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.

What is the COLLABORER button in Simple CRM for?

This button allows you to send an e-mail with direct access to the selected workspace.

You can thus propose to a colleague to complete a Company / Contact form, to modify the budget of an Interaction, or to examine the result of requests made via the Interactions, Documents, Areas of Interest (Queries) and Analytics entities.

Practical example of using Simple CRM's COLLABORER button below. In this example, I create a list of leads to contact for a colleague and I pass this list to him thanks to the COLLABORATE button.

My colleague will receive this list, click on the link and will arrive in this selection.

What are the Simple CRM Desktop graphics for?

Managing your time and that of your employees well is the major challenge for any company, because time is the raw material of every worker.

Analytical CRM will allow you to evaluate if an employee is overworked or underworked.

This evaluation will allow you, during project meetings or planning management, to have a directional dialogue, focused on the reasons for successes or failures (failures should be seen as a positive experience because you will implement, together, solutions, to help the employee to work better, to be less stressed).

Example in Simple CRM: you see clearly in the Simple CRM Desktop space, the balance between Open (= Not started = Red), Finished (= Finished = Green) and In progress (= YELLOW) tasks at D-14 and D+14 (14 days in the past and 14 days in the future).

In this pie chart, Simple CRM clearly indicates that this employee has too few scheduled tasks, since his Open Task Index is low. It can therefore be inferred that this employee could increase in power and be assigned more responsibility/work.

Second view proposed by Simple CRM, the distribution of work based on the nature of work. We can see here that this employee (who is a salesperson) is assigned tasks that have nothing to do with the nature of his position. A seller has an added value to sell. Here, we see that this added value is not put to sufficient use since it is assigned tasks of delivery, project implementation, etc.. Simple CRM shows you here that it could be interesting to review the division of tasks in order to optimize your work processes based on everyone's talents.

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 manage a SALE in Simple CRM?

See explanation on: http://crm-pour-pme.fr/index.php/manuel-simple-crm/3056-9-comment-faire

Visual explanation:

It's strange, Interactions are no longer sorted by date! What's going on? What's going on?

You simply clicked on a column header and since the column headers are reactive and Simple CRM stores your sorting choices to suit the way you work, the view has been modified.

To change this, simply click DATE.

To know which column header is the sort header, it is necessary to locate the purple tilled dots present under the header of choice of sorting.

What is the purpose of the QR Code generator present in the application launcher?

QR Codes are a great opportunity to link a mobile phone to online content.

Here are some examples of practical applications: https://www.1min30.com/social-media-marketing/10-exemples-dutilisation-de-qr-codes-cross-canaux-16559

Another application example: if you print paper documents, create a QR Code based on the URL (web address of the page) of the company or contact person or a project.

Thus, you can scan the QR Code with your mobile phone and directly arrive on the company or contact page, the complete project schedule, with your phone; ideal for creating a physical link between paper files and Simple CRM.

How to have access to several entities at the same time?

From the application launcher of your CRM online, click on the desired entity (Company, Contact, etc.) and it will open in another tab of your web browser.

What is the purpose of the QR Code generator present in the application launcher?

QR Codes are a great opportunity to link a mobile phone to online content.

Here are some examples of practical applications: https://www.1min30.com/social-media-marketing/10-exemples-dutilisation-de-qr-codes-cross-canaux-16559

Another application example: if you print paper documents, create a QR Code based on the URL (web address of the page) of the company or contact person or a project.

Thus, you can scan the QR Code with your mobile phone and directly arrive on the company or contact page, the complete project schedule, with your phone; ideal for creating a physical link between paper files and Simple CRM.

How do I manage a project in Simple CRM?

Project management being a complex thing, please consult the complete documentation of Simple CRM via the url: http://crm-pour-pme.fr/pdf/DocumentationSimpleCRMv2_0.pdf

How do I manage my negotiations with my suppliers (purchases) in Simple CRM?

See explanation on:
http://crm-pour-pme.fr/index.php/manuel-simple-crm/3056-9-comment-faire

How to send emails either in French or in Flemish depending on the language of the contact?

Simply create a Centre of Interest (Binoculars in top menu) EN and a NL.

So you have a checkbox in the contact card.

When you launch a request to make a mailing or a telephone prospecting campaign, check in the selection criteria, the desired language to split your communications.

Simple CRM keyboard shortcuts

Your online CRM software has a series of keyboard shortcuts that allow you to easily access different entities.

Here are the key combinations (attention under MAC it is necessary to add the CTRL key before the ALT key):

• Office = ALT b
• Contact = ALT c
• Company = ALT s
• Interaction = ALT i
• Project = ALT p
• Research = ALT l
• Document = ALT o
• Query = ALT r
• Analytical = ALT a
• Admin = ALT m
• Support = ALT h
• Quit = ALT q
• Save = ALT x
• Application launcher = ALT w
• Search for a term in the page displayed = CTRL f
• Print page = CTRL p
• Zoom in = CTRL +
• Zoom out = CTRL -
• Go back = ALT left arrow
• Full screen mode = F11 key (same as exiting full screen)
• Open a file in another window = mouse wheel click
• COPY (Windows) = CTRL c
• COPY (Mac) = APPLE c
• Paste (Windows) = CTRL v
• COLLER (Mac) = APPLE v
• ALL SELECT (Windows) = CTRL a
• ALL SELECT (Mac) = APPLE a