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Legrand Cloud CRM Overview

Legrand Cloud CRM captures all the information about a customer and their interactions in one unified platform.

In Legrand Cloud CRM, you can keep track of the communication history with your customers, view previous sales transactions and manage sales opportunities as they progress through the sales pipeline. With a complete history of the customer, you can quickly respond to any customer query and provide the appropriate follow-up action. 

Let’s start with a basic understanding of the definitions in Legrand Cloud CRM.

Companies refer to business entities that have a relationship with your business. For example, companies can include customers, prospects, or partners.

Contacts are individuals or a company’s employees. A company will most likely have multiple contacts. For example, contacts within a company can include a director, sales manager and office manager. For each company, you can assign a ‘Primary Contact’. When you integrate a supported accounting system, you can sync contacts from your accounting system into Legrand Cloud CRM. Legrand Cloud CRM displays contacts from your accounting system as an ‘Accounting Contact’.

Leads are unqualified contacts or companies that have expressed an interest in your products or services.

Prospects are qualified leads that have progressed in your sales pipeline.

Sales Pipeline is a series of stages that reflect your sales process. It provides a visual representation of where all your prospects are in the sales process.

Opportunities are prospects that have the potential to become actual sales that you track and manage within a Sales Pipeline.

Tasks are activities you perform or assign to a team member to maintain customer relationships. You can configure the task ‘type’ to suit your business needs. For example, a task can include a phone call, email, or ‘To-do’ follow up action. 

Activity Notes are records of customer interactions such as meeting notes, phone calls, emails, site visits etc.

Tags are unique identifiers that you can attach to companies, contacts and activity notes. Tags provide an easy way to segment companies and contacts into groups and highlight important activity notes. You can easily search by tags and find all the information you need.Custom fields are additional fields you can configure to store relevant information. You can add custom fields in the ‘Details’ section of the Companies, Contacts and Opportunities modules. You can specify the data field’s type and the number of columns in the ‘Details’ section. The data field types include Textbox, Number, Date, Checkbox or Dropdown.

Updated on 7 September 2022

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