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  1. 1Ci Support
  2. 1C:Drive User Manual
  3. CRM

CRM overview

  • CRM
    • CRM overview
    • Campaigns
    • Leads
    • Lead card
    • Lead activities

In 1C:Drive, CRM helps you organize and track the process of winning customers.

You can do the following:

  • Register and store information about prospective customers.
  • Arrange targeted campaigns of marketing activities for winning customers.
  • Define sales persons responsible for marketing activities.
  • Plan events to contact with prospective customers.
  • Guide prospective customers through marketing activities.
  • Register conversion of a prospective customer to an actual sales contact.
  • Track statistics of sales conversion.

To accomplish the listed tasks, work with the following CRM entities:

  • Leads

A lead is a prospective customer. It can be a company or an individual potentially interested in your goods and services.

  • Campaigns

A campaign is a marketing campaign including activities needed to win a customer. A successful campaign turns a prospective customer into an actual sales contact.

CRM keeps a list of leads and allows you to associate leads with campaigns and sales representatives.

crm_steps_dsgn.png

Working with leads and campaigns

As a prospective customer appears:

  1. Define the target marketing activities and create a campaign.
  2. Create a lead, assign a campaign and sales representative responsible for the campaign activities.

All leads you create go to the Leads catalog where you can process them as follows:

  • Change campaign when you need to switch a lead to another set of marketing activities.
  • Change activity when you start another activity for a lead.
  • Schedule events (such as phone calls) when you need to contact a prospective customer.
  • Assign a lead to another sales representative.
  • Disqualify a lead when you decide to stop working on the lead.
  • Register a lead conversion to an actual sales contact after you successfully complete campaign activities.

All campaigns you create for leads go to the Campaigns catalog where you can re-define campaign activities according to changes in your lead processing.

1C:Drive keeps history of lead processing. The history records help you understand who processed a lead, when, and how.

For insights into overall leads processing progress and outcomes, see the CRM reports:

Report name Report sample
Sales pipeline pipeline.png
Sales funnel funnel.png
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