Introduction to CRM

CRM helps you track business Opportunities from Leads and Customers.

The CRM Module helps maintain Leads, Oppurtunities and Customers.

-Lead

To get the customer through the door, you may be doing all or any of the following:

• Listing your product on directories.
• Maintaining an updated and searchable website.
• Meeting people at trade events.
• Advertising your product or services.

When you send out the word that you are around and have something valuable to offer, people will come in to check out your product. These are your Leads.

-Opportunity

When you know a Lead is looking for some products or services to buy, you can track that as an Opportunity.

An Opportunity can also come from an existing Customer. You can create multiple Opportunities against the same Lead. In Opportunity, apart from the Communication.

-Difference between Lead, Contact and Customer

The difference is that a Lead is a potential Customer, someone who can give you business. A Customer is an organization or individual who has given you business before (and has an Account in your system). A Contact is a person who belongs to the Customer.

A Lead can be converted to a Customer by clicking on the “Create Customer” button. Once the Customer is created, the Lead becomes “Converted” and any further Opportunities from the same source can be created against the Customer.