Open source contact management for sales

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hi everyone today we'll take you through a quick demo for sweet CRM once you've logged into Suite CRM using your username and password you'll be presented with your own home page your home page is personal to your user profile and can be configured so that the most important data appears on one page reducing the number of clicks to view or modify data the home page is made up of a number of items called dashlets these dashlets are elements of data held in Suite CRM they can be easily dragged and dropped to rearrange the most important items at the top of your screen to add a dash light simply click on actions then add dashlets here you'll be provided with a multitude of out-of-the-box options from modules pre-prepared charts tools or even your company or competitors webpage let's add the Michaels - lip for example now you can see my calls - Latino added to my homepage let's have a look at accounts next what is an accounting suite CRM in real world terms an account may be a business entity that is a qualified sales prospect customer supplier or reseller and this module can be used to track all interactions that take place between these entities and your organization to navigate to the occurrence module choose accounts from the navigation menu once you click here you'll be taken to the accounts list view this is a list of all account records that you have in the CRM you can navigate between pages by clicking the next and you can also sort by field to access all information about an accountant record click on the account name and you'll be taken to the account detail view and here you'll see all information held about the account record scrolling further down the page you'll see a number of sub panels these are all items that are related to an account an activity sub panel you'll see a list of activities such as tasks phone calls and meetings that have not yet been held once these activities have been held and are in the past they'll move automatically into the history sub panel these sub panels are other records held in the CRM that are related to this account this is a great way of building up a picture of interactions and history relating to the second record you'll notice contacts sub panel a contact in the CRM as an individual person in this example ad importing company is organization the net Clegg as the employee of this organization let's click through a contact in Suite CRM is an individual typically associated with an accountant for example an organization or opportunity which could be a qualified prospect this module holds all information relating to these individuals and also provides a vantage point for any history relating to a contact record for example if they were involved in a meeting or raise the case or send an email again you can see this information from the detailed view of the contact record from the sub panels below another important aspect of the users home page as the activity stream the activity stream is an excellent way of keeping track of your colleagues interactions with sweet CRM by default the Activity Stream displays recent updates for the opportunities contacts leads and cases modules your organization's Facebook or Twitter feeds can also be added by an admin user so that everyone can keep track of company news broadcast messages can also be posted to other users in this ensuite CRM like so