What should I put in DOCUMENT TYPE?

If you don't have a document attached to the interaction; nothing at all.

If you have a document attached, you can qualify the document type.
Simply choose a TYPE OF DOCUMENT that corresponds to the nature of the document.
The DOCUMENT TYPE will then allow you to perform more precise searches via the filter tools
present in the Document entity (the hard disk in the top menu)

How do I find contacts that I have not yet prospected?

Simple CRM allows you to establish a list of contacts that you have not yet prospected.

The principle is to look for contacts that are not related to any interaction type "Sale".

For that:

1) Go to the Big Data Mining module (application launcher -> Big Data Mining tab) and click on the "Clients / Blank Leads" icon.

2) You arrive on the Big Data Mining form.

Tick the box "List of leads that have never been solicited for commercial purposes" and click on "Search".

3) You get the list of contacts not yet prospected.

You can then refine your search, for example on a center of interest.

For that:

1) Click the "Advanced Mode" button.

2) In the form that appears, check the relevant area of interest.

3) Click on the button "Apply filter".

The list of contacts that have not yet been prospected and that belong to the area of interest appears.

You can then export this list in CSV (Excel) format, create a prospecting campaign based on this list, generate a Google Maps of contacts...

Automatic search of the customer record when a telephone call is received

Functionality description
At the reception of the telephone call, your fixed telephone system (VOIP, SIP, PABX), will launch a request in Simple CRM, by means of a softphone installed on your computer.

Simple CRM will display the corresponding person(s). Indeed, if your customer's telephone system displays a general number, it can correspond to several people.

You can then immediately create an interaction linked to the person's record by clicking on a button.

If you do not have a VOIP phone line, Simple CRM can provide you with a complete VOIP solution. Information on: http://crm-pour-pme.fr/index.php/connecter-simple-crm-a-votre-telephonie

Configuring your computer
For this to work, the web browser in which you use Simple CRM must be your computer's default web browser.

We advise you to use the free CHROME web browser. Chrome download link: https://www.google.com/chrome/browser/

To make Chrome your default web browser, type in the address bar:
chrome://settings/

Then click the button to make Chrome your default web browser

Configuring the softphone
The configuration depends on your softphone.

You should therefore ask your telephone equipment supplier to help you if necessary or to install compatible software.

Here is the overall approach:
In the softphone, access the space to automate processing when receiving a call
Allow opening a URL to the call
Specify as opening url: https://L-ADRESSE-DE-CONNEXION-A-VOTRE-SIMPLE-CRM.com/data_mining.php?send=1&s_tel=LE-TAG-DE-TRANSMISSION-DU-NUMERO-D-APPEL-SPECIFIQUE-A YOUR-SOFTPHONE#searchresult

ZOIPER softphone configuration example
Go to preferences

Go to AUTOMATION and specify the url: https://L-ADRESSE-DE-CONNEXION-A-VOTRE-SIMPLE-CRM.com/data_mining.php?send=1&s_tel={number}#searchresult

What can the TRENDS search engine be used for in Simple CRM?

Sometimes you ask yourself, "Should we market service X or service Y? ».

These choices are often defined on the basis of an informative and competitive watch that is carried out throughout the year, as well as perhaps by market studies.

At the time of the final decision, the conclusions of these watches are not sufficient. It is also necessary to integrate trends in search on the web, search engine results, trends on blogs, in the media, social networks, but also in the professional developments of potential users, patent filings, etc..

This is what TRENDS allows.

TRENDS, following your requests, will provide you with results links that allow you to explore these trends through different websites and search engines.

TRENDS is, in a sense, a search aggregator, allowing you to better find, capture more information and save a lot of time in your product/market research and positioning processes.

TRENDS will indeed look for information "elsewhere", outside my usual watch space. So it broadens my ability to listen.

Simple CRM allows you through TRANDS to better measure market trends.

How to create specific fields to qualify customers or leads?

How to create specific fields to qualify customers or leads?

You can qualify contacts using INTEREST CENTERS that you create via the REQUEST button in the top menu (icon: binocular pair).

The advantage is that you can perform queries and thus create prospecting lists.

So you can easily customize your Simple CRM online to your specific needs.

So, for example, if you want to see: "all customers in the Rhône Alpes area of category A", you just have to click in REQUEST on the check boxes "Rhône Alpes area" and "category A", to see the list of potential customers.

How to merge contact and/or company duplicates?

Video will be here:

How to search for contacts by country?

You can use the Big Data Mining module:

1) Click on the application launcher (icon at the top left of the Simple CRM window)

2) Click on the "Big Data Mining" tab

3) Click on the first icon "Clients / Blank Leads".

4) You arrive on a form, click on the button "Advanced".

5) In the field'Country of contact or related company', choose the country

6) You can also filter on an area of interest if needed

7) Click on the button "Apply filter "

8) You get the list of contacts responding to the request.

What is the use of the menu that appears when you select an element with the mouse?

If this menu bothers you or does not suit you, you can deactivate it:

• go to the Admin module (top menu -> Admin), then click on the "Users List" tab
• if you are Admin, click on your user name
• enter your password twice in the appropriate fields
• uncheck the box "GooLight" and click on Save