CRM - Start-up guide

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CRM Start-up guide

CRM Start-up guide 3

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PEOPLE

This document is a quick startup guide and overview to the Piql CRM – Copper. The CRM can be found by going to https://www.Copper.com/ and login to your account.

People are the decision makers and persons whom we interact with, which should relate to a company.

There is also a mobile app which can be found both for Iphone and Android by searching Copper in your app store.

Minimum: Name, Email, Phone, Business Unit, Company, Title

This document goes through the main functions of the Copper which are outlined on the dashboard on the left side of the program. In descending order:

Additional: LinkedIn, Buying Influence, Buying Influence concept, Response mode, Win-Result

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LEADS

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COMPANIES

The leads section is where we can import all people and compa- nies we attract from exhibitions, trade shows participation lists, website traffic and so on. So it can work as a catalog for contacts. Minimum information that should be included: Name, Company, Email Business Unit, Source, Details - what con- text did we get this lead, e.g. what is the name of the conference and year.

One company can have many related people and several opportunities.

Minimum: Name, Contact type, Business Unit, Market, Life cycle, Sector, Segment

Additional: Website, Email domain

Additional information that could be included: Phone, LinkedIn, Description

The leads will be converted into the “People” & “Company” once you start engaging with them on a identified oportunity.