Simple CRM
Nothing too fancy, just the bits you need
Dashboard / Home Page
The dashboard is the first page you see when you login. It lets you see at a glance important information for starting your day.
1. Pipeline Chart
The pipline chart shows your next 3 months of deals. Lets you compare against your monthly targets. From the pipeline you can open the deal report this will detail all of the opportunities which make up the pipeline.
2. Today's Event
Events that are scheduled for the current day show here. These actions can be edited inplace.
3. Year to Date Chart
See how you are tracking on your annual targets. The values reported are accumlative over the last 12 months (since financial year start).
4. Activity Log
This is a log of today's activities in your account. Activities that are logged include any add/edit/delete operation in your account. As well as notifications such as open & links tracking events. There is a link to the actual activity log page - which is detailed below.
5. Action Counters
Shown on each page, the action counters lets you see how many overdue actions you have. Also reports on other important numbers such as deals with no plans, leads, action errors & more.
Contacts
The Contact page has a wealth of information about your contacts, from here you can lookup their address in google maps, or edit a deal, add a call to the history & much more.
1. Profile Information
Add a call, start an email. Jump to the company page
2. Deals, Plans & more
See what current deals are open, start a new contact plan. You can edit group membership or add notes.
3. Messages & Actions
The 'messages tab' is great for keeping all of your call history, emails and other notifications (link/open tracking) in the one place. The tabbed layout helps to keep the amount of information manageable without a loss of detail.
4. Social Links
Add social links to contact from Facebook, LinkedIn, Twitter or Google+. Launch a google search with a single click.
5. Tags
Add or remove any tags for this contact. Tags are searchable and provide a flexible way to create verticals or list contact interests.
Editing Contacts
Adding email messages
Besides the built-in emailing experience in saleslifecycle.com you can also send emails in outlook with a bcc to us and these emails will appear in the message history.
Adding Documents
You can upload documents that you wish to keep with the rest of the contact information in the document tab. Any documents in your forwarded emails will be automatically recorded here as well.
Deal Report
From the dashboard you can jump to the deal reports page. Deal reports let you quickly and easily query the deals in your account. You can filter and export the results straight to excel.
1. Grouped Results
By default deals are grouped by status, then by month.
2. Report Filters
The report provides a lot of flexiblity in the number of filter combinations you can specify. You might want to find only deals with the lead source set to cold calls, or just deals which closed last month.
3. Export to Excel
A simple one click download to excel option. The report is pre-styled to be readily presentable as is.
4. Edit Deal
You can edit the deals in-place without leaving the report.
Deals
Deals or Opportunities are a major part of saleslifecycle. Deals let you record the lead source (i.e. telemarketing), contact, decision date & products of a lead or opportunity. The lead sources and deal status names are all customisable.
Closed Deals
When a deal is either won or lost it is considered closed. The ratio of won to lost deals is tracked on the dashboard.
Deals with no plans
Whenever there is a deal in the system we track whether there are any future actions or contact plans for the deal's contact. If there are none found, then it is counted as a 'deal with no plans'. These deals are highlighted on the dashboard action counters. Ideally each contact with a deal or opportunity should be on a contact plan.
Searching in Saleslifecycle.com
Search is one of the cornerstones of a good CRM. From *nearly* every table of data in saleslifecycle we let you run search queries. For more powerful queries we have a dedicated search page. This allows you to build more expressive queries combining filter criteria (including AND OR and NOT type joins).
Advanced Search
1. Search Criteria
See below for examples of searches
2. Edit in place
You can edit the contacts results inplace saving time and effort.
3. Quick Search
On *nearly* every page is the quick search box. This searches both companies and contacts for potential matches.
4. Recent Customers
Recently edited or viewed customers are listed here for your convenience.
Advanced Search Criteria
By default text input is treated as a 'starts with' search. i.e. Suburb starts with 'river*'.
Here are some more examples:
Companies in the north with postcodes starting with 5 that have plans.
Contacts that have email addresses & are tagged 'lead' that don't have plans.
Building Groups
An easy way to create a group is to use the results of a search query. You can either send all of the results (not just the ones visible) via the 'send to group' OR you an select individual contacts and use the left hand menu to send these to a group.
Members
Team Hierarchies
Saleslifecycle.com supports simple team hierarchies. Each member can be assigned one manager that they report to. Managers can 'impersonate' any user that reports to them or is junor to a manager under them. Most organisational structures can be modeled in this way.
Assigning Roles
You can assign two roles - 'Sales' & 'Account Admin'. By default you are the account administrator. Only account administrators can access the admin section.
Setting Goals
Each team member can have an individual target set for them. A manager can also set a rollup target which is used on the dashboard when the impersonate user is set to rollup
Impersonating Users
As a manager you can switch context to any member who reports to you. If you are the account admin you can impersonate anyone. The [+] symbol indicates that the resulting view will be a 'rollup' of all of the users, so the statistics shown on the home page will be an aggregate of all of those users.
Additional Members
Additional members can be added to your account at anytime by adding a new subscription. See the pricing page for more details
Territories
Territories are used to restrict access to a group of contacts from other team members. Territories make it easier to move salespeople around and change permissions for all of the territories contacts.
Initially there is only one territory when you first create your account. Depending upon how your team is used to working you may or may not want to create additional territories.
Customisation
There are quite a few ways to customise saleslifecycle.com and make it suit your needs. Via the admin panel you can access the 'customise' menu.
Custom Deal Status
You can add/edit/remove the default deals to better reflect your sales process.
Others
Simularly you can also edit the default action types, lead sources & call types.