• Store essential details about your business, including:
o Company name, address, and contact information.
o Tax ID or other business registration numbers.
• Why It’s Important: These details are often required for invoices, receipts, and customer communications.
• Add or update users in the system and define their roles.
• Assign permissions based on their responsibilities.
• Examples of roles:
o Admin: Full access to all features.
o Manager: Can view and manage most records.
o Executive: Limited access, often restricted to their assigned leads or tasks.
• Control user access levels to maintain security and focus:
o Admin: Oversees the entire CRM system.
o Manager: Monitors team performance and ensures processes are followed.
o Executive: Handles individual tasks and lead follow-ups.
• Add products or services that your business offers.
• Organize them into:
o Groups (e.g., Electronics, Accessories).
o Units (e.g., pieces, sets).
• Customize terms that define your sales process:
o Lead Type: Categorize leads into types (e.g., corporate, individual).
o Lead Source: Track the origin of leads (e.g., website, referral).
o Lead Status: Use stages to monitor lead progression. Examples include:
New: Recently created leads.
Interested: Lead shows interest in your product.
Deal Done: Successfully converted into a customer.
Dropped: No longer a viable lead.
• Sales Funnel (SPANCO): Manage leads through these six stages:
o S: Suspect (Identify leads).
o P: Prospect (Qualify leads).
o A: Approach (Engage leads).
o N: Negotiate (Discuss terms).
o C: Close (Seal the deal).
o O: Order (Fulfill the sale).