Menu Functions

File Menu

Clears the work order form to enable the user to create a new work order document.

Saves changes made to the current CRM selection.

This will delete the CRM form you are currently using.

Closes the CRM module.

Tools Menu

You can select from the following options, Seradex Merge Tools, Email Test, Retrieve Contact Email.

You can create customizable searches inside of CRM.

To rename a customer or prospect, go to the Tools menu and select the Rename Customer (if CRM is in customer mode), or Rename Prospect (if CRM is in prospect mode). The small form shown below will open.

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Type the new name of the customer or prospect into the New Name field. Click the Save button when you are finished to submit your change to the database.

From you can select an excel sheet to import.

The customer you are sending product to.

The customer you are sending the bill to. Doesn't always have to be the same person.

Any notes, reminders, etc., that need to be made in regards to the customer.

Inventory number for the item or items the customer has purchased.

Any rebates the customer may receive.

Customer Config Defaults

What is a Lead?

A lead in an expression of interest by someone in your company's products and/or services.

What is Lead Scoring?

Lead scoring is the process of ranking a lead's level of interest and sales readiness according to a standardized methodology agreed to by both marketing and sales. Companies can score leads by assigning points. Regardless of which method you choose, scoring methodologies should incorporate a combination of demographic attributes; lead source and offer; budget, authority, need, and timeline (BANT) considerations; completeness of data profile; and behavioral attributes.

Why do you need Lead Scoring?

All leads are not created equal. Throughout the buying process, some individuals or organizations are more ready to buy than others, and it is up to the marketing and sales teams to determine the best way to identify the most sales-ready leads and those leads that would benefit from further low cost nurturing by marketing. By using lead scoring to determine lead quality, companies can drive marketing and sales productivity, and increase revenue more quickly.

The Benefits of Lead Scoring

•	Increased conversion rates from qualified lead to opportunity

•	Increased sales productivity

•	Overall decrease in sales cycle duration for qualified leads

•	Align marketing & sales when determining the profile of an ideal customer and defining what constitutes a sales-ready lead

•	Establish a lead scoring methodology to rank leads

•	Determine a score threshold that will indicate a sales-ready lead

•	If the sales-ready threshold has not been met the lead remains in the nurture process where marketing can continue to communicate with the lead until the sales-ready threshold is achieved.

Lead Scoring - Best Practices

Lead scoring requires continuous review and adjustment to improve conversion statistics.

•	Review scores to provide the most accurate scores possible.

•	Review scores of won and lost opportunities. Were these scores where they should have been for these top prospects?

•	Look at leads that had high scores that did not turn into opportunities. Could scoring be improved so that these did not end up appearing a top priority for sales even though they never turned into revenue?

•	Look at scores by demographic segments like region, title, and company to see if demographic scoring is adjusting the score improperly.

•	Look at online behaviors to see if the actions your best leads are taking are being reflected properly in the score.

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This will be automatically entered as the same customer you have previously selected on the Customer Management form.

A drop down that will list the leads for that customer.

The date the lead was entered. Default date is current day when Add is clicked.

Contacts that are attached to the Account selected.

List of current open campaigns.

The person or company that referred lead.

How the Lead was collected. (I.e. cold call, trade show, etc.)

Lead Score

The scoring factors that are going to be used to assess the current lead.

Criteria used to determine if a lead can progress toward being assigned to the Sales Department or not.

Weighted amount of each scoring factor.

Score totaled from selected Scoring Factor criteria.

Lead Disposition

Discard a lead.

Keep lead on the any notifiers or mailing lists. Needs more work before assigning to Sales

Lead is ready to have a sales person call about setting up a sale.

This date indicates when you chose Assigned to Sales or Discard.

The drop down will include any Opportunities from the Opportunities module that is attached to the current account.

> Seradex Merge Tools

By using OrderStream mail merge functionality you can create mail merged personalized documents or emails to a filtered list. This uses standard Word Mail Merge functionality – refer to your Word Documentation for further information on how to complete this task.

Create / Edit Word Template

Opens the Mail Merge Management form which enables you to create and modify mail merge templates.

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Field Reference

Typed in name by user for the Mail Merge Template. Once saved viewed through a combo control.

Populated with all modules that support Mail Merge. Select the module you wish your mail merge template to be accessible from.

Template group filtered by the selected module.

Hard Coded combo box. Values = Report, Search, Custom

This field will be empty until a module is selected.
a. Data Source Type = Report - Then records from the Reports table are retrieved and put into the Data Source Name combo.
b. Data Source Type = Search - Then records from the Search table are retrieved and put into the Data Source Name combo.

c. Data Source Type = Custom - Then records from the MailMergeSQL table are retrieved and put into the Data Source Name combo.

Add an attachment to mail. Must enter a valid file path and Word File. Folder will be open by default to the Company Setup Template folder.

User entered comments for the template record.

Menu Functions

Opens a Word document for editing.

Open a Word document and check for errors. Notify user of success or failure.

Browse computer directory for a desired file.

Create a new template.

Delete a template.

Save a created or edited template.

Undo the creation or editing of a template.

NOTE:

When completing a print Mail Merge action in the CRM module the entry will be added to the Contact log. If there are multiple contacts for the customer the first one will be selected by default.

Help Menu

This will take you to the online help manual located at www.seradex.com/help

Information about the module. This will include name of module, version and copyright.

Settings Menu

You can set up Module Defaults in CRM for specific fields to be filled in when creating a new Customer/Prospect. The fields that are available to default are:

Country

Currency Code

Price List

Account Set

If you set these fields to what you would like them to default to, and go to Settings>Save Module Defaults

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The system will save these CRM Module Defaults to a table, and every new Customer or Prospect that is created, will have these as their default.

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If you want to clear out the CRM Module Defaults, you can select Settings>Clear Module Defaults and you would need to enter in each selection with new customers/prospects.