CRM / Set up ELMA365 CRM

Set up ELMA365 CRM

ELMA365 CRM allows you to set up efficient sales processes, organize communications with customers, streamline and monitor employee’s work, and save the history of all completed deals.

To set up the solution, follow these steps:

  1. Add pipelines in the Leads and Deals apps.

Pipelines are a tool that allows you to track how leads and deals move across stages of the sales process and to make sure each step is completed on time. Create sales pipelines for your purposes, for example, for first-time buyers and for return customers. Create stages for each of them to set up sequences of actions for the company’s sales processes. Read more in the Lead pipelines and Deal pipelines articles.

  1. Fill out the directories with information about the company.

Create a list of products you offer, specify possible lead sources, and add industries and sizes of the companies you work with. This allows you to analyze the company’s sales and see which strategies are the most successful. Read more in the Directories article.

  1. Create the company’s sales teams.

Create Sales teams that your employees will be grouped in and add users to them. With teams, each sales rep’s responsibilities are transparent, and you can easily monitor their work. Read more in the Directories article.

  1. Configure access to workspaces, apps, and pipelines.

Determine who will have access to workspaces and apps based on the structure of your company. Read more about multi-level access permissions system in Access permissions in ELMA365.

Additionally, you can restrict the visibility of specific lead and deal pipelines for different sales teams. This allows employees to see only the deals they are responsible for. Read more in Access settings for CRM apps.

  1. Create web forms to generate leads.

Create a web form that allows potential customers to contact you. Customize it and place it on your official website. Gather data about your potential clients, record it in the system as app items, and quickly process each request. With this feature, you won’t lose a single lead, and your sales will be more efficient. Read more in Web forms.

  1. Use IP telephony.

Set up integration with IP telephony providers and make calls directly from the ELMA365 interface. When you receive an incoming call, the customer will be found in the database, and a page with information about them will be automatically shown. There you can view the communications history, save new data, or listen to recorded conversations. Read more about the available providers and the integration process in the Telephony article.

  1. Set up duplicate search.

Set up search for leads, deals, and companies with the same data, mark them as duplicates, and merge them to make sure all information about a counterparty is stored in one app item in the system. Set rules for duplicate search to detect items with similar data as they are created manually or added to the system automatically. Read more in the Duplicates article.

  1. Show CRM tasks separately from other tasks.

To make it easier to track CRM tasks, each employee can see calls, meetings, webinars, and emails separately from other incoming tasks. With this feature, the user can see their workload for the day and make sure they do everything that they agreed with the client on time. Read more about tasks associated with leads, deals, and companies in the CRM tasks article.

  1. Integrate ELMA365 with your email inbox.

You can make communication with contractors more efficient by integrating your personal email with your ELMA365 account. The built-in email client is fully synched with the email inbox, and sales reps can communicate with customers directly in the system.

Moreover, emails can be shown on app item pages, for example, in deals. This allows different employees to view the history of communications with a customer. Read more about integrating an email client in the Email section.

  1. Create custom sales business processes.

Automate employees’ work based on the sales process stages adopted in your company. In the business processes you set up in the system, you can add CRM tasks so that they are assigned to employees automatically. To do that, place the following graphical elements on the process diagram: Call, Email, Meeting, and Webinar. Read more about the capabilities of process modeling in the Business process designer section.

When the initial setup of ELMA365 CRM is finished, sales reps can fill out the customer database in the Companies and Contacts apps as well as organize work with clients, from the first contact to receiving payments and closing deals.

Managers can track sales reps’ activity and deal dynamics using pre-configured reports set up in the CRM workspace.

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