CRM Module

Description

The CRM (Customer Relationship Management) module is a simple customer management system. For example, the CRM contains the participants within the portfolio and organizations, contact persons and projects can be created. A contact person can be linked to an organization and to a project.

Any notes and process progress can also be viewed in the CRM module.

Example

The CRM system is useful for organizations that use the MyPortfolio environment to include organizations themselves. By entering the data of these organizations and associated persons, an overview is created. This can be used to manage the participants in the environment using filters. It is also possible to search by organization.

Settings

Administrators can manage the CRM module settings, which can be seen in the image above. There may be a difference in the available options, they can be disabled by Paragin in the background. The Annotation Summary feature is not enabled by default.

Use the add people and organizations features to fill in new information. This is not the same as assigning a person a portfolio. It is, however, possible to create a corresponding portfolio immediately when adding a person. If organizations have been created prior to adding a person, they can be directly linked to an organization.

When adding a person, projects and labels can also be linked. In the case of the labels, they can be managed in the CRM module with the option 'Manage labels'. This is easily done by entering a name for the label and using it when creating a person.

Notes

Notes can be placed with a person in the overview of the CRM. Click the magnifying glass icon on the right side of the screen to view the specific person. On the profile page, there is a button in the top right to add a note. There may be different types of notes.

You can create a new type in the CRM overview under 'Manage note types'. Add a new type and give it a name. Save it and use it when assigning new notes. Previously created notes can also be changed to the new type.

Organizations

You can also create and link people in the overview for organizations. Click on the 'Search by organization' tab and click on the plus sign to the right of an organization. This gives the same input screen for information as when a person is created in the CRM overview. The difference is that the person is automatically linked to the organization that was clicked.

Notes can also be placed with organizations. This is done in the same way as with a person.

Implementation projects

An implementation project can be used to bundle organizations and individuals. The useful thing about this is that it is easy to filter on projects. In this way, the overview only shows those persons or organizations that fall under that project. This makes management and communication clearer.

In the overview of the CRM, a new project can be created and existing projects can be managed with the button 'Execution projects'. In addition, there are options to download overviews for all projects, or each individual project.

Click on 'Add implementation project' in the overview to create a new one. Only a name needs to be entered. A description is optional. You can link organizations and persons from the CRM overview. Click on the pencil icon for an organization or person and link it to the desired implementation project.

Vacancies

If the Vacancies module is enabled, a new option will become available. This can be seen under the 'CRM Organizations' tab, in the main menu of the CRM. There you will see the following icon on the right-hand side, under the Options column: Click on this to create a vacancy that is directly linked to the relevant organization. The data of the organization is immediately included in the creation.

Please note that the icon changes to a plus icon if a vacancy has already been linked to that organization.

Internal module name: CRM

Disclaimer: This text was automatically translated from the Dutch version.