TeamLab CRM is a customer relationship management tool which helps store your client database in one place, add new contacts, assign tasks between managers, track deals, plan and organize events.
1. Add contacts
There's no doubt that it's very important to keep all information about clients in order, so that it can be quickly accessible and easily updated. The CRM module allows you to create your own client database, whether your clients are big companies or single individuals.
There are two different ways to add contacts in the CRM module:
Import contacts
This option helps you move all your contacts from .csv file to TeamLab CRM module without efforts. To do that click the Import contacts link on the Contacts tab and follow the step by step instructions.
Fore more details please refer to the How to add contacts to CRM in bulk? guide.
Add new company/person
Use this option to manually add a new contact. Click the Add new company link and fill in the Add company form. Enter any available information (email, phone, web site, address), the only obligatory field is the Company Name.
Set the access rights to this information checking the Restrict access box and selecting users you grant the privileges to view, add and edit this contact information.
Note:
the access restriction option is also available while adding or editing persons, opportunities or cases.
Click the Add This Company button at the bottom of the page to save the entered information.
Use the Add new person link to add a person from this company you plan to contact with. Fill in the First Name and Last Name obligatory fields and find the company from the Company Name drop-down list. Add all the necessary data, define the access permissions and click the Add This Person button.
Use Website Contact Form
Your potential customers can be automatically added to your client database when they contact you via an online form embedded on a web page. TeamLab CRM allows you to create your own Website Contact Form and publish it on your site.
Once your clients are added through the import process, manually created through the Add company/person form or automatically added via Website Contact Form, they will be all included in the Contacts list of the CRM module.
Use the filter to easily find a necessary contact in the list, sort contacts by title or by type.
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2. Manage opportunities
In order to organize and analyze communication process with every client, the CRM module allows you to create opportunities and track your activities.
To start an opportunity, activate the Opportunities tab, click the Add new opportunity link and fill in the form. Define the opportunity title, the client (a company or a person from your contact list), add description, specify the budget and the due date, select a responsible person, set the opportunity stage and the probability of success.
Finally, click the Add This Opportunity button at the bottom of the page to save the entered information.
You can access the added opportunities from the Opportunities tab or clicking the client name on the Contacts tab and switching to the Opportunities tab inside. You can also add a new opportunity right there.
Each time your customer relations take a step forward, the opportunity related to this client goes to a new stage. To change the opportunity stage, open the opportunity page and select one of the default stages from an appropriate drop-down list.
Note:
the portal administrator can change the default opportunity stages according to the business process in your company. For more details please refer to the Setting Opportunity Stages page.
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3. Assign tasks
The Tasks section gives you a full overview of coming duties at a glance. Collaborating with a client you can create tasks for yourself or assign them to other colleagues.
To set a task, activate the Tasks tab, click the Create new task link and fill in the form. Enter the task title, select the task category, link it with a contact, set the task due date and the person you want to assign the task to, add the description.
Finally, click the Assign this task button to save the entered information.
Note:
the portal administrator can change the default task categories according to your company needs. For more details please refer to the Specifying Tasks Categories page.
It's also possible to create a task within an opportunity or a case.
- Open an appropriate opportunity/case page and switch to the Tasks tab inside.
- Click the Create the first task link if there is no tasks or use the Create new task link.
- Fill in the Assign a new task form.
- Click the Add This Task button. This task will be automatically related to the selected opportunity/case.
To close a task you've performed, check the box next to its title. All closed tasks will be stored in the History section of the linked contact, opportunity or case.
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4. Organize cases
The Cases section is aimed to simplify event organization, seminar and meeting arrangement etc. with a group of multiple customers.
To plan an event, activate the Cases tab, click the Add case link and fill in the form. Enter the case title, select participants and limit the access to the entered information, if necessary.
Finally, click the Add This Case button to save the information.
Once a case is created, you can schedule events, assign tasks to responsible persons, add more participants from your contact list, upload necessary documents.
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