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Tracking presales process from Lead capturing, tracking open Opportunities, to emails and calls
Customer A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration. Every customer needs to be assigned a unique id. Customer name itself can be the id or you can set a naming series for ids to be generated in Selling Settings. To access the Customer list, go to: ++Home > CRM > Sales Pipeline++ Or ++Home > Selli
Lead A lead is a potential customer who might be interested in your products or services. To get the customer through the door, you may be doing all or any of the following: Listing your product on directories. Maintaining an updated and searchable website. Meeting people at trade events. Advertising your products or services. When you send out the word that you are around and have something valuable to offer, people will come in to check out your products. These are your Leads.
Creating a Contact in OneHash CRM
Contact Contact represents a person. A contact may be associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a User. You can also add contact as a standalone record without linking it to any of the entities listed above. To access the Contact list, go to: ++Home > CRM > Sales Pipeline > Contact++ Go to the Contact list and click on New. Enter First Name and Last Name. Choose the status if the contact is passive, is open to contact o
CRM Analytics For example, if you notice that very few communications with the prospects have taken place in a month which may have led to decrease in the sales. You can make sure that the sales executives reach out and follow up on the leads and opportunities on regular basis. 1. Sales Funnel By using the sales funnel report, you can quantify the number of prospects at each stage of the process and you can get an idea of your potential customers. More than this, by looking at the wa
Creating an Address in OneHash CRM
Address You can record the addresses associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a Warehouse. You can also add an Address as a standalone record without linking it to any of the entities listed above. To access the Address list, go to: ++Home > CRM > Address++ How to create an Address Go to the Address list and click on New. Select Address Type. Enter details in Address Line 1, Address Line 2, City/Town, County, State, Country. Enter Email A
Creating a Campaign
Campaign A Campaign is a full-scale implementation of a sales strategy to promote a product or service. This is done in a market segment of a particular geographical area to achieve specified objectives. To access Campaign, go to: ++Home > CRM > Settings > Campaign++ Go to the Campaign list, click on new. Enter a name for the campaign. Enter a description to
How to create an Appointment?
Appointment An appointment is a prearranged meeting between a Lead and an Employee of your Company. Appointment document type can be used to schedule and manage interaction with a Lead or an Opportunity. To access Appointment list, go to: ++Home > CRM > Sales Pipeline > Appointment++ Appointment Booking Settings [Holiday List](https://help.onehash.ai/en/article/how-to-create-a-holiday-li
How to create a Sales Person?
Sales Person Sales Person is a person who sells your products/services. Sales Persons are created in hierarchical manner in OneHash. You can create sales persons and add other sales persons under the main sales persons. To access the Sales Person list, go to: ++Home > Selling > Sales > Sales Person++ It can also be accessed from: Home > CRM > Settings > Sales Person Go to the Sales Person list and clic on New. Enter the Sales Person Name. Se
Creating an Opportunity
Opportunity Opportunity is a qualified lead. When you get a hint that lead is looking for a product/service that you offer, you can convert that lead into an opportunity. You can also create an opportunity against an existing customer. Multiple Opportunities can be collected against a lead or a customer. To access the Opportunity list, go to: ++Home > CRM > Sales Pipeline > Opportunity++ Go to the Opportunity list and click on New. In 'Opportun
Newsletter Newsletter is an email which is sent to a specific group of subscribers periodically. In the context of CRM, its is an informational and product-focused email that is sent to existing and potential customers with an intention of softly pushing the subscriber to do required actions. Newsletter can also be used to share information to employees, investors etc. You need to create Email Groups before sending the newsletter
Creating a Customer Group
Customer Group Customer Group is an aggregation of customers that are similar in some way. Customer groups allow you to organize your customers. Typically Customers are grouped by market segment based on the domain in which a business operates. Customer Groups are created in hierarchical manner in OneHash. You can create a main customer group and add sub customer groups under it. You can define a price a list which will be automatically applied to all customers belonging to that group. Yo
Creating a Sales Stage
Sales Stage A Sales Stage indicates the level at which an opportunity is in the sales cycle. Generally high values deals go through a number of stages before the sale is concluded. You will have to nurture high value opportunities over a period of time before you can successfully close a sale. You can create the sales stages and in each opportunity you can select the stage it is in and update it as you nurture the opportunity. This helps you getting an overview of how many opportunities y
How to create a Lead Source?
Lead Source A Lead Source is a source from which the leads are generated. It is important to track the source from which you are getting the leads. This will help in measuring the effectiveness of marketing campaigns and allocate the budgets accordingly. To access the Lead Source list, go to: ++Home > Selling > Settings > Lead Source++ Go to the Lead Source list, click on New. Enter 'Source Name'. Enter 'Details'. Typical lead sources are contact
How to Create an Opportunity Type?
Opportunity Type Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc. Adding the appropriate opportunity type helps in assigning the opportunity to the right sales executive. To access the Opportunity Type, go to: ++Home > CRM > Settings > Opportunity Type++ Go to the Opportunity list and click on New. Enter 'Name'. Enter 'Description' !(https://storage.crisp.chat/users/helpdesk/w
Email Campaign An Email Campaign is a coordinated set of emails sent to leads or contacts according to a particular schedule. Email Campaigns are still one of the most effective ways to reach your Customers, Contacts or Leads and keep them engaged. For example, you could set up Email Campaigns for introducing your product to the customers, with every email revealing an interesting feature of your product. To create an Email Campaign, go to: ++Home > CRM > Campaign > Email Campaign++
Email Group An Email Group is a list of subscriber email IDs to which you send newsletters. You can manage subscribers by grouping them into different groups. You can group existing and potential customers into different groups based on their territory or products they are interested in. You can group the email ID of all employees so that you can share information with them. To access the Email Group list, go to: ++Home > Settings > Email > Email Group++
CRM Reports CRM module's reports feature helps users get the information about the prospects. Using the following reports, an OneHash user can analyze the data about a prospect's history with a company and will help users build strong relationships with the prospects. These are a collection of reports under CRM > Reports. This report provides lead name, address, contact details, lead source, territory, and other details. !(https://storage.crisp.chat/users/helpdesk/web
LinkedIn Settings LinkedIn related settings like OAuth can be configured here. OneHash needs access to the API through which the post is shared and achieved using OAuth 2.0 Authentication Protocol. You must have LinkedIn Developer App for your company. OneHash interacts with this App for sharing the post. 1.1 Create LinkedIn Developer App Create App by link https://www.linkedin.com/developers fill all the details and verify it. And that A
Twitter Settings Twitter related settings like OAuth can be configured here. OneHash needs access to the API through which the post is shared and achieved using OAuth 2.0 Authentication Protocol. You must have Twitter App for your company. OneHash interacts with this App for sharing Tweet. 1.1 Create Twitter Developer App Create App by link https://developer.twitter.com/ and check that the App has Read and write Access permission. !(https://stor
Appointment Booking Settings
Appointment Booking Settings You can find all settings related to booking appointments in Appointment Booking Settings. 1. Enable Appointment scheduling This checkbox will enable appointment scheduling and also enable the /book_appointment Route for website users (your customers). Your customers will see a portal view. 2. Agent Details In this section, you can add details a
Social Media Post
Social Media Post Social Media Post is used to create and schedule the post for LinkedIn and Twitter, it can be also linked with a Campaign. To access Social Media Post, go to: ++Home > CRM > Campaign > Social Media Post++ LinkedIn Settings Twitter Settings