Overview of the user interface in CRM

Process of CRM in Viindoo: Leads ‣ Opportunities ‣ Quotations/Sales Orders ‣ Customers.

Process of CRM in Viindoo

CRM application has 4 groups of features:

Requirements

This tutorial requires the installation of the following applications/modules:

Leads in CRM

Leads: Recording customer information and needs from marketing sources. Leads can be generated by an authorized person or automatically generated from an incoming email (for example, automatically generates a lead when someone sends an email to sales@companyname.com), they can also be created when customers provide their information on the website. Leads are the qualifying steps before converting to opportunities.

Leads in CRM application

You can use the Leads feature or not.

If your company has the qualifying steps before converting Leads to Opportunities, you need to configure Lead feature.

Sales in CRM

My pipeline: Allowing you to manage your own opportunities and divide opportunities into specific stages. Applying the Kanban methodology helps focus on opportunities at important stages for better customer care, and avoiding missing tasks.

Sales in CRM application

My activities: List of activities for calling, emailing, scheduling appointments, meeting with customers. You can develop a customer service strategy according to the stages in the sales process, always follow up, advise and support customers in a timely manner, helping customers quickly make purchasing decisions.

Customer Care Activities in CRM application

My quotations: Tracking quotations/sales orders while working with customers, recording revenue of members and sales teams to evaluate business performance from time to time.

Quotations in CRM application

Teams: Managing members and teams of the sales department, tracking sales by each team.

Sales Teams in CRM application

Customers: Saving customer information (full name, phone number, email, address,…). Therefore, businesses can effectively take care of customers to improve customer satisfaction and boost sales.

Customers Information in CRM application

Reporting in CRM

Reporting: Analyses forecast, leads,opportunities and activities of customer care, measuring leads/opportunities conversion rates based on a variety of charts (line, bar, pie, pivot,… ).

Reporting in CRM application Pipeline analysis reporting in CRM application

Configuration in CRM

Configuration: Setting up CRM features and managing sales teams, tags, lost reasons, activity types, etc.

Configuration in CRM application