(Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg

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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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new SMS extension module

Starting with v5.3.98 a new CRM extension module is available at the CRM’s extension menu. This may add SMS sending capabilities to your CRM. You can use this to send single SMS messages or up 100 SMS messages at the same time. The following SMS service providers are supported: ClickaTell Nexmo Note, that the SMS […]

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CRM Computer Telephony Integration

Common Comments Off on CRM Computer Telephony Integration

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

Use of Pivot Tables for Reports

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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
04.03.2015 Customer A 20200
16.04.2015 Customer C 5000
30.05.2015 Customer 80000
11.06.2015 Customer C 12000
13.06.2015 Customer C 3200
25.08.2015 Customer B 200
03.12.2015 Customer A 1030

 

Revenue 2016
Date Customer Revenue
11.02.2016 Customer B 5100
14.03.2016 Customer B 200
12.05.2016 Customer A 6000
11.05.2016 Customer A 11000
17.06.2016 Customer C 17000
13.06.2016 Customer C 16200
25.09.2016 Customer B 200
07.11.2016 Customer A 2030
04.12.2016 Customer A 6000
06.12.2016 Customer A 4200

 

Put both reports into one table:

Revenue 2015 and 2016
Date Customer Revenue
01.02.2015 Customer A 10100
04.03.2015 Customer A 20200
16.04.2015 Customer C 5000
30.05.2015 Customer B 80000
11.06.2015 Customer C 12000
13.06.2015 Customer C 3200
25.08.2015 Customer B 200
03.12.2015 Customer A 1030
11.02.2016 Customer B 5100
14.03.2016 Customer B 200
12.05.2016 Customer A 6000
11.05.2016 Customer A 11000
17.06.2016 Customer C 17000
13.06.2016 Customer C 16200
25.09.2016 Customer B 200
07.11.2016 Customer A 2030
04.12.2016 Customer A 6000
06.12.2016 Customer A 4200

Follow the instructions you can find:

http://www.excel-easy.com/data-analysis/pivot-tables.html

or

https://support.office.com/en-gb/article/Create-a-PivotTable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576

frank @ 09:43 AM