Getting Started with B2B CRM
Master data and demo data
Before you start working in SimpleOne B2B CRM, import the master data using data import. You can also optionally install the demo data. Find detailed information about this process in B2B CRM Application and Demo Data Deployment.
Products
Before the start of the work, add the products of your company to select them on the application forms.
The Product (crm_product) table is inherited from the Configuration Item (sys_cmdb_ci) table of the SimpleOne platform.
To configure a product, complete the steps below:
- Navigate to CRM → Settings → Products.
- Click New, specify product name and status.
- Click Save or Save and exit to apply the changes.
Product form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Specify the product name. |
| Product manager | N | Specify the employee responsible for the product. |
| State | N | Specify the current product state. Avaialble options:
|
| Markdown text | N | The field is located on the Description tab. Add a description of the product. You can insert links, images and other formatting elements in the left input half of the fields of this section. The text with the formatting applied will be displayed in the right half of the field with the help of the CRM MD Beautifier widget. |
The Notes tab contains the Activity Feed widget with the Work Notes and Additional Comments tab.
You can add achievements to created products to save information about their progress in the system.
Role Model
Learn about the application roles and the access granted by them.
Sales Directions
Sales direction is an organizational structure used for the grouping of the employees depending on their field of activity. An employee's sales direction is automatically added to the corresponding field on the Lead, Opportunity, Marketing Message, Partnership Program and other forms.
Partner Portals
Create partner portals for each sales direction for the partner company employees to register opportunities and track them.
Configure Opportunities
Use options for the configuration of opportunities in your system: create new stages or edit the existing ones, add task chains.
Configure SharePoint
The B2B CRM application is intended to be used together with MS SharePoint for storing the documents and content. This allows for the creation of folders in MS SharePoint from the B2B CRM application.