trash bin button symbol on the right side of the sales activity.

4. Click on the „OK“ button on the confirmation window that says „Are you sure?“.

View projects and tickets on an account

1. Click on the „Projects & Tickets” category button on the account category bar.

2. Scroll to the project or ticket you wish to view and click on their name to continue editing from there.

View contracts on an account

1. Click on the „Contracts” category button on the account category bar.

2. Scroll to the contract you wish to view and click on its name.

Edit sub-accounts of an account

1. Click on the „Relations” category button on the account category bar.

2. Scroll to the sub-account you wish to edit and click on the pen button symbol on the right side of a sub-account to edit it.

Making related accounts

1. Click on the „Relations” category button on the account category bar.

2. Scroll to the accounts you wish to view and click on the account name to continue editing from there.

Making related opportunities on an account

1. Click on the „Relations” category button on the account category bar.

2. Scroll to the related opportunity you wish to edit and use pencil buttons to quickly edit attributes or Click on the opportunity name to continue editing from there.

View history of changes on an account

1. Click on the „History” category button on the account category bar to see the history of changes on an account.

View/edit files on an account

1. Click on the „Files” category button on the account category bar to view and edit your attachments.


Personal Contacts

On the Personal Contacts page, you can manage any kind of personal contacts (such as e-mail addresses, phone numbers, Skype, etc.) to internal and external employees of yours or your partners.

Under the "Data" option in the right sidebar menu, you can browse your personal contacts or create and save filters for your personal contacts using the „Saved filters management“ button.

Or you can add/remove contact types under the „Personal Contact Types“ button.

If you want to create a new personal contact, you have 2 ways to do it – as a new employee or a new consultant. You can create a new employee on the detail of any account from the right sidebar menu ("New employee" button).

You can create a new consultant on the detail of any partner from the right sidebar menu ("New consultant" button).

To create a personal contact, just fill in all the required fields in the form and click the "Save" button.

When viewing a personal contact in a detailed overview, you can use the options in the right sidebar menu to edit, delete or anonymize the contact or add a new task related to the contact.


Here is a summary of basic operations with personal contacts:

Create a new personal contact type

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „PERSONAL CONTACTS” button in the right sidebar menu.

4. Click on the „PERSONAL CONTACT TYPES” button in the right sidebar menu.

5. Click on the „NEW PERSONAL CONTACT TYPE” button in the right sidebar menu.

6. Fill up fields accordingly and click the „SAVE” button.


Partners

On the Partners page, you can manage your partner's network, results, and forecasts. In the right sidebar, you can create a new partner.

Under the "Data" option in the right sidebar menu, you can browse your partners or create and save filters for your partners using the „Saved filters management“ button.

If you open a detailed overview of a specific partner, you can find here the list of consultants related to that partner as well as managed account and CRM cases. Moreover, you can see the comments, history, and sales activities of that partner.

When viewing a partner in a detailed overview, you can use the options in the right sidebar menu to edit or delete the partner just like add a new consultant, lead, or opportunity.


Here is a summary of basic operations with partners:

Create a new partner

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „PARTNERS” button in the right sidebar menu.

4. Click on the „NEW PARTNER” button in the right sidebar menu.

5. Fill up fields accordingly and click the „SAVE” button.

Edit a partner

1. Click on the „EDIT” button in the right sidebar menu.

2. Fill up all the necessary fields and click the „UPDATE“ button.

View partners

1. Click on the „DATA” button in the right sidebar menu to view all partners.

Create a new consultant

1. Click on the „NEW CONSULTANT” button in the right sidebar menu.

2. On a New Personal Contact page fill up all the required fields and click the „SAVE” button.

Create a new lead to a partner

1. Click on the „NEW LEAD” button in the right sidebar menu.

2. On a New Lead page fill up all the required fields and click the „SAVE” button.

Create a new opportunity for a partner

1. Click on the „NEW OPPORTUNITY” button in the right sidebar menu.

2. On a New opportunity page fill up all the required fields and click the „SAVE” button.

Return to B2B menu

1. Click on the „B2B CRM” button in the right sidebar menu to return to the B2B menu.

Add a sales activity on a partner

1. Click on the Sales activities tab.

2. Fill up fields accordingly and click the „SAVE“ button.

Edit a sales activity on a partner

1. Move the cursor to a sales activity you wish to edit.

2. Click on the pen button symbol on the right side of the sales activity.

3. Edit fields accordingly and click the „SAVE“ button.

Delete a sales activity on a partner

1. Move the cursor to a sales activity you wish to edit.

2. Click on the trash bin button symbol on the right side of the sales activity.

3. Click on the „OK“ button on the confirmation window that says „Are you sure?“.


Campaigns

On the Campaigns page, you can manage all your existing campaigns, see active campaigns, or check out leads by campaigns. In the right sidebar, you can create a new campaign.

Under the "Data" option in the right sidebar menu, you can browse your campaigns or create and save filters for your campaigns using the „Saved filters management“ button.

When viewing a campaign in a detailed overview, you can use the options in the right sidebar menu to edit the campaign, open the project budget settings to which the campaign is assigned, or archive the campaign. The information about costs for the campaign in question can be set/changed in the "Costs" field while editing the campaign.


Here is a summary of basic operations with campaigns:

Create a new campaign

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „CAMPAIGNS” button in the right sidebar menu.

4. Click on the „NEW CAMPAIGN” button in the right sidebar menu.

5. Fill up fields accordingly and click the „SAVE” button.

Edit a campaign

1. Click on the „EDIT” button in the right sidebar menu.

2. Fill up all the necessary fields and click the „UPDATE“ button.

Budgets settings on a project

1. Click on the „BUDGETS” button in the right sidebar menu.

2. Click on the „BUDGET SETTINGS” button in the right sidebar menu to go to the campaign's project budget settings.

Archive a campaign

1. Click on the „ARCHIVE” button in the right sidebar menu.

2. Choose an option in Edit Campaign and choose a status in the Easy campaign status field, before clicking on the „SAVE” button.

Unarchive a campaign

1. Click on the „UNARCHIVE” button in the right sidebar menu.

2. Choose an option in Edit Campaign and choose a status in the Easy campaign status field, before clicking on the „SAVE” button.

View all open leads belonging to a campaign

1. Click on the „Open leads” button.

View all opportunities belonging to a campaign

1. Click on the „Opportunities” button.

View all disqualified leads belonging to a campaign

1. Click on the „Disqualified leads” button.

View open leads

1. Click on the plus button symbol on the right side of the „Open leads” button to view all open leads.

2. Move the cursor to the lead you wish to view.

3. Click on the magnifying glass button symbol on the right side of the lead you wish to view.

View opportunities

1. Click on the plus button symbol on the right side of the „Opportunities” button to view all open leads.

2. Move the cursor to the opportunity you wish to view.

3. Click on the magnifying glass button symbol on the right side of the opportunity you wish to view.

View disqualified leads

1. Click on the plus button symbol on the right side of the „Disqualified leads” button to view all open leads.

2. Move the cursor to the disqualified lead you wish to view.

3. Click on the magnifying glass button symbol on the right side of the disqualified lead you wish to view.


Contracts

On the Contracts page, you can manage all your existing contracts. A contract is an entity for evidence of closed businesses. Contracts are related to the product category where each product category defines one type of contracts such as implementation services, software, and support services (see the right sidebar menu). Contracts hold categorized and itemized evidence of delivery. The logic of contracts may be suitable for time-period service delivery (such as a subscription). Contracts typically serve for continuous integration as central evidence of deliverables. Typically you may integrate contracts to cloud automation, order management, BPM, or similar. Continuous integration is also possible, e.g. creating a project from a template or creating a specific task upon contract creation are typical subjects of a customized solution. For each type of contract, you can browse through your contract-related data by clicking the „Data“ button. Moreover, you can create and save filters for your contract's data using the „Saved filters management“ button.

When viewing a contract in a detailed overview, you can use the options in the right sidebar menu to create a new upsale opportunity (only in the case of the time-based type of contracts).


Here is a summary of basic operations with contracts:

View software contracts

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „CONTRACTS” button in the right sidebar menu.

4. Click on the „SOFTWARE CONTRACTS” button in the right sidebar menu.

5. Move the cursor to the software contract you wish to view and click on its name to go to the detail.

View implementation contracts

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „CONTRACTS” button in the right sidebar menu.

4. Click on the „IMPLEMENTATION CONTRACTS” button in the right sidebar menu.

5. Move the cursor to the software contract you wish to view and click on its account to go to the detail.

View modification contracts

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „CONTRACTS” button in the right sidebar menu.

4. Click on the „MODIFICATION CONTRACTS” button in the right sidebar menu.

5. Move the cursor to the software contract you wish to view and click on its account to go to the detail.

View private cloud contracts

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „CONTRACTS” button in the right sidebar menu.

4. Click on the „PRIVATE CLOUD CONTRACTS” button in the right sidebar menu.

5. Move the cursor to the software contract you wish to view and click on its account to go to the detail.

View easy support contracts

1. Click on the „MORE“ menu.

2. Click on the „B2B CRM“ menu option in the Platform category.

3. Click on the „CONTRACTS” button in the right sidebar menu.

4. Click on the „EASY SUPPORT CONTRACTS” button in the right sidebar menu.

5. Move the cursor to the software contract you wish to view and click on its account to go to the detail.


Price books and products

Price books are used for selling products at different prices, based on the agreement terms with a particular type of customer. For each customer, you can sell the same product at different prices. To enter Price books, navigate to Administration » Price books or /easy_price_book).

This will open an empty default price book overview page, which is fully customizable using the "Customise this page" button. In the right sidebar menu, you have options to open price books, products, and a global price overview.

Let's start with price books. Click the "Price books" button, which takes you to a page with the list of existing price books. By hovering the mouse cursor on any particular price book, you see the option to edit or delete it. In the right sidebar menu, you have the option to create a new price book as well as to open products, the price book overview page, and saved filters management.


Creating a new price book

When creating or editing a price book, you see a form like this. Here you can add/change the name of the price book, description, brand, product version, set it as "active", set it as an 'update' price book (this checkbox should only be ticked when you create a new version of a previous price book), or add files as an attachment. The brand selection is important as one price book may contain several brands, where each brand means different prices. Therefore, when creating a new quote on an opportunity, the brand must be also selected there. The same logic applies to the selection of product versions.

Then you select the project(s) to which the price book is assigned, which means you can create a new quote based on this price book on an opportunity under that project(s). There is already a predefined project "CRM" with various geographical regions represented as its subprojects. It's up to you whether you take advantage of this predefined default structure or make your own project structure instead. We recommend staying with the geographical structure as salespersons usually also have their responsibilities divided by regions.

At the bottom part, you see file attachments and their file management tools on the right side, associated products, and the history of the price book. The options in the right sidebar menu are only available when editing an already created price book and include the possibility to create a new product or a new bundle (see chapter "Creating a product bundle"), view the list of existing bundles in the price book, go back to the price book overview page, or import items. When you are done with creating or editing a price book, click the "Save/Update" green button.

Once a new price book is created, it's empty because it does not contain any quotation template to which the products, services, and prices could be written. The quotation template can be an MS Office-compatible document that contains dynamic tokens according to our list of supported dynamic tokens. A dynamic token is a predefined string of characters that our CRM can recognize and automatically replace that string with the relevant data, such as an address, phone number, product, or price. Here is an example of how such a quotation template may look like (this is a Word document). We recommend a quotation template to always be saved as a file attachment of the respective price book.

When uploading a second or later version of any document, you can use the version management tool to see how many versions were uploaded and revert back to any of these previous versions anytime. Or use the other file management tools to manipulate with the document just like with any other file attachment.


Creating a new product

You can either create a new product from the price book edit page or the list of products by clicking the "New product" green button in the right sidebar. Another option is to click the "Copy" button on any of the existing products to make a new product from the copy of the selected one. Just as easily, you can edit or delete any of the existing products using the context menu (hover the mouse cursor over the product).

On the product creation page, fill in the name of the product, description, product code, set it as active, select the product category (i.e. implementation services, software, or support services), and click the "Save" button. The product is now created and you can find it in the list of products.

When the product is saved, you can add it to one or more price books using the "Add to price books" button in the right sidebar. The added price books will then appear in the product menu and you can easily switch between them to add different units, prices, and currencies for different price books. The units represent standardized product deliverables for a defined price in a defined currency. To add a new unit, simply click the "Add" button below the list of units. The unit will be added to the currently selected price book. When finished, click the green "Update" button to save the changes.

As you may see, adding a product to price books is pretty simple. Just select them in the modal window and click the "Save" button.

The product creation is now finished and added to a price book.


Creating a product bundle

You can add two or more products into a single bundle for purpose of easier handling multiple products at once. To do so, edit any price book and click the "New bundle" green button in the right sidebar.

Just enter the name of the product bundle, description, bundle code, and set it as active. Then you may add new units and/or price book products into the bundle. For each added product, there is a "weight" parameter, which defines the share of the particular product in the whole product bundle, such as 50:50 in a bundle of 2 products with equal share. In the right sidebar menu, you can view product bundles in the price book or get back to the price book overview page. When finished, click the "Save" button.

When a product bundle is saved, you have 2 new options in the right sidebar menu: "Copy and create new" and "Move bundle". The first one allows creating a new bundle from the copy of the existing one. The latter option allows moving the product bundle from the current price book to another one.


Settings

The setting related to activating the B2B CRM module on a particular project was already described in chapter „How to use the feature on the project level“. However, there are many more setting options.

The user role's permissions related to CRM on the project level can be managed in Administration » Roles and permissions » Project permissions » CRM. It allows you to do everything related to B2B CRM data (accounts, opportunities, leads, partners, personal contacts): view, add, edit, delete. Administrators have all permissions by default.

The user role's permissions related to CRM on the global level can be managed in Administration » Roles and permissions » Global permissions » CRM. It allows you to manage user targets. Administrators have all permissions by default.

In the upper part of the Roles and permissions page, you can modify how individual user roles see accounts, opportunities, and partners.

In the CRM settings page (More menu » B2B CRM » Settings), you can add, edit or remove opportunity statuses and user targets for salespeople as well as customize Kanban view settings. Moreover, you can set up CRM fields permissions by status in the Workflow settings (Administration » Workflow » CRM fields permissions).

Under the „Others“ tab of the CRM settings page, you can configure various CRM-related features, namely:

  • Use CRM items = Set yes for working with product items from a price book
  • Display opportunities from all subprojects = Set yes by default
  • Show sales activity on opportunity = Set yes to work with sales activities
  • Show opportunity items' descriptions = Set yes to display product description from price book on a quote detail

Moreover, there is an additional CRM plugin configuration page (Administration » Plugins » Easy b2b » Edit or type „/rys_management/easy_b2b/edit“ after your domain URL) where you can activate or deactivate specific CRM parts (such as Campaigns, Contracts, or Partners) as well as set up many various settings, namely opportunity's account type, opportunity CRM type, opportunity status after sold (cloud), account custom field group for lead qualification, default campaign project, personal contact type consultant, personal contact type employee, new touch status, and default account industry for automats.

Sales activity categories can be managed in Administration » Categories » Sales activity category.

Sales people's user types can be managed in Administration » User types » Sales Representative / Sales Director.

Próbálja ki az Easy Project szoftvert ingyenesen

Minden funkció elérhető | SSL tanúsítvány | Napi mentések