Topics
CRM
Contacts, organisations, sales.
11 articles
Understand
2 articles
- Organisations, contacts and activities – the data model Concept The mental model behind the CRM: how organisations, contacts and activities fit together, how addresses are inherited and how an organisation's timeline is built.
- Prospects, customers and suppliers Concept Video How teamspace sets the three relationships automatically and, via a separate ABC analysis per relationship, makes top customers, weak accounts and concentration risks visible.
For users
4 articles
- Activities and follow-ups How-to Video Create and document activities, understand the date/completion-date mechanism and use the follow-up list as a daily call list – including telephony integration.
- Create and manage contacts How-to Video Create contacts, use the detail manager with overview, master data and activities, understand the main contact and address inheritance, set up dynamic links and external access.
- Create and manage organisations How-to Video Create an organisation, maintain its master data areas, build the org chart and use the most important actions on the detail manager.
- Key account managers, VIPs and service notes How-to How to look after important customers in a targeted way: assign key account managers, mark VIPs, make service notes visible depending on context and map special contacts across organisation boundaries.
For advanced users
1 articles
Set up & manage
2 articles
- Set up and run deletion deadlines (GDPR) Configuration Create deletion deadlines with which teamspace proposes inactive contacts for anonymisation or deletion, check the suggestion list and decide what is anonymised and what is kept.
- Set up the CRM: fields, rating models and activity types Configuration Administration of the CRM: set ABC rating models for customers, prospects and suppliers, enable custom and standard fields, maintain activity types, configure service-note visibility and dynamic links.
Reference
1 articles