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Version: 1.4.1

Version 1.0.0

We are glad to announce the first release of the SimpleOne B2B CRM (Customer Relationship Management) application – a new product designed for the management of sales processes, from a marketing campaign to making a deal with the potential customer.

The application makes the sales process simple and clear. The users can:

  • create leads and qualify them as opportunities.
  • store information about all communication with the potential customer (add meeting, phone call, email records) in the SimpleOne system.
  • create records of the potential customer and partner companies, as well as contacts of these companies.
  • add marketing campaigns and content publications, link them to the leads and opportunities that are registered based on these records.
  • create records of certification programs that are issued to the employees based on a program. The vendor verifies certain qualifications of a specialist as part of a certification program.

The application uses the best practices of B2B CRM applications, so it will be accessible and familiar to to sales and marketing specialists working in the corporate segment, as well as implementation engineers.

The first release includes the modules designed for the sales, marketing, content, and certification program management. In addition, the following features are available: a preconfigured role structure, Kanban boards for the opportunities and content, products, serice catalog and sales direction configuration, the creation of meeting, phone call, task and email records, and an integration with a popular document storage system.

The list of features included in the first release:

  • General system configuration. Available features:

    • Role system. The application includes default roles designed to meet basic needs of the B2B CRM application user.
    • Integration with MS SharePoint to store documents related to the opportunities, content and other application entities.
    • Sales directions. Sales directions are an organizational structure used for the division of employees into categories based on the object of their work.
    • Records of the products offered by the company. The products can be selected on the Lead, Opportunity and other record forms.
    • Related actions (task, email, meeting, phone call records). You can set up the automatic creation of listed records, allowing you to store all communication and actions related to a lead, opportunity, or marketing campaign in the system.

  • Sales management. Available features:

    • Leads. The leads can be added manually by your employees when a potential customer is interested in your product, or automatically using REST API when a website form is completed or an email is received. Later, you can qualify the leads and create opportunities from them.
    • Opportunities. The opportunities are created from the qualified leads to continue to work towards closing a contract with a potential client. Each opportunity passes through two parallel scales – Customer centric stage / Sales stage. These scales illustrate the progress of a deal. To progress through the stages, you need to obtain additional information from the potential customer and add links to the documents necessary to move to the next stage. An opportunity can be closed as won after the Decision stage.
    • Kanban boards for the opportunities. The opportunities are displayed on the corresponding Kanban board that visualizes the sales progress.
    • Task chains. Tasks can be created automatically for opportunities when they reach certain sales stages. The tasks can also be connected to each other, forming a chain. You can add an action script to each task in the chain.
    • Customer and partner companies and contacts in these companies. These records can be connected to other B2B CRM entities (for example, when creating a lead, you can specify a company or contact, or add these records to a marketing list).

  • Marketing management. Available features:

    • Marketing campaigns. The marketing campaigns have a state flow. You can add marketing lists for them.
    • Marketing lists. The marketing lists group companies, leads, and contacts that are attracted by a marketing campaign.
    • Offerings. You can add records of marketing offerings with detailed information about them.
    • Additional marketing instruments:
      • creating a list of potential customer pain points.
      • registering criteria that differentiate your company from the competitors.
      • using the recognition ladder.

  • Content management. Available features:

    • Content creation. The application provides functionality for creating records of content that will be published on external resources. That content can be moved through all preliminary stages before publication.
    • Content Kanban boards. The content is displayed on the corresponding Kanban board that visualizes the process of preparing content for publication.
    • Publications that can be used to store information about content published on external resources.
    • Additional content instruments:
      • generating references based on successful opportunities.
      • creating content distribution channel records.
      • creating tag records related to the products.
      • creating content templates for various communication objectives.

  • Certification. You can create records for the certification programs and certificates issued to the employees based on them.

Detailed information about the B2B CRM application is available on our YouTube channel.

A set of demonstration data is available for the B2B CRM application. The package helps a new user understand features and general logic of the application.

We continue to develop the B2B CRM application and intend to improve and extend its functionality. You can get acquainted with the road map to learn more about the further development of SimpleOne B2B CRM.