In this article, we will make available tutorials and webinars that will enable you to manage your client relationship, from prospecting to the signing of an opportunity.
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Create your companies and contacts
Three options are available to you:
From LinkedIn
If you use Chrome or Firefox, we recommend installing the LinkedIn extension to allow you to create your contacts directly from this platform.
Via import
If you have a large volume of data and it is usable, then we invite you to use the import function.
Manually
If you wish to manually create your companies and contacts, please refer to the tutorials made available to you:
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Qualify your contact cards
Qualifying emails and phone numbers is essential for being able to communicate with them and to benefit from number recognition thanks to the mobile app.
However, if you need to quickly find contacts to send emails or push CVs (for example, during a bench period), you will need to go further.
Use Activity areas and Tools
Qualifying these two fields will allow you to indicate what your contact is looking for and thus perform searches more efficiently.
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How to configure Activity areas and Tools?
To do this, you must have Administration access rights and go to Global Settings > HR and Sales Evaluation tab.
Create and qualify your opportunities and positionings
To learn all about creating and qualifying your opportunities and positionings, we invite you to read the article on opportunity management, which will allow you to find the relevant webinar and dedicated tutorial.
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Communicate with your contacts
BoondManager will simplify your communication with your leads and clients.
To do so:
synchronize your account with Emailing to:
send and archive your campaign or push messages,
create your email templates and share them with your colleagues.
Warning
BoondManager is not a mailing tool. Emails sent are sent from your mailbox. We recommend limiting yourself to a maximum of 30 simultaneous emails so your sending is not considered spam.
install the BoondManager mobile app to:
benefit from number recognition,
never lose a minute to archive your meetings,
manage your activity in real time thanks to your dashboards, etc.
Tips
Here are some tips and tutorials to go further and make your daily life easier:
Use the Contacts view of the CRM module
Configure your columns to display the latest action
Use filters and searches to isolate relevant cards
Create your actions directly from the Overview tab
Use action templates to save time and be more efficient
Use card by card navigation when making calls
Track your activity
To track your activity, several features listed below will be useful:
use task lists to show your managers the process to follow in managing and tracking your opportunities
check your Alerts at the end of the day to ensure you have handled your to-do
visualize the status of your opportunities and positionings thanks to the KANBAN view:
on the Opportunities module to track your active leads
on the Positionings module to track the progress of your candidates/resources in the client-side process
Note:
You can use filters to exclude inactive states. This allows you to have a synthetic and clear view of your current opportunities and positionings.
use Reporting > Overview - Sales view
the best for last: configure your dashboard
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