Vertex 24 CRM Crash Course Overview

Aug 12, 2024

Vertex 24 CRM Crash Course Notes

Introduction

  • Presented by Gaurav
  • Overview of Vertex 24 CRM features
  • Link to detailed course available in YouTube description

Course Overview

  • Managing Leads
  • Adding New Leads
  • Customizing Lead Parameters
  • Managing Deals
  • Creating New Products
  • Setting Up Product Prices
  • Linking Products to Leads and Deals
  • Creating Quotations and Invoices
  • Managing Contacts and Companies

Importance of Managing Leads

  • Leads are potential customers
  • Sources of leads: conferences, meetings, telemarketing
  • Need to validate contact information and interest in products

Lead Qualification Agenda

  1. Pitching the product
  2. Validating contact information

Managing and Customizing Leads

Lead Status

  • Stages: Unassigned, Similar Solution, Gather Specification, Demo, Complete Lead
  • Status can be configured via settings
  • Options to add/edit statuses

Creating a New Lead

  1. Click on the "Add" button
  2. Fill in lead information (e.g., name, company, position)
  3. Section arrangement: lead info, product info, contact
  4. Hide/display fields via settings

Editing Leads

  • Click on the lead to edit data
  • Adding custom fields if necessary (e.g., Business Analyst)

Deleting Custom Fields

  • Navigate to settings > Forms and Reports > Custom Fields

Customizing Lead Page

  • Drag and drop columns, resize fields
  • Apply settings for all users (admin feature)

Actions on Leads

  • Add comments, attach files, and set activities

Responsible Person Concept

  • Each lead has a responsible person
  • Can change responsible person in lead details
  • Important for access permissions

Efficient Lead Management

Using Filters

  • Search for leads based on responsible person or status
  • Save filters for quick access

Automation Rules

  • Configure triggers and automation rules for leads
  • Example: Notifying when a lead is lost due to budget

Creating Successful Leads

  • Options: Deal + Contact + Company, Contact + Company, etc.
  • Options depend on the nature of the lead
  • Convert leads to deals and manage accordingly

Conclusion

  • Vertex 24 CRM offers flexible and customizable features
  • Automation and efficient management streamline lead processing
  • Explore the complete course for more in-depth learning