All Templates

CRM

Effective management is the soul of business. And managers all know that the customer is always right, there’s no denying that customers, at the very least, are super important for the success of business.

Template Configuration
8

Task status

New

Open[WON]

Closed[LOST]

Proposal

Qualified

DEMO

Finished

Closed

3

Task type

Unlimited
Business
Enterprise
11

Custom field

Industry

Account Size

Email

Company Revenue

Next Step

Payment Status

Payment Type

Segament

Website

Closed Date

Next Step Date

Template Details

Effective management is the soul of business. And managers all know that the customer is always right, there’s no denying that customers, at the very least, are super important for the success of business.

The Advantages of CRM Template

Tracup will going to be giving users some tips on how to use Tracup as a CRM solution. So we’ll be talking about features on how to or successfully close deals into a customer pipeline so just a couple of housekeeping notes.

First jump into the sales team. Tracup always likes to start out with an explanation of its hierarchy, which is users sure most of users are familiar with this.

Tracup_sale_team_meeting

It’s the organizational structure that helps users put every single project and task in its proper place so as a sales team.

What Is Exactly A CRM Template

Tracup would recommend creating one space to manage all of their sales team operations.

Tracup_sales_folder

In the demo Tracup workspace here, users have created different spaces for some of the different departments at their company, and they are keeping everything related it’s inside of this one space.

Tracup_CRM_template_custom_field

We also have some really cool folder templates which fair available to users.

Tracup_custom_field_CRM_status

And users can check these out and see how Tracup specifically recommend setting up some account management practices, and CRM workflows in sales context.

How to Use CRM Template to Manage your Clients

So how to post advance custom field in Tracup CRM template?

In CRM template. Users just again have that one list for accounts and opportunities, but hang on their organization they may want to create several lists.

To break up their CRM folder into smaller pieces, users have a task for each of their different accounts that they’re working with, and they have a nice status load that these tasks are moving through to qualify them to mark them as an unqualified prospect.

Template Default

Task Status: ✅[Open[WON]], ❎[Closed[LOST]], 💌[Proposal], 😀[Qualified], 🤗[DEMO]
Task Type: [Unlimited], [Business], [Enterprise]
Custom Field: Account Size(text), Email(text), Company Revenue(text), Industry(text), Next Step(text), Payment Status(text), Payment Type(text), Segment(text), Website(URL), Close Date(Date), Next Step Date(date)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Account Size, Next Step, Next Step Date

All the way through potentially closing the deal and winning the deal or the sale does not go through, so they can edit these task status any time, but the template includes some nice things to give some perspective. When users get started inside of their tasks here, there are tons of different ways that they can communicate about an individual deal.

Tracup_communication_in_template

The nice thing about this is, users can chat with all of their teammates in just one task about a deal that they’re working on.

Tracup_gif_for_CRM_template

In-app mentions people to trigger a notification that they need to advise users about something going on in the deal, and this really limits the amount of context switching that they have to do.

Tracup_custom_field_types

Users don’t need to switch between, users know Tracup and whatever ticketing system users are using to find all of them need about a client, all of that can be done in here through their task common thread, keeping track of important information in these custom fields, and even throwing in it and to discuss their progress as they move through the different status here.

Tracup_gif_for_type

Of course, any relevant sales documentation that users might pick up from the client along the way can be added as attachments at the bottom left of the tasks, and if they are on one of paid plans, they can also integrate with one of cloud storage platforms.

Tracup_attachment_for_client

So users will be able to create and attach files and folders from that cloud storage platforms in their click up tasks here.

In Tracup CRM template have some different custom fields set up here.

Tracup_CRM_template_four_category

Tracup have a couple numeric fields to keep track of things like account size and next step date, and as users can see here, this is exemplify their calculated columns feature which is a great way to calculate numeric fields in list view to find their sum average or range.

Really to attend the webinar, really appreciates that they’re making time for this, especially considering all of the busy remote transitions that many teams have been making, during the pandemic we’re all experiencing but just as a reminder.

Tracup_new_template_invitation

Tracup is going to continue to have use case based webinars. So be on the lookout for those in the future.

Kindly Tips for Users

Take Notice of Above Four Things
1. Two same custom fields are not allowed in the same work space, and are shared in the same work space
2. Maximum 30 custom fields in one work space
3. Default to show 4 custom fields on list view
4. When choosing a new project template, user has already created the same customer field and they cannot share the same name in Tracup. Tracup project template will set these two same fields by default. If users have set some special setup in this custom field, Tracup will generate the same name and add label (1) behind the title in default.
Creator
Other Info

Built in 2022-08-29 11:55:06

Sales & CRM
Recommed