Empower Your Business with the Best Sales Process Management System in Mexico

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hi in this short video we will demonstrate how you now CRM supposed to sales process in a fully integrated menu in the demo the parties involved are the customer air loroco the salesperson clown and he'll boss Kelly John has a direct opportunity with his custom so he registers the opportunity in the system for the demo we have configured as urine to have John set of a customer visit to discuss his requirements before he can actually send a quote when the customer visit has been completed John can now prepare rotation directly in the crm the quote must be approved by the sales manager Kelly before sending it out once the customers accepted to quote John can move forwards in the sales process he finally sets the opportunity statues to success you can now create an order based on the quotation that was accepted by his sales manager this ensures the prices in the order are consistent with those in the quotation finally we will also demonstrate some nice reporting features provided out of the box by unit allows crn to monitor performance of the sales John is ready to start a new working day yesterday he had a good phone call with a customer that has a very interesting project for him today John will register the details of his meeting activity in Yunnan Oh clothes urine John starts up unitl cloud crm by logging in the other web interface and his yunano CRM desktop John find his calendar which synchronizes with his outlook calendar he can also see at a glance the pending activities that are on his list that he has to complete from current opportunities and other commercial activities some of these activities are entered by John himself as a reminder some others are initiated by the system to enforce the way of working that his organization has implemented he can also browse his favorite accounts or opportunities or even quotes directly from his desktop registering a new opportunity John a skin and registering his fresh opportunity for the customer hit as it did yesterday so he gets right on with it in the sales tab he selects the menu option for listing and creating new opportunities although the layout of the screen is pre-configured by Jones erm administrator it is possible to further personalize the layout of fields by removing them or changing the position on the screen just a few clicks tongue selects the option to create a new opportunity and he feels in the required fields after setting the operation the opportunity automatically receives an ID number also some other fields are populated automatically since they are predefined in the system in this stage of the opportunity the success rate is set to match the sales stage and his sales department is automatically filled from his user profile a nice feature of unilorin is that in the opportunity details in the bottom half of the screen John can see all related information such as the stage in which the opportunity is currently in the stages are predefined to match the steps that are needed in his sales organization to keep track of business and decision taking moment the process steps and the required actions that John needs is complete before he can move the opportunity to a next stage the required activities are predefined by his organization for knowledge management purposes John can also enter any information he knows about competitive offerings and his opportunity there are more information fields fail that john can define himself to be visible on the opportunity screen or not jon is eager to move ahead and he wants to promote the opportunity to the next stage in the sales process in which he can create a quote what is happening now well the system stopped Joan to move to the next stage because he has not completed the required activity for visiting the customer to find out the details he needs to put in the code in the related activities area Joan schedules the meeting with the customer this appointment will also show up on his desktop has a to do and is synchronized with his outlook agenda for the purpose of this demo let's set the activity status to completed so we can move ahead John's meeting went well and he can now confirm the opportunities was / seen so he validates the gonna go stage Jones manager Kelly can also see that he is progressing with his opportunity John can now prepare quotation for his customer directly in Yunnan OCR you create a groat now that John has all the information he needs he can send a formal quote to his customer John prepares to quotation related to the opportunity he selects the opportunity navigates to the bottom of the page to create a corresponding coat John fills in the code form and saves the operation for demo purposes we have configured you nanos your M so that the code must be approved by hey sales manager Kelly before sending to the customer so John sends his codes to approval for Kelly to review kelly loves him the system she can see from our desktop the quote pending for her approval she therefore we used to document gets a great print preview and decides to improve the crowd she looks off to the system now John logs in back again to see that the code has been approved he navigates to the coat and sees that the clothes has been approved by kelly Joan can now prepare an odor for the customer based on the coat he just provided Oh create an order John is happy that he has closed the deal he is moving forward to create odor that he can send to the customer for signing John will prepare the order from the last rotation the customer has just accepted doing this John is sure not to make any mistake into products or prices for the order so he navigates to the last quote that his customer has just accepted navigates to the bottom of the page to create a corresponding order John fills in the order and save the operation for demo purposes we have configured you nanos urine so that the order does not need to be approved by hey sales manager John is able to print the order directly from the system using the print button on the order you Oh buddy now that all the steps to close the deal have been completed John can see all the different ins actions related to his new account in the account summary unearthed side Kelly the sales manager can monitor the performance from how sales team directly from her desktop she can run predefined reports that you nanou provides out of the box or even create new ones by simple configuration she can also visualize personalized dashboard she configured for her own needs or ran the sales funnel to check where the various opportunities stand in the sales process she can drill down the sales funnel to see the underlying detail transactions you this concludes our demo of you nano CRA for more information please visit us on uniqlo.com or check out our Twitter accounts at the nano cloud