Getting Started: Basic Setup
To get the system to a functional state, ready for testing and evaluation, the setup will need to be configured to map existing workflow procedures and data will need to be added. While this can be done in any order and in a variety of manners, we suggest that you follow these initial steps to get your started:
Admin Users
We need to establish who within your company will be needing access to the system and what tasks they are going to perform.Catalogue
You build your catalogue by selecting products from our data sets, while customising the layout and navigation.Importing Contacts
People contact your company for many reasons. Load existing contacts into groups that will help you manage them better.Loading Companies
The client company forms the foundation for Business CRM, with all related information being aggregated centrally within the system.Client Users
Every person that engages or interacts with your company does so from their individual user account. The way they engage with your company and their requirements, determines the nature and setup of the account.B2B Setup
Create groups with pricing structures and rules to manage company and user allocations.User Setup
Create user accounts for the client representatives that require access to the Client Zone.Client Zone
Dedicated portal to manage all the required engagements.1. Administrative Users
A list of administrative users with an allocation of the tasks that they will be responsible for, as well as the permissions allowed within their roles will need to be drafted.
The system comes with a user role management system which defines what a specific user can and cannot do on your website. User roles define what actions each user at your site is allowed to perform. These actions are called capabilities.
A Role defines a set of tasks a user assigned the role is permitted to perform.
The importance of Roles
- Security
It is important to restrict the user’s access to only the information that they require to perform their tasks. Secondly, they can further be restricted by how they interact with that information (Read, Edit and/or Delete)
- Workflow
User roles form the basis of workflow management as desired outcomes can be broken down into tasks that are passed along to different users depending on their roles within the overall workflow framework.
2. Catalogue
Updated turnkey industry catalogues are provided with current dealer cost pricing.
Product Selection
- The Product List can be filtered by category, Manufacturer, Supplier, or brand.
- Products or any of their variants can be published and unpublished easily.
1. On the left hand admin menu, select "Products".
2. Filter the products to view your required listing.
3. Select the individual prodcts that you want to publish or unpublish.
4. Click on the dropdown "Bulk Options" and select "Edit"
5. Click on "Apply" button.
6. You will access the "Bulk Editing" interface.
7. Change the "Status" to Draft.
8. Apply the selection and the selected products will be unpublished.
9. Products can be published using the same method.
3. Importing Contacts
Company contacts can be categorised by their level of engagement with the company. Not all contacts are customers, and through the introduction of Contact Life Stages, the system creates a basic sales pipeline to progress any contact towards customer status.
Contact Life Stages
Someone who has just registered to your site or a CRM agent just created a fresh contact.
The Contacts dashboard is a single page dashboard that lets you do all of the following:
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View all contacts in list format with all required details (name, email, phone, life stage, owner, date of creation)
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Create new contact
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Edit, view and delete a contact
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Filter contacts as Customer, Lead, Opportunity, and Subscriber
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Add search segments using several different fields
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Filter contacts using search segments
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Save search segments
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Delete multiple contacts together
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Assign groups to multiple contacts together
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Search for specific contacts by name
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Filter contacts by name of an owner
4. Loading Companies
A business-to-business client is typically a corporate client who has (or is looking for) an established relationship with your business and views you as a supplier to their business.
Client pricing is varied and influenced by various factors, such as purchasing volume and general client value, with specific price levels that are assigned to any individual client. Clients can also be grouped according to specific needs, locations, or client types.
In the case of B2B clients, the group allocation is to the company itself, with all users assigned to that company following the specific settings and configurations of the specific group.
The dashboard allows access to:
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View all companies in list format with all required details (name, email, phone, life stage, owner, date of creation)
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Create a new company in your CRM
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Edit, view and delete a company
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Assign multiple contacts to the companies you create
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Assign the companies you create to different groups
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Add a new search segment to filter your searches
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Create several filter parameters and conditions to make your search results more specific
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How you can save each of your filters with a name
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Choose to make your filters private or public
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Search specific companies by name
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Filter companies by the name of an owner.
Edit information and view all activities around this client assign a contact to the company or assign company to a group.
5. Client Users
Users are defined by the specific relationship that they share with the company, as well as by their engagement requirements and support needs.
If your store has been activated to receive retail orders from guests to your website, these users will automatically be allocated as a B2C client and the prices that they pay for goods will be the published shop retail prices.
The user creates his / her account as part of the checkout process. These details are retained by the user for subsequent purchases.
The Contacts dashboard is a single page dashboard that lets you do all of the following:
-
View all contacts in list format with all required details (name, email, phone, life stage, owner, date of creation)
-
Create new contact
-
Edit, view and delete a contact
-
Filter contacts as Customer, Lead, Opportunity, and Subscriber
-
Add search segments using several different fields
-
Filter contacts using search segments
-
Save search segments
-
Delete multiple contacts together
-
Assign groups to multiple contacts together
-
Search for specific contacts by name
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Filter contacts by name of an owner
6. B2B Setup
The customer group controls things such as: which users see which prices, which items, and which content.
Dynamic Rules offer the versatility to manage pricing and discounts for all groups and users.
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Discount amount
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Discount percentage
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Free shipping
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Set a price (fixed price)
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Hide price (hidden price)
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Minimum order quantity
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Minimum order amount
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Maximum order quantity
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Maximum order amount
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Tax exemption
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Required multiple
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Add fees
7. User Setup
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Username or Email Address can be used to login.
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If selected, the password will automatically be emailed to user.
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If the user is not notified, the password can reset at any stage thereafter.
4 Biographical information can be added.
5. The user needs to be allocted to a Customer Group before they are able to order from your company.
6. Company details are added to the user account.
7. The Billing & Shipping address can be managed from the user account.