Streamline your crm process cycle for Financial Services with airSlate SignNow

How to create outlook signature

[Music] [Applause] let's take a look at clarity crm from clarity soft clarity crm delivers the power and flexibility you need to manage your customers and prospects with an intuitive design robust automation and an exceptionally customizable interface clarity crm is ideal for both large enterprise organizations and small businesses alike when we first log into clarity crm we'll land on our home page the home page displays four key indicators and four chart indicators giving you a high level overview of what's going on with your business choose from the supplied chart and key indicators to customize your home page or from the dashboard module create your own charts based on standard fields or custom fields you create more on dashboards and reports a little later a record generally enters the system as a lead once qualified the lead is converted into an account the account module is at the top of the database structure it's the parent record all other records roll up to an account record can have multiple contacts multiple opportunities multiple sales etc all child records of the account let's begin in the leads module records in all modules can be sorted and saved as views created by you create any view you need such as new leads working leads converted leads etc leads can be manually entered or imported from an excel doc using the import wizard mapping column headers to corresponding database fields allows you to import your custom information you can also gather leads using clarity crm's web forms when a visitor to your website fills out the information it's instantly and automatically imported as a lead into your clarity crm database then use automation to send them a welcome email and notify team members to reach out claritycrm can use changes in the database to trigger a series of activities opening a lead record we find the details tab here you can add the standard fields of your choosing as well as up to 300 custom fields you create to collect the exact data you need choose from a wide variety of field types from various drop down styles to check boxes text fields date time fields as well as more advanced fields like calculated fields and all fields are searchable the activity tab displays your activities green activities have been completed and read activities have yet to be done they're grouped as calls events or tasks hide completed activities to see only what still needs to be done open an activity let's add a checklist choose a saved list or create a new one as items are checked off the progress bar updates add multiple participants to the activity internal and external link the activity to multiple records so it displays in additional modules such as opportunities and accounts saving the activity leaves it open click complete to log the activity as completed you can also click save and new or complete and new which immediately opens a new activity window instantly create a follow-up activity to the activity you just logged choose a date to follow up as well as when we wish to be reminded this in-app reminder will be indicated on the notification bell you can also include an email reminder as well let's save it a complete list of all activities for every record and every module can be found in the activities module more on this a little later let's explore the conversion process this lead is ready to move forward let's convert it select the row action icon click convert lead the lead conversion dialog box appears the company name is pulled in when creating the parent account use the site field for opportunities with more than one location the contact and account owner field are also pre-populated optionally create the opportunity right off the bat click convert or convert plus open which gives you the option to immediately open the account record the contact record or the opportunity record let's open the account here we can enter relevant account information any default or custom fields that exist in both the leads and accounts modules will automatically populate when the record is converted we see that our activity also transferred as well as the emails to the contact mike the contacts tab will list all the account contacts add more contacts using the plus button as with most screens in clarity crm the columns displayed are completely customizable click the gear icon and add or remove columns displaying information important to you let's open mike's contact record where we can edit his details let's designate him as primary contact put a face to the name with his picture if we have it back to the account record contacts a star now indicates mike is our primary contact for the henrik financial services account again the activities show what we need to do as well as what we've done we see email communication with mike as well as all other contacts we enter for the account we also offer free outlook and gmail plugins so you can fully integrate your emails and calendars with your clarity crm database and establish task and contact consistency if you've added our marketing module you'll find any marketing campaigns the account was included in under the email campaigns tab note the opportunity tab has a blue line above it indicating there is a record under the tab in this case it's the opportunity we created when we converted the lead earlier opening the opportunity we can update the sales stage using the default sales stages as well as custom sales stages you create you can also assign a closing probability to your sales stage enter the opportunity amount or click the products and services tab to use your own price book to enter the pricing create your own folders and subfolders to organize your products select the desired items now edit the details like the description and quantity click the wrench icon to add a custom item remove items with the minus button once completed save the opportunity back in our account the opportunity is updated let's convert it to a quote and send it open the quotation tab from the row action icon select quotation template out of the box there are default templates you can choose from create your own as well click on the template to see its details you can open it in the designer to edit it if you need to let's preview it our quote contains the three line items we added from the opportunities module and subtotaled them any of the information can be customized such as pulling custom field information into bill 2 and ship 2 and your logo change text and add additional information such as descriptions or legal information as well as multiple pages now that we've previewed it let's send our quote click email an email template is already set up with the necessary fields inserted click send up comes the adobe sign option allowing the recipient to sign the document electronically once signed the signed quote will appear under the attachments tab and you will receive an email notification that the quotation has been signed from here let's convert the quote to a sale again any conversions or changes in the database can be used to trigger automation such as sending internal notifications or thank you for your purchase emails from the sales tab we can convert to an invoice you can also integrate with accounting software to determine if quickbooks will generate the invoice the invoice will display in the invoice tab you can also send invoices from here the process is similar to sending a quote any records in the money modules opportunities quotes and sales can be converted into a project converting for example a sale into a project choose what type of project it will be assign it to a team member convert under the projects tab here is our new project opened on the details view let's rename it edit the project type if needed update the project stage the stages can be weighted to indicate how far along the project is add custom fields deadlines budget let's save our changes since we've converted from a money module our products and services are carried over we can add and remove them as well within activities we see a list of activities that comprise the action plan we've associated with the conversion of all new projects this eliminates the need to recreate these activities when we add a new project the activities corresponding due dates are coordinated to keep the project organized and moving forward in an efficient manner assign the individual activities within the project send emails save emails with the outlook and gmail plugins add notes and attachments as well as team members both external and internal share the project with internal team members and assign them a role for external contacts the name field searches your contacts list although external contacts may not have database visibility you can send them automated reports to keep them up to speed you can see the account and contacts information for the associated account add additional contact roles for the project back in the opportunities module again in each module you can target segment and save data as views create as many as you need note the value changes when we change the view close date next quarter close date this quarter define the list even further by selecting specific users what's anderson got going on here are his opportunities expected to close this quarter we can apply an action simultaneously to all the listed opportunities with the list action drop down email them send a marketing campaign group edit them add activities or an entire action plan you can also bulk convert them into other modules let's get a completely different perspective on your opportunities switch to board view here your opportunities are listed in columns corresponding to your custom stages simply drag and drop to update the opportunity choose how you'd like to sort your opportunities you can also create different pipeline boards switching to the activities module the module opens displaying our today's activities view you can configure modules to open displaying any saved view you prefer once you've completed an activity open it update it if need be and mark it complete to log it again you can select specific users to further specify the activities being shown the ranking header updates as activities are completed ranking users year to date this week completed activities this week and completed today the ranking headers can be hidden if you prefer let's look at the activity feed feature this feature displays a complete history of everything that's transpired within the selected record everything from activities such as calls and events to quote and opportunity conversions anything that occurs shows up in this chronological list like this sale for 2750 made three hours ago the activity feed can also be accessed from within a record just above it is the quick access calendar which allows you access to your calendar without requiring you to leave the page you're on or abandon your current task as mentioned the calendar syncs with your gmail and outlook certain activities can be displayed on your calendar by default choose the calendar view you use the most and set it as your default see other team members calendars as well or everyone's all at once let's move on to clarity crm's advanced search this feature gives you exceptional search functionality allowing you to target records with exacting specificity then save the resulting search as a view you can recall whenever you need to choose advanced search from the magnifying glass drop down the fields from our record are displayed let's use the industry field to find all of our accounts in the financial industry we have 19 finance industry customers when you use advanced search you're presented with search options where you can edit save or cancel the view let's save the view the new view is added to our views drop down any new finance industry accounts that we add will now show up on this list as well let's add the industry column to our interface simply click the vertical ellipsis column settings pull in any default or custom field in this case industry the industry column is displayed using advanced search we can narrow our search even further again let's find all of our accounts that are in the finance industry but this time let's narrow the search further to only include clients that are in the state of ohio that came in from our website web form the custom fields you add to your module will also be displayed here in the form filter and you can use them as well for defining search criteria all of the filters can be used together to define the search parameters we can add a standard filter and search default and custom fields using value functions such as equal to greater than equal to contains this is empty is not empty the time filter will show any of our date time fields so if for example we have a custom deadline field we can find all of our accounts with a deadline of this week again we can hit search then save the filtered results as a view use a default date time field like last touchdate to find all of the accounts you haven't interacted with in over a quarter use the product field to narrow your search based on items or groups of items from your price book we can see who's purchased who's been quoted who's an opportunity and who's been invoiced for an item or a group of items the advanced search allows you to drill down and segment your data as much as you need and save lists you want to pull up often like certain industries or account types which is really beneficial when it comes to email marketing we can pull up a specific list and send an email blast to everyone on it all at once let's pull up a view we made last touch date over three months select your list you can send them an email which would go through your email provider or if you've added the clarity crm marketing module you can launch an email marketing campaign which would go through the claritysoft servers which have a 96 to 99 delivery rate performance and bounce rates are continuously monitored the process for sending both a standard email or a marketing email is the same initially all of the recipients from the list or view are pulled in together however the emails will be sent individually and the recipient will see only their email address in the recipient list let's personalize our email by inserting the first name field which will pull in each recipient's first name compose your email we can save it as a template or we can pull in a template we've already created using the template button send the email or schedule it to be sent later using predefined options or select your own specific date and time you can also trigger the sending of emails using claritycrm's workflow automation claritycrm standard email tracking delivers highly beneficial features for tracking email performance see who received it how many times they read it when they last read it and more use the columns to sort and reorder the information get even more visibility with clarity crm's additional marketing module clarity marketing a robust set of tools that gives you exceptional email tracking and performance analytics how many were sent and how many were delivered how many opens and clicks and on what date who clicked more than once and what link they clicked on and when they clicked on it a whole host of useful data compare the success of two different campaigns side by side with a b testing which can help you determine a more effective marketing approach with clarity marketing easily create your own graphically rich and engaging marketing email templates tailor your message using a myriad of available options and features add or hide images titles and buttons add links to images and buttons change background color as well as text and button colors fonts and font sizes clarity marketing comes standard with advanced functionality for the legally required unsubscribe option preview your template's appearance for smartphones and tablets test it and save it it's ready to be pulled up and sent whenever you want save documents in the document manager and share them with those needing access with the clarity mail tab add email senders and assign a marketing email sender account moving on to reporting in the reports module we see all of the default reports available right out of the box use them as is edit them or create your own reports are easily scheduled to be run and emailed we'll schedule this one to reoccur weekly on monday enter the intended recipients emails now every monday all of the listed recipients will receive the report to run a report simply click on it a preview will appear select download to choose the format you want excel csv or pdf file colors graphs and details are all customizable here we see the owners and the value of their anticipated opportunities closing this month a graph to visualize it and the details of each opportunity for each owner excel reports are another available reporting option delivering more powerful graphs and the ability to pull data from multiple sources giving you a more comprehensive perspective into what's going on with your company excel reports can be scheduled and emailed as well in this overview we've covered just the basics of the vast capabilities you'll find in clarity crm with extensive customization options a robust feature set and exceptional automation capabilities crm meets the needs of any size organization in nearly every industry and with our mobile capability exceptional support team live training and extensive training resources you'll find clarity crm to be the ideal solution to propel your organization forward and take your business to the next level claritycrm from claritysoft