Objectives and Structure
This training series has been crafted specifically for Managers and Team Leaders. Through a series of videos, we will explore the specific functions a Manager can perform within the CRM. We will demonstrate how to view, track, and analyse team members' accounts.
What You'll Learn:
How to analyse and track your team’s accounts.
How to examine the overall pipeline and review the forecast of each team member.
How to review interactions conducted by team members.
How to manage files and visibility within the Documents menu.
Accounts Management
Opportunities Management
Activities Management
Within the Activities menu, you will have access to all interactions performed with all accounts created in the app in a centralised manner.
What does this mean? In a single CRM application, you can view all activity related to customers, prospects, and suppliers, in short, all accounts your team interacts with.
This feature will be valuable for measuring, analysing, and tracking whenever needed.
How can you analyse this?
You can apply filters by date, account manager, company, type of activity, or even custom field values that have been included. You can combine these filters for a more detailed analysis. Filters enable advanced insights, such as filtering by check-ins, in-person visits, or by the account manager within your team. This allows you to see the route a team member has taken to visit accounts on any given day.
Furthermore, you can also export activities. When exporting, you can select which fields from the activities to include, as well as information from the companies with whom these activities were conducted. For example, you can filter by company type, status, or rating to analyse in detail the types of activities required for each type of company.
Document Management
In the Documents menu, you can include any files or documentation that may be useful for the team, such as catalogues, corporate videos, order templates, and so on.
This ensures that everyone has access to the latest documentation, guaranteeing they are working with the most recent version. When you add new documents or update any folder, your team will have immediate access.
As a manager, you will manage the folders and their content. You can edit folders to change their names, visibility, select which teams can access each folder, and set the level of security. Other team members will have permission to view, share, and download the contents.