CRM for Oil and Gas User Group June 2016

Transcription

1 CRM for Oil and Gas User Group June 2016

2 Host-Kristina Felchlin Kristina Felchlin Support Manager

3 Agenda Activities Activity Management Best Practices Tips Demo Territory Management New This Month User Questions Resources Upcoming Webinars

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5 Presenter-Michael Dodds Michael Dodds Support Consultant

6 Why are Activities Important? Streamline organization with Data Management Coordinate meetings and subsequent notes by associating them to a Sales Opportunity

7 Activity Management Utilizing CRM to manage your Activities Complete Activities in a timely manner Utilize the Complete and Follow Up Command Create new Activities for Opportunities, Leads, Accounts, etc Generate Reports and Dashboards that show Activity Completion stats

8 Best Practices for Activity Management Set Activities to Regard an Opportunity, Account, Lead, etc. Utilize the Priority Field Use the correct Activity Type Recurring Appointments Feature for frequent meetings Use Outlook Client to track s

9 Tips to manage your Activities effectively Utilize Calendar Track Appointments and Service Activities Utilize Views Set a daily To Do List Utilize Charts Create various charts to track your performance, your sales team performance on creation and completion of activities Utilize Dashboards Create Charts to track Activities Performance Create a Chart to show Won Opportunities with at least one Completed Activity Create a Chart of Lost Opportunities with at least one completed Activity Create Views/Dashboards to Organize Daily Activities

10 Activity Management Scenario Create a Daily To Do Priority Listing View: Show all Activities Due Today Sort by Priority Show Columns: Subject Regarding Priority Activity Type

11 Territory Management Demo of Territory Management

12 New This Month! Released on June 13 th! Moved Reports to Dashboard Accounts Ranking 100b Account 360 Ranking (Parent and Child Accounts) 110 Account Order History Totals 170 Sales by Owner and Product Segment The great news about Report 170 in Dashboard 97 is you have a lot more choices on filtering the data, and best of all, you get to select how the data is grouped. 200 Product 13 Month Analysis Document 097 has also been updated to explain the new reports. Added an Owner Filter to Report 330 In Active Products View we added the following columns: Product Category Product Segment Quantity Multiplier Warehouse Supplier Logo Field on Quotes is now a Lookup Field Turning on Auto Delete Will run every month starting in July The Qualify Button on Leads will be grayed out until the Lead is saved

13 User Questions

14 Is there a report, view, or advanced find to compare customer sales for certain periods that have been touched by an activity by owner? This can be accomplished through the below workaround: Create a View that shows the Order History for the last 3 months for all Accounts that have completed Activities with an Actual End Date in the last 3 Months Add the Total Revenue column to the View Export to Excel Duplicate the view for another 3 month time period with same filters and Columns Export to Excel and Compare the two Excel Documents

15 Screenshot of Advanced Find

16 How do I print out all my accounts in an Excel format? Navigate to the Accounts Section Set the view to My Active Accounts Click on the Export to Excel Button Click Open to Open in Excel Print out the Excel Spreadsheet

17 How do I change CRM Only accounts to an Account Number and what are the things to watch out for? **You must have the Field Security Access to edit Account Numbers, if you do not have access, please contact your Sales Manager for approval and then Notify CRM Support at Ledgeview Partners Once a CRM Only Account has been added to your back office ERP system, you will want to take the following steps: Navigate to the CRM Only Account Update the Account Number to match what is in the back office ERP System

18 Resources On Demand CRM User Group Webinars

19 Support Consultant Team Contact Information: Phone: Monday-Friday 8am-5pm Central Michael Dodds Tyler Felton Josh Philipps Taylor Nassen

20 Upcoming Webinars Oil and Gas General User Group Webinar Topic: User Adoption and Training Thursday: July 21 st, 2016 Automating Field Service through Work Orders and Mobile Thursday: July 21 st, 2016.

21 Upcoming Webinars ABC s of Microsoft Dynamics Wednesday July 27 th, Strategies to Better Segment your Current Lead Database Thursday July 28 th, 2016 To Register: Visit LedgeviewPartners.com Click News and Events, Scroll to the Upcoming Webinars section.

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