lundi 30 avril 2018

Can I manage multiple brands/enterprises with a single Simple CRM?

It is possible to manage several brands or companies through a single Simple CRM instance.

To do this, you will first have to distinguish which customer is a customer from which brand. To do
this, you will create INTEREST CENTRES to distinguish them.

Example: Lead enseigneA, Client enseigneA, Lead enseigneB, Client enseigneB, etc.


These fields will allow you to make requests to directly visualize, in a contact's or a company's file,
which sign(s) this contact or company is a customer.

Then, you will also have to sow your sales, to be able to list separately the sales of the signA and the
signB.

To do this, you will use INTERACTION templates. Text and video explanation on: http://www.simple-crm.online/search/label/Calendar

So, when you launch a model, it will write as the interaction subject: EnseigneA / Product XYZ / 9 units

This will allow you to directly visualize which sales process is linked to which brand.

The same does not, of course, apply to the segmentation of Delivery, Purchasing, Administrative, etc. Interactions.

Aucun commentaire:

Enregistrer un commentaire