SalesNexus Online CRM and Marketing User Manual

Transcription

1 Welcome to SalesNexus. We want you to be successful and comfortable with our software as well as recent upgrades and to help with that we have a walkthrough of the most used items. First thing you need to know is your database has a unique ID, you cannot find it by searching the web, and you must have this ID to get into your database. Here is a sample of one; the unique ID is the part that says Training Once you are logged in, your database is set up in Sections. cross the top is the navigation for the database, the sections are: Contact Task List Calendar Look up Reports Campaigns Groups Dashboards You will find the following information for each section. Contact Tab o Contact Record Orange Ribbon Schedule Send dd to Campaign Log Call dd Note New Contact Duplicate contact dd Sales Opportunity Mail Merge Notes ctivities Sales Groups Contact Docs Subscription Status lt Contact Home Info Task List Tab Calendar Tab Lookup Tab Report Tab Campaign Tab o Orange Ribbon Existing Campaign Templates dd to Campaign Manage Work Flows Create Campaign Manage Subscriptions Library Clean Up Stop! Groups Tab Dashboard Tab

2 Contact Tab This allows you to see all the contacts that you have permission to access in your database. Go into any contact by clicking on the magnifying glass () to the far left. You can also change the columns of data you see by clicking on the green plus () to the far right. Once you have the columns to view window open, simply move the fields from the left to the right to see them in your listing If you click the green plus for columns to view you will get this window y clicking on a field and then the >> you can move a field from the left to the right and make it a column you view. You can also make it sortable by clicking on the llow sort in the top right corner. Click Save to save your changes. efore covering the other database navigational tabs, we are going to cover the contact sections. Contacts Record On every Contact Record there is an orange ribbon below the top row of tabs that shows you what functionality is available. If the words are greyed out, that functionality is not available in this view. My Record Schedule Send dd to Campaign Log Call dd Note Other My Record is how the system knows who you are. It is very important that you keep your information correct on that Record. Schedule allows you to set up a Call, Meeting or a To Do with the Contact you are on and you can set your default choice for whichever one you use the most! Send allows you to quickly send an template to your Current Contact. You can also add attachments to that .

3 dd to Campaign allows you to bring up your favorite campaigns. You can see just the ones you normally use and quickly add your current contact to an existing campaign. Log Call allows you to document calls as they come in to you or after they have happened if you did not have a task created for them dd Note allows you to add a word pad note to this contact in the Notes and History section. New Contact Duplicate Contact dd Opportunity Mail Merge- Where you go to print to word Schedule To create a task for a contact, first go to that contact by looking them up. With the contact open, you can click on Schedule. You should see the contacts name on the top line next to With (). C () To Schedule a Call, a Meeting or a To Do, will show in the drop down next to the date. s you select your choice, the screen will change for that type of task. F E Now click on Save. G D (C) It will default to today s date and time but date and time can be changed. ased on what type of activity you picked the Duration will be set to different defaults. (D) For Regarding: you can pick from your company dropdown or click on the green plus to write your own. (E) If you click on the double down arrows next to save. (F) You can put in ctivity Details. (G) You can Delegate this task to another user.

4 Send clicking on the Send in the Contact you are in, you can send them a template from your system. ll templates have to be associated with a Campaign, but when you create a template the single step campaign for that template is created. y y clicking on the dropdown for Select () you will see the templates you have recently used. This allows you to look through all templates to find the ones you use the most. You can change the text in the template for this contact only and not save the change for all contacts. y clicking the Dropdown for Documents (), you can add an attachment to your template from your Library. dd To Campaign C You can also chose to save your ody of the or the Subject line to history ( C ) Now just click Send This is the same window you will get when you click on dd to Campaign from the Campaign Tab. You will see the campaign options you have. You can also add contacts to a campaign from the Existing Campaign window. This default shows you the campaigns you recently used but you can choose to see all Campaigns or only the ones you created.

5 From here you set the date you want to start the campaign and schedule the time you want the campaign to go out. You can also change the user the campaign will be scheduled from. From this window, you can choose which contacts you want to schedule it for, from current contact, current look up and even a one of your existing groups. Log Call If a client or prospect calls into your office or you make a client call not on your schedule and you want to mark it in your system, simply do a look up on the contact, then click on Log Call. You will get a box that allows you to enter the () Regarding line and the details of the call. You can either close the task or create a follow up if there is more to schedule.() dd Note There are times when you may need to add a note to a contact that is not the result of an actvitity. To do that you simply click on dd Note. This will give you a Word Pad window to type in a note. Once saved it can be found under the Notes tab for that contact

6 Other reas New Contact To create a contact in SalesNexus you have to decide if you are making a copy of an existing contact or creating a new contact. If the contact is brand new to your database, click on New Contact. This will give you a blank Contact record to start adding information to. fter you enter a couple of fields, save it. This will allow you keep your updated information if you happen to enter more data than a field is set to allow. Enter the rest of your information and click on the save button at the top. If you are entering information on a lower tab, you must save that separately. Duplicate Contact To make a copy of an existing Contact record and import the information so you don t have to re-type it, do a look up of an existing Company record. Then click on Duplicate Record, then click on Duplicate ll. Now all you need to do is change the Name, Title, address, and any other fields that are different. Click on the Save button. If you are entering information on a lower tab, you have to save that separately. Since you are creating the record, you will be the Record Manager for this contact; you must have saved the Contact once to be able to change the Record Manager. dd Opportunity This creates a sales Opportunity on the contact you are on. Look up the contact you want to put the Sales Opp on. Then click on dd Opportunity. Your company will need to have customized the choices for the Product and Product type.

7 C D Some fields must be completed, they are: () Product () Product type (C) Forecasted close date (D) Probability Then click Save. You can come back and make changes to this by updating the sales stage until you close the opportunity. Mail Merge The difference between an template and a document to print is that to create or print a template to Word, you must click on Mail Merge. How to create a template for Mail merge is the same as for templates. This will bring up your templates in a different window. To Print to Word, you Right click on the small image for the template, then in your options, click on Mail Merge or Print. Once your template opens click Send to Word. If you have done your lookup first, you will be able to send to word for the full lookup. If you are in just one contact, you will be sending just the one contact s info to Word. Once in Word, you can print it.