In this article, we will go through the basic terms and definitions to give you a better understanding of Legrand Cloud CRM.
Legrand Cloud CRM Modules
Let’s start with a basic understanding of the Legrand Cloud CRM Modules:
- The Snapshot provides a quick view of open opportunities, upcoming calendar events, tasks and jobs assigned to you.
- The Companies module stores information about your customers, partners or leads. The quick access tool within a company record enables you to create an activity note, task, calendar event, opportunity or job. You view accounting transactions, store documents, create custom fields, add tags and more.
- The Contacts module stores information about individuals or employees associated with a Company. The quick access tool within a contact record enables you to create an activity note, task, calendar event, opportunity or job. You can view accounting transactions, email the contact from your CRM, store documents, create custom fields, add tags and more.
- The Opportunities module is where you manage leads as they go through stages in your Sales Pipeline from initial contact to closure. You can configure the pipeline stages to reflect the phases in your sales process.
- The Jobs module enables you to manage flat-rate jobs or hourly services you do for clients.
- The Calendar module enables you to schedule appointments with company contacts and provides a shared view of your team’s scheduled activities.
- The Reporting module displays all the activity notes, calendar events and tasks created in Legrand Cloud CRM. You can use various sorting options and filter records created in the last 30, 60 or 90 days.
- The Documents module provides a complete history of documents you attached to activity notes, opportunities, contacts and transactions in Legrand Cloud CRM.
- The Timesheet module enables you to record billable hours spent on jobs.
- The QuickBooks or Xero module is available when you Connect Legrand Cloud CRM to your accounting system. You can sync customers, view accounting transactions and follow up on outstanding balances from your CRM.
Terms & Definitions
Leads are unqualified companies or contacts who express interest in your products or services.
Prospects are qualified leads or prospective clients that progress through your sales pipeline.
A Sales Pipeline is a series of stages that reflect your sales process. It provides a visual summary of where all your prospects are in your sales process.
Opportunities are leads you qualify and nurture to become actual sales. Use the Opportunities module to record and track your sales opportunities.
Tasks are activities you perform or assign to a team member to maintain relationships with your customers, partners or leads. You can configure the task ‘type’ to suit your business needs. For example, a task could be a phone call, email, or ‘To-do’ action.
Activity Notes are records of interactions you have with companies or contacts, such as meeting notes, phone calls, emails, site visits etc.
Tags are unique identifiers 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. When you create custom fields, you can specify the data field’s type and configure the screen layout. The data field types include Textbox, Number, Date, Checkbox or Dropdown.