CRM stands for customer relationship management .it is an essential management tool for any business strategy as it helps your business to identify, manage and gain clients’ loyalty by tracking, monitoring and handling every and each customer case in a high level of proficiency.

The tool also helps in increasing the rate of customer retention by fully tracking every aspect in the customer lifecycle. Moreover, it supports employers in making well-coordinated decisions based on real-time information and multiple evaluation reports.

Notably, the corporate stack CRM module offers all the benefits mentioned above by providing the following features:

• an integrated solution with a user-friendly interface that is easy for any employee or employer of any level of knowledge to use so that the business can achieve targets based on a robust, established customer management system.
• Monitoring and creating opportunities leads as well as quotations
• creating teams, and offered services
• keeping track of the team’s performance
• creating and assigning tasks to multiple teams
• identifying sales sources, client types, loss reasons, locations, industries, and classifications
• Upload different templates that are related to CRM

CorporateStack provides you with interactive, summarized dashboards on your home page. This allows you to stay up to date with your work and view how you contribute to your company. CorporateStack also displays any announcements and reminders that you may have. It gives you all the tools you need to succeed and makes you more competitive.

The home page of the system gives illustrations of up-to-date data of

• every added opportunity stage such as active, closing, awarded, on hold, and new

• new leads

• target vs. actual sales

• latest leads

• latest opportunities

ales funnel containing the added quotation stages such as crating, proposal, negotiation, and won

As shown in the figure below, multiple tabs represent the customer life cycle, such as leads, opportunities, quotations, and customers.

To add your business criteria and classifications .it is essential to

From the home page, select the settings icon, then choose System setup in the drop-down list

Choose CRM, then choose the items you would like to adjust their settings or add or delete stages from leads, opportunities, and quotations.

From the home page, select the settings icon, then choose CRM settings in the drop-down list.

A window with multiple tabs will be opened. the “templates” tab contains a list of uploaded or created templates.

The “CRM Status” tab contains an overview of CRM setup, such as the number of teams, services, locations , sources, loss reasons, client types, industries, classifications

The “Services” tab contains a list of predefined services which can be edited or deleted by pressing the edit or delete icon beside each service  .you can edit the service name, code, or department .in. Addition you can add a new service by writing its name, code and choosing its department from the “Add service” box above the list of services then press save to add it to the list.

The “teams” tab contains a list of created teams you can edit, set as legacy, or delete by pressing the setting icon in the team row. Also, by pressing “Add Team,” you can add a new team to the list by filling in the required data fields.

List of sales sources which you can edit or delete or add a new one from the box Add source and click save

List of defined client types which you can edit or delete or add a new one from the add client type that you can decide if you want to hide in the key contacts or the opportunities by checking the boxes “Hide in key contacts” and “Hide in opportunity Account” then click save to add it to the list

List of loss reasons, and you can add a new reason from the box above the list “Add loss reason” and choose from the dropdown list where this reason will be applied

List of locations which you can edit or delete or add a new one from the box above the list “Add location,” where you can add the location name and code and check the boxes if that is a region, place of supply, or jurisdiction then click save to add it to the list.

list of industries to which you can add a new one to them from the box above the list “add industry.”

then click save

List of project classifications to which you can add a new one to them from the box above the list “add classification,” then click save

List of client categories to which you can add a new one to them from the box above the list “add category”, then click save.

From the tabs above the leads, the tab has two options: go to the leads list or create a new lead.

Choosing “new lead” will direct you to this window; please fill in the required data in each tab of the three (contact or company /Assignment /documents)

Note: if it is a company, check the box of NA in the contact person and vis versa.

You can see four options by choosing a list of leads from the leads tab at the top right. The first one is that social media leads automatically import leads from social media platforms.

The second one, import leads from an excel template which you can download by clicking “download leads template” and then filling it with your leads. After that, click “excel upload” and finally, “import leads.”

The third one, the dashboard will direct you to a window of charts that illustrates leads statistics .you can filter the leads charts by the team, salesperson, sources, services, or date and click search.

The fourth one, Add lead, will direct you to the same page as “new lead ”. Just fill the required fields.

Then you can find stages that are defined in the system setup. By clicking one of the stages, you can see the leads list of this stage. after that, you can find different filters to help you search in the leads list by team’s salesperson, etc. then click search .at the left, most of the search action you can find export action to download leads as excel.

You can change the stage by clicking on it in the lead stage and changing it

You can also convert the lead to customer or contact by choosing “convert lead” in the lead stage column in the lead list.

Whether you choose to convert it to customer or contact, it will make the stage of the lead change to qualified. Still, the difference is that if it is converted to a customer, it will create a new one, but if you choose to qualify to contact it will make an existing customer has an additional number.

In the right-most of any row, you will find the option of viewing the activity log, which shows you all the activities that have been done on this lead.

You can even add a new activity by clicking the button “Add an activity.”

And set a reminder as well as notify employees, then click save the activity.

Create a customer manually by clicking “create a customer” or “create contact” or create automatically by converting the lead to a customer as explained in the lead section

When clicking the customer list, the following window will appear. You can filter the customers by many filters. You can also “import customers” from an excel sheet by pressing “import customers.”

Then “download customers template,” fill in the downloaded excel sheet with your customer’s data, then “upload customers,” and then press the “import” button.

Also, by clicking “bulk action,” there will be three options. 

“add a bulk note,”  then press the “add bulk notes” button if you want to add a note on all the entries of the lead list.

By clicking reports, the dropdown menu will have two options for reports.

From the settings icon in the row of any customer, you can edit, delete or create contact.

You can also review all the activities and add new ones from the activity icon.

You can access the contacts list from the navigation bar customers>>contacts list or press the “contacts” button if you want to access the contacts list.  

The contact desk allows users to view a list of all company contacts. Contacts that the company has had a conversation with before or contacts for future use.

At the top of the page, users can search for any contact according to different attributes. Each attribute offers auto-complete and a complete dropdown list for enhanced search.

You can also export the list as a report.

Also, the system offers you to send an Email campaign to all your contacts by pressing “send Email Campaign” and choose

Then choose the template, subject, time, and method of sending.

The setting icon in the row of any contact gives you three options edit, delete, or download the vCard  

Pressing the activity icon will open the window containing any activities done on this contact, and by whom .in addition, by pressing the “new activity” button, you can assign any activity to any employee. He/she will get a reminder.

If you want to create a new contact, you have two options the first one is from the navigation bar customers>> create contact and fill the required fields with contact data. The second option from the “Create contact” button

This article will discuss opportunities and how you can use CorporateStack to manage your opportunities effectively.

Opportunities are leads that have shown an interest in being a customer. After the lead stage, if a positive interaction is achieved, the lead becomes an opportunity. Opportunities can come from different locations. They can provide an essential source from which new business is acquired. Opportunities need to be followed carefully. This is to make sure the customer feels their needs are being met. It also ensures that any question the customer has is answered.

Effectively managing your sales pipeline is critical for feeling more organized and controlling your sales figures. Opportunity management achieves this simply and elegantly. For any company, opportunities are worth a large part of their business. However, companies need to be able to define what their opportunities are. They also need to determine how much their opportunities are worth.

The opportunity stages that CorporateStack recommends are already predefined, and they are as follows:

• Create awareness: opportunity exists, but further investigation is needed.
• Qualification stage: understand customer requirements and other necessary details. Then, qualify the opportunity against the capabilities you possess.
• Interested stage: identify customer needs and budget, as the customer has already shown an interest in your offer
• Proposal stage: send the customer a proposal with the offer that is to be proposed.
• Negotiation stage: customer accepts the proposal; however, an agreement must be made on the final pricing and the terms and conditions.
• Won stage: the quotation that was sent with terms and conditions was accepted by the customer, so the opportunity was identified as won

We at CorporateStack recommend that you follow these stages, but the admin can tweak these stages according to company requirements from the “system set up.”

There are also other classifications like “on hold,” which means this opportunity is not closed yet or “lost” opportunity with identifying the loss reasons or “canceled” due to other circumstances during implementation, and of course, “All” which you can see all opportunity list. You can change the stage of any opportunity when clicking on the box which holds the opportunity name in the column of “pipeline Stage” and change it very quickly. Moreover, a significant advantage of our CRM module is that if you have already created a quotation but not yet an opportunity, an opportunity will be created automatically with the option of “view quotation.”

 From the “dashboard” icon, you can see the interactive charts of the opportunities that give you real-time insights into your business opportunities and help you make the right decision.

“Report view” presents the opportunities as a report you can download

“Bulk action” gives you a chance to make two actions, whether to delete selected opportunities or change ownership of certain opportunities or add a specific note to certain opportunities owned or created by certain teams

“My filters” completes the action of searching based on your selection of filters and then pressing the “search” button as my filters help you download and save search results

“Add flag” Adding Opportunity Flags allows your Sales teams to prioritize their Opportunities. Specific Opportunities may be lucrative and may need appropriate attention. Adding Flags allows your teams to mark them as they please. Flags can be added by clicking on the field, typing, and pressing return. This changes the text into a Flag, which can be seen by the enclosing grey box around the text. Just click on the small “X” next to the Flag to delete a Flag. Remember to save your changes before you move on. 

The latest activity column allows you to see the newest activity done on a specific opportunity, so you have detailed optimization on any action that had been done.

Creating an opportunity can be done by pressing the “new opportunity” button.

Or importing the whole excel sheet by choosing the “import opportunities” icon under the navigation bar. This will direct you to download the empty system sheet, fill it with your entries, and finally upload it to the system.

“bulk action” gives you a chance to make two actions: delete selected opportunities, change ownership of certain opportunities, or add a specific note to certain opportunities owned or created by certain teams.

The setting icon will give you multiple options

• “View” the details of the opportunity
• “Edit” any data
• “Create job” if the opportunity is a project, so you must create the project’s design.
• “crate sales order” if the opportunity is categorized as won
• “delete” the opportunity

Pressing the activity icon will open the window containing any activities done on this contact, and by whom .in addition, by pressing the “new activity” button, you can assign any activity to any employee. He/she will get a reminder.

Pressing the activity icon will open the window containing any activities done on this contact, and by whom .in addition, by pressing the “new activity” button, you can assign any activity to any employee. He/she will get a reminder.

This article will discuss quotations and how you can use CorporateStack to manage your quotations effectively. CorporateStack empowers companies and makes quotation management intuitive and simplistic.

Quotations are proposals that are sent to the client for a specific project. After the opportunity stage, proposals are either won or lost. In that stage, proposals are sent to clients. If these proposals are accepted, quotations will be required by the client. This module helps manage these quotations effectively. At the top of the page are the usual stages in addition to the search filters.

The quotation stages that CorporateStack recommends are already predefined, and they are as follows:

• Pending: quotations have yet to be approved by the team
• Approved: quotations have been approved by the team but have not been sent to the client
• Proposal Sent: quotes have been sent to the client, and we are awaiting a reply
• Negotiation: the client has comments or changes to be made to the quotation
• Won: quotation has been won

These quotations are explained better and in more detail below. A typical workflow for the stages is also provided below.

There are also other classifications like “on hold,” which means this quotation is not approved yet or “lost,” a quotation identifying the loss reasons or “canceled” due to other circumstances during implementation, and of course, “All” which you can see all quotation list. You can change the stage of any quotation when clicking on the box which holds the quotation name in the column of “Stage” and change it very quickly.

Additionally, if a sales invoice or job was created on a specific quotation, you can see it in the “stage” column under the stage name.

From the “dashboard” icon, you can see the quotation’s interactive charts that give you real-time insights into your business quotation and helps you make the right decision.

“Export” presents the quotation as a report you can download

“Bulk action” gives you a chance to delete a selected quotation

“My filters” completes the action of searching based on your selection of filters and then pressing the “search” button as my filters help you download and save search results

“Add flag” Adding Opportunity Flags allows your Sales teams to prioritize their quotations. Specific quotations may be lucrative, which may need appropriate attention. Adding Flags allows your teams to mark them as they please. Flags can be added by clicking on the field, typing, and pressing return. This changes the text into a Flag, which can be seen by the enclosing grey box around the text. Click on the small “X” next to the Flag to delete. Remember to save your changes before you move on. 

The latest activity column allows you to see the newest activity done on a specific opportunity, so you have detailed optimization on any action that had been done.

Creating quotations can be done one by one by pressing the “Create quotation” button.

Besides the basic quotation information, there are more details which include the date of creation, the external and internal validity of the quotation, the sales team in charge, and the signatory or, in other words, the person whose signature will appear on the quotation. The company stamp appears automatically. Also, note that you can add a next action reminder as you create a quotation.

The project details section contains information specific to the opportunity that this quotation belongs to, such as the job type, opportunity type, location, start and end dates, and even parent opportunities. You can also choose a project classification and add your competition, if any.

The line items section above is where you specify the breakdown of the products/services you are offering. Each line item has a description, a unit, a quantity, and a price. After filling in all these details for a line item, click on add, which should appear as shown below.

Next, you will need to specify the payment terms. You can choose to set it using a percentage, an absolute amount, or customize a unit on your own. If you check the custom payment terms box, you can type the payment terms in sentences without specifying fields.

The cover letter section lets you type in a cover letter or choose from several templates you can add beforehand to make your life easier.

CorporateStack also provides a wealth of additional quotation sections to meet the needs and requirements of just about any industry.

You can fill in the required fields and save, or you can press the “clone” button and choose which quotation you would like to clone from previously created templates in the CRM setting.

The settings icon in any row of any quotation will give you three options

• “Create a revision” for any additional adjustments on the quotation with the advantage of saving the previous original quotation
• “edit” to edit the quotation permanently without saving the last version
• create job” if the opportunity is a project, so you need to create the design of that project

Pressing the activity icon will open the window containing any activities done on this contact, and by whom .in addition, by pressing the “new activity” button, you can assign any activity to any employee. He/she will get a reminder.

Pressing the activity icon will open the window containing any activities done on this contact, and by whom .in addition, by pressing the “new activity” button, you can assign any activity to any employee. He/she will get a reminder.

To view all Sales order, Hover over Sales > Click Sales Order List to view all the sales order.

Once in the Sales order you could click on Create Sales Order to start adding Sales order, a few details need to be filled under specific tabs:

The Main tab contains all the necessary details to be displayed within a sales order.

Line items tab contain the item description, and the other option is to upload multiple items through the import function.

Payment terms tab contain the payment schedule and there are invoicing options:

• Invoice Later: The invoice will not be automatically created as the sales order is being saved.
• Create Invoice: The invoice will be automatically created as the sales order is being saved.
• Queue Invoice: The invoice will be set in queue as the sales order is being saved.

Terms & Conditions tab contains the template that has been set by selecting it, or writing a new condition, it’s flexible up to your need.

Remarks tab contain all the remarks in the sales order.

Any Document required to be uploaded could be uploaded here. Then finally save the sales order.

To access sales invoices Hover over Sales > Click on Invoice List.

Sales invoices are created when a product is sold, and the amount is collected or outstanding.

Plenty of actions could happen on the sales invoice page firstly filtering options are available, and a quick overview of the amounts invoiced, collected, and outstanding. On the bottom right, the highlighted area provides a full report of the invoices that have been issued for a specific filter or a full report.

As for a single invoice, it could be flagged for immediate attention on the bottom right. It could also be viewed, sent, returned, cloned, or just canceled the invoice by hovering over the settings icon on the far right of the corresponding invoice. There is also the option of posting to finance once the invoice is locked in.

Further actions could be taken for the sales invoice, such as creating a whole new invoice which in turn automatically creates a sales order. A unique point of sale could be made by viewing all sales orders and receipts. In the case of excess invoices, the import function of the system allows you to download a template, fill it and import it into the system easing data inputs.

Also, right next to the Actions button is “Tax Invoices.” The tax invoices just export all taxes due which are connected to the government portal.

At the point of sale, it requires the data of the customer and invoice to add an item and then print the invoice.

In creating a sales invoice any element that has (*) next to it means the elements must be filled.

The “Main” contains all information relating to the invoice, and “Line items” includes the items that will be invoiced. “Payment terms” is how the invoice will be paid, whether it’s in cash or installments, and if it’s installments, how will they be divided? “Terms and Conditions,” “Contract,” and “Documents” are additional data that could be added to the invoice.

To access Receipts, Hover over Sales > Click on Receipts.

Receipts are produced when the money is collected.

Firstly, a new receipt could easily be created by clicking on the green button on the top right. Like the sales invoice, a report can be viewed by clicking on “Report view” and has filtering features. To create a new voucher, click on the green icon on the top right.

By hovering on a specific receipt, a post button appears, which allows it to post into finance, which is the accounting ledgers.

Hovering over the setting on the far right of the corresponding receipt will allow print, edit, or delete the receipts.

Creating a new voucher will require filling in these details. Any element containing (*) means the data must be filled.