CRM Module
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    CRM Module

    Here you will find a step-by-step guide for the crm module at XLR.


    Before going to the CRM pipeline you have to go through the "Leads".

    Here is a quick video of this step:

    LEAD Tutorial Video

    After that step you can go forward to the CRM tab:

    CRM Tutorial Video

    STEP 1: 

    1. Create a new Opportunity by clicking on the "NEW" button.

    2. Fill in all the information you have

    -Expected Revenue: This indicates the revenue (VAT excl) that this opportunity will bring if won. This will be use

    -Probability: This a a automacialy calculated field that calculates the chance of winning (You can put this manualy also)

    -Medium: This indicates the medium that is used to create this Opportunity.

    -Salesperson: this is automaticaly the Salesperson connected to the customer, but can be changed manualy.

    -Expected Closing: This is the date when you think this oppertunity will be won.

    -Type: this is the type of opportunity.

    • Fast Sale = fast selling,not a project
    • Rental = Rental company who buys something
    • Fixed Install = typical projects

    -Tags: here you can select tags to make it easyer to filter out you Opportunity's

    -Internal Notes: Write all the information you have at the moment you create the opportunity. 


    STEP 2: 

    1. Take the actions you need for the opportunity to go forward

    2. Fill in everything you can to help you track your opportunity, maybe use the chatter

    -In the chatter you can Log internal Notes (TIP: Use the more option and select a template)

    -Create activity's to remind you to do stuff

    -Send a message to the customer or other people outside of XLR.



    Optional Step 1: 

    1. Create a new Quotation or Rental

    -This wil link the new Quotation with teh CRM (you can go back to your CRM by clicking on the arrow netxt to the CRM name on the Quotation

    -When a Quotation is created the Opportunity will goe to 'Qualified'

    -When a Quotation goes to 'Quotation Sent' the Opportunity will go to 'Proposition'

    -When a Quotation goes to 'Sales Order' the Opportunity will go to 'Won'

    -When a Sales Order is Canceled the Opportunity will go to 'Oops' -> after this you can take some action.


    Optional Step 2: 

    1. Create a new Meeting

    -This meeting will be linked with the opportunity 

    -The followers linked to the Opportunity will be linked in the calendar event and get notified.


    Optional Step 3: 

    1. Check Similar Leeds

    -Here you will see all Leads/Opportunity's linked with the same customer

    -Sometimes there are duplicate opportunity's, here you can check this.


    Optional Step 4: 

    1. Create or link Project

    -Here you can link a Tasks or projects to the Opportunity


    Tips & Tricks: 


    -Upload all the documents directly in the chatter of the Opportunity to have them centralised. 

    -When a opportunity has no activity in the chatter, there will be a activity created.

    -When creating a new Opportunity, you have to fill in the Probability % yourself. If not, the system will leave it at 0% and will notify you to change it when you are in later stages.