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Version: 1.3.1

Getting Started with B2B CRM

Master data


Before you start working in SimpleOne CRM, you need to import the master data using data import.

  1. Ensure you have the CRM application installed on your SimpleOne instance. Click the icon in the top right corner to open Settings. Check the Applications list for the CRM option.
  2. Download the CRM 1.2.1 Master data JSON file with the master data.
  3. Import the JSON file.

When imported correctly, you have 10 opportunity stages and 7 customer centric stages in the system.

Master data


Before you start working in SimpleOne CRM, you need to import the master data using data import.

  1. Ensure you have the CRM application installed on your SimpleOne instance. Click the icon in the top right corner to open Settings. Check the Applications list for the CRM option.
  2. Download the CRM 1.2.1 Master data JSON file with the master data.
  3. Import the JSON file.

When imported correctly, you have 10 opportunity stages and 7 customer centric stages in the system.

Roles


Start setting up your system by assigning your employees with appropriate roles and add them to the groups of the required selling directions. It needs to be done in order for them to access the agent interface. The "out-of-the-box" solution includes the following roles:

  • crm_certificate_manager – the employee responsible for the creation of the certifications and emissions of the certificates.
  • crm_marketeer – the employee responsible for the marketing campaigns and marketing lists management.
  • crm_admin – the CRM system administrator.
  • crm_read_admin –the CRM system administrator that can read all application records without creating, updating or deleting them.
  • crm_sales – employee from the sales department responsible for the processing of leads and opportunities.
  • crm_manager – the leader of the sales department that can process the leads, work with the opportunities and manage them.
  • crm_pam – the account manager responsible for a partner company. The user with this role can read the opportunities of their selling direction and edit the opportunities, in which the Partner field is filled in with the company the user is Responsible for.
  • crm_presale – pre-sale manager. The permissions of this role are identical to crm_pam.
  • crm_partner_supervisor – a partner company employee managing all other employess in the company who are in contact with the vendor. This user is also the main contact for the vendor regarding all issues related to the partner company.

Detailed information about access levels is presented in the ACL article. Extended information on the CRM application roles is available in the article Role Structure. Apart from that, you can find notes about required access level in the articles of CRM documentation.

Products


Before the start of the work, add the products of your company to select them on the Lead, Opportunity and other forms.

To configure a product, complete the steps below:

  1. Navigate to CRM → Settings → Products.
  2. Click New, specify product name and status.
  3. Click Save or Save and exit to apply the changes.

Selling Directions


Selling direction is an organizational structure used for the grouping of the employees depending on their field of activity. An employee's selling direction is automatically added to the corresponding field on the forms Leads, Opportunities, Customer Companies, Content.

Partner Portals


Create partner portals for each selling 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


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 CRM application.