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The ClientSpace Organization lead management system is designed to act as a Sales focused module, allowing salespeople to organize potential clients much as you would in a rolodex system. Unlike a card catalog, Organizations allow for sales force automation, providing calendaring functionality, task management, email automation and much more. The following document is designed to provide an overview of the Organization detail record and associated Org Other Info record and show how they can help salespeople manage accounts, leads, opportunities, and customer interactions while helping management generate more accurate forecasts and gain better insight into sales opportunities. |
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The Org Other Info record appears as a tab on the Organization Detail, but it is in fact a configurable dataform tied to organization records. This configurable dataform makes it possible for your company to highly customize the Organization record in order to store information that is important to your business and sales process. As a dataform, the Organization Other Info tab also supports configurable business rules, field display conditions, and links. How your company uses Org Other Info depends in part on your sales prospecting process, but I have included a few examples of this form below:
As you can see from the screenshots, the form can be configured any number of ways, depending on what type of information you need to capture throughout your sales process. For Category, when Carrier is selected, the Carrier Details fieldset becomes available in the Other Info tab.
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The Contacts Right Nav allows you to Add and Edit Contacts for a prospective client. These contacts are available throughout the associated organization and activities information, anywhere that you see a contact selector, such as on the CRM Notes page.
Editing a contact, either by selecting the contact in the list and clicking Edit or by double-clicking the item in the list opens the Contact Detail | General tab. This tab stores general demographic information about the contact, including Name, Address, Telephone and Fax numbers, Email address and so on. Contact General
The General Tab also contains a profile image field. Attaching an appropriate image in this field will cause the image to be displayed in the header of the Contact. Checking the "Sync with Organization" checkbox will allow the system to update the Address information on the contact with the address information of the related Organization. Contact Activities The Contact Activities Right Nav provides a quick method for searching for and maintaining any Organization activities related to this contact. Activities may be added using the Activities Icons as well as Edited or Deleted. A full list may be viewed by selecting 'View Full Search' |
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One of the best methods of integrating the Organization record in ClientSpace with the sales process at your company is via the ClientSpace Outlook Add-In Post and Send functionality. The ClientSpace Outlook Add-In allows you to connect emails that you send and receive in MS Outlook to the ClientSpace Contact and organization records that you use for Sales prospectingProspecting. After you have installed and configured the Outlook add-in for use, attaching emails to a Contact record in ClientSpace is only a click away. Simply create an email to your customer as you normally would in Outlook and when you are done, use the "Post and Send" function of the Outlook add-in to send your email and automatically attach the email to the related contact record in ClientSpace at the same time.
When you click "Post and Send" the ClientSpace Outlook add-in will automatically use the email addresses in the To: and Cc: fields of Outlook to look up contacts in your installation of ClientSpace and automatically tie the emails to the appropriate Contact record.
Emails received from Client contacts can be attached to ClientSpace contact records as email activities in a similar way using the "Post to ClientSpace" function in Outlook. This button, available on received emails in Outlook, allows you to attach received emails to ClientSpace contact records, making these emails available from the activities area of the Organization. |
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