To date, one of the most popular uses for WizeHive Current is that of a sales and CRM based application. Users have built very advanced and detailed databases to track and manage clients, leads, and opportunities. While it’s easy to start from scratch using our drag-and-drop form builder, the quickest way to get started is with our Sales/CRM Template workspace. This template provides a great framework and can be further customized to meet your exact needs.
Our template includes forms to track opportunities, log correspondence with customers, and manage companies, linking to specific contacts associated with each organization. This template provides a robust platform that is perfect for organizations that are just getting started, or can be used to replace your existing CRM. Moving data over from your old system to Current is a piece of cake with our data import tool, but if you need any help with the transition, just ask!
The best way to understand how data is managed in this workspace is to look at the setup and organization of the four forms we’ve provided. The rest of this post will serve as a walk through of our Sales/CRM template, but remember, you can create additional forms, delete existing forms, customize and edit the forms, and link different data sets to make this template your own.
The best place to start in our walk through of the Sales/CRM workspace template is the company form. This form will store all information specifically related to the companies you work with. Company name, website, and street address are kept with any notes you’d like to leave yourself about the company, or your relationship with them. There’s not much else to this form, but we’ll be able to link back to the companies stored here in both the contacts and opportunities forms.
Next up, contacts. What good is your database of companies without any contacts associated with them? The contacts form makes it easy to enter new contact information such as name, title, email, and phone number. You can also link to the company form to note which organization each specific contact is associated with.
Where this template really gets interesting is in our next two forms: opportunities and correspondence. The opportunities form provides a great snapshot of what’s in the pipeline. Opportunities can be tracked along with a description, which sales rep is responsible, the main point of contact, status, and expected close date.
Messages and communication with contacts can be tracked in the correspondence form. A short summary of the message, date of contact, and type link with the specific opportunity the correspondence pertains to and, of course, the contact associated with the opportunity.