Basic Training
1) What is a CRM
2) About Our CRM
3) What is SIFI communication
4) How to start using your CRM
5) How to create/edit your Dashboard
6) How to configure your Contacts/Prospects
7) How to add a Contact
8) How to delete a Contact
9) How to edit a Contact
10) Q/A discussion
What is a CRM?
Customer relationship management (CRM) is a term that refers to a technology that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with both customersand potential customers.
About Our CRM,
Our CRM has been developed by using an Open Source framework by VTiger.
Open Source gives us the ability to add common plug-ins and applications that speak the same language i.e. phone systems, Email components, calendars, and others.
What is a “SIFI” Set it and forget it?
SIFI is a process of automated cards or letters that are scheduled to be electronically sent to prospects, contacts or both on a given date and time.
A list of SIFI options are available for you to choose when you sign-up for the CRM service. A list is available at www.myhelpdeskagnt.com/set-it-and-forget-it
Newly added SIFI campaigns have been added to the system.
Sep. Life Insurance Awareness Month, Oct-Dec. Medicare Open Enrollment Period, Nov. Long Term Care Awareness Month, Dec. A Gift Of A Lifetime. These campaigns will be sent out on your behalf.
How to start using the CRM.
After signing up for our CRM you will receive a link to our Agent Updater Portal. You will login using your primary email and password.
Dashboard:
How to enable or disable a Widget on your Dashboard
How to customize your Dashboard?
Getting started and adding contacts.
? Should I enter my prospect as a Lead or as a Contact? This is often the first predicament that most users face when they begin using the CRM. You can avoid this issue by capturing all prospects as Contacts. We have enabled this by providinga Contact Type,Groups and Insurance Ownedfield to keep lists clean by filtering out regular leads.
NOTE: Leads module is still available, and can be used. Despite the issues mentioned above, if you have strong reasons to keep Leads in a different module, then it is available for your use.
Contacts
Creating Contacts
You can enter Contact details from Contacts Module. This might come handy if you will have to enter Contact details individually.
Steps to create Contact records manually
1. InContactsmodule, click onAdd Contactbutton
2. In the Create New Contact view, fill in the Contact details
3. ClickSave
Quick Create
You can enter basic details of Contact record through Quick create. This might be helpful if you are running out of time.
Steps to create Contact records through Quick create
1. ClickIcon on top right corner
2. ClickContact
3. In the Create Contact view, fill in the Contact details
4. ClickSave
Most Important Contact fields to fill out for best reporting capabilities.
How to delete a contact.
There are multiple ways in deleting a contact the first way is by putting a check next to the contact to be deleted as the image below describes and clicking the trash icon.
Another option is by using the upper right toolbar, under the more tab you will see the option to delete contact. NOTE: you will need to be inside the contact info to do this.
How to edit a contact.
There are multiple ways to edit a contact the first way is by putting a check next to the contact to be edited as the image below describes and clicking the pencil icon.
Another option is by using the upper right toolbar, you will see the option to edit contact. NOTE: you will need to be inside the contact info to do this.