Data Entries into your CRM System

The CRM offers endless ways to enter, to process and to display your business data. Thi s includes:

• Full steering and tracking of your sales process starting
  with the first contact with prospective client to after sales support
  and service.
• Contact management for your customer s and vendors and for others related to individual persons, enterprises or groups.
• Time and priority controlled activity management.
• A product and service catalog.

You must decide what functions are important to your business and which
functions to use. All data types, contacts, accounts, leads,
potentials, products and more can be imported into your CRM account; See our Data Import Wiki.

Customer Contacts

Effective management of customers contacts forms the foundation of the
CRM system. All business activities focus on customers and contacts.
The CRM system defines 3 types of of contacts:

• Leads
• Contacts to single persons
• Contacts to an organization

All types of information can be captured for each contact group.
Contacts should be linked to a stage of the sales process. By
referencing to sales processes contacts are handled efficiently. Here
is a typical sales process:

• A first contact wth a prospectve customer develops potential
  need for your products and services. This is not clearly qualified to
  business opportunity. The lead will contain all data about the contact
  and record and contain all sellling activity.
• This lead status is held til the lead is qualified to a Business Potential.

All activities related to this lead are listed in CRM. If a business
opportunity arises the lead is converted to Potential. All information
collated for the lead is now visible in the potential. By using this
process, the CRM is not overloaded with useless data. Only qualified
business contacts and business opportunities are created. Accounts and
contacts can be created directly if they do not fit the described
procedure.