Thursday, June 22, 2017
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mycrm_gettingstarted

 

myCRM - Getting Started

 

 

To start, enter your Customers. You can do it either one by one, or in groups, through the import functions. You may import the contacts already inserted in the device address book, or all your archive through a spreadsheet prepared in your Google Docs space.
Once Customers have been uploaded, start to define the Activities (single or periodic) to be executed on them. Use then the Diary for seeing the Engagements generated day by day.
Creates a Relationship whenever you interact with a Customer to keep always up to date its History.
When, for a given Customer, a concrete probability of sale arises, create a new Opportunity on it; associate it to the Principal and define the pre-sales Activities to do.
Over time, updates the status and/or the probability assigned to the Opportunities and see the statistics based on these values.
When you concluded the Sale, transform the Opportunity in Sale, setting its status to "closed won". On the contrary, if the Opportunity went up in smoke, close the same by bringing its status to "closed lost".
Should you manage multiple Principals, define each of them by inserting the values of commission and allowed discount. Associate, then, the Opportunities and the Sales with the Principals and extract statistics for each of them.
Finally, define your sales Areas and associate Customers with them. Associate Customers also with one or more Tags; execute targeted searches using the numerous display filters available and display their addresses on the maps.
If you work in team, use the Sharing features of the app to share Customers and/or Opportunities with your Team Members. You can also share the entire database by enabling the Cloud Management feature. By activating Cloud Management, all your Team Members will be able to read and write on your database and you yourself will be able myCRM with more than one device simultaneously.

All this and more can be done with the basic free license, with the only limit to a maximum of 10 records entered for each entity (that is, max 10 customers, max 10 opportunities, etc.). This then allows the testing of all features.
Once terminated the application test phase, you can then purchase the definite license, available in denominations of 100, 500 and 1000 records, as well as the unlimited one.
The purchase of licenses is done from within the application (in-app purchase) in the License Management section.

For all the detailed information, see the User Guide.