iCRM Records

The iCRM records are sets of information that determine the management of sales and customer information within the system. For example: customer, sales teams, information on opportunities and competitor’s data, etc

 

Edit and delete iCRM records

In the following pages the iCRM functions and the steps to include each iCRM record will be explained in detail. However, the procedures for editing and deleting records are common to all:

 

Edit records

The user is required to have the following access options enabled to be able to edit the iCRM records:

EPS > SALES > RECORDS > CRM > RECORD’S NAME > EDIT RECORD

 

In the system’s main screen, click Sales > Records > CRM and select the appropriate record or enter its name in the Quick Search field.

Click to select the item to be edited.

Click Edit.

Edit the record as needed. For more information on the buttons and fields in this screen, refer to the respective chapter in this User Guide.

5.When finished, click Save.

 

Delete records

The user is required to have the following access options enabled to be able to delete iCRM records:

EPS > SALES > RECORDS > CRM > RECORD’S NAME > DELETE RECORD

 

In the system’s main screen, click Sales > Records > CRM and select the appropriate record or enter its name in the Quick Search field.

Click to select the item to be deleted.

Click Delete.

Click Yes to confirm the action.

Note: In some cases, if the selected item is being used in the system already, iQuote will not allow to delete it.

 

Customer advanced importation

This function allows the user to import detailed customer records using spreadsheets in CSV format.

In the system’s main screen, click Sales > Records > CRM > Customer Importation > Customers Advanced Importation or enter "Customers Advanced Importation” in the Quick Search field. The following screen will open:

In Template File, click Advanced Template to download the Excel files.

Fill in the fields as shown in the template files themselves and save each of the worksheets in CSV format.

In Select .CSV file for importation click the attachment icon to load the appropriate worksheet.

When finished, click Save.

Note: The user can only import addresses and contacts spreadsheets separately if the customer already exists in the system.

 

Customer simplified importation

This function allows the user to import customer records using spreadsheets in CSV format.

In the system’s main screen, click Sales > Records > CRM > Customer Importation > Customers Simplified Importation or enter "Customers Simplified Importation” in the Quick Search field. The following screen will open:

In Template File, click Simple Model to download the Excel files.

Fill in the fields as shown in the template files themselves and save each of the worksheets in CSV format.

In Select .CSV file for importation, in the Customer spreadsheet field, click the attachment icon to load the appropriate worksheet.

When finished, click Save.

 

Sales team

The sales team record allows the user to organize teams of salesmen that will be used with the sales goal. The Sales team record allows the user tolink salespeople and sales region in a way that facilitates targeting and reporting.

In the system’s main screen, click Sales > Records > CRM > Sales team or enter "Sales team" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new sales team

The user is required to have the following access options enabled to be able to add a sales team:

EPS > SALES > RECORDS > CRM > SALES TEAM > ADD SALES TEAM

 

In the Sales team main screen, click New. The following window will open:

Complete the information on each tab as described below.

At the end, click Confirm.

For more information on how to edit or delete this record, refer to "Editing and deleting iCRM Records".

 

Salesperson group tab

Click New.

Select the salesperson’s name from the Salesperson drop-down menu.

Repeat steps 1 and 2 for each vendor to be included in the group.

Note: The user can search for a specific salesperson by entering the code or the first few letters of his name in the field.

 

Regions group tab

Click New.

Select the region name from the Region drop-down menu.

Repeat steps 1 and 2 for each region to be included in the group.

Note: The user can search for a specific region by entering the code or the first few letters of its name in the field.

 

User Role tab

This field will be automatically populated by the system once the sales team is saved.

 

Competitor

This record allows the user to include the company’s competitors that can be used in the following functions:

Opportunity – It is possible to indicate competitors participating in a business opportunity, such as a bidding. For more information, refer to "Opportunity" in “Functionalities”

Estimate – It is possible to indicate a competitor when the estimate is canceled and this competitor is known to have won that product.

By linking the competitor to these functions the user can create reports to find out which competitors are most relevant.

From the system home screen, go to Sales > Records > CRM> Competitor or enter "Competitor" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new competitor

The user is required to have the following access options enabled to be able to add competitors:

EPS >SALES > RECORDS > CRM > COMPETITOR > ADD COMPETITOR

 

In the Competitor main screen, click New. The following window will open:

Complete the fields on this screen as described below:

When finished, click Save.

For more information on how to edit or delete this record, refer to “Editing and deleting iCRM Records”.

 

Document type

In this record the user can define fiscal or personal identification documents the system has to validate when recording a customer. Used only for customers in Brazil, Colombia and Peru.

From the system‘s main screen, access Sales > Records > CRM > Document Type or enter "document type" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new document type

The user is required to have the following access options enabled to be able to add a new document type:

EPS > SALES > RECORDS > CRM > DOCUMENT TYPE > ADD DOCUMENT TYPE

 

In the Document Type main screen, click New. The following window will open:

Complete the fields on this screen as described below:

 

When finished, click Save.

For more information on how to edit or delete this record, refer to “Editing and deleting iCRM Records”.

 

Reason for non-approval

In this record the user can create reasons for non-approval that will be used in the estimate function to specify why a job has not been approved. By linking reasons for non-approval to the Estimate it’s possible to create reports to find out which reasons are most relevant.

On the system’s main screen, access Sales > Records > CRM > Reason for non-approval or enter "non-approval reason" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add reason for non-approval

The user is required to have the following access options enabled to be able to add a reason for non-approval:

EPS > SALES > RECORDS > CRM > REASON FOR NON-APPROVAL > ADD REASON FOR NON-APPROVAL

 

On the Reason for non-approval main screen, click New. The following window will open:

Complete the fields on this screen as described below:

 

When finished, click Save.

For more information on how to edit or delete this record, refer to "Editing and deleting iCRM Records".

 

Position in the company

This record allows the user to add job positions that can be linked to the customer contact, supplier contact, salesperson and system user records (using the advanced record).

On the system’s main screen, access Sales > Records > CRM > Position in the company or enter "Position in the company" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new position

The user is required to have the following access options enabled to be able to add a new position:

EPS > SALES > RECORDS > CRM > NEW POSITION > ADD NEW POSITION

 

In the Position in company main screen, click New. The following window will open:

Complete the fields on this screen as described below:

 

When finished, click Save.

For more information on how to edit or delete this record, refer to "Editing and deleting iCRM Records".

 

Decision power

This record allows the user to define the levels of decision-making power that can be used in the customer, supplier, salesperson and system user records.

On the system’s main screen, access Sales > Records > CRM > Decision Power or enter " decision power" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new decision power

The user is required to have the following access options enabled to be able to add a new decision power level:

EPS > SALES > RECORDS > CRM > DECISION POWER > ADD DECISION POWER

 

In the Decision Power main screen, click New. The following window will open:

Complete the fields on this screen as described below:

 

When finished, click Save.

For more information on how to edit or delete this record, refer to “Editing and deleting iCRM Records”.

 

Sales area

This record allows the user to configure the sales areas that can be associated with the sales teams and used in the sales goals function. When the areas are linked to the goal setting function the user can create reports for sales tracking for specific areas.

On the system’s main screen, access Sales > Records > CRM > Sales area or enter "Sales area" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new sales area

The user is required to have the following access options enabled to be able to add a new sales area:

EPS > SALES > RECORDS > CRM > SALES AREA > ADD SALES AREA

 

On the Sales Area home screen, click New. The following window will open:

Complete the fields on this screen as described below:

 

When finished, click Save.

For more information on how to edit or delete this record, refer to “Editing and deleting iCRM Records”.

 

Industrial segment

This record allows the user to create industrial segments that can be linked to customer records in the system. This information can be used for making reports and analysis of the company's performance in the different market segments.

On the system’s main screen, access Sales > Records > CRM > Industrial Segment or enter "industrial segment" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new industrial segment

The user is required to have the following access options enabled to be able to add a new industrial segment:

EPS > SALES > RECORDS > CRM > INDUSTRIAL SEGMENT > ADD INDUSTRIAL SEGMENT

 

In the Industrial segment main screen, click New. The following screen will open:

Complete the fields on this screen as described below:

 

When finished, click Save.

For more information on how to edit or delete this record, refer to “Editing and deleting iCRM Records”.

 

Vehicle type

In this record it is possible to configure the types of vehicles that will be associated with the customer's record address, in which the delivery restrictions are defined, such as the time or size of the vehicle that can perform the service. Besides to the customer's record, the vehicle type information and its restrictions are also displayed in the Job if certain criteria are met. To learn more about these criteria, refer to "How To Create a Job" in iPlan.

Attention! This record refers to types of generic vehicles in order to organize delivery restrictions per customer, and is not where the company's specific fleet or an outsourced carrier is recorded.

 

In the system’s main screen, access Sales > Records > CRM > Vehicle type. The following screen will open:

 

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new vehicle type

The user is required to have the following access options enabled to be able to add a new vehicle type:

EPS > SALES > RECORDS > CRM > VEHICLE TYPE > ADD VEHICLE TYPE

 

In the Vehicle Type main screen, click New. The following window will open:

Complete the fields on this screen as described below:

 

When finished, click Save.

For more information on how to edit or delete this record, refer to “Editing and deleting iCRM Records”.

 

Incident

Incidents are occurrences related to customers that need to be recorded and handled. It may be a doubt, a positive feedback, a request made or a complaint. In this menu different incident types, based on these categories mentioned, and handling activities for these incidents can be recorded.

 

Activity

In the system’s main screen, access Sales > Records > CRM > Incident > Activity or enter "activity" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new activity

The user is required to have the following access options enabled to be able to add a new activity:

EPS > SALES > RECORDS > CRM > ACTIVITY > ADD ACTIVITY

 

In the Activity main screen, click New. The following window will open:

Complete the fields on this screen as described below:

When finished, click Save.

For more information on how to edit or delete this record, refer to “Editing and deleting iCRM Records”.

 

Incident type

In the system’s main screen, access Sales > Records > CRM > Incident > Incident Type or enter "incident type" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add new incidente type

The user is required to have the following access options enabled to be able to access the Product Specification Records:

EPS > SALES > RECORDS > CRM > INCIDENT TYPE > ADD INCIDENT TYPE

 

In the Incident Type main screen, click New. The following window will open:

 

Complete the fields on this screen as described below:

 

When finished, click Save.

For more information on how to edit or delete this record, refer to “Editing and deleting iCRM Records”.

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