VNCcrm FAQ

General Information

Q: What is VNCcrm?
A: VNCcrm offers you all the functionalities that you need to manage all your interactions with customers and potential customers. With VNCcrm you can manage all your leads, opportunities, and all activities that occur during your sales cycle.

Q: Who is VNCcrm for?
A: Businesses with a dedicated sales team. If you have a sales team, a CRM is vital to help you manage your contacts and your customer relations.

Dashboard Management

Q: Is it possible to customize the VNCcrm Dashboard?
A: VNCcrm offers an array of drag-and-drop cards using which you can customize the dashboard to suit your needs. In turn, cards on the Dashboard can be displayed in three ways. You can select your preference by clicking a respective icon in the upper right of the page. Refer to the "Dashboard" section, for a step-by-step guide.

Q: How to understand the sales pipeline and its phases?
A: A sales pipeline is a visually organized way of tracking potential clients as they progress through several sales pipeline stages. Different stages of the sales pipeline are prospecting, lead qualification, scheduling calls and activities, negotiations, converting to opportunities, and marking them as won or lost.

Lead & Opportunity Management

Q: What is lead management in VNCcrm?
A: Lead management meaning refers to the actions taken by businesses to manage all interactions and information related to their customers and potential customers. This process is essential for businesses that aim to personalize interactions, provide better customer service, and anticipate their needs and preferences.

Q: How do you organize leads in CRM?
A:

1. Add leads into VNCcrm.
2. Assign leads to the correct salesperson.
3. Follow up with the lead until it reaches a certain stage then convert the lead to opportunity.
4. Follow up the leads further in the "Opportunity" module, until the opportunity is either won or lost.

Q: What are the leads and opportunities in VNCcrm?
A: A "Lead" is a potential customer. Creating a lead is the first step of the sales process in VNCcrm. Lead records enable to storage of all known information on the lead, including company name, address, contact details, and the lead's current status in the sales cycle.

Leads that have developed into a potential sale for your company should be converted to an "Opportunity". Every opportunity is recorded and followed up systematically.

Q: How do you create an opportunity in VNCcrm?
A: You can use one of the following methods to create an opportunity:

• Convert a lead to an opportunity. In this case, information from the lead record is copied to the opportunity. All the activities and notes in the lead record also become available in the corresponding opportunity record. Refer to the "Convert a lead to an opportunity" section, for a step-by-step guide.
• Create a new opportunity from scratch. Refer to the "Create an opportunity" section, for a step-by-step guide.

Q: When should an opportunity be created in VNCcrm?
A: A lead should be converted to an opportunity when there is a potential for a sale. With an opportunity, you can forecast sales revenue and set an expected close date.

Activity Management

Q: What are the activities in VNCcrm?
A: In VNCcrm, activities are used to track, plan, document, and organize all customer interactions. To access the "Activities" interface, click Activities on the top navigation menu. You can also view upcoming and overdue activity records created for a lead/ opportunity record.

Q: What type of activities can be created in VNCcrm?
A: The user can create and manage various types of activities — from sending emails to making calls to creating appointments. These actions are all considered types of activities.

Calendar Management

Q: What is a VNCcrm calendar? A: The VNCcrm calendar lets you view and prioritize your Tasks, Opportunities, Activities, and other date-related CRM objects. Hovering over a calendar entry, for instance, an "Activity" or "Opportunity", will display the details on the tooltip, where you can click through to go the the detail page.

**Q: What is the VNCcrm calendar used for? A: Calendar is a useful tool for keeping track of upcoming meetings, deadlines, and milestones. They can help you visualize your schedule and remind you of important events, such as demos with prospects or calls with customers.

Campaign Management

Q: What is the campaign management process in VNCcrm?
A: Campaign management allows you to organize, track, and manage marketing campaigns in one place. To access the "Campaigns" interface, navigate to Configurations > Campaigns.

Q: What is the goal of the campaign in VNCcrm?
A: Campaigns are essential for building and maintaining long-term relationships with your customers. They help you communicate relevant messages, offer value, and increase loyalty and retention.

Q: How do I create a VNCcrm campaign?
A: Any promotional campaign must be planned and executed. The Campaigns allows you to track a campaign by recording details such as a name, a summary, and the duration. Refer to the "Create a campaign" section, for a step-by-step guide.

Roles & Permissions

Q: What are the roles in VNCcrm?
A: Roles are assigned to staff members to have access to VNCcrm.

Q: How do I assign a role to a user in VNCcrm?
A: You can add new or existing users to VNCcrm through VNCproject. Then, assign the roles to give users access to VNCcrm (Decision Maker, Project Manager, Technical Lead, and so on). Refer to the "Add a user to VNCcrm" section, for a step-by-step guide.

Contacts

Q: What is contact management in VNCcrm?
A: A "Contact" is any person with whom your company does or may do business.

Q: What is the difference between contacts and users in VNCcrm?
A: Contacts are used only for communication. There are different contact types in CRM: Customer, Partner, or Competitor. Users can log in and can have different permissions.