audio dial in: 416-340-2216 or 866-898-9626 crm to rm visual crm to ms-crm 2007 visual user group...
TRANSCRIPT
Audio Dial In: 416-340-2216 or 866-898-9626
CRM to RM
Visual CRM to MS-CRM2007 Visual User Group
Nov 21st 2007
Agenda
Visual Contact Center
MSCRM Mfg Image Marketing and Sales Module
Visual Connector
Comparison
Agenda – Contact Center
Track every communication and transaction with your customers and prospects
Find contact or account information quickly
Create and maintain accounts in CRM and convert them to VISUAL customers
Review back office data such as Sales Orders, Parts, Return Material Authorizations, Purchase Orders
Send e-mails, letters, and documents directly from CRM
CRM Contact Center Items Accounts - businesses with whom you
have or would like to have an association
Contacts - people on whom you want to maintain data
Tasks - activities you want to assign and schedule and track
History - information you want to refer to at a later date
Mail: Microsoft Outlook mail folders on the workstation running CRM
CRM Contact Center Items
Admin – software setup and maintenance items – normally hidden for users
Back Office: Views of Visual Manufacturing
information are indicated by blue triangles
Shortcuts to Visual Manufacturing modules are indicated with green arrows and use a Visual license when followed
CRM Contact Center General Codes
Account Type
History Type
Task Category
Find contact or account information quickly
From Accounts or Contacts grid view click a column
Click the Binoculars or Ctrl+F
Enter what to find or part of what to find
Close to select the highlighted item
Enter Key to scroll through matching items
Find contact or account information quickly
Use Speed Search Bar
Enter what to find or part of what to find
Multi-field searches
Filter on Selection creates the search for you Click the value Click Filter on
Selection Repeat
Quick Filter on right click menu
Create and maintain Accounts in CRM and convert them to VISUAL customers
Update the new Account and Contact in Grid view or open them in detail view
Create and maintain Accounts in CRM and convert them to VISUAL customers
Convert Account to Customer in Visual before you can enter an order in Visual
May prompt for customer ID (Admin Defaults System)
Review back office data such as Sales Orders, Parts, Return Material
Authorizations, Purchase Orders Right click the
grid Columns Customize
Double click a row for part details
Review back office data such as Sales Orders, Parts, Return Material
Authorizations, Purchase Orders Advanced Filter
to create a compound search condition
View Manager to save the search
Appears on the View drop down list
Review back office data such as Sales Orders, Parts, Return Material
Authorizations, Purchase Orders Views can be assigned to the user
Views can be copied and assigned to other users
Default view can be set by user
Views are like reports – select the view then print the results
View menu is context sensitive – only shows views for the grid that is loaded
Advanced sort is like advanced filter except does not persist
Send e-mails, letters, and documents directly from CRM
Right click the grid and choose “Send email”
Address will be bold to show that the contact is in CRM
Add contacts from Outlook Address book
Add contacts from CRM
Send e-mails, letters, and documents directly from CRM
Right click the grid and choose “Send email”
Address will be bold to show that the contact is in CRM
History item created in CRM (should be default)
History visible to user who created item and SYSADM only
Attach items and copy of attachment will be saved in default folder
Send e-mails, letters, and documents directly from CRM
Send printed document references the catalogue in the Marketing module
Mail merge document uses Microsoft Office Word – use task for history
1. Merge Document Setup Wizard You must be able to use Word to create merge fields and place them on a merge document
2. Merge Document Wizard Select the document Select the records – use the filters and views learned earlier to create the list of records then choose “All
Records” Address Labels:
Assign, schedule, and track activities and associate them with contacts and
accounts Quick Task
One-to-one relationship with contact
Assign, schedule, and track activities and associate them with contacts and
accounts1. New task – one-to-one or many-to-one relationship
2. Copy and assign to users as necessary
3. Attach contacts to… (Task created above)
Customize CRM fields to suit your business requirements
User Defined Fields – five types
Set a length
Make the field available in the grid
Restrict contents to a list of values
Customize CRM fields to suit your business requirements
Detail and Grid Views
Modify the user interface for maximum ease of use and rapid data entry
Customize columns
Drag columns and set widths
Save grids
Custom grid layouts are saved in C:\Program Files\Infor Global Solutions\Visual CRM\Layout\[dbname] in two files *.fld and *.grd Distribute standard grids Save multiple grids and switch
between them
Modify the user interface for maximum ease of use and rapid data entry
Navigation Bar is customizable – on Admin menu
Add items to Navigation Bar and to Actions menu
Create and install custom reports
Standard and Custom Reports are created in Crystal Reports
Reports appear on main menu
Import accounts and contacts Import Accounts, Addresses, Contacts, Tasks, and
Opportunities from CSV or other delimited text files
Save Field Map for reuse
Create CSV from Excel
Import accounts and contacts1. Set the delimiter
2. Open the text file
3. Set the data type to be imported – CRM will automatically create child items
4. Assign CRM field to the text field
5. Save the field map if desired
6. Click Import – results are displayed
Agenda – MS-CRM Marketing Module
Create a catalogue of documents
Document tasks and document history
Initiate a Marketing Event
Create and maintain event attendee list
MARKETING CATALOGUE
Catalogue Setup
Send Printed Document
Agenda – MS-CRM Marketing Module
Sales plans and activities
Establish quotas and then produce pipeline charts
Create and maintain opportunities, import opportunities
Forecast and pipeline reporting
Sales plans and activities
Sales plans define the process from identification of opportunity through winning the order
Tasks are created for the sales rep automatically as each activity is completed
Establish quotas and then produce pipeline charts
Quotas by Company, Sales Rep, Territory, Business Unit, Division, Branch
Each stage has its own quota
Establish quotas and then produce pipeline charts
Pipeline reporting shows Actual to Quota by Company, Sales Rep, Territory, Business Unit, Division, Branch
Create and maintain opportunities
Create opportunities and assign Sales Plan
Activities are established and the first task is created
Forecast and pipeline reporting
Pipeline is the result of Quotas, Opportunities, and Sales Plans
As activities in the Sales Plans are completed the Opportunity advances through the pipeline
Quoting from CRM
Quotes are entered against accounts – does not need to be a customer in Visual for quoting
More tracking capabilities than Visual Estimating Window
Can be converted to Estimate for costing
MSCRM Connector
Synchronizes Accounts
Synchronizes Contacts
Synchronizes Orders
Synchronizes Invoices
MSCRM Connector
MSCRM Comparison to Visual
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