What is Basic CRM?

What is Delivra Basic CRM?

Delivra’s CRM technology is designed to help sales teams qualify leads, nurture deals through the pipeline, and manage interactions with prospects and customers. Whether your business is small or large, our software will support sales and management with accomplishing daily tasks and handling all activities throughout the customer lifecycle. Leverage Delivra to get a comprehensive solution for email marketing and boosting client relationships.

Take two minutes to watch this introductory video to Delivra's CRM feature.

Getting started with Basic CRM.

To ensure an unhindered user experience, you’ll want to configure a pipeline and organize your product catalog – both of which are located under the Sales module. Once those items have been addressed, be sure to give your sales team access by creating a new account admin record for each person in Settings > User Management.  

Basic CRM Overview.

1. Contacts

The Contacts dashboard is where users can add, view, and edit a contact record. When viewing a contact profile, a shortcut toolbar on the right allows users to quickly add a note or a task to a specific contact. Use the left-hand navigation to access a dashboard view of the notes and tasks on a specific contact record.

Once a contact has been linked to a company through the company profile, certain fields on the Company tile and the Sales Rep tile will become view-only and can be edited from the company profile.

2. Companies

The Companies dashboard is a place where users can add, view, and edit all companies that are prospects or clients. When viewing an individual company record, users can link relevant contacts to the company, manage notes, and edit existing deals. Use the left-hand navigation to access a dashboard view of the notes and deals on a specific company record.

3. Sales

The Sales module is where users can access their pipeline, leads dashboard, tasks dashboard, and products catalog. All of these sales-related tools are accessible through the left-hand navigation under the Sales module.

4. Leads

The Leads dashboard is where sales can create new leads, view existing leads, and field incoming leads. Users can evaluate leads, which are considered unqualified contacts, to determine if they are qualified to become a prospect in the pipeline. 

5. Deals

A major difference between deals and leads is that deals should always have a (estimated) value associated with them, while leads do not. Once a lead has been qualified, the contact becomes a true prospect and a deal can be created directly from the leads dashboard. After a deal has been created, your sales team can move the record through the various pipeline stages as they work towards closing the deal.

When viewing the pipeline dashboard, users can quickly identify deal cards by name and value. Each deal card also displays the company, related contacts, next upcoming task, and expected close date. Sales reps can easily update the value of a deal, the win probability, or the expected close date. When editing a deal, users can add or remove products, and adjust the price, which will ultimately update the value of the deal. Each deal record also has a notes dashboard and a tasks dashboard, both of which are accessible through the left-hand navigation.

6. Tasks

The tasks dashboard is where users can view every task relating to any company or contact. Users can create new tasks, edit or delete existing tasks. The tasks dashboard is similar to the pipeline dashboard in the sense that you can drag and drop each task card into a different status (stage). Users are also able to quickly identify task cards by the name and due date. Additionally, each task card displays the task type, priority, related contact(s), and related company.

When selecting a company and/or contacts within the task, the task will also appear in the identified company profile and/or contact profiles.

7. Notes

While there is not a main notes dashboard where users can view every note relating to any company or contact, there is a notes dashboard within each contact, lead, company, and deal record.

When creating a note, users can identify a subject, relate the note to contacts, companies, and/or deals, and then enter the note. If looking at a notes dashboard, keep in mind that only the subject, date created, and date modified fields will be visible. In order to view the actual note, users must click edit.

8. Products

The products dashboard is where managers can catalog their company’s offerings.

When creating a product, users can give the product an identifying name, description, group, SKU number, and set a unit price.

All products will default to active – true, however, if your company has retired a product, simply delete the product from the dashboard. Once deleted, the product will still appear on the dashboard, however, it will display as active – false. It’s important to catalog your products so that they can be effortlessly added to deals.

Other CRM functionality included.

Forms

Allow Delivra to instinctively create a new lead from a form submission with just the click of a button! Within our form editor, all you have to do is navigate to the INFO tab and click the checkbox for Create Lead, which is located under Hidden Fields. If the box is checked, then every form submission will automatically generate a new lead, which can be viewed on the leads dashboard.

Additionally, you can configure your subscribe form to send a Lead Alert to an internal team member. When a Lead Alert campaign has been created in your account, you can set the Form to send the alert when leads are created.