In this module
Phocas CRM is a simple way to keep on top of your business’s customer relationship management. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results.
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1CRM: The 4 activity types (0:00)This video provides an introduction to the different types of ‘activity’ (business note, phone log, task and meeting) that can be added against an account in Phocas CRM.
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2CRM: View all activities (0:00)Learn how to view all activities quickly and easily in Photos CRM. See as a list, or switch to calendar to view by week, month or narrow down to just one day.
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3CRM: Add a phone log (0:00)In this video David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM.
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4CRM: Add a meeting (0:00)Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar.
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5CRM: Add a note (0:00)Learn how to add a business note, including an attachment, to an account in Phocas CRM.
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6CRM: Add an activity directly from Phocas (0:00)In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point.
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7CRM: Create a contact (0:00)Learn how to add new contact to an account in Phocas CRM.
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8The CRM analysis dashboard (0:00)Learn about the benefits of setting up a simple CRM dashboard in Phocas. Combine data from your CRM database with sales results for a bird’s eye view of the value that your activities are generating.
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9My Agenda in CRM (0:00)Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date.
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10CRM: Create tasks for multiple customers (0:00)Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point.
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11CRM account mapping (0:00)The CRM mapping tool provides a simple way for administrators to push customer data into Phocas CRM, as accounts, without the need for scripts or extensive prep work.
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Common topics: administration, custom mode, charts, rebates, sales
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