New Release of Bridgedexchange Version 3.6 - Web Based CRM

August 27th, 2010 Computer Eucation No comments

Pittsburg, KS (PRWEB) March 16, 2006

To the increasing demands from our clients, we have new additions to our web based customer relationship management application. We have developed better customization that allow users on the system to manage the layout, further customize web based forms, increased functionality when searching for contacts in the system, manage documents, and email tracking with a customized template.

The MyLayout area allows each employee the ability to customize the location of different blocks that appear within the application. The first step is to select the section to customize using the drop down menu with the provided sections. Once the section has been selected, the new page will allow you to pick from the assigned locations of each block. Quick Views are the upper left side of the application, which include the Calendar, Events, Contacts, and Clients. The lower left portion is for the Add Events, Add Contacts, and Add Clients. The right half of the page shows only one block with the exception of the MYhome tab. Each drop down menu assigns a default tab to be displayed every time the selected block loads. If the selected block is turned off by default, the block will not load in that particular tab. This setup helps users that have a dial up connections or slower connections that tend to spend too much time loading the components all onto the page at one time. The layout can be adjusted as many times as desired and will not effect the functionality in anyway other than the appearance of the application.

The generate code icon is + symbol that allows users to create the HTML code to cut and paste into a web HTML document. This code will have all the required information to submit the data properly into the application and will store the information into the database as a contact. Depending on the selection during the building phase of the form, the categories, status, and assigned employee will automatically be assigned every time the form is used. Even if the same form is used on many different web pages across different domains, the information will still be collected and assigned to the designated places within the application. First you must assign the basic required information to the form your building. This information is first presented to the user when entering this area of the application. A form title, lead description, phone, email, status, and categories all represent how to auto-assign the lead as it enters the system. When this information is filled out in it’s entirety, then click the create form button. This will add the newly created form to the main list of forms. To add or create fields within the new form simply click on the edit icon. The form fields are created to collect the information from the web page and in the same order in which the user selected the form fields to include. For example, usually the first field assigned to the form is the person or company name. This is represented as a textbox field and can be selected from the drop down menu and then clicking the “Add Form Field” button. This action will reload the page and ask the user to describe the text placed as a question before the textbox when presented to the user on the page. In this case you can use a sentence or just one word. When the word or sentence has been finished, click the “Create Textbox Question” button to save and add it to the end of the form list. Each field type has instructions on building and selecting different types of form elements. Once the form is completed the generated code can be cut and pasted into the HTML document. Once the form is located inside an HTML document, the order can then be changed by an experienced HTML designer or programmer. The form will work right out of the generate code page, but for further customization the code may be changed. For further details using custom forms or forms that aren’t built using the application contact Bridgeleaf Studios for further assistance. Once leads or contacts enter the system using the online form generated through the MYforms area, the leads are then saved in at the bottom of the each contact page as an original version. Customized versions of forms can actually drop the data into specific fields based on the requirements of the client.

Advanced searches include the date range search mentioned above, but also allows users to search by additional parameters such as the status of the contact, keywords that match the contacts data, the assignment to a specific employee, multiple subcategory assignments, and even the number of contacts per page. This type of advanced search will give the employee the full capabilities of a more refined search in order to find the exact contact needed quickly. This allows the users to click on the link “check all” or “un-check all” and gives the user the ability to automatically pre check every contact on the page and then use the drop down menu options to perform that specific action to the selected list. This can be used for re-assigning leads to an employee, converting all the contacts over to clients, or simply re-assigning the leads to a specific status. When this icon is clicked, a new window will open with a statistical report showing the referring URL that the user came into the site from and the keyword from the search engines within the URL if it’s available. This report will also show the pages within the site that the user visited prior to filling out the form. If properly setup, this can show returns on investment using Pay Per Click engines and link advertisements. The tracking file is provided in the MYdocuments section of the application. When placed in the top level of each directory of the site, the tracking script will track the users coming into the site and will save the keyword and search engine data used. The data is then stored and related back to the incoming contact as a stats report. Forms can be setup on the system using the MYforms section. This allows users to build forms for website(s) to collect leads. The tracking script is used for external websites, not the internal use of the CRM application. To edit a contact simply click on the icon that resembles a note pad with a pencil. This icon will open a new window, which allows the user to make changes to the contact information. In addition to the fields mentioned in the previous sections, the sales process management or customer history is shown at the top of the new window, and it incorporates the use of the customized sales steps and sales actions. Selecting a step will prompt the page to refresh and allow a second selection of an action. In turn, the action will create an event within the system and relate it back to the original contact. This will allow employees in the CRM to track their own sales progress and allow managers in the system to track the success of the sales cycle that has been implemented. The sale cycle can be customized in the MYpreferences area. The CRM administrators can add or remove sales steps to help manage the sales cycle. This additional feature also allows the managers of the CRM to evaluate the sales representatives progress through the sales cycle by reports generated in the MYreports section of the application.

Each user within the system has the ability to upload and store documents only if they have a valid email address within the system. The folders and directories on the server are built to separate documents based on the employees’ group identification and the email address of the user in the system. If the users information is adjusted in the system and the email address changes, the folder name will be automatically updated and therefore the documents stored in that folder will remain. Shared documents are displayed to the every user on the system and cannot be deleted once shared. This allows all users the ability to view documents at the same time. Downloaded documents cannot be changed and updated on the system without uploading a new version. All documents must be downloaded onto the local computer system and then re-uploaded to the server in order to make changes. Saving documents is not allowed in a real time through the application and is not considered a document management system, but just used for storage. All documents can be stored in a secure directory to allow each document uploaded to the system to be separate from other users. All documents uploaded to the account can be deleted from the directory using the delete link.

Contacts that have an email address within the system can be sent a custom HTML template email by clicking on the email icon located in the Email column of the MYcontacts listings page. Users can provide a custom built HTML header and HTML footer to within the email. Attached files can be sent to help in the sales process. The emails are then logged to show the current email list that has been sent out.