Overview of CRM
CRM (Customer Relationship Management) is a beneficial strategy of managing your current and potential customers.
The process and use of CRM varies depending on the type of company and how each business owner wants to run their business.
Manage potential customers under the CRM module
A successful sales opportunity often starts from a lead, which then develops into an opportunity before proceeding to the quoting procedure.
Example CRM Process
Lead ➜ Opportunity ➜ Quote ➜ Quote confirmed ➜ Customer
With Qblue's CRM system, you can set each contact to the stage of the sales process at which they're currently at, and change their status as they progress further through the process.
| Term |
|
Description |
| Contact |
|
A person associated with a company. |
| Company |
|
A lead, customer, supplier, or both a customer & supplier. You can assign a company type for each company in Qblue. |
| Lead |
|
A company with its type set to "Lead." This is the start of the CRM process and holds details about a potential customer. |
| Opportunity |
|
The intermediate company type. This is a lead that has progressed into an opportunity. |
