B2B CRM Help
The B2B Customer Relationship Management (CRM) application provides ways to automate and standardize the interactions with the potential and existing customers, and track the progress of opportunities from an initial interest to a closed deal. Apart from that, you can connect opportunities to the marketing companies, register certificates issued to the employees and save information about all content related to the leads and opportunities.
This section of SimpleOne documentation provides guidance on how to effectively configure and manage the CRM application, including general system settings, sales, marketing, content, kanban boards and certifications.
Getting Started
Start by learning about the roles included in the "out-of-the-box" CRM application, configure the sales directions for your employees, create partner portals, add products and install the SharePoint.
Sales
Learn about the sales procedures that include processing of leads and opportunities and adding contacts, customer and partner companies to the system.
Partner Management
This section contains information about the creation of partners, partner levels, partnership applications, agreements and programs.
Marketing
Discover the marketing tools of the CRM application: learn how to create marketing campaigns, lists and offerings.
Content
In this section, you can read about the content management tools of CRM. Track the life cycle of the content from the idea creation to the publication, create references based on the succesful opportunities, and save information about the tags and publications.
Certification
The certificates can be issued to the employees to confirm their qualifications. Learn about the instruments that allow you to create certifications and issue certificates based on them.
Related Actions
Learn how to add related records from the Lead, Opportunity and Marketing Campaign forms: tasks, actions, emails, meetings and calls. You can log all communication across an entity in one place.
Board Configuration
The CRM kanban boards can be customized to suit your needs. Read about the options for their configuration in this article.
CRM Properties
This article describes the system properties related to the CRM application.
CRM Demonstration Data
Install the CRM demo data to your instance to explore the application capabilities using specific examples.
Available CRM Widgets
Learn about the widgets available in the B2B CRM application and how to configure them.