CRM

• CRM App Overview
  • Getting started with CRM in Viindoo
    • Key features of CRM
    • How to install CRM in Viindoo
    • User access rights
  • Overview of the user interface in CRM
    • Leads in CRM
    • Sales in CRM
    • Reporting in CRM
    • Configuration in CRM
• Manage Sales Teams and Sales Regions
  • Establish Sales Teams and Sales Regions
    • Sales regions establishment
    • Sales Teams settings
    • Sales Teams and regions in the detailed of a Lead/Opportunity
• Acquire leads
  • Steps to record Leads
    • Basic information of lead on CRM
    • Sales team, who takes responsible for leads on CRM
    • Potential prioritization leads on CRM
    • The marketing of leads on CRM
  • Generate Lead/Opportunity from emails
    • Configuration for generating Leads from email
      • Configure Incoming Email Servers
      • Configure Leads/Opportunities generation from incoming Emails of Sales Teams on the CRM app
  • Generate Lead/Opportunity from your website Contact page
    • Website installation and Contact Us form
    • Details of Lead/Opportunity generated from Contact Us form
  • Generate Lead/Opportunity from LiveChat
    • Installing Live Chat application
    • Creating Lead/Opportunity from Live Chat
  • Generate Lead/Opportunity from Social Marketing
    • Receiving The Customer’s Needs
    • Creating The Lead/Opportunities
• Organize the pipeline
  • Get Organized and Planning for customer care activities
    • Activity Types configuration
    • Schedule customer care activities in Lead/Opportunity
  • Convert Lead into Opportunity and assign to person in charge
    • Enable Leads feature on CRM application
    • Converting Lead into Opportunity in CRM
    • Merge Opportunities
  • Create quotations and send them to the customer
    • Create a quotation from CRM application
    • Send the quotation to the customer via email
  • Manage lost Lead/Opportunity
    • Configure Lost Reasons on CRM app
    • Mark Leads/Opportunities as lost
    • Restore lost Leads/Opportunities
• Analyze performance
  • CRM Report on Lead/Opportunity Annalysis
    • Leads/Opportunities Analysis Reportings
      • Graphs and charts
      • Pivot Analysis
      • Cohort Analysis
    • Filter, Group By data
  • Lead/Opportunity Analysis with Sankey Chart
    • Using Sankey chart in Leads/Opportunities’ conversion rate analysis