November 10, 2011 at 08:36TeamLab CRM Beta - note for sellers: use it for profit, us for testing
TeamLab launches beta version of its new CRM module, an enterprise system for automating customer interactions. In the history of our project, this is the first functionality that has not been tested inside our company because of its specificity, in particular, therefore, it is submitted to users for trial in the beta version, and any comments, advice and suggestions are only welcome.
Based on the classification of CRM systems by functionality, our module focuses on sales management. According to the information processing criteria TeamLab CRM- an operating system that provides for the coordination of contacts, the collection and categorization of customer information, as well as control over transactions. Thus, at this stage, our customer relationship management system is focused more on sales departments than on marketers or financiers, as reporting and data analysis tools are not currently included in the module.
Features of TeamLab CRM
TeamLab CRMit becomes another, fourth part of a multifunctional web office for collaboration, document and project management, and this could not but affect the type of solution that we present today. We did not seek to “embrace the immensity” or become a competitor to already proven systems like Sugar CRM, rather, we tried to use our strengths and use the experience gained in the development of previous modules. As a result, our CRM system can now offer not only downloading the necessary files, like most similar services, but also creating documents, presentations and tables right in the module. Considering that the service will be open for use to all TeamLab membersof the portal, it is possible to restrict access rights, first of all, this will help companies with several functional units.
With regard to the target orientation, in the development we proceeded from the needs of “salesmen” in small companies, which, judging by the research, first of all needed a base for contacts with the possibility of quick access to it online, keeping a history of transactions, as well as various types of reminders and notifications.
A brief overview of the functionality
For convenience, the interface is divided into four logical parts: Contacts, Tasks, Transactions and Events.
Contacts - the user can store all the contacts with which his company works in one place.
Tasks- An easy way to create a reminder of what needs to be done. For example, they can be used for timely notification of an upcoming meeting or phone call. The user can associate a task with a contact, deal and event, or create a simple note for himself.
Transactions - allow the user to track potential sales, determine the stages of transactions in accordance with the company's business process, keep a history, set goals and upload documents.
Events - provide an opportunity in one place to keep a history of correspondence, to set tasks, upload documents for contacts involved in any common business. For example, it can be group training or exhibition organization.
Among other features of the system, I would like to note:
- an element of customization in the form of adding the necessary user fields: depending on the specialization of your business, you can add the necessary sections to the Contacts, Transactions and Events sections, for example, “Information Source” or “TIN”;
- segmentation of information using tags;
- Import contacts in csv format.
Upcoming System Improvements
So, here, perhaps, basically everything that I wanted to tell about the new module. We remind you once again that this is a Beta release, and we look forward to any feedback, advice and suggestions. What determines the first version of TeamLab CRM will largely depend on them . At the same time, we dare to assure that no matter what changes the system exits upon exiting Beta , all the data that you upload in the module now will definitely be saved during the transition to the next versions.
Based on the classification of CRM systems by functionality, our module focuses on sales management. According to the information processing criteria TeamLab CRM- an operating system that provides for the coordination of contacts, the collection and categorization of customer information, as well as control over transactions. Thus, at this stage, our customer relationship management system is focused more on sales departments than on marketers or financiers, as reporting and data analysis tools are not currently included in the module.
Features of TeamLab CRM
TeamLab CRMit becomes another, fourth part of a multifunctional web office for collaboration, document and project management, and this could not but affect the type of solution that we present today. We did not seek to “embrace the immensity” or become a competitor to already proven systems like Sugar CRM, rather, we tried to use our strengths and use the experience gained in the development of previous modules. As a result, our CRM system can now offer not only downloading the necessary files, like most similar services, but also creating documents, presentations and tables right in the module. Considering that the service will be open for use to all TeamLab membersof the portal, it is possible to restrict access rights, first of all, this will help companies with several functional units.
With regard to the target orientation, in the development we proceeded from the needs of “salesmen” in small companies, which, judging by the research, first of all needed a base for contacts with the possibility of quick access to it online, keeping a history of transactions, as well as various types of reminders and notifications.
A brief overview of the functionality
For convenience, the interface is divided into four logical parts: Contacts, Tasks, Transactions and Events.
Contacts - the user can store all the contacts with which his company works in one place.
Tasks- An easy way to create a reminder of what needs to be done. For example, they can be used for timely notification of an upcoming meeting or phone call. The user can associate a task with a contact, deal and event, or create a simple note for himself.
Transactions - allow the user to track potential sales, determine the stages of transactions in accordance with the company's business process, keep a history, set goals and upload documents.
Events - provide an opportunity in one place to keep a history of correspondence, to set tasks, upload documents for contacts involved in any common business. For example, it can be group training or exhibition organization.
Among other features of the system, I would like to note:
- an element of customization in the form of adding the necessary user fields: depending on the specialization of your business, you can add the necessary sections to the Contacts, Transactions and Events sections, for example, “Information Source” or “TIN”;
- segmentation of information using tags;
- Import contacts in csv format.
Upcoming System Improvements
- integration with TeamLab Calendar and Email;
- release of a mobile version;
- implementation of reports;
- Import contacts in vcard format.
So, here, perhaps, basically everything that I wanted to tell about the new module. We remind you once again that this is a Beta release, and we look forward to any feedback, advice and suggestions. What determines the first version of TeamLab CRM will largely depend on them . At the same time, we dare to assure that no matter what changes the system exits upon exiting Beta , all the data that you upload in the module now will definitely be saved during the transition to the next versions.