crm for oil and gas user group june 2016 - ledgeview...
TRANSCRIPT
CRM for Oil and Gas User Group
June 2016
Activities Activity Management
Best Practices Tips Demo
Territory Management New This Month User Questions Resources Upcoming Webinars
Agenda
• Streamline organization with Data Management
• Coordinate meetings and subsequent notes by associating them to a Sales Opportunity
Why are Activities Important?
• Utilizing CRM to manage your Activities • Complete Activities in a timely manner
• Utilize the Complete and Follow Up Command
• Create new Activities for Opportunities, Leads, Accounts, etc
• Generate Reports and Dashboards that show Activity Completion stats
Activity Management
• Set Activities to Regard an Opportunity, Account, Lead, etc.
• Utilize the Priority Field
• Use the correct Activity Type
• Recurring Appointments Feature for frequent meetings
• Use Outlook Client to track emails
Best Practices for Activity Management
• Utilize Calendar• Track Appointments and Service Activities
• Utilize Views• Set a daily To Do List
• Utilize Charts• Create various charts to track your performance, your sales team performance on creation and
completion of activities
• Utilize Dashboards• Create Charts to track Activities Performance• Create a Chart to show Won Opportunities with at least one Completed Activity• Create a Chart of Lost Opportunities with at least one completed Activity• Create Views/Dashboards to Organize Daily Activities
Tips to manage your Activities effectively
Create a Daily To Do Priority Listing View:
• Show all Activities Due Today
• Sort by Priority
• Show Columns:• Subject
• Regarding
• Priority
• Activity Type
Activity Management– Scenario
Demo of Territory Management
Territory Management
• Released on June 13th!• Moved Reports to Dashboard 97
• 100 – Accounts Ranking• 100b – Account 360 Ranking (Parent and Child Accounts)• 110 – Account Order History Totals• 170 – Sales by Owner and Product Segment
• The great news about Report 170 in Dashboard 97 is you have a lot more choices on filtering the data, and best of all, you get to select how the data is grouped.
• 200 – Product 13 Month Analysis• Document 097 has also been updated to explain the new reports.
• Added an Owner Filter to Report 330• In Active Products View we added the following columns:
• Product Category• Product Segment• Quantity Multiplier• Warehouse
• Supplier Logo Field on Quotes is now a Lookup Field• Turning on Auto Delete – Will run every month starting in July• The Qualify Button on Leads will be grayed out until the Lead is saved
New This Month!
User Questions
“Is there a report, view, or advanced find to compare customer sales for certain
periods that have been touched by an activity by owner?”
• This can be accomplished through the below workaround:
• Create a View that shows the Order History for the last 3 months for all
Accounts that have completed Activities with an Actual End Date in the
last 3 Months
• Add the Total Revenue column to the View
• Export to Excel
• Duplicate the view for another 3 month time period with same filters and
Columns
• Export to Excel and Compare the two Excel Documents
Screenshot of Advanced Find
“How do I print out all my accounts in an Excel format?”
• Navigate to the Accounts Section
• Set the view to “My Active Accounts”
• Click on the Export to Excel Button
• Click “Open” to Open in Excel
• Print out the Excel Spreadsheet
“How do I change CRM Only accounts to an Account Number and what are the things to watch out for?”
• **You must have the Field Security Access to edit Account Numbers, if you do
not have access, please contact your Sales Manager for approval and then
Notify CRM Support at Ledgeview Partners
• Once a CRM Only Account has been added to your back office ERP system, you will
want to take the following steps:
• Navigate to the CRM Only Account
• Update the Account Number to match what is in the back office ERP System
On Demand CRM User Group Webinars
Resources
Support Consultant Team
Contact Information:Phone: 920-560-6888
Email: [email protected]
Monday-Friday 8am-5pm Central
Michael Dodds Tyler Felton Josh PhilippsTaylor Nassen
Oil and Gas General User Group Webinar
Topic: User Adoption and Training
Thursday: July 21st, 2016
Automating Field Service through
Work Orders and Mobile
Thursday: July 21st, 2016
.
Upcoming Webinars
ABC’s of Microsoft Dynamics
Wednesday July 27th, 2016
5 Strategies to Better Segment your
Current Lead Database
Thursday July 28th, 2016
To Register: Visit LedgeviewPartners.com
Click News and Events, Scroll to the Upcoming Webinars section.
Upcoming Webinars
