CRM TRAINING

CRM Training
 Customer Relationship Management (CRM) is software that enables a
company to organize, Optimize and strategize customer relations
 How it helps to Sales Rep, Managers and Top mgmt. ??
 How CRM Works (Sales)
 The Lead is generated in CRM (Reference,cold calling,E-
mail,Upselling/Cross selling,Exhibitions,Sales websites)
 Sales Rep will communicate with customer to understand the needs
 Once the customers needs are understood and if it matches with our product
line, Lead is to be converted into opportunity in CRM (Opportunity for us to
serve)

Cost is communicated to customer
 Negotiation is done
 Deal is Won/Lost and same is updated in CRM
 ENJAY CRM
 We at precious are using NJCRM developed by ENJAY

It is locally developed CRM considering needs of Indian sales practises
 NJCRM
 Our CRM dashboard is divided in 3 vertical parts for sales activities IE Open,
Periodic and Result
 NJCRM
OPEN:
 The Open segment represents all sales activities that can be done today.

It shows Total leads / Opportunities / Tickets that are in process and in which stage at
any given point of time.
PERIODIC:

The periodic segment represents all activites that can be done/already done in given
period of time.

It helps to summarize the activites done and helps you to have a review.
RESULT:

Result segment shows the direct result of leads / opportunities converted
How to create Lead in NJ
1.Click on
Leads

2.Click on
Create

3.Fill in the
details
required
(marked as *
are
mandatory)

4.Click on
Add
 Stages on closing deal in CRM
 Click on three dots below your login name and logo once lead is converted
 Click on convert lead
 Enter details


As deal progresses, Click on Edit and keep on updating.
 Following stages may required/may not required updation
 Assigned, Qualification done, Qualification given, Trial/Demo, Negotiation/Review, ON Hold, Closed
won/Closed lost
 Periodic segment
 Periodic segment is used for self assessment as well as manager’s review
for performance of team.
 Timeline could be changed by clicking on dates mentioned below periodic
tab

All leads/Opportunities could be reviewed easily.
 Result Segment
• Result segment represents overview of the final result.
• We could know total leads that were converted to opportunities & How much
were dead
• We could also know how much opportunities were converted to business and
opportunities lost.
• How much tickets were closed during that timeframe is also represented in
this segment.