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hello everybody uh today we are going to

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be talking about CRM 101 we really

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appreciate you joining us and we

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encourage you to comment or chat with

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any questions that you might have we are

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eager to help uh this is going to be a

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pre-recorded live stream but we are

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going to be watching the chat and

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comments for any questions that might

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come up and we'll be uh there to answer

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them as they come

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and of course too if you're watching the

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recorded version of this you can again

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chat or comment and we do we monitor

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that we'll be in touch uh or of course

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you can always reach out to us through

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our normal support channels and we'll be

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happy to uh communicate with you there

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so what is CRM so if you're not familiar

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it means customer relationship

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management and it's most commonly used

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for managing your sales interactions

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with your your contacts and so this

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means being a database for all of your

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contact

1:06

information uh it means tracking your

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emails and other Communications that you

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have with people such as like a sales

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call that you might have with somebody

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and wanting to be able to like log your

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notes so you don't forget what happened

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and be able to see that all in a

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timeline uh it also means being able to

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uh track all of your to-dos so when

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somebody says hey I i' love the Buy but

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not today can you reach out to me you

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know next quarter well that's where you

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put your followup in there and make sure

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you remember not only to reach out to

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the next quarter but also what the heck

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to talk about when them when it's time

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to actually pick up the phone and give

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them a call um and of course also last

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but not least it means tracking your

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sales pipeline in a really easy visual

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way uh so you can have an idea of how

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just what that the heartbeat is for your

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business and your uh your your P line so

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uh today we'll be going through all of

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that now the goal here isn't to

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necessarily be too nitty-gritty in any

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particular topic along the way but

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rather I want you just to understand

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what the process is and how VI Cloud

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supports CRM because it is core to what

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we do so let me flip the screen share

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over

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here and um and so first of all what I

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want to show you here is uh how our

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sidebar handles this so we're actually

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already in the CRM side here let's just

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jump over to home just to kind of give

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you a bit of the lay of the land because

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over here you the the the philosophy is

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that we want you to be able to live in

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each of these in one of these sections

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as much as possible so not have to jump

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around through the system too much and

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we've got a CRM section and you'll note

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that we're just going to be in there the

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uh entire time here because uh you are

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able to just have access easily to

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everything that you need for all things

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CRM right here so first of all we're

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going to start with going to a contact

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record so we can see right here we've

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got contacts let's click on that now we

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can see the contact that I'm going to be

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working with here uh bugs but uh this is

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a a demo account as you can see there's

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only five contacts in here and generally

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you're going to be working with more

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than just five so this a little search

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bar right up here and also of course you

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can create somebody right there too if

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they aren't already in your system so

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I'm going to search for the first name

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right here and then there is my make my

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contact and also note that you are able

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to search for contacts in this black bar

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up here

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too all right so now we are looking at

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our contact our friend bugs right here

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and this is where you you'll be able to

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see all the information that is relevant

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to this contact uh in your CRM so we've

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got our tasks we can see that there is

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an open task on here uh so that's how

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you can know that there you know that

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there is something that you've uh

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determined you need to do uh either in

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the future or maybe it's overdue right

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up here uh we can see an opportunity

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right here this represents a deal that

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is that relates to this contact like a

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sales deal and this is going to be

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actually what exists in the pipeline

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itself later so we'll be seeing the

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other side of that where this deal lives

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in the pipeline but the deal is related

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to our contact here so that's why we see

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it here

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too we can see all of our contact uh

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details right here so uh if we had a

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phone number for this person we'd see

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that here you can also have your custom

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Fields there too which might be any

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custom information that you want to

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track about this person like what kind

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of a contact they are

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uh and then we can see a whole bunch of

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all the other contact related uh

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information you'll see right here too

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but we're not going to focus on that

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today now on the right side is all of

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your recent activity so this is going to

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mean all of the emails that you've sent

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to this contact you'll see them right

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here any con any emails that they've

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sent back to you if you have inbox sync

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turned on you'll see that there as well

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and you'll see any closed tasks right

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here too so we can actually see an

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example of one right here where uh I I

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on a previous day called back and left

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the voicemail for this

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person and what we'll do right now too

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is uh is close a task for this contact

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so let's say I uh visited bugs at the

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office and we had a an overview let's

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let's log that right here so we got this

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plus button right

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here and by the way so for tasks they

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are how you track your todos and your

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did do so if I wanted to say like remind

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myself to do something I would make I

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would make that an open task but in this

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case we're going to be completing a task

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so this is something that I did do

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we go so we can leave our notes right

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here and you can get as detailed in

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there as you like and note that you got

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ordered lists numbered lists things like

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that in there too so we're going to hit

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create and

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reload and there we go there is our task

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logging that this happened in line with

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the rest of our Communications with this

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person as

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well also just note that you're able to

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send emails directly from here too so

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you can hit the emails button grab an

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email template if there's a boilerplate

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message that you want to send off and

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when you send this email it's going to

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be uh it's going to be trackable as well

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so that means opens and clicks are all

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tracked so now let's go over to the uh

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actually hold on before we leave this

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page I'm going to also uh create an

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opportunity so we've already got an

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opportunity on here as as well but I

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just want to give you a quick overview

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showing uh what that looks like so

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generally this is going to be something

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that you do when there is a new deal

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that pertains to a contact and you want

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to be able to track that in your sales

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Pipeline and so we got this right here

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if you uh haven't created any custom

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pipelines you're just going to have your

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default one the stage here this will

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make a little bit more sense when we see

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the pipeline itself but basically we're

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saying where in the where exactly in our

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sales pipeline does this

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belong and we'll to say how much it's

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worth so this is worth

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$500 so I'm just going to here go here

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and say create and

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reload and there we go now we can see

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that there are two opportunities that

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relate to this

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contact so now that we created these

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opportunities let's take a look at them

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in our

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pipeline so over here under

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opportunities this is where you will

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find your

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pipeline and there we

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go now note that these pipelines can be

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customized to your exact sales cycle

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there's a button right there to edit the

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pipeline and you can have the stages

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here reflect your normal sales cycle but

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this is the default

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one these are also you can drag and drop

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them so it's nice and easy to sort them

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and that can also be vertically too so

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we want this deal to be below the other

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one here we

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go move that over to one and there we go

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we have just won a $500 actually rather

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we've won a $1,000 deal right

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there all right so let's head over to

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our tasks so that's going to be right up

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here under task

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list and this is going to be where you

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can have all of those tasks surfaced so

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you can manage them and all of your

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follow-ups so that you're really

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confident uh that all of your follow-ups

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for the day are being accomplished and

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you're being as effective as you

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possibly can be with uh all of your all

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the leads that you have in

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play and this filter view right here is

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going to be key to what you see on this

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page so today's task is going to be what

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most people are interested in because

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that means it's going to be anything

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that is either due today or is overdue

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so this is generally going to be your

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what do I need to do today list and it's

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going be a very uh it's G be a page that

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you want to spend a lot of time

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in um but if you are curious to see for

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instance everything that's open like

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even in the future you can see it right

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there or what you have done you can see

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that right there too and if you're

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working on a team you can uh depending

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on permissions you can see your team

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members tasks here

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too and so I can see right here that

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I've got a task that is actually

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overdue and also by the way when you

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click on this when you click on the task

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name right there you'll be able to view

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everything that relates to the

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task and also you'll see the item that

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it relates to which could be the contact

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or it also tasks can relate to

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Opportunities or accounts so you might

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also see opportunity or account tasks

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there too but you can click on this go

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to that item

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record or this quick view button will

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make it really easy to just inspect that

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contact record and view it all right

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here now once once I'm ready to uh

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complete this task because I have done

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it go right there and hit Mark complete

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there we go now I am caught up on

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everything that I need to do

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today all right so flipping this back

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over here um I hope that this was a

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helpful overview just showing you how

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VIP Cloud can support you with your

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sales process and making sure that you

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are uh being effective at uh growing

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your business through tracking your

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contacts your pipeline and all of your

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follow-ups uh so of course if you have

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any questions at all let us know we'll

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be eager to help and uh I hope you have

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a wonderful rest of your day thank you

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and happy selling