888-982-8126

From Forbes Online: http://www.forbes.com/sites/aileron/2013/05/01/why-your-small-business-needs-crm/#7a901ae66e72
Author: Aileron, A Forbes Contributing Writer

A CRM (Customer Relationship Management) is probably one of the most valuable systems that any small business can implement. It is as important as the people that are hired and will have a more significant effect long term than any one employee.

Recent studies show that companies with a fully utilized CRM system can increase sales by 29%. But, any system is only as valuable as the information that goes into it. How do you get everyone in the company to use it and provide real time data?

1. Make it simple. The biggest mistake most companies make is they try to implement a CRM system that is too complicated for employees to use. They track too many pieces of information. Any CRM system only needs: Prospect information, when and what was talked about last, follow up date/reminder and action, who it is assigned to, and what is the dollar value of the opportunity.

2. Make sure it integrates with other company systems. Is it complementary to what is already being used? Can data be easily imported and exported from the CRM? If a CRM is an island, it will be less impactful.

3. Train them over and over again. Make it easy to use so they can get their jobs done. Show them how to use it from their smart phones or tablets. Identify people that are “super users” and can be advocates for the CRM system. Give rewards for employees that use it most effectively.

4. If the activity isn’t in the CRM system, it never happened. Every company needs to treat their CRM as the only repository for history. No one gets credit for anything if it is not written about here. Every executive in the company needs to use it too (or no one will)!

5. Reports. Make sure you can get real time reports from the data. Answer questions like: What did Sales Rep A do last week? What are the top sales opportunities? Are we going to hit our sales target this quarter?

 

X

mTusker base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm mTusker will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.