Customer Relationship Management (CRM) on ScipioERP

Analytics

Fri, 06 Jan 2017 00:00:00 +0000

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It is possible to run a quick sales and marketing analysis from within the “CRM » Analytics” section. The “Sales Analytics” & “Marketing Analytics” screens, both offer a search form, which will return a graph if a result-set is available. The destinction between the screen lies within their respective forcus:

Sales Analytics
- Focus: Sales figures
- Graph Option::
  - Sales Channel
  - Start & End-Date
  - Time Interval (hour – year)
Marketing Analytics
- Focus: Campaign & User-Tracking
- Graph Options:
  - Marketing Campaign ID
  - Tracking Code
  - Start & End-Date
  - Time Interval (hour – year)

Sales Analytics#

Sales Analytics cover the sales aspects of specific sales channels (brick-and-mortar stores, eCommerce, affiliate marketing or similar). It is recommended to specify a “from” date, as the default will otherwise try to merge all available datasets, which can take some time on larger installations. If Sales channel is left blank, all available sales channel information will be grouped together.

Calendar

Fri, 06 Jan 2017 00:00:00 +0000

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The shared calendar (“CRM » Calendar”) is utility function, which can be used to organize company wide events. Each calendar is non-user specific and shared with all parties with access to it. It is possible to switch between a day/week/month view. New events can be added by clicking on the “[+]” Icon next to the respective date. A new Screen will open up, which allows new events to be added. The following options are available:

Marketing

Fri, 06 Jan 2017 00:00:00 +0000

scipio-erp-crm-marketing-campaign

The Marketing (“CRM » Marketing”) screens can be used to create and manage:

Marketing campaigns
Promotions
Segments
Tracking

Campaigns#

Marketing campaigns (“CRM » Marketing » Campaigns”) are a great way to organize a combination of advertising or communication events. It is possible to link tracking codes, promotions, prices, and sales opportunities directly to them. The campaign screen allows the creation or editing of existing campaigns.

Sales

Fri, 06 Jan 2017 00:00:00 +0000

scipio-erp-crm-accounts

Sales (“CRM » Sales”) is used to organize leads, accounts/contacts and opportunities in order to generate sales, otherwise referred to as Salesforce-automation . In combination with Analytics, Segmentation or Tracking , the tool provides the necessary means to target specific customers more efficiently and to distribute the tasks among the salesforce. “Sales” consists of:

Accounts
Contacts
Leads
Opportunities

Accounts#

The accounts screen (“CRM » Sales » Accounts”) is used to create and manage accounts. Accounts can have the following attributes

Customer-Services

Fri, 06 Jan 2017 00:00:00 +0000

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Customer Services (“CRM » Sales » Services”) is used to organize customer requests and look-up ongoing-communications between the sales team and potential customers. The section consists of:

Communications
Requests

Communications#

The system can be setup to store a variety of conversations. This includes: incoming and out-going emails, order information, shipping information and calls. Some can be manually created by the User Manager application. Communications can have the following information: