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 B2B CRM application, including general system settings, sales, marketing, content, kanban boards and certifications.
Settings and Deployment
In this section, learn about the deployment of the B2B CRM application and its demonstration data, and about the system properties of the application.
Getting Started
Start by creating partner portals and sales directions, adding products and autocomplete rules for records, and installation of the SharePoint.
Role Model
Discover the roles included in the "out-of-the-box" B2B CRM and find out the access level required for the My Work in CRM navigator category and main page options.
User Management
The section contains information about unique features for user control included in the B2B CRM application: the creation of certifications, issuing certificates based on them, and mass reassignment of records between employees.
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.
Related Actions
Learn how to add related records for the B2B CRM records: tasks, emails, meetings, and calls. You can log all communication across an entity in one place.
Marketing
Discover the marketing tools of the B2B CRM application: learn how to create marketing campaigns, lists, and offerings.
Content Management
In this section, you can read about the content management tools of B2B CRM. Track the life cycle of the content from the idea creation to the publication, create references based on the successful opportunities, and save information about the tags and publications.
Data Presentation
Learn about alternative modes of data presentation available in the B2B CRM application: Kanban boards and funnels
Integrations
The section contains information about the B2B CRM-Ainergy integration, configuration of custom integrations for fetching data from external services, and about the integrations with the DaData service for automatic completion of the Customer Company (crm_customer_company) form fields.
Available Widgets
Learn about the widgets available in the B2B CRM application and how to configure them.
Release Notes
Learn about the history of updates for the B2B CRM application.