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Article Index

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Simple CRM is designed to be easy to use when: managing accounts, managing sales and managing after sales support.

Account Management: create, edit and delete accounts. You can use "next"and "previous" buttons to navigate and manage the accounts data.

Day-to-day Opportunities Management: navigate through opportunities and find accounts in the drop-down list to create new opportunities or create new accounts on the fly. Include as many notes you need. If you prefer, use campaign management or territory management.

In every "create" form used to add, view or edit, you will see a pencil icon, click to create a new annotation (notes) of the conversation with your client. Conversations will be tied to the account name and you can list all notes for the account at any time, tracking the history of the client relationship.

Orders provide after sales support, as you can log all contacts from clients, creating new notes after a sale is delivered.

Focus on sales productivity: taking notes is a strong tool to improve sales effectiveness but needs to be fast, easy to use and simple. That is the intention of simple-CRM, creating accounts and writing notes is easy and fast. Notes improve sales effectiveness because you can quickly remember the past conversations with your client and the history of what happened when he/she talked to other people in the same company.

Manage campaigns: create campaigns to organize your accounts around common interests. If you are selling products to women, select female accounts. A campaign is a selection of accounts to be targeted for a certain period of time. A 30 days campaign is a good start. You can filter accounts then select the members in the list and save, you will now find the account listed and can navigate through the accounts, see the last note and write a new note, without leaving the page.

Manage territories: Similar to campaigns, you can select accounts for a territory. It makes sense to organize by geographic regions - the origin of the term "sales territory". Another way is to group by industries, that is also called "vertical" segmentation, and finally, some business group the accounts by name (named accounts territory).

Please send us your comments and suggestions for future releases (email).

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