CRM, Getting_started- ImpelCRM

Getting started

About Impel:

Customer Relationship Management (CRM) is a strategy that focuses on building strong relationships with customers and potential customers for creating and maintaining a loyal customer base. CRM works across all departments to harmonize customer-centric thinking. It reduces costs, increases efficiency and improves customer satisfaction.

Impel CRM is designed and built for Indian business processes and sales culture. Providing access across the country, Impel CRM can include dealers and channels. With Web leads and service integration and SMS and Mobile access to CRM data, Impel CRM is perfectly suited for Indian businesses. Impel CRM is an integrated CRM solution that lets and put your customer in the Center at the center of your business with sales force automation, marketing automation, and customer service automation, quote management and order management. Impel CRM is the complete solution for any Indian Business.

Sales Force Automation:

“It’s a technique of using the software to automate the business tasks of sales including order processing, contact management, order tracking and customer management sales forecast, employee performance evaluation”. CRM's Sales Force automation empowers you to track all business opportunities and close more deals in less time. Additionally, you can effectively utilize the existing customer data for future up-selling & cross-selling opportunities

Marketing Automation:

“It’s a technique of using the software to automate the marketing process such as customer segmentation, customer data integration, and campaign management and also partly it helps to send the bulk mails and SMS to many of our clients”.

Customer Service Automation:

“Customer service automation which helps to improve the customer experience”, Impel CRM Cases and Solutions allows you to streamline the organization-wide Customer Support process and enable a better integration between Sales & Customer Support processes in a single system.

Inventory Management:

Impel CRM Inventory Management allows you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services from the preferred list of vendors.

Work Flow Management:

Workflow Management automates your sales, marketing and support processes. You can also assign or transfer customer records between users according to a set of predefined rules.

Getting Started With Impel CRM:

Ø Impel CRM Modules

Ø System Requirements

Ø Icons or Terminologies

Ø Configuration of Impel CRM settings

Impel CRM Modules:

Sales Force Automation
Marketing Automation
Customer Service Automation
Support Automaton

System Requirements:

Browser: Internet, IE7,IE8, Mozilla fire fox
Operating System: Windows XP, Windows any server.
Other Requirements: Internet connection

To login to the Impel CRM, you must have valid login details, such as Impel CRM URL, User name and password.

You will receive a notification from Impel CRM System Administrator about your login details.

Tip: You may book mark or just save the Impel CRM site URL link on the browser, so that it will be easier to access next time.

To login in to the Impel CRM:

Start the web browser and connect to the Impel CRM (http://prod.impelcrm.in).
In the Impel Login Page, enter the user name or the email id and password in their fields respectively.
Click Sign in button. Impel home page opens.

Please Note: If you are not Using Impel CRM for more then 15 minutes you need to login again.

To log out from Impel CRM:

Please click the logout button on the right side of the Impel home page.

Icons or Terminologies: Once you login using the username and password, Impel home page is displayed which comprises following Icons or terminologies:

My Impel
Leads
Contacts
Accounts
Opportunities
Activities
Calendar
Reports
Library
Marketing

You can arrange the tabs as per the user choice by drag and drop option by using the green link on the corner of each tab.

Configuration of Impel CRM settings:

Messages: Clicking on this link it takes you to a screen where you will find the system messages, organization messages, and Team messages.

My Profile: When you click on this it directly take you to the profile page, where you will get these three options:

Click here to update your profile. You can change your name, your address, mobile number; email ID, whom you report to in the organization, etc. You can also change your password from this page.

Click here to update the default menu item that is highlighted when you log into Impel. For example, if you are mostly working with Accounts in Impel, you can make the Accounts tab your default choice. So when you log in, that will be the tab that will be shown first.

Click here to edit your menu structure by renaming tabs or reordering them. If, say, you are more comfortable with the word "People" in your menu for the "Contacts" tab, you can rename it right here.

Videos: When you click on this link it directly takes you to the all videos page, where you can view all the videos how an Impel Works on the Different fields and also you can register for the free trial.

Help: When you click on this link it directly takes you to the main help page, it’s a soft copy which gives all the information relating to the Impel Home Page and also which acts as a guide in all the steps in the Impel Page.

Using Impel CRM the following functions for the Standard user:

You can collect the fresh or raw data’s and upload in the lead list, it helps to maintain large number of data’s in a systematic manner.
CRM modules (Marketing, Sales force automation, customer support, and inventory management).
You can Create a new accounts in various stage.
Quick add lead to enter the data with company details, contact details and the activities.
Search of the records.
Pri-defined list views.
Link to view the user accounts details.
You can add the activities.
Add opportunities with the accounts/ companies
Generate reports.
View calendar, add activities in the calendar and use planner for monthly and weekly plans to complete the tasks.
Use the support features with upload and e-mail campaign features.
You can configure the various fields.
You can edit the field’s preferences.
Marketing call center screen with upload and e-mail campaign fields.
List of recently viewed records/items/ companies.
You can upload the old data’s of contact, lead, accounts, in a CSV format.
You can extract the reports on Contacts, Accounts, Leads, and also on Activities within a fraction of second by using Ad hoc report and you can export that to desktop. Which makes the report as per the users choice and it very easy method to extract the bulk reports.

For a manager:

When you login to Impel CRM as the manager you can:

Control user’s access to your data through territory management.
You can assign leads.
Link to leads, accounts and contacts

For a Support person:

When you login to Impel CRM support person you can:

Customer support features
Access to knowledge base
FAQ
Query handling
Ticketing

For the User:

When you login to Impel CRM as the user you can:

Utilize the features of SFA.
Marketing automation.
Link to leads, accounts and contacts.

For the Admin:

When you login To Impel CRM as an Admin user:

Create users.
Assign roles to the users.
Change and reset the user’s password.
Deactivate users.

Working With Leads:

Leads are raw details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and managing them are the initial stages in the sales process. Leads can be obtained through trade shows, seminars, advertisements, marketing campaigns etc. Once the leads are collected, it is essential to manage them and follow them up till the leads qualify to prospective customers. The sales department's approach in managing leads can significantly impact the success of an organization.

The terminology related to lead management may differ across industries, but the basic process remains the same. The Leads module in Impel CRM helps you manage your leads. In Impel CRM, lead details contain a combination of company (account), person (contact), and business opportunity (potential), depending on your CRM requirement - for managing Business to Business (B2B) industry or Business to Consumer (B2C) industry.

Lead Managing Process:

Customize Leads module in lead page according to your organization's Sales & Marketing processes.
(You may use the existing fields, disable some of the standard fields, or add new custom fields).
Setup lead generation process by filling the lead form, importing lead data from external sources, or capturing leads directly from your Web site using web-to-lead forms.
Assign leads to the correct sales persons using the Lead Assignment rules.
Follow-up with the lead till it reaches a certain stage then convert the lead to potential. While converting leads to potentials, accounts and contacts are created automatically.
Follow up the leads further in the Potentials module, till the deal is either won or lost.

Create layout for lead page:

In the lead list page you can create your own list layout by using layout link in the right side of the all lead list page (click on lay out, it will take you to the layout page where you can drag the list fields from the list which is showing in the left side of the screen and you can drop it in the layout where the user need, then click on save so the list layout get save in the page.) The user can define his list layout as per his choice.

In the Add lead page you can create the layout as per the user’s choice by using lay out link. (Click on the layout link in the add lead page it will take you to the layout page, where you can see the display field list in the right side of the screen drag the field from the list and create the lay out as per the users choice, then click on save it will get save in your page.)

In the create layout page you have link called Copy from by using this link you can copy the layout which the other or admin user have, then the user have to click on save it will get save to the corresponding user. The create section link helps to create the link new section under each page for ex: if you want to create the personal information section to be separate from the work information you can create the section for each section by using that link.

From a Lead to a Customer:

Every person who signs up with Impel CRM becomes a lead and probably a prospective customer.
Once a lead is generated, the Impel CRM system automatically assigns the particular lead to a sales person, provided the Lead Assignment Rules are defined.
The sales person performs the validation (or background check) of the lead and analyzes the opportunities that are available. The leads are then filtered based on these opportunities.
If the opportunities are positive, the lead becomes a potential or a possible customer ("Prospect").
A Potential becomes a Customer once the deal is finalized.

Note: In Impel CRM, a lead is a combination of company as well as the person's contact information.

Lead Modules:

The Leads module consists of Custom and standard views. By default, Impel CRM provides a list of standard views that are ready to be used by all users in your organization. In addition, you can also create customized views and share with colleagues in your organization.

Custom Views: You can create, modify and delete the custom views and you can even sort the order of the columns in the list.

Standard Views: You can modify the standard views and sort the order of the columns in the list. You can delete this view mode, provided you have been given the access to do so by the administrator.

Lead Creation:

In Impel CRM, you can create leads by:

Entering data in lead details form (manually)
Importing leads from external sources
Capturing leads from Web site through Web-to-Lead form

Note: Some of the standard fields listed below may not be visible/editable depending on your organization's business process. In case you want to added/modified fields, please contact your System Administrator for more details on the use of other fields.

Create Leads Individually:

You can create leads manually by entering the details in the lead page. For instance: While traveling you met a person who showed some interest in your product/service. You exchanged business card and assured that you would contact him again with more details about the product/service. The next day, you create a lead manually with the available details and contact the person. In such cases, it is easy to manually feed in the available details and create new lead records instantly.

You can create individual leads by:

Filling details in the Add lead form.
Duplicating the lead with few changes in the existing lead details.
You can keep the lead and upload through CSV file.

To create leads individually

In the Leads Tab or Module,
Click on Add Lead tab on the right side of the all Lead list page
Enter all the details; those fields which are mentioned in the orange color are mandatory.
Please select the proper territory, under the territory drop down box.
Click Save.

To create leads bulkily or uploading:

Click on the Upload field in the right side of the all lead list page,

It will show you path where, you can download a sample file by clicking here.
Fill all the details (just scroll down in the lead upload page where you can see the mandatory fields just follow that instruction, while filling the details in CSV file).
Save that file as CSV format in the desktop.
Go back to lead upload page, select the file through browser what you saved in the desktop
Follow the next field; you can upload your Lead CSV.
After uploading the lead, it will show’s in the all lead list page.

Export: Which Appears in the right side of the all lead list page by using this option to export and save the report in Excel, PDF, or CSV format of leads in your local disk.

To delete leads individually:

Click the Leads tab.
In the lead Home page, click the edit lead.

Click on the lead which you want to deactivate in the right side of the Lead page you can see the deactivate field click on that, this is how you can deactivate the lead.

To convert the leads in to contacts, Accounts, opportunities with the help of Convert Tab this is there in the lead list page.
- Add Activity: With the help of +Activity we can add Activity to Particular lead under the lead list.

Working With Accounts:

In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your company is planning to do business in future. An account stores the company address, number of employees, annual revenue, and other details.

You can associate an account with contacts (persons) within the company and the potentials (business opportunities) during pre-sales. After successful completion of the sales, you can also provide Customer Support & Service through Impel CRM - Case Management.

Create Custom List Views:

The Accounts Module consists of Standard and Custom views. By default, Impel CRM provides alist of standard views that are ready to be used by all users in your organization. In addition, you can also create customized views and share with colleagues in your organization.

Standard Views: You can modify the views and sort the order of the columns in the list. You can delete this view mode, provided you have been given the access to do so by the administrator.
Custom Views: You can create new view modes, modify, delete custom views, and sort the order of the columns in the list.

Create Accounts:

In Impel CRM, you can create an Account to add the company details, principal contacts and address, territory details and so on.

To add new account, click on the Add Account icon
In the Add Account page, enter the name of the account in the Account Name field.
Enter the location of the company in the Location box.
Select an account type for the company by choosing an option from the drop down box.
To specify the primary contact for an account, click on the Parent account icon, the list contact box is displayed.
Select an option from the Display Name column. The primary contact field will be populated with the selected name.
Using Quick Create option, a quick create component present in left pane of the Accounts Home page
Importing accounts from other Contact Management and CRM applications

Note: Some of the standard fields listed below may not be visible /editable depending on your organization's business process. In case you want to add/modify fields, please contact your System Administrator for more details on the usage of the other fields.

Create layout for Account page:

In the Account list page you can create your own list layout by using layout link in the right side of the all lead list page (click on lay out, it will take you the layout page where you can drag the list fields from the list which is showing in the left side of the screen and you can drop it in the layout where the user need, then click on save so the list layout get save in the page.) The user can define his list layout as per his choice.
In the Add Account page you can create the layout as per the users choice by using lay out link. (Click on the layout link in the add account page it will take you to the layout page, where you can see the display field list in the right side of the screen drag the field from the list and create the lay out as per the users choice, then click on save it will get save in your page.)
In the create layout page you have link called Copy from by using this link you can copy the layout which the other or admin user have, then the user have to click on save it will get save to the corresponding user. The create section link helps to create the link new section under each page for ex: if you want to create the personal information section to be separate from the work information you can create the section for each section by using that link.

Export: Which Appears in the right side of the all Accounts list page by using this option to export and save the report in Excel, PDF, or CSV format of Accounts in your local disk.

Prefs: when you click on this link it directly take you to the Edit preferences for Account list page where you can change the headers under the all accounts list page with this.

Under the Account tab you have other sub tabs which are the various sales funnel stages. You can convert the company to the stage which you want. The stages can be configured according to your requirement.

By Type:

Partner
Lead
End User
Customer
Competitor
Not Known
Web to Leads
Supplier
Prospect
Advertising Agency

By Stage:

Qualified
Active consideration
Negotiation
Lost
Customer
Disqualified
Not known

Prospect Customer

All Account Reports

+Lead

+Account

+Contact

+Activity

+Opportunity

Working with the Contacts:

Create List Views:

The Contacts Module consists of Standard and Custom views. By default, Impel CRM provides a list of standard views that are ready to use by all users in your organization. In addition, you can also create customized views and share with colleagues in your organization.

Standard Views: You can modify the views and sort the order of the columns in the list. You can delete this view mode, provided you have been given the access to do so by the administrator.
Custom Views: You can create view modes, modify, delete custom views, and sort the order of the columns in the list.

To create custom view:

Click the Contacts tab.
In the Contacts Home page, click on the contacts what you are uploaded.
In the right side of the contact page you will get Prifs link it will take you to the Edit preferences for Contact detail page where you can change your column headings of the contact main page.

Create Contacts:

Entering data in contact details form
You can Export the contact data. applications
Converting leads to contacts

To create contacts individually

Click on the Contact Tab, it takes you to the all contact page,
In the right side of the Contact page you can se the Add button click on that it takes you to the Add Contact page where you can add your contacts by filling all the details (the fields which are mentioned in the Orange color they are mandatory.)
In the Add contact page, enter the first, last and the middle name of the contact in the respective text boxes against the Name field.
In the Display Name textbox, key in your contacts name as you would want it to be displayed everywhere.
Click on the List account Pick list, to select the name of the company to which you would want it be displayed everywhere.
Select an Option from the Account Name List.
Click Save.

Like that enter the specified and required details as per your interest.

Create a layout for Contact page:

In the Contact list page you can create your own list layout by using layout link in the right side of the all lead list page (click on lay out, it will take you the layout page where you can drag the list fields from the list which is showing in the left side of the screen and you can drop it in the layout where the user need, then click on save so the list layout get save in the page.) The user can define his list layout as per his choice.

In the Add Contact page you can create the layout as per the users choice by using lay out link. (Click on the layout link in the add contact page it will take you to the layout page, where you can see the display field list in the right side of the screen drag the field from the list and create the lay out as per the users choice, then click on save it will get save in your page.)

Under the contact tab you have other sub tabs which are in the various funnel stages. You can convert the company to the different stages which you want. The stages can be configured according to your requirement. (For example if you need only four, five or all nine stages)

By Type:

Other
Internal Users
Customer
Prospect
Employees
Not Known
Consultant
Eval
Lead
Impel Users

By Stage:

Qualified
Active consideration
Negotiation
Lost
Customer
Disqualified
Not known
Prospect
Customer
My Accounts

Using Quick Add option in Contact: A quick create component present in left pane of the Contacts Home page, where you can add the contacts with help of quick Add.

Export: Which Appears in the right side of the all Contact list page by using this option to export and save the report in Excel, PDF, or CSV format of contacts in your local disk.

Prefs: when you click on this link it directly take you to the Edit preferences for contact list page where you can change the headers under the all contacts list page with this.

Working With Opportunities:

In any sales organization, potentials or opportunities are the most important records to generate the real revenue for the organization. In a typical B2B organization all opportunities have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends with prospects being won or lost. The activities within this sales cycle that has to be completed are; sending product information to opportunity, product demonstrations, sending sales quotations and business negotiations.

Create Custom List Views

The Potentials or opportunity module consists of Standard and Custom views. By default, Impel CRM provides a list of standard views that are ready to be used by all users in your organization. In addition, you can also create customized views and share with colleagues in your organization.

Standard Views: You can modify the standard views and sort the order of the columns in the list. You can delete this view mode, provided you have been given the access to do so by the administrator.
Custom Views: You can create new view modes, modify, delete, and sort the order of the columns in the list.

Create Opportunity:

In Impel CRM, you can create Opportunity by:

Entering data in Opportunity details form
Importing Opportunity from other sales force automation applications
Converting Leads into Opportunity

Note:

Some of the standard fields listed below may not be visible/ editable depending on your organization business process and field-level security settings.

In case your organization added/modified fields, please contact your System Administrator for more details about usage of the other fields.

Create Opportunity Individually:

You can create an opportunity to add the opportunity details, description, principal contacts and location, opportunity value and so on.
To Add / create a new opportunity, click on the (Add opportunity) icon t o display the Add Opportunity page.
In the Add Opportunity page, enter the opportunity name in the name field.
Enter the Description in the Description field.
Select a territory option from the Territory drop down list box.
To specify the primary Account to the opportunity, click the icon. The list Account pop up window is displayed.
Select an option from the Account name column. The Primary Account field will be populated with selected name.

Like this enter the specified and required details as per your interest.

Create a layout for opportunity page:

In the Opportunity list page you can create your own list layout by using layout link in the right side of the all lead list page (click on lay out, it will take you the layout page where you can drag the list fields from the list which is showing in the left side of the screen and you can drop it in the layout where the user need, then click on save so the list layout get save in the page.) The user can define his list layout as per his choice.
In the Opportunity page you can create the layout as per the users choice by using layout link. (Click on the layout link in the add opportunity page it will take you to the layout page, where you can see the display field list in the right side of the screen drag the field from the list and create the lay out as per the users choice, then click on save it will get save in your page.)
In the create layout page you have link called Copy from by using this link you can copy the layout which the other or admin user have, then the user have to click on save it will get save to the corresponding user. The create section link helps to create the link new section under each page for ex: if you want to create the personal information section to be separate from the work information you can create the section for each section by using that link.

Under the Opportunity tab you have other sub tabs which are the various sales funnel stages. You can convert the company to the stage which you want. The stages can be configured according to your requirement, and also you can store the data as per your requirement.

By Stage:

Qualified
Active consideration
Negotiation
Lost
Customer
Disqualified
Not known

By Status:

Closed
Future
Long term
Lost
Open
Won

My Opportunity

Closed opportunities

Quotes

Orders

To create quotes:

Click on quotes.
Add quotes.
Enter all the details, (the fields which are mentioned in the orange color is mandatory)
Give quote number
Select products for which you are adding quote.
Select UOM
Actual Price
Elect the Proper Tax field and
Click on save

To create sales orders:

Click on Order
Account
Primary address: it automatically goes to the shipping address
Quantity
Price
Then click on Add order.

Note: Those fields which are mentioned in the orange field are mandatory. We have to fill those fields carefully.

Export: Which Appears in the right side of the all Opportunity list page by using this option to export and save the report in Excel, PDF, or CSV format of opportunity in your local disk.

Prefs: when you click on this link it directly take you to the Edit preferences for opportunities list page where you can change the headers under the all opportunity list page with this.

Working With Activities:

An activity plays an important role in daily business operations. Activities can be either time bound calendar events, such as meetings, seminars, appointments, etc or status bound tasks, such as send status report to manager, send e-mail to customer, etc. In Impel CRM most of the records have activities as a related list for a better 360 degrees view. You can associate activities with modules, such as leads, accounts, contacts, potentials, campaigns, etc.

Create a new Activity:

You can add or create a new activity by entering in relevant information like the type of activity, (conference, meeting, demo, in bound call, emails etc…,), date and time of activity, status, priority, and date for repetition, if any.

To add a new activity, click on the (Add Activity) icon to display the Add Activity page.

At the time of adding a new activity, you can also associate it with users, accounts, contacts and opportunities.

Select the Kind of the Activity from the option in the Subject column by clicking in the relevant radio button for example; select the Appointment option button if you want to schedule an appointment.
Enter the name of the subject in the Subject field.

Select the type of Activity from the option in the Type column by clicking in the relevant radio button. For example, select the Meeting option if you want to fix up a meeting.
Key in the details in the Location field, For example, if the meeting is to be held in the conference hall office of M/s Aurav Associates at Bangalore, enter the details in the Location field.
Enter a brief note in the notes field.

Note: The fields which are mentioned in the Orange color are mandatory one; you have to fill that carefully.

Create a layout for Activity page:

In the Opportunity list page you can create your own list layout by using layout link in the right side of the all lead list page (click on lay out, it will take you the layout page where you can drag the list fields from the list which is showing in the left side of the screen and you can drop it in the layout where the user need, then click on save so the list layout get save in the page.) The user can define his list layout as per his choice.
In the Opportunity page you can create the layout as per the users choice by using lay out link. (Click on the layout link in the add opportunity page it will take you to the layout page, where you can see the display field list in the right side of the screen drag the field from the list and create the lay out as per the users choice, then click on save it will get save in your page.)
In the create layout page you have link called Copy from by using this link you can copy the layout which the other or admin user have, then the user have to click on save it will get save to the corresponding user. The create section link helps to create the link new section under each page for ex: if you want to create the personal information section to be separate from the work information you can create the section for each section by using that link.

Quick Add: In the left side of the Activity List page you can see the Quick Add Option.

When you click on the Quick Add option you will get list, which shows Accounts, Contacts, and Opportunities.

Select Activity from that list, one pop up menu which appears in the Screen which consists of following fields,

Fill the Subject
Activity
Date
Start time
Select Appointment or Task
Click Save

Searching Activities:

You can search the activities filling the required information in the Search box.

To search activities

Click the Activities tab.
In the Activities Home page, under Search of Activities section, specify the search criteria in Search box and click the Go button.
In the Activity List page, a list of activities is displayed as per your search criteria.

Export: Which Appears in the right side of the all Activity list page by using this option to export and save the report in Excel, PDF, or CSV format of Activity in your local disk.

Prefs: when you click on this link it directly take you to the Edit preferences for Activity list page where you can change the headers under the all activity list page with this.

Working With Calendar:

The calendar displays list of events. Events are calendar items reserve block of time on your calendar. Events last for a specific duration and occur at a pre-defined frequency. A calendar displays the events in a tabular array, displaying corresponding dates and time scheduled for the events. Calendar provides a system of timekeeping that defines the beginning and end of an event or length of the event.

The calendar enables you to schedule events, tasks, appointments, meetings or any other activity related to your day to day operations. You can schedule an event for a specific date and time. You can also schedule events that are repetitive in nature. Events can be linked to account, contact, activity or opportunity. You can plan an activity, months in advance and set up reminders for the same. You can also perform similar actions with tasks.

Creating a new appointment/ task in the calendar:

To add anew appointment/ task in the calendar

You can create/ add an appointment/ task by clicking on the add hyperlink in the calendar page.

In the Subject column, enter the details in the respective fields.

Select the kind of the activity from the option in the Subject column by clicking in the relevant radio button. For example, select the appointment option button if you want to schedule an appointment.
Enter the name of the subject in the subject field.
Select the type of activity from the Type column by clicking the relevant drop down menu button. The activity type may be a conference, an e-mail message, a scheduled meeting, a phone call. For example, select the meeting option if you want to fix up a meeting.
Key in the details in the Location field, For example, if the Meeting is to be held in the conference hall office of M/s Aurav Associates Bangalore, enter the details in the location field.
Enter a brief note in the Notes field.
Select proper reminder in the relevant field.
Click on the add Field.

Under the Calendar it consists of other sub tabs they are:

View: You can view the Calendar through weekly/ monthly basis

Plan: under this plan field you can plan the future activities in monthly and weekly basis

PCR: Planned call report where you can plan the calls made to your customers in monthly basis, and also you can keep the list of unplanned calls too.

Working With Report:

Impel CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Impel CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.

It helps to record the number of Activities done in date wise manner, in the Impel CRM report works by default.

Working with Marketing:

Marketing is a very important feature for any organization to build, invest, grow and consolidate business. Marketing organization is always under pressure to deliver more in these challenging economic times.

With Impels marketing Automation in place; you can integrate your sales, marketing, and support process more effectively and present a professional company image to your customers.

Impel CRM provides Campaign management, E-mail marketing, and Lead generation through various sources (such as Web-to-Lead forms, import lead data and others), specifically useful for integrating your organization's sales and marketing activities.

With the Impel CRM marketing automation software, you can effectively plan marketing campaigns, execute email campaigns, track marketing expenditure and improve the quality of lead generation process. In addition, campaign management integrated with sales force automation helps your organization in measuring the performance, return on investment (ROI) and effectiveness of the campaigns.

Impels Marketing Automation Consists of:

My Programs
All Programs
CSV Upload
E- mail Campaign

File upload:

Impel provides you the ability to import data from any external source and integrate it with the Impel database. For this, all you need to do is to convert the external data source in to a .CSV (comma separated Value) file format and import it. A .CSV file as ASCII text formatted values represented using a very simple syntax (one record per line, a comma separating the fields, and the values in the first row naming the columns) readable by virtually any database or spreadsheet program. The column header for each field is usually placed between single or double quotation marks.

Creating a .CSV file:

In Impel you can import data in to Accounts, contacts, opportunity and Activity tables. To create a .CSV file for data upload in to given table, here’s what you need to do.

Export the data from any external source and save it as a .CSV file.
Use Excel or any other program to arrange the columns to match the ones in the table.
Click on the CSV uploaded tab on the Impel Menu.
Click on the table into which you want the data Imported.
Hit the Browse button to upload the saved .CSV file.
Click on Upload.

All the information that you imported gets integrated with the existing Impel Database.

Create a layout for marketing page:

In the Marketing list page you can create your own list layout by using layout link in the right side of the all lead list page (click on lay out, it will take you the layout page where you can drag the list fields from the list which is showing in the left side of the screen and you can drop it in the layout where the user need, then click on save so the list layout get save in the page.) The user can define his list layout as per his choice.
In the Marketing page you can create the layout as per the users choice by using lay out link. (Click on the layout link in the add marketing page it will take you to the layout page, where you can see the display field list in the right side of the screen drag the field from the list and create the lay out as per the users choice, then click on save it will get save in the correspondent user page.)
In the create layout page you have link called Copy from by using this link you can copy the layout which the other or admin user have, then the user have to click on save it will get save to the corresponding user. The create section link helps to create the link new section under each page.

E-mail Campaign:

The E-mail Campaign the field which helps to send the bulk mails to Customer, and also which helps to send bulk SMS too. Campaign management allows you to manage your entire marketing process by which marketing campaigns are planned, produced, distributed and analyzed. This includes planning the campaign, preparing your mailing list, executing the campaign and then analyzing the results.

Working With Product:

Products can be either goods or services, which are sold or procured by your organization. In Impel CRM you can manage your company- wide products that are sold to the customers as well as procured from the vendors. Hence both sales and purchasing departments can use the Products module effectively according to their department process.

The Product tab helps you to add the products that your organization sells. A particular product can be listed under a specific category and a category can be further divided into subcategories. Products are the individual items that you are selling in your opportunities. The opportunities, the opportunity detail page lists the products for that opportunity.

Sales department can use the products module along with other modules, such as leads, accounts, potentials, quotes, Sales Orders, and Invoices where as purchasing department can use along with Vendors and Purchase Orders. In general Product details page contains the product name, manufacturer/reseller name, part numbers, sales start/end dates, support start/end dates, price, stock position and others.

Create a Product individually:

When you click on product tab, it takes you to all product pages; in this page it shows the list of Impel Products, in the right side of the page it shows the Search box, Add, upload, Export, Prefs.

When you click on the Add tab, it takes you to the Add product page.

Click on name field enter the name of the product.
Click on the Default price field enter the default price.
Select the Currency with the help of drop down menu.
Select proper default UOM (length or Units).
Mentioned if it serialized or not in the respective field.
Enter all the details in the respective fields.

Create a layout for Product page:

In the Product list page you can create your own list layout by using layout link in the right side of the all lead list page (click on layout, it will take you the layout page where you can drag the list fields from the list which is showing in the left side of the screen and you can drop it in the layout where the user need, then click on save so the list layout get save in the page.) The user can define his list layout as per his choice.
In the add product page you can create the layout as per the users choice by using lay out link. (Click on the layout link in the add product page it will take you to the layout page, where you can see the display field list in the right side of the screen drag the field from the list and create the lay out as per the users choice, then click on save it will get save in the correspondent user page.)
In the create layout page you have link called Copy from by using this link you can copy the layout which the other or admin user have, then the user have to click on save it will get save to the corresponding user. The create section link helps to create the link new section under each page.

Add or upload Product bulkily:

When you click on to the Upload field, it takes you to the product upload page where you can see the link as follows; you can download a sample file by clicking here. Where we can down load the file and upload the product file by following the instruction by the Impel CRM.

Export: Which Appears in the right side of the all Product list page by using this option to export and save the report in Excel, PDF, or CSV format of Product in your local disk.

Prefs: when you click on this link it directly take you to the Edit preferences for Product list page where you can change the headers under the all Product list page with this.

Working with Library:

Library is the place where you can store your files for the future use, or (computing) a collection of standard programs and subroutines that are stored and available for immediate use.

When you click on the Library tab it shows the view page where you can view the file which you have uploaded, in the right side of the View page you can see the Create upload and delete fields.

Create field which helps to create a file in the library tab.

Upload field which helps to upload a file from any other directories, For Example if a word file which saved in the desktop we can browse that file and select, and you have to give proper file name of that file which you are uploading.

Delete field which helps to delete the file which you want remove from the Library.

The library tab which helps to see the lead up loaded log files for the reference, when you upload the file it directly goes to library under the Upload CSV folder, which helps to know the mistakes.

Working with Support:

Support automation involves the building of a knowledge base of known issues and their resolutions to support incidents with delivery mechanisms. A service automation platform includes a suite of support solutions including proactive support, assisted support and self support.

In the world of Internet, online Customer Support has become an integral part of the organizations' business process. Customer Support is becoming an important activity in retaining all types of products and service industries. In general, case trouble tickets are used to capture the customer feedback on various types of problems that arise after purchasing product/service from your company. Sometimes customers may provide some good feature requests that may be useful during future product/service enhancements.

Support tab which helps you in the following ways:

1. Customize the fields as per your organization's Customer Support process (You may use the existing fields, disable some of the fields, or add new custom fields).

Setup case generation process by filling the Case form, importing case data from external sources, or capturing cases directly from Website using Web-to-Case form.
Assign cases to the correct users using the workflow rules.
Follow-up cases till resolutions are sent to the customers.

Create a layout for Support page:

In the support list page you can create your own list layout by using layout link in the right side of the all lead list page (click on layout, it will take you the layout page where you can drag the list fields from the list which is showing in the left side of the screen and you can drop it in the layout where the user need, then click on save so the list layout get save in the page.) The user can define his list layout as per his choice.
In the add support page you can create the layout as per the users choice by using lay out link. (Click on the layout link in the add ticket page it will take you to the layout page, where you can see the display field list in the right side of the screen drag the field from the list and create the lay out as per the users choice, then click on save it will get save in the correspondent user page.)
In the create layout page you have link called Copy from by using this link you can copy the layout which the other or admin user have, then the user have to click on save it will get save to the corresponding user. The create section link helps to create the link new section under each page.

Following are the Sub tabs under the Support Tab:

Knowledge Base: It helps to find the right information at the right moment, and it helps to sought out the problem quickly and easily in a fraction of second.

FAQ’s: Which helps to answer our customers on time for there general questions regarding the product, service, profile of the company and also to the uses of the product to the customers, we have to record some questions, when it arises and we have to upload in the FAQ which helps to inform our customers easily.

Service Request: Even the best service agent can't solve customer problems without the right tools-tools that answer questions easily and empower the agent to close issues quickly. Impel CRM on Demand Service consistently gives you the up-to-date information agents need, so they don't just solve problems, they truly build customer satisfaction. And high customer satisfaction translates to increased revenue.

When your customer have some queries, the are requesting for the service these requests which comes under the service request sub tab under the Support tab.

Contract templates: Under this Sub tab you can create Contract templates

Service Request calendar: Under this you can maintain the service request of your customers in date wise, month wise, and also in day wise, it helps to know when you have given service to whom for which request.

Ticket: If your customer is given with any query, then you can assign a ticket regarding that it helps to make on time service to your customers.

Create a ticket: When you click on the Ticket field it take you to the ticket list page, in the right side of the ticket list page you can see the Add, find customer, Export, priffs, and Filter.

Add ticket: when you click on add field it take you to the Add ticket page.

1. Enter the Name of your customer, under the Reported by contact filed.

2. Enter the Reported by account name from the pop up menu.

3. Select the product from the product field with the help of drop down menu.

4. Write for which issue you are assigning Ticket in the issue field.

5. Clearly describe the issue for which you are assigning Ticket in the describe field.

6. Select the option of Reporter Urgency from the drop down list.

7. Select the priority of a ticket from the Work priority field.

8. Please enter the proper action date from the Action date field.

9. Select the proper person to whom you are assigning the ticket.

10. Click on add.

Working with System:

System tab which helps to Customize All the drop down fields, only the Admin users of your firm have this tab in the Impel CRM, when you click on system tab it takes you to the Admin setup page, under the Admin set up page you can see the following functions:

Users:

You can view User's Profile and Add new Users to the Organization, when you click on manage Users it takes you to the User management page.

Click on any users it takes you to view users detail page, where you can edit the user, and also edit user territory Assignment, and also assign territory and also change the territory, (we can give full access or read only access ) we can manage the territory.

Administration Functions: You can edit the current Organization's name and other fields

Custom Data: All the primary table details are displayed here.

Territory:

We can add territory.
We can edit a new territory.
We can edit the user to a particular Territory.
We can Add a User to a Particular Territory.

Web2Lead/SMS2Lead/Web2Trial:

Setup the Web2Lead/SMS2Lead/Web2Trial configuration.

Email template:

Add/Edit the Email templates.

SMS template:

Add/Edit SMS templates.

Auto Opportunity Stage change:

Set Opportunity stage and status to change automatically after certain days.

This are some of the important sub Tabs under the system tab:

1. Admin Setup

2. All Data

3. Control Panel

4. Custom Data

5. Memory Stats

6. Node Stats

7. Territory Tree

8. URI Stats

9. Config Add

With Impel On demand CRM solution you can be assured of having he CRM solution to Successfully Implement your Customer-focused strategy. Impel CRM can fit successfully in a wide variety of industries. Impel CRM can be used as a competitive weapon in complex and multilingual environments. Companies require CRM solution to adapt to their industry and process, and to scale with their business and geographic growth. That’s why Impel CRM is the right choice for any industry vertical.

For more details or any queries please contact us:

Phone: +919632925578, 080-30082006

Mail us at: support@impelcrm.in

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