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| Grow Your Business with this ONE Simple Step | crm system for small business capcutsoftware, |
Hi guys, my name is Sahil Khanna and today I am going to tell you how you can use CRM to streamline your business In our country, there are many unorganized businesses Unorganized business means those whose business structure is not defined That who will do what, how will it work, it is not defined by anyone, means it is not defined by most of the businesses So today I will tell you that how you can streamline those operations which you do daily in your business This video is going to be good for freelancers, it is going to be good for small businessmen I will not talk about big corporates here, they already have CRM So today we will learn how to think about CRM So first of all we understand what is CRM, Customer Relationship
Management, this is called CRM But we are going to talk about a software, how you have to manage your customer completely So what is happening now, someone called our team, now what has happened to him and what type of funnel he is in Means now he wants to take the product from us or not, or he is in negotiation stage or he has been converted What stage he is in and after that what is the status of the work assigned to him You will see all this at one place You will say that this is remembered in memory, as your business increases, you do not remember all the things If I ask you, 8 months ago you had a client with whom you had given some XY service, who closed that? Which employee talked to him? What did he talk about? There are calls coming in your company but they are not converting, why are they not converting?
CRM for Small Business: capcutsoftware,
What is the reason? You don't know right? So this CRM stores all the data and brings the picture in front of you so that you can know in direction that what you are doing wrong So our sponsor for today is Zoho Begin and we will understand how to use Zoho Begin to make our CRM They have already predefined many things and their price is also very low which is good for small business First of all we have to open the site of Zoho Begin, after opening the site we can register if you want to make your account They are giving 15 days free trial, I have given the link in the description below, if you want you can do it from there too So first of all they are showing 15 days trial, I will do it here, my name is Sahil Khanna, my email id is Lapaas India I have filled my details here, after logging in it will tell me what type of data you want See, the category of your business you can select here which one you want, if you want you can start from scratch Means you can fill your things from there but I will not recommend you, take their basic version which can relate to your business Start from that, I will explain you what is happening, what is the meaning of sales pipeline, you will focus it on sales for starting Your pipeline will be focused on sales, you can change it later, it's not like if I start from scratch then I will get stuck But if you want to focus on sales then use it for starting, customer on boarding means customer is coming What is happening after that, you are doing everything, if you want to use it for that then use it for that You can use anything and you can also make multiple pipelines here, so in starting I am using sales pipeline Use template, after logging in company is asking me details, I have written the company name, phone number My own 0065704, timezone is India, language is English, currency is INR, Indian rupee is here, explore begin Now it is open, if you want you can take their tutorial but I am giving you tutorial so skip it The good thing about this is if you are in Zoho ecosystem then everything is connected and if you are big and scale then you can move directly to Zoho CRM Zoho CRM is for big corporates but they have made it for small SMEs So what is here, there is some data here,
CRM for Small Business: capcutsoftware,
I will try to explain you what is there and what is not So that you can understand the interface First of all you can see the deals, contact, company, product, activity and dashboard You have to understand all these things and you will understand everything First of all if I go to dashboard then I will show you the clarity that what is going on In dashboard you will see how many contacts have been created, it means how many people have called you logically How many deals have been won means how many customers have been converted, how many customers have been lost, they were talking to them but they couldn't convert them Which are the top 5 companies from which you are getting more revenues These are events, tasks, I will tell you when we will do this You can assign tasks that you have to do this, you can do events, you can do calls, when we will read about that then we will see So first of all I am going to deals, so what is happening in deals,
CRM for Small Business: capcutsoftware,Grow Your Business with this ONE Simple Step: capcutsoftware,
I just told you that what is going on with a client Now we have qualified him, now we are understanding his problems, we have sent him a proposal Now negotiation is going on, now he has been converted or he has been lost It is not necessary that a customer should go straight from this pattern, if we want then it is possible that a customer should close from the qualifier Or he should negotiate from the qualifier and get on straight, anything can happen and you can edit it as per your wish They have already defined some data which you can change In contacts, the contacts that you have, basically the people who are getting calls or approaching you, all the data is here, their company details are here In product, you will map the product or service, which product or service has gone In activities, you can assign activities, like what staff has to do, like it is written here, prepare a presentation for demo, due date, what is going on now, what is the priority Which is connected, I told you about the deal, you can link it with the deal that you want to create
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And who is the owner of it, many things are happening, it will come slowly, everything will come in real First of all, we are adding our product, and I believe that first of all, you can experiment, click somewhere and see But I believe that first of all, start preparing the structure from the base, after that upload the data So first of all, we have to add our product, I added the product, so instead of product, my product category is software I made it software, what is the name of the product, SEO basic, this is our basic plan of SEO In product code, if you want, if you have taken GST number, then it has a specific code, so you can use that HSN code So I write it randomly for now, or you can write for your internal operations also, which one you want So the basic of SEO, I am assuming its unit price that we keep 5000, I wrote about it in the description We will provide on page of single page website and do some off page activity, best for starters with low budget So I put it here, I saved it, and this thing will be very useful if you start aligning all these things in long term By doing this, I can add many products and services, so now we will add company, I will go to company I will write the name of the company here, I will write the number, if you want you can write address here But I am missing one thing here, that is GST number, in India GST number is required with the company
So I was seeing field setting below, I have to click on it, after clicking on field setting, you can see custom fields below You can add custom fields from here, if you want you can delete product code as we wrote And you can add HSN code directly if you want, because you have to make this thing according to your needs Now I think we have to add GST number also, I clicked here, field name is GST, field type, it is important to understand this What type of field you want, what can be done, GST number is basically alphanumeric, you can write number and text also So I am texting this, if there is a number then you can write number, currency is currency, like if you want to take a field You have to ask in that what is the budget of the client, so you can write currency in that, start date, end date You can set date, email id, website etc, you can do checklist, that means this is done, this is done, this is done You can do checklist if you want to select from multiple options, but now I am texting Single line, it is mandatory or not mandatory because after many businesses GST number is not there Do not allow duplicate values, GST number cannot be duplicate, encrypt the field if I want, so no one will know GST number Means no one in my team can see it, so I can do this if I want but I think there is no need to do it now
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So I saved it, so here you will see GST is in additional field, so I will go back to company I will go to company and save it, edit it, additional information, so it is not coming here because I wanted to make it in company GST, text, do not duplicate, save, it is here, now I will go here and click on edit, here GST number is written, saved Now I have contact details, now I can do anything with this company
I can put notes here We have done any activity with them You can see activity below So whatever I will put here, it will reflect all the things here And you can create activities with them from here Now what are the activities? You can do a task Like we have to give a presentation When do we have to give it? On 15th Reminder me It is with LaPass What will be in the description?
Let's save them Priority is high And save it So here my activity of priority is high If I want, I can also call here If I click on call, it is showing an option Who is going to call? So we have to add a contact Let's leave that too
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Cancel it Now let's go to contacts Here you can see import option is coming If you want, you can import If you are currently working on Excel Or you are working on any other CRM So there is an option of import You can directly import Click on import, upload file Instead of upload file, I will tell you to download sample data It will be better Here you can see what are the heads What is the company's ID, owner name Whatever it is If possible, if all this data is in your sheet, it will be good And even if it is not, there is no tension When you upload data, you get the option of mapping Let me upload the file which we have downloaded It will be uploaded successfully It is telling where you want to put Let's click on next Now it is showing columns You have to map company ID with company ID Who has to be mapped with whom
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You have to write the topmost row For example, in company name, our excel sheet As you can see, company name was at top Company name was here and its value was this So what we have to do is We have to map company name with company name We have to name dash with dash
If you write the same name, it will be mapped automatically If you don't write the same name, you have to map manually Again, I was saying the same thing It is just a little hard work Next, your data will be entered But to explain you, I will enter manually So let's go to contacts Let's add a contact Sahil Khanna, title is CEO Email ID is I will click on company name All the companies that we have added automatically Will be visible here I have added I will enter mobile number Again, this is not my number I have done it randomly I will write description If I have any additional information, I can add that GST number, as we have created, I can also write that And if I want to add some more fields, I can do that too Let's save So here, Sahil Khanna's entry has been done in contacts
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Now let's go to deal, which is a major thing for us In which we have left so many operations You can see two options up here One is this If I click on this, then its view will be like this Which many people can understand in Excel form So that it can be done easily But if you do this one, then when your data will be good Then it will be fun to analyze
Click on plus Deal's name is website Who is our contact? Sahil Khanna Company has been set by default What is the stage? If you want, you can edit all these things according to you But what is the stage? Qualification What is the amount? 50,000 What is the closing date? 31 We can write description in description And if I want, if I have added product here, I can also add product Like SEO basic, I will add that too So my deal is done Now I will go back See here Here, Sahil Khanna's deal has come Which has been qualified Now I have edited here And after editing, my stage has increased Let's assume that I have closed Sahil Khanna has closed Now see, he came here So all the data will come Who has closed? Who has lost? All this will be visible in front Which I like a lot You can sort it from created time You can sort it from whatever you want to sort Now if I go to the dashboard See here Have created a contact Deal has been born One which we have done Top 5 companies are coming Now we have filled the service of SEO 5,000 rupees It has come here And we have all the revenue data How much revenue we have generated in this month Everything is visible in front You didn't have to work hard Everything is happening automatically So this is the benefit of CRM If you use CRM So once I will show you one more pipeline
Here you will go In pipeline and stages Here if you want You can make more stages And edit Whatever I told you Qualification etc If you want to change, you can change As stage Here you go Whatever you want to write here You can write And you can add whatever you want Now let's assume Our sales is done
Now I have to make one for operations And for operations I have to make Project management Okay Planning started And completed I have written it like this for now But you have to see according to your operations How your company works You can do that I have saved it So here we have another pipeline Now I will go to deals Here you see After sales pipeline You have one more option Here if you go You will get a change in project management
Where are the clients' work Planning is started Completed What is it? You will see all of that here Okay It's a good thing In the same way You can make a new pipeline for your onboarding process If you want You can make for hiring You can make for whatever you want Okay We have this option If you want You can make web forms From here Means form will be created here It will be integrated on your website And whenever someone will submit It will be directly entered here Okay All of these are given Like you want GST here You want this You want this Okay Submitted Did it on next step You will see such a form I have turned on double option
Grow Your Business with this ONE Simple Step: capcutsoftware,
Next I have changed it to lappas.com slash form Okay Form name Lappas Begin Turn on double optin Next This code is here It is putting this code If you do development It will be easy for you If you don't do Then tell your developer Put iframe Do it from anywhere The development people They will understand how to do it This is CRM And how easy it is How well you can organize your business here The best thing I think Business is organized How much sale came How much sale came in this month Which product is lying where Which is lying in the pipeline Means which has been converted smb crm, cheap crm for small business, free customer database software for small business, customer database software for small business, cloud crm for small business, free crm system for small business, best customer relationship management software for small business, crm apps for small business, best crm and project management for small business, crm software small business, best crm for small business, client management software for small business,Which is not done Which is not happening Many products are lying in negotiation stage But they are neither closing nor converting Why is this happening So you will be able to find all your mistakes So the best thing I think about it So I have given the link in the description below Go and check it And I am giving you a task Go and create your own CRM here And how can people automate their business With this, today's video ends I hope you enjoyed it Like it, share it Comment how was the video Bye Good Night Good Afternoon Good Morning whenever you are watching this video
Grow Your Business with this ONE Simple Step | crm system for small business capcutsoftware,
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