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[Music] hello and thanks for watching this a Q Matic of video on sales CRM so in this video we're going to talk about a kimitaka s-- integrated CRM system and how you can use it to accelerate your sales processes so let's get started we'll go into our marketing workspace and we can see here we have leads contacts and we also have opportunities so let's get started with leads we can create a new lead in the system leads look like this where we can put some information in there first name last name the status for example we've just imported a set of leads and we're going to keep them all as new and the reason for that is they need to be assigned we can fill in the company information once we assign this to someone it'll get an owner or workgroup we can provide the title email address information what the lead class is now the lead class provides some preferences for this batch of leads so if you look at the example of the different lead classes you know this for example is a sales lead for business this is for business services and so on but we can also use leads for HR and job requests and things but if we take a look at the lead class so we get an idea of what kinds of preferences are in the lead class there's a few things first of all there's defaults so for example when I create a new lead with this lead class I can default the source of where I got this lead and the same thing with the workroom what's the default workgroup for business sales leads you could default the owner to the creator so for example I'm creating the lead it would use me my employee profile as the owner and the same thing the workgroup could default to me my owners workgroup whatever work group I'm assigned to and then we also have lead conversion settings whether we copy the information from the lead over to the business account or to the opportunity and if we do that what is the default business account class an opportunity class that we use when we convert and this is the email profile we use now one other thing in the class is under attributes these are the custom fields we've set up in a queue matic under the attributes the global attributes of the system however some of these attributes don't apply to certain types of leave classes so we have the ability to add to this leave class different types of information that's important for these types of leads and we can prioritize them and even make them required if we need to so let's close this [Music] a kimitaka supports the personal data privacy which is required in Europe and not so in the US yet but we're ready for it if we go over to attributes as we talked about these are the attributes that are available they were globally set up but they're assigned to this lead class and so we can use the dropdowns that are associated with these attributes and select that information for this particularly we can relate this lead I'm skipping over activities for a moment once we save this we can relate this lead to someone else so this could be a business user who's associated with another account that I happen to know I can go over here and link them to active staff what that allows you to do is inactive staff perhaps Linda should BCC to all emails when I'm communicating with John Doe so some interesting feature there you could use additionally as we build in other areas of the CRM systems campaigns marketing lists we're not going to go into those kinds of things in detail in this video but as this lead is associated with different campaigns and marketing lists you'll see them here in addition to being able to dynamically add them to marketing lists over the marketing list area of a queue matica you could also add them manually here at the lead a queue matica has integration with HubSpot so you can see the synchronization status and you can see the sync status here for Salesforce if you use those products now under activities this is where we have the ability to communicate or add our notes and activities to this particular lead for follow-ups so I can add an email for John Doe [Music] we know that John Doe was looking for home good products our user signature would show up here based on our email preferences if it was configured here in the user profile upper right-hand corner but over here I can hit the send button and now I'm starting all the activities against this particular lead so we can follow up on it additionally I can have tasks for reminders John Doe is back from vacation I'm gonna follow up next week and I'll get myself a reminder and I'll save it close now in addition to this showing up here as a task reminder a cue mat ACCA's tasks Green will show me all the tasks that I need to work on red means that they're overdue so I can go through these and when I click on this notice the related entity this will bring me right into the lead this will bring me right into the task and at some point when I've completed this task I can complete or complete follow-up if I complete and follow up I've completed that particular task but now I'll push myself ahead another week and I'll save it and now I have another week here as an open task if I go back to the lead I can see the completed tasks and my follow-up so this is very helpful to continue to follow up on all your leads now going back to the lead list so this is a generic inquiry in a Q Matic it's built-in that shows you all of your leads and in a Q Matic as you know you can use filters to show only my leads for example or any other filters that I'm looking for you can see the status here lost convert it new so you can really use these filters to leverage the information that you have in hand so for example if the task I'm working on is to follow up on lost leads to ensure that I've tracked all the reasons for lost I can do a filter by lost and follow up with all those if there are new leads that are on assigned I can look for those as well so this makes it very helpful to follow up additionally there's a last incoming and outgoing day so a really good way to handle leads that have not been worked on in a while is to sort perhaps by ascending all the leads with no last outgoing activity this way you can see them cycle through and then as soon as you get to the end of the list you can start from the beginning of the list a good way to cycle through and do all your follow-ups [Music] so let's look up John Doe and inside the lead we'll take it we'll make it open it's currently in process let's go to our actions menu from here we have the ability to convert it to a contact or to create an opportunity now an opportunity requires a contact so this will handle both steps at the same time sales opportunities in a queue matica allow you to start to track a sales cycle so once you've confirmed that this lead has value meaning that you've sized up the lead there's a budget there's authorization there's a need and there's some level of timing you can create an opportunity and start tracking in this way so let's create our opportunity a queue matica automatically converted it to a contact so if we go back to our lead and we search for John Doe you can see that this lead status was converted so this gives us the ability to track conversions as well from lead to contact or opportunity so let's take a look at our opportunity so the status is new it's currently a prospect but we can take this and we can change the stage to nurture qualification development solution as we go through our various sales cycles now these are configurable so you can configure these based on your sales process we'll take this opportunity want to make it open currently it has no business account you don't need a customer in order to track an opportunity just to contact we can go into document details and start to add some items some rough items that we think the customers going to want we started to talk to them and they have interest and what we can see here too is under details we have a probability of zero because the stage is still prospect but as we advance through our stages and again this is configurable the qualification stage for example weights this at a 10% probability which takes our total amount of our opportunity it takes a 10% off that and gives us a way to total this helps you with your forecasting reports additionally there's an estimated closed date so if we believe that this customer will make a decision baby Biden November 6th this will help with our forecasting reports as well so if we move to a stage qualification we can see ten percent and a hundred and eleven dollars is the weighted total so a queue matica takes this total amount of the opportunity and multiplies it by the probability and that gives you your forecasted wave total additionally the estimated date gives us the ability to understand when we expect this to close so in sales my sales manager is asking me what am I going to close this particular month this gives me all of my timelines now additionally I can create quotes so a queue matic allows you to create any number of quotes for this opportunity so by default it's going to add the details the items that we added to this opportunity into the quote so we'll hit create and review and these are the items we can make changes to this we can change the quantities we can give them break for example we can give them 10% off on this particular item and we can save it submit the quote and then email it out [Music] so now this quote is sent now if I go back to the opportunity you can see the status of that quote the fact that it was sent but you can also copy this quote and create a new revision so now the customers asked for another set of items for perhaps their second floor so we can come up here we can add different quantities add different items and also make this the primary quote and then submit it as a second version now when it's all done I can come up here to actions create a business account for the customer convert it to a customer and now back onto the business account I have the ability to look at a number of different elements of this customer so for example I can look at their opportunities which is the one we just created I can look and see if there's any support cases that are ongoing for this customer any orders any open orders we haven't created in the end this is a brand new customer but if we go back to our opportunities and open it up under actions we can create a sales order right from here so the customer is confirmed that they want the goods we can move this down to negotiation or one we can convert it to a sales order and now we have a sales order for this brand-new customer and we can start to fulfill it through the warehouse if we go back to the business account and we take a look at the orders you'll now see that open sales order you can now see this particular opportunity that's one and you can keep tabs on this brand new customer so we've gone through marketing we created a lead we converted it to an opportunity which of course created a contact we created quotes for it we won the deal and then we created a sales order out of it now some of these steps will be different departments in your company so just keep that in mind that while we did everything ourselves together today for example customers might be the process that accounting handles to make sure that terms are created correctly and credit limits and those kinds of things but that's it thanks so much for watching this brief sales CRM demonstration in a cue matica you have any questions please feel free to reach out to us we'd love to hear from you have a great day [Music]