CRM

CRM tracks enquiries until they become customers: Lead, Opportunity, Campaign and Prospect. Cards show Open Opportunity, Won and New Opportunity for the last month and New Lead; charts show Lead Source, Territory Wise Sales and Count, Won Opportunities, Opportunities via Campaigns, Opportunity Trends and Incoming Leads. Trek enquiries from Facebook converting to bookings is the demo story. Sales and marketing staff use it daily. Nothing here touches the ledger; its value is the follow up discipline it imposes.

1. 01Go to CRM from the sidebar.
2. 02Click Lead > New for each enquiry, setting source and territory.
3. 03Qualify a lead with Create > Opportunity and enter the expected amount.
4. 04Send a Quotation from the opportunity; mark it Converted or Lost when decided.
5. 05Read Lead Source and Won Opportunities monthly to steer marketing spend.
6. 06Convert won leads to Customers so invoicing can begin.

Track enquiries until they become customers.

Trek enquiries from Facebook converted to bookings.