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Corporama

Written by Charlie Troccaz
Updated over 3 weeks ago

Corporama is an App made available in the BoondManager marketplace and requires having an account with our partner to be used.

Only Managers profiles with the Administrator interface can make it available to you.

If you have any doubts about installing new Apps, feel free to consult the tutorial: How to install an App.


Feature

Corporama provides all the market, prospects, and client information necessary for:

- A detailed understanding of your commercial hunting territory

- Creating prospecting lists

- Knowledge of any French company via 360° and real-time information

- Using BtoB contact databases (in xls export or rental)

to develop a new culture of prospecting and, very concretely, provide you with a gain in commercial efficiency

All these services are accessible online and connected to Boond Manager.


Configuration

Authorize your managers and/or your resources to access it by going to your Administrator > Apps/Marketplace > Corporama

Capture_d_e_cran_2020-06-08_a__11.37.01.png
  • By choosing "Accessible by all managers": all your collaborators with a Manager account can use the App.

  • By choosing "Accessible only by authorized managers": you must activate the App for the managers of your choice directly in the Managers/Roles module > Activated Apps at the bottom of the page, then check at the end of the relevant line.

Then you must activate the App for the managers who will use it from administration > Managers/Roles > Then by clicking on the role of the concerned managers and checking the box corresponding to Corporama in the Apps section.

Capture_Corpo_Role_.png


Usage

From a CRM company card

Authorized managers simply need to go to the CRM module on the relevant card, tab Information, to retrieve all the information they need.

Capture_Corpo_CRM_.png

You can also log in directly to Corporama and then add company cards from their interface directly to BoondManager.

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