CRM
Here's what you can expect:
Basic CRM Navigation: The module initiates with a straightforward introduction to CRM navigation, ensuring even beginners feel right at home.
Detailed Contact Creation: Users will be taught how to correctly input key client information, such as the full name, designation as an individual, and preferred language of correspondence. Special attention is given to important fields like 'Mobile' and the emphasis on its usage over 'Phone'.
Address Management: For users who handle complex client details, the module explains how to effectively manage multiple addresses, such as separate delivery or invoice addresses.
Opportunity & Planning: Further into the tutorial, users learn about opening opportunities, adding to-dos, and filling in extra details to facilitate easier planning in the future. Special insights are provided into the significance of the 'Location' field and its role in meetings.
Scheduling & Activities: Users are guided on how to schedule activities and plan meetings directly from the CRM. This is supplemented with visual screenshots to assist in selecting the right activity type and efficiently maneuvering the calendar functionalities.
Efficient Coordination: The module provides valuable tips on organizing meetings, ensuring the right internal personnel are chosen for synchronization of agendas, leading to cohesive collaboration.
Tracking Progress: The importance of keeping the CRM updated with the correct stage for effective follow-ups is highlighted. For instance, learners are taught to mark stages such as "BEZICHTIGING INGEPLAND".
Every step is accompanied by clear screenshots, ensuring a visual and practical learning experience. Additional alerts and reminders are peppered throughout to ensure users are not just following instructions but understanding the why behind each action.