MRSware Sales and Commissions
  • Home
    • FAQs
    • About
  • Sales & Commissions
  • CRM
  • Blog
  • Try It
  • Pricing
  • Training
    • Training Classes - MRSweb
    • Training Classes - MRSware >
      • Lesson 1 - MRSware Home Page
      • Lesson 2 - CRM - Companies/Contacts
      • Lesson 3 - CRM - Calendar
      • Lesson 4 - CRM - Journals
      • Lesson 5 - CRM - Tasks
      • Lesson 6 - CRM - Projects
      • Lesson 7 - MREPS - Customers
  • Support
    • Documentation
    • Integrations
    • Admins
    • Live Service Status
  • Login
    • MRSweb Login
    • MRSware Sync
    • Webmail
    • Spam Filter Portal

MRSweb - Lesson 4 - Contacts

9/9/2019

0 Comments

 
MRSweb Contacts, on the Menu bar, contains the companies and individuals with whom you interact.  This is the heart of the CRM system.  Virtually all information is associated with and linked to Companies and Individuals.  Contacts contains information on businesses, organizations, and the individuals that work for these businesses and organizations, as well as anyone with whom you have a business relationship. 

Relationship Management is a critical component of successful companies. Managers use a Relationship Database as a foundation to track, measure and analyze the business. With a great database, you will increase collaboration, enhance customer service and improve productivity. The better the database, the better your customer service, your communications, and your chance of closing deals. 
​
​​Companies and Individuals are the basis for your Relationship Database.

Like a garden, the better you are at preparing the soil, sowing seeds, and weeding and fertilizing, the better the crop you’ll reap.


​When you establish a master database of Companies and Individuals, you are preparing the soil.   

Setting up standard information requirements to include in your database is sowing the seeds.

By making sure the data in the system is up-to-date and correct, you are weeding.

Asking your team for ideas and suggestions on important information to include is where you fertilize and grow your plants.

​As you continue to cultivate the information found in your Companies and Individuals, you will reap a first-class crop, in other words, a great Relationship Database.


The Contacts menu also includes Customers, Accounts, and Sales Reps.

- Customers displays companies that purchase products from your Principals.  The Customer view displays the total sales dollars purchased, for all lines. 

- Accounts displays companies that purchase products from your Principals.  The Accounts view displays the total sales dollars purchased, for each Principal individually.

- Sales Reps displays the Active sales reps for the agency.  You can also look at the Inactive sales reps, which are the reps that no longer work for the agency.​

0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    MRSweb

    Online Training Lessons
    ​

    Lessons
    0 - Intro
    1 - Getting Started
    1.1 - Sign up 
    1.2 - Login 
    1.3 - Forgotten Password
    2 - Navigation
    2.1 - Add Shortcut to Home Screen
    2.2 - Menus & Toolbars
    ​2.3 - Icons
    2.4 - Settings
    ​2.5 - Notifications
    ​2.6 - Data View Styles
    ​
    2.7 - Sidebars
    ​2.8 - Sort, Filter
    2.9 - Reports
    ​
    3 - Home page
    ​
    3.1 - MRSware.com
    3.2 - MRSweb Training
    3.3 - Webmail
    3.4 - Sync
    3.5 - Status
    4 - Contacts 
    ​4.1 - Contacts, Companies, Individuals
    ​4.2- Edit Contact
    4.3 - Create a New Contact
    4.4 - Sidebar
    ​4.5 - Tabs, Categories
    ​
    4.6 - Sort, Filter
    ​4.7 - Reports

    5 - Customers, Accounts
    5.1 - Sidebar
    5.2 - Sort, Filter
    ​6 - Sales Reps
    ​8 - Appointments
    8.1 - Edit Appointment
    8.2 - Create a New Appointment
    8.3 - Sidebar
    8.4 - Tabs, Categories
    8.5 - Sort, Filter
    ​8.6 - Reports
    9 - Journals
    9.1 - Edit Journal
    9.2 - Create a New Journal

    9.3 - Sidebar​
    9.4 - Tabs, Categories
    9.5 - Sort, Filter
    ​9.6 - Reports
    10 - Tasks
    10.1 - Edit Task
    10.2 - Create a New Task
    10.3 - Sidebar
    10.4 - Tabs, Categories
    10.5 - Sort, Filter
    ​10.6 - Reports
    ​11 - Projects
    11.1 - Edit Project
    11.2 - Create a New Project
    11.3 - Sidebar
    11.4 - Tabs, Categories
    11.5 - Sort, Filter
    ​11.6 - Reports
    ​​
    12 - Orders
    ​
    12.3 - Sidebar
    13 - Invoices
    ​15 - Product Catalog
    15.1 - Edit Product
    15.2 - Create a New Product
    15.3 - Import Products
    15.4 - Sidebar
    15.5 - Sort, Filter
    ​
    16 - Import
    ​

    All
    Import
    MRSweb

    RSS Feed

Home | Sales and Commissions | CRM | Blog |​ Pricing | Try It | Training | Support | Log In
sales@MRSware.com     (866)795-8386 x1
Copyright (c) 2002-2023 EYOND, Inc
.
MRSware is an EYOND, Inc. Integrated Solution
made in Austin, TX  USA