CRM / How the CRM workspace is organized

How the CRM workspace is organized

The CRM workspace helps you streamline the customer relationship processes in a way that drives business success. You can create a lead, qualify it as deal and track its progress. Each lead and deal can be assigned to a responsible employee. You can control and monitor activities of the sales reps and store all important information about your customers, contacts and payments.

Leads

The Leads app stores all the information about your potential customers. You can optimize the work of the sales department by separating new requests from the active deals.

On the app page, leads are shown on a Kanban board and are grouped by stages. You can easily track their progress within a pipeline. You can open a lead’s page and see the designated sales rep, current activities, sales-readiness, lead source and the product the client is interested in.

If the customer shows strong interest in buying, you can qualify the lead and create a new deal.

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Read more about working with leads in the following articles:

Deals

When a lead is prepared to buy, you can create a new deal and work with the customer in the Deals app.

All your deals much like the Leads app items are shown on the pipeline page as a Kanban board. Each column corresponds to a deal status. The deal moves through the stages of your pipeline until it is either won or lost. So you can easily track your opportunities from the very first contact to closed contract.

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Click on the deal's name to open the deal's page and see the assigned sales rep, the customer's info, order details, stage, deal history, activities, comments and so on.

Read more on working with deals in the following articles:

Companies

This app is your customer database. On a company’s page you can see the company size and industry, lists of the assigned activities and contact partners, associated Lead app item and all the deals that you have had with this customer. A company's page can be easily customized to fit your requirements.

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You can learn more about working with this app in the Companies article.

Contacts

The Contacts app stores information about contact persons who represent the companies that you work with. A contact can be associated with a specific company and deal. A contact's page displays information about the position of the person, phone number and e-mail address.

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Learn more in the Contacts article.

Directories

The Directories apps store data used by other CRM apps. For convenience, all information is structured as lists and tables. The data from the directories can be added to the page of a company or a lead.

There are several preconfigured directories:

  • Products. A list of goods or services your company provides. When creating a lead, you can indicate which product they are interested in buying.
  • Industries. A list of industries the business of your contractor belong to.
  • Company size. The sizes of the companies that you work with: small, medium-sized or large.
  • Marketing activities. Activities aimed at attracting new customers.
  • Lead sources. Channels through which your customers find you.

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Read more in the Directories article.

Reports

Reports offer deal forecast and analytics.

  • The Revenue forecast report shows the deal amount of all your company's active deals.

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  • The Deal dynamics report shows the current state of your deals in a certain pipeline. You can track the number of deals on each stage of the pipeline, and view deals that have progressed from one stage to another or have been closed as successful/unsuccessful over a specific period.

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  • The Leads or deals conversion chart shows the number of items that have moved from one status to another. You can see the percentage difference between the number of items in each status of a pipeline.

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