Streamline Your Operations with Crm Opportunity Management for Technology Industry

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hi my name is Trinity Peterson and I'm an ERP advisor for striven today we're covering customer management and in this video we're going to talk about opportunity management so we're going to cover your opportunity types the priorities you can set up for your opportunities the statuses and custom fields you can create adding opportunities and then managing your opportunities right within striven so let's jump right in and get started opportunities and striven allow you to track and manage potential sales and also follow up on them as well so first let's talk about setting up and configuring our opportunities so we're gonna go to company and then settings and then from here we're gonna go to customer vendors opportunities and then we have a few different options here let's first talk about our categories this is going to allow us to create categories that we want to track our opportunities with so each opportunity we add we can associate it to a category to later run reporting on as you can see you can click and drag a category to add it underneath a parent category to create a hierarchy to add a new category you would simply type it in here and click Add now let's take a look at opportunity priorities priorities allow you to indicate how important it is or how urgent it is and when it should be done so you can see you can indicate with a color then as well how important of this to let's go ahead and add a new one nough go ahead and hit save and clothes to be taken back to my list next we have our statuses the statuses can be customized to fit the needs of your company so let's go ahead and add a new one called on hold I can then decide if I want this status to be visible to my customers when they are in the partner portal viewing their opportunities there or if I want this status to be visible on the customer dashboard for when employees are viewing the customers dashboard and viewing the information there and then I can decide if it is the default meaning it's the default status when a new opportunity is created when I'm ready I would just go ahead and hit save and close I can update any statuses here with their visibility as well by using these check boxes and I can rearrange the order here as well by clicking and dragging so they're in the correct order now that we've got our categories priorities and statuses all set up it's time to set up our opportunity types your opportunity type is what's going to segment what type of work is the potential sale so for example I have in here advertising marketing support and a sales opportunity let's take a look at our advertising one I would simply give it a name who should be notified and notice that I can choose multiple people I can add notes as well so I can leave it in the settings so people would know what type of opportunities should be and that I can go out and hit save for any changes to take effect now I also have the ability in each opportunity to go to the custom fields to add additional information I may want to capture when someone's entering an opportunity of this type since this one that's in advertising maybe I want to specify what type of advertising it is maybe I want to make sure this is required if it's encrypted that means that it's sensitive information and only certain people should see it if they have the permission and then I could say if it should be visible on the portal so the contact can view this information as well going back to basic info I can click Save and close to be taken back to my opportunity list now let's go take a look at our opportunities in the system I'm going to go to customers and under sales opportunities by default my most recently viewed opportunities will be displayed I can configure a search up here or just hit Search to view all the opportunities right from this list there's a lot of information I can gain I could see what the priority is the customer who is assigned to what it was created the type of opportunity is what the current status is contact information some important information such as the estimated value and how probable it is and then along some important dates as well such as we when we expect it to close when we should be following up with it when did we last contact them and when their next appointment is regarding this opportunity clicking Add opportunity is going to allow me to create a new opportunity in the system so let's go ahead and choose our type I'm going to go ahead and choose marketing support the title is not required so I don't have to put one but I can if I want I can then choose which customer or vendor this opportunity is associated with if the customer has more than one location after I choose the customer's name I can specify which location here and then I can also choose which contact will I be speaking with about this opportunity by default you can see it assigned it to myself but I can remove that and assign it to someone else if I wish and then let's add some information about how much we expect to make off of this the probability when do we expect it to close and when should we be following up with it scrolling up to the top there's some other information I can add a - such as the status the priority and I can select a category if I wish if I want this opportunity visible on the partner portal I can check this off so that way my contact can see it as well any custom fields that have been added will be added right underneath the other info section which I can choose right here when I'm ready I can go ahead and hit save now that my opportunity has been say if there's a lot of more information I can view as well such as any actions I can take such as creating and associating a task project order or an appointment adding attachments adding in a notes log so I can keep track of when I am contacting this customer notice that the notes are a date and time stamped along with who entered the note anything this opportunity is linked to I can view here I can check the auto log if I want to see when things are taking place and I can also send a message to Betty right from here so let me click new message you can see my contact has been added automatically since they're associated with this opportunity now my message is stored within the system the great thing is when Betty receives this message in her email and she replies from her email that will also be stored within striven each opportunity has its own hub so I could store documents and links and content within each opportunity and I can have specific assignments for the opportunity itself rather than the overall customer go head back to our opportunities list right from the list you can update a lot of this information without clicking into the individual opportunity let's go ahead and update some stuff right from the list I know for this one I had just contact a Betty so I need to update the status from open to contact I'm going to go ahead and click this link and update the information I need all the information updated ingly I can also add in a note for the last contact date too this day will update depending on when you enter the note from the hamburger menu I can quickly go to a lot of the information here as well such as the hub view the link to or it can create some appointments orders projects and tasks without clicking into the opportunity let's go ahead and create an appointment so it's associated with this opportunity it's so easy because it adds in the customer and the contact for me all I need to do is specify location a type added in the description if I want and hit save and close and then it's asked me if I want to notify Betty let's go ahead and do that going back to my opportunities list I can now see the next appointment has been updated there's really no limit to how much you can track in regards to potential sales with opportunities in striven