Prepare your CRM implementation
Before you start importing data and configuring the system, we suggest you evaluate what you want to change in the user interface. The CRM system should support your business processes and support your users, as well as improve reporting in your company.
Preparing the implementation of the CRM system involves, first of all, considering your plans and goals for your CRM initiative and making sure your CRM system supports those goals.
Your role as an administrator is vital here, because it is the most important role in making a CRM implementation successful.
When you're planning your CRM configuration, it is important to define your data segmentation needs. You also need to outline which data fields you need to track in various reports.
You can use all the information you register in the system as search criteria when you create target groups for call lists or mailings. Therefore, you should decide what criteria you want to segment your contacts on.
Common things to edit
Categories: You may want to classify companies into main target groups. It can be Customer, Prospect, Supplier, Partner. (To edit them, go to Lists and edit the Category list).
Business: You can edit the list of industries you register companies in. It can be Transport, IT, service, production and so on. (To edit industries, go to Lists, and edit the Business list).
Interests: On both company and contact you can edit the list for interests. It can be different types of accounts for company and type of roles for the contacts.
Subscription type: All contacts in your SuperOffice CRM may maintain their own type of subscriptions. These types are much used when creating selections and sending out mailings.
To review important considerations for the configuration, please download your configuration preparation document. After answering the questions in the document, you will have the information you need to configure your system.
After preparing for your CRM implementation, it is time to create and manage your CRM users.
Create your own workflow guides
Help your users to stay in control of every step in the process, ensure all projects are delivered on time and all sales opportunities are followed up. Without a pre-defined workflow guide, it is easy to lose control, especially when juggling multiple projects or sales at the same time. You may lose sight of the things that need to be done during each stage of your project or sales, and as result – miss your deadline.
Every project and sales opportunity will have a status that indicates how far you are into your process. A project status can be "Planned", "In progress" and "Completed", for example. And a sale can have the stage: "Lead", "First meeting", "Proposal" or "Verbal acceptance".
Every status in your workflow guide contains the necessary follow-up activities and documents, to guide the user through the entire process.
You can create a different guide for each type of project or sale you use. Your guide will be available when a new sale or project is created.
When one of the stages in your guide is completed, SuperOffice CRM will automatically prompt the next step, so that you could plan your next activity straight away. This keeps you in control, and you will never miss another milestone.
In the Workflow section, you can design and implement your own workflows for your project and sales guides.
When you create your own guide, you can determine the statuses, as well as the activities and documents you wish to use per status.
The best way to define your own project or sales guides is to discuss and agree on your best practice statuses with your colleagues. Different sales and projects might need a different approach and perhaps a different guide. Just remember – you can create multiple guides for both sales and projects.
To change the language in Mobile CRM, click the Task button in the bottom-left corner. Then select Settings, click Language and select from the options.