Streamline Your Financial Contacts with airSlate SignNow's Cloud Based Contact Management for Finance

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[Music] grueling contact management will CRM system allows you to track companies or organizations and then separately track individuals or people and then associate them the screen we're looking at right now is the organization screen and as you can see there's a section called prospect type where we can designate whether this is a prospect that we've not yet done business with or it's a customer or a vendor or possibly both the customer and a vendor and this allows us to do things like issuing quotes to prospects without polluting our customer database for example or tracking lead opportunities in addition to the basic prospect information we have the ability to look at any quotes that are open or expired the one that's dark is open the ones that are light are expired any open orders and what the customer has on order as well as the historic history of posted invoices and various other pieces of information that's rolling through the communication dashboard or note section where both phone calls and emails can be logged and you can keep track of the entire conversation with the prospect or customer and of course we also have the ability if they are a custom and if we have permission to use the buttons at the bottom of the screen to go and modify the customer record look at sales history and deal with salespeople now you'll notice there is a main contact displayed here but we have the ability to pull up a builder button and define an any number of additional contacts or individuals that are associated with this company and what their roles are or we can also do is jump directly from here into the individual screen where I can show you how we track individuals so this is Ed's record we actually despite what you see on the screen have an unlimited number of phone numbers and email addresses available for your use and down below we have the ability to associate the individual with one or more company so you can see it is actually associated with three different companies although black eyed us is the primary or default company with whom is the decision maker in any of these company associations we also have the ability further down to define different roles and the rolls frequently are used by an automated routine in bluelink to automatically send targeted emails to that person so for example we can see that Ed in his role as the president of black hide us will be a person who will automatically receive sales order confirmations as well as invoices over on the lists tab we have the ability to associate any individual with any number of lists and we can generate export files from these lists in order to be able to upload them to broad-based marketing email tools or using automated routine within blue link we can actually generate email broadcasts and email bulletins to the appropriate members of various lists from this tab now back on the company screen we now have a prospect author distribution is not an existing customer they are a prospect we have in fact issued a quote for them which we can see on the quote screen and we also have a lead opportunity so blue link optionally adds the ability to track lead opportunities and run them through a course of statuses you can see for example at the bottom of the screen that the status of this particular lead opportunity is sold and the interesting thing is that the quote that is open for this customer is associated to this lead opportunity so if we're following up on two or three different opportunities with the same prospect we could have separate quotes for those opportunities and even have different salespeople tracking those opportunities separately finally on the screen you're seeing a dashboard of all the lead opportunities including what the next action is in the data that the required date of that next action and this can be filtered by salesperson or by any other criteria so that for example each salesperson could have their own filter and use this as their dashboard of to dues for a given day or and to just show you that in operation if I were wanting to take a look at candy's leads Candi being one of the salespeople I could filter it down and now see a list of all the things that candy is scheduled to do with next action dates and of course those same contact notes are available from the screen as we saw from the actual contact manager screen it's the same information just multiple places from which you can update it you