When getting started in MRSware you will want everyone in your company to be consistent in how they use MRSware so it will be easier to find specific groups or segments of your companies, contacts, journals, appointments, tasks etc. You do this by creating attributes, such as System types, various other types, categories, close reasons, sales phases, labels, etc and assigning these attributes to your Companies, Contacts, Appointments, Journals, Tasks, Expense Reports, Files in File Share and Opportunities in Opportunity Tracking. Once these attributes are created and assigned, everyone needs to know how to make the appropriate selections. This brings consistency and order to your system.
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Relationship Management is essential to a successful enterprise in normal business times, however in a downturn, the established relationships that are flourishing and new ones just beginning become critical to the continued growth of your company. All of the information you need is in your Relationship Database.
Once you realize what the power of a Relationship Database can do for your company, and how and where to build one, (see “The Power of the “R” in CRM”) you need to harness the force of the information you’ve gathered. Using Report Explorer and Data Analysis along with the Search, sort and filter tools built into MRSware provides you, the user, with many avenues to travel for the information you need to succeed. Invoice Import is the process of bringing sales and commission data into MRSware. Sales and Commission data is represented as an Invoice in MRSware, but doesn't necessarily have to have the full number of fields that would typically be found in an invoice -- it can be as simple as the Customers' Name and Sales amount. However, the Invoice Importer and a MRSware Invoice has the full features of an invoice and can track customer PO's, shipment tracking numbers, and sales and commissions data down to the line item level.
To get started with Invoice Import, go to the Invoice Import Users Manual. This handy reference takes the user step-by-step through working with manufacturers spreadsheets and importing the data into MRSware. |
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