Quick Start User Guide

Transcription

1 Quick Start User Guide

2 Table of Contents Getting to Know CRM... 3 Importing Your Contact Information from Outlook and Excel... 6 Using Your Calendar Managing Tasks, Events and Marketing Programs Help and Resources... Error! Bookmark not defined.

3 Getting to Know CRM CRM is a powerful sales force automation and customer relationship management tool that helps you to manage and track events, marketing programs and tasks related to all of your key business contacts. All these types of activities are managed from the main CRM dashboard. We recommend that you take a few moments to familiarize yourself with the layout and the available functionality. 1. The Administration button - allows you to customize the CRM interface as well as enter your SMTP settings. 2. Returns you to the main TOOLBOX dashboard. 3. Activities and events summary. 4. CRM tools to manage your sales and marketing activities: Dashboard returns you to the main CRM dashboard Tasks Add, edit and assign sales and marketing tasks related to your contacts Contacts Manually add or edit your contact data Leads Manage your leads and lead activities Notes Attach notes to your contacts and activities

4 Transactions Record customer sales Reports Create customized reports based on a number of filters Events Create and track events related to your contacts Marketing Programs Track response and revenue generated by your company s marketing programs Proposals Create and assign responsibility for customer proposals. 5. Opens the Import Contacts Wizard so you can import data from other applications such as Outlook and Excel. 6. Navigation Pane Provides additional data filtering options

5 Entering Contact Information Entering information for you contacts can be done quickly and easily. 1. Select the Contacts button on the left side of the dashboard 2. Click on the Add New button. This will open the Add Contact dialog box 3. Complete the information in the Add Contact dialog box * Be sure to remember to click Save and Close before you close the dialog box.

6 Importing Your Contact Information from Outlook and Excel CRM has an Import Contacts wizard that you can use to import contact data from other programs such as Outlook and Excel. In order for the process to work correctly, the data must be saved as either a.csv or.xls file. To import your data into CRM, follow these simple steps. Creating an Outlook Contact Data File You can create a file of your Outlook contact data file by selecting the following menu options from the main Outlook menu. 1. File 2. Import and Export 3. Export to a File 4. Comma Separated File (Windows) 5. Highlight your Contacts Folder 6. Create a file name and choose Next 7. Finish Creating an Excel (2007) Contact Data File You can create a file of your Excel contact data file by selecting the following menu options from the main Excel menu: 1. Click on the Save icon at the top of your worksheet 2. Select Save As 3. Choose Other File Formats 4. Select CSV (Comma Delimited) (*.CSV) from the drop down box 5. Create a file name and choose Save 6. Finish Be sure to remember where the file has been saved on your computer! Importing your data into CRM You can import your contact data into CRM by completing the following simple steps :

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11 Using Your Calendar CRM includes a sophisticated calendar that you can use to keep track of events, tasks, meetings and other important customer and prospect-related activities. Accessing Your Calendar To access your calendar, select the Calendar button on the left side of the dashboard: Your calendar will display event and appointment dates, due dates for marketing programs and proposals as well as the beginning and ending dates of marketing campaigns. Tasks are displayed in Orange Events are shown in Yellow Campaigns are highlighted in Blue Calendar Content and Customization You can select one of several different calendar viewing options: Daily View Weekly View Monthly View You can also choose to view events for a specific date by clicking on the appropriate date on the calendar to the left of the dashboard.

12 Using the Calendar to view and Edit Events You can view and edit the details of specific events, appointments or activities by double clicking the description in your calendar.

13 Managing Tasks, Events and Marketing Programs You can use your CRM to schedule and manage events, marketing programs and proposals that relate to your customers and prospects. Task Management You can view existing tasks and create new ones by selecting the Tasks button on the left side of the dashboard. The tasks dashboard presents a summary of all open tasks and uses a color-coded indicator so you can quickly see which tasks are in process, currently due or overdue. To create a new task, select the Add New icon at the top of the tasks dashboard. This will open a dialog box where you enter information related to the task such as: The owner of the task The status of the task (i.e. planning stage, scheduled, cancelled, completed) The due date You can also choose to assign the task to an employee by selecting the Assign to Employee button.

14 Event Management You can view existing events and create new ones by selecting the Events button on the left side of the dashboard. Similar to the tasks dashboard, the events dashboard presents a summary of all your events you ve created. To add a new event, select the Add New button and complete the information in the dialog box:

15 Marketing Program Management You can view existing marketing programs and begin tracking new ones by selecting the Marketing Programs button on the left side of the dashboard. Similar to the tasks dashboard, the marketing program dashboard presents a summary of all your marketing programs. To add a new marketing program, select the Add New button and complete the information in the dialog box:

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