Nethawk CRM Solution Odaiba for fintech, banks, and customer centric companies
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In business, relationships drive everything, from cold lead all the way to closed won. While you may have everything under control in an Excel file—or in a forest of Post-its around your monitor—using customer relationship management (CRM) software will make it easier to manage and nurture more complex relationships. It'll also introduce opportunities for automation and help standardize processes in your company, leading to more consistent touchpoints across channels. it does everything for you in connected way you miss nothing
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Nethawk CRM Solution Odaiba for fintech, banks, and customer centric companies
- 2. Agenda 1. Introduction 2. Terms 3. Workflow a. How the CRM works b. Main Features (Demo) c. Advanced Features (Demo) 4. Questions 2
- 3. Introduction ● Odaiba CRM is a free and open source Customer Relationship Management application ● CRM is a greatly extended version of SugarCRM which also contains many additional security fixes ● Many customer prefer Odaiba over salesforce is due to the cost factor. ● This is hosted internally in Pakistan location servers. 3
- 4. Terms 1. Lead - A lead is an unqualified sales opportunity. A lead can be a company or an individual who has expressed interest in a company's product and/or service. 2. Account - Accounts are companies with whom a company has business relations. 3. Contacts - Contacts are individuals associated with an Account with whom a company has done business with or might do business with in the future. 4. Opportunity - Opportunity are potential sales deals or revenue-generating events. 5. Task - Task is a work to be done or undertaken 6. Meeting- Meeting is a formal discussion internal or external related to the account 7. Notes - Points or ideas written down related to the Account or Opportunity or an Activity 8. Document - Piece of written, printed, or electronic matter that provides information or evidence or that serves as an official record related to the account 9. Role-based Access - The role's access type, for a particular module determines how much control users in that role have over the module. 4
- 5. Workflow 5 Lead Account Contact Opportunity When there is an opportunity Convert to Lead to an Account ● Task, Notes, Meetings, Documents can be added to all four.
- 6. Workflow Basic Features - How to create a lead - Convert lead to Account - Create Account Directly - Create an Opportunity - Create new Contact - Create a Task - Schedule a meeting - Create Notes - Attach Documents Advanced Features - Add Email Chain - Role Based Access 6
- 7. Login 7 Enter the username Password and Click ‘Log in’
- 8. 8 Click Next
- 9. 9 Click Next
- 10. 10
- 11. Modules & Sub Modules 11
- 12. How to create a Lead 12 Step 4 : Click Save Step 3 : Enter the Last Name Step 2 : Click Create Leads Step 1 : Click Create Step 1&2 : Click Create Lead OR
- 13. Convert Lead to Account 13 Step 2: Choose Convert Lead Step 1: Click Actions
- 14. Convert Lead to Account 14 Step 3: Verify the Account Name Step 4: Click Save Check create opportunity to enter the New opportunity
- 15. 15
- 16. Create Account Directly 16 Step 2 : Click Create Accounts Step 1 : Click Create OR Step 1&2 : Click Create Account Step 3 : Enter the Account Name Step 4: Click Save
- 17. Create an Opportunity 17 Step 2 : Click Create Opportunity Step 1 : Click Create OR Step 1&2 : Click Create Opportunity Step 3 : Enter the Opportunity Name Step 4: Click Save
- 18. Add New Contacts 18 Step 2 : Click Create Contacts Step 1 : Click Create OR Step 1&2 : Click Create Contacts Step 3 : Enter/ Select the Account Name Step 4: Click Save
- 19. Create a Task 19 Step 2 : Click Create Task OR Step 1&2 : Click Create Task
- 20. Schedule a meeting 20 Step 1 : Click Activities and select meeting Step 3 : Enter the Subject
- 21. 21 Step 4 : Click search and to add employee within the organization Step 5 : Click As Contact or as Lead
- 22. 22 Step 7 : Save and send Invites Step 6 : Enter the Name and Email
- 23. Create Notes 23 Step 1 : Click Activities and select Notes Step 3 : Enter the Subject
- 24. Attach Documents 24 Step 1 : Move to the relevant record(Account), expand Documents and click Create
- 25. 25 Step 2 : Browse the file Step 3: Click Save
- 26. The linked document will be listed to Documents subpanel 26 Documents can also be uploaded via Collaboration >>Documents >> Create Documents
- 27. Add Email Chain 27 Step 1. Forward the email to SuiteCRM@inapp.com Step 2: Click Activities and select Emails Step 3: Open the email If the user has access to email Module all emails will be visible
- 28. 28 Step 4 : Click Actions and select Import
- 29. 29 Step 6 : Map it to the right Account Step7: Click OK
- 30. 30
- 31. Role Based Access 31 There are four different roles 1. System Admin - Full access to all records and change system settings 2. All Access - Full access to all records 3. Group - Access to records assigned to the specific group only 4. Owner - Access only to records created by same person Access, Delete, Edit, Export, Import, List, Mass Update,View are the permissions that can be assigned for any role.