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SRM stands for Social Relationship Management. Sales SRM itself is a module designed for managing and improve your company’s relationships and interactions with customers and potential customers. Sales reps can easily find the most accurate, up-to-date information needed to properly follow up or close a deals.
The company module it allow you to find detail information about company including contacts information, open deals and total value of lost and won deal related to the company.
Create New Company
Creating a company is a very easy and fast process. You simply open the company module then in the upper right corner click the “+New Company” button and fill in the required fields, such as company name and user access.
Company name of your customers or potential customers.
The place where a companies can be found or communicated with.
Location on the World Wide Web which contains at least one webpage with data files that Internet users that may be accessed via a browser and help you attract visitors online.
Phone number of your customers or potential customers (You can fill in the phone number with max. 14 digits).
Fax code or number for send or receive facsimile communications (You can fill in the fax with max. 14 digits).
|User Access||To determine who can access company information. By default, you can select user access ‘Everyone’, ‘Owner’, ‘Owner Group’ and ‘Select Group’.|
In the left corner of the company detail page, you can see company info such as company name, address, fax, phone and website. In this section you can edit company info, maybe it’s because there is a change in address, phone or other problems.
You can edit the company info by clicking “Company” to navigate to the Company page. Select and click company, then you will see a detail information of company. In the company info section, click the Edit button (pencil icon). Then change the company info as needed. Click “Edit Company” button when finished and you can see the company info change log in the changelog tab.
Link contacts to Companies
To link an existing contact to the company, click on “Plus” button then you can type-to-find an existing contact. You can link several contacts at a time to the company.
Besides being able to link contacts to companies, you can also view detailed contact information that has been linked to the company by clicking on the contact name. On this contact details page, you can directly edit contact information without the need to switch to the contact module, besides that you can also add notes or tasks to contacts and view detailed company, switch company and unlink company information.
From time to time, you may find that you have a duplicate Company or other issues and need to merge them. For example, we merge two companies, the process is shown below.
Go to the company page for either of the companies you wish to merge together.
In the upper right corner of company detail, click “Action” button and select “Merge Company” option.
In the merge companies box, select company to be merged and click “Merge” button.
After companies successfully merged, timeline of both company will be preserved in the result company. Related deals, tasks, and contacts of both company will be linked to the result company.
Notes are crucial for sales, the Notes tab on the company details page allows you to type any text you want to add to the company. For example, when you call a prospect regarding a deal, you may not remember everything they said during the call, the notes feature can make it easier for you to note down every important point your client mentions in the sales call.
The notes that have been successfully added will be entered on the timeline tab and in this tab you can edit or delete notes that have been previously added.
Tasks are to-do items that you can create for your deals. From the company page, locate the company you wish to create a task for. Click the company to open it, the company details page will open and click “Task” tab. A create task modal will appear.
Type the name of the task into the field provided.
This space allows you to provide a short summary and important information about the Task.
High priority is to make a responsible person understand that this task is important and needs to be completed as soon as possible. By default, every task created has a low priority. However, if you want to mark the task as high priority, just activate this option.
Allows you to add estimated time required for each task.
A way of notifying you about upcoming due dates on tasks.
You can add tasks based on customers ticket by inputting keyword based on ‘customer name’ or ‘ticket number’.
You can add a person who will work on a task and will be responsible for its implementation such as start task, edit task and finish task.
You can add users that can help the Responsible person to finish the task if it’s needed. They can perform the same actions as the responsible person.
You can add users that can observe the work on the task, leave comments, get notifications, but can’t participate in the work on this task, such as start task, edit task and finish task (observers can only view the task).
Task checklist is a type of ‘to do list‘, which helps to ensure consistency and completeness in carrying out a task. To create a checklist, click toggle dropdown ‘Checklist‘ when adding a new task. You can create an unlimited a checklists. To create another checklist, click the plus button, or you can delete a checklist item by clicking the delete button.
Click “Add Task” button when finished and you can see the task created in the timeline tab. To view task details, edit tasks, start tasks, delete tasks, add comments on tasks or other problem, you can click the task name on the timeline tab. To see detailed information about a task, you can see it on the “Task Management” page.
Search Company and Configuration Table
The search feature allows you to search and find specific company by company name. As an illustration, we give an example of search “InMotion Inovasi Teknologi” company, then the company you are search will appear on the list and all company with a different company name will disappear from the list.
In addition, you can set or specify the columns that will be displayed in the table by clicking the “gear” icon on the top right side of the table, and tick the columns to be displayed.
It is sometimes necessary to remove a company from a system when it is no longer needed.
In the company page, select and click the company and you will see a detail information of company, in the upper right corner click the action button and select delete company. Then, you will be prompts to confirm the delete request, click ‘Yes‘ to proceed remove company or you can click ‘No‘ to return to the detail company.