Customer Relationship Management and Sales

Overview

As part of the KPI.com suite, CRM integrates seamlessly with the other functions allowing you a single view of the relationship. All the interactions between them are stored in one place and can be shared. You can move a contact through the sales cycle to a customer with a project, initiating quotes, proposals and invoices, making purchases of inventory and shipment when a sale is made, recording partnership and supplier relationships whilst managing the financial transactions.

Sales Force Automation

Inthe sales panel you can manage your customers, accounts, and leads. You can also organize your marketing campaigns, create web forms that help increase the sales volumes.

The Sales panel consists of:

• Leadsare contacts of your potential customers gathered from different sources.
• Opportunitiesare the contacts of that might buy your product or gets interested in your service.
• Accountsare the companies whom you are dealing with, while Contacts, Leads and Opportunities are the people you are dealing with.Accounts list contain all the information related to your actual customers and clients. Contactslist includes details about people who are connected to your companies.
• Campaignsare all marketing and advertising activities that promote your business and generate potential customers.
• Activitiesare all the plans based on customers support ranging from logging a call and scheduling an event such as meetings, presentations and etc.
• Web Formsallow you to create a contact form and place it on your website (e.g. “Request a sales quote” form).
• Once the website visitor fills in the form, a Case or a Lead is created in kpi.com CRM.

Customer Relationship Management and Sales

Web Forms

Web Forms allow you to create a contact form and place it on your website (e.g. “Request a sales quote” form). Once the website visitor fills in the form, a Case or a Lead is created in kpi.com CRM.

Add Web Form.

To add a new Web Form, go to Web Forms subsection, and click New Web Formbutton on the top left side of the page, fill in the form and click Save button.

Action

Action dropdown is located next to each Web form in the list. The dropdown gives several options as displayed on the screenshot:

Customer Relationship Management and Sales

Case Management

Cases are email requests received from your Contacts.

Configure Email

You can configure email messages to be automatically fetched as cases from your mailbox.Go to Settings section, choose CRM settings and then Case settings. Fill in the form with the mailbox details.

Enter email address, password, mail server and then choose an assignee and a resolver form the employee options.

Under Fetching Rules, you can assign a person to certain emails that contain or does not contact a particular work in the sender/receiver email address. You can also move some cases to trash if they contain the word indicated.

Finally you test the connection or restart fetching.

All the emails coming to the email address you added will also be visible in cases.

Mass Mailing

Email Marketing section provides mass mailing tools, allowing sending bulk email messages to your Leads, and Contacts.

The Email Marketing panel consists of:

• Mailing List – contains subscription lists.
• Draft Messages – contains your saved messages.
• Sent Messages – contains all sent mass mailing messages.
• Queued Messages – contains messages that are scheduled to be sent on a certain date and time.

Customer Relationship Management and Sales

Sales Life Cycle

In the sales panel you can manage your customers, accounts, and leads. You can also organize your marketing campaigns; create web forms that help increase the sales volumes.

The Sales panel consists of:

• Leads are contacts of your potential customers gathered from different sources.
• Opportunities are the contacts of that might buy your product or gets interested in your service.
• Accounts are the companies whom you are dealing with, while Contacts, Leads and Opportunities are the people you are dealing with. Accounts list contain all the information related to your actual customers and clients.
• Contacts list includes details about people who are connected to your companies.
• Campaigns are all marketing and advertising activities that promote your business and generate potential customers.
• Tasks can be created in CRM section which shows its status, assignee, start date, priority, etc.
• Activities are all the plans based on customers support ranging from logging a call and scheduling an event such as meetings, presentations and etc.
• Web Forms allow you to create a contact form and place it on your website (e.g. “Request a sales quote” form).
• Once the website visitor fills in the form, a Case or a Lead is created in kpi.com CRM.

Customer Relationship Management and Sales

Accounts Management

Accounts are company details of your customers, suppliers, resellers and etc. Account can relate to several contacts (representatives of accounts whom you can contact to deal with the company).

Add an Account

To add a new Account, go to Accounts subsection click Add button and select the Add Account option. Fill in the form and click the Save button.

Add a Supplier

Suppliers can be added in Accounts section by clicking on Add New button and choosing the Supplier option. The form appeared should be filled in and saved when finished.