Use of Pivot Tables for Reports

Pivot tables are a perfect data summarization tool you can use for CRM reports. Task: Compare yearly revenue data Solution: Summarize revenues by Pivot Tables Example: Create 2 CRM invocie reports which include the revenue of 2015 and 2016. Make sure you that you include dates. Revenue 2015 Date Customer Revenue 01.02.2015 Customer A 10100 […]

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(Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg

Sorry, this entry is only available in German.

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Tools for data imports

In general, contact data can get imported into the CRM’s Leads, Accounts and/or Contacts modules. Before you consider to make an import you need to decide your target module. Based on this decision you have to perpare the import file. The easiest way is with an Excel file. Please consult the manual for detailed instructions […]

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Search and Remove Duplicates

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No matter how careful you use the CRM, there is always a chance that you create a duplicate accidentally. This applies especially to the Contacts and Leads module.

Therefore, one should get used to the idea of looking for duplicates and removing them regularly, especially with larger teams. To control and to remove duplicates the CRM provides you with two functions in the list view of a module:

  • find duplicates :
    To find duplicates in a CRM module, there is a search function. You have to specify what you define as a duplicate. For Contacts for instance it does not make any sense to use the last name only. Thus, additional criteria are needed and in this case the email address is recommended.
    This “Find Duplicate” function can get accessed by the “Action” button in a List View .


  • direct duplicate removal:
    If you see a duplicate in a list view, you no longer need to search for it and you can remove it directly. This “Remove Duplicate” function can get accessed by the “Action” button in a List View and is available since CRM version

frank @ 02:08 PM

CRM Computer Telephony Integration

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By linking the CRM with your telephone system, marketing, sales and service activities can be made effective.

The CRM supports almost all VoIP based PBXs on the market, regardless of whether they are available locally or from a cloud. The following functions are supported:

  • Initialting of outgoing calls by clicking on a telephone number stored in the CRM
  • Calling number identification for incoming calls with display of the caller information in the CRM

The phone connections are made by so called Softphones. These are computer programs that support VoIP telephony and are installed on your local computer. Many softphones can also be used without having to have a own telephone system.

In addition to the usual standard interfaces to most softphone providers, special systems are also supported, e.g. nphone or Efftel.

The required settings can be made by the CRM administrator in the softphone menu. Look up the CRM manual for a detailed description.

frank @ 10:00 AM