User Manual - Delpro CRM
Contents
1. Available on the J App Store User Manual Delpro CRM User Manual 2 CONTENT INDEX General concept 4 Delpro CRM general vision and concept 4 Access from any browser 4 Access from your iPad iPhone or iPod Touch device 4 Sign In 5 Create Account 5 Activate account 5 Create a new Database 5 Access Configuration for Delpro CRM 6 Company 6 Contacts 7 Contact 7 Create a new contact 7 List mode 8 Filter contacts 8 Filter contacts Order by Ascendent Descendent 8 Contact filter Zones 8 Contact filter Actions 9 Contact filter Industries 9 Contact filter Groups 9 Contact filter Level 9 Contact filter No filters 9 Record screen 9 Record Screen Modify data 10 Record Screen Contact person 10 Record Screen Map 10 Options 10 Contact Options Follow up 10 Contact options Communication 11 Contact Options Web 11 Contact Options Deals Orders Invoices 11 Contact Options Graphics 11 Contact Options Products 11 Contact Options Customer 11 Contact Options Key person contact 11 Contact Options Attachments 12 Contact Options Image Gallery 12 Contact options Audio 12 Contact Options Sales orders 12 Follow Up 12 Search by date range 13 Filter 13 Follow up filter Abiertos Cerrados 13 Follow up filter Orden Ascendente Descendente 13 Follow up filter Level 13 Follow up filter Zones Follow up filter Actions Follow up filter Industry Follow up filter Groupings Follow up filter Date Follow up filter No fi2. ON Filter by a specific area showing follow up tasks grouped on a map to minimize the time spent on visits 4 E User Manual 14 Follow up filter Actions po Follow up tasks are shown under a single action for example making an offer or delivering a catalog Follow up filter Industry This refers to the type of company or the type of product that they sell or size of the company Follow up filter Groupings o O In this type of filter you can find the option to classify companies into different groups as wholesalers retailers or end oo customers for example Follow up filter Date SL 4 You can also filter by date very useful for example if you want to see the follow ups in the past two weeks S Follow up filter No filter K As discussed in previous sections we can see the follow up list as well as the contact list without filters that means the entire list will be displayed Modify follow up tasks To change one of the follow up tasks that have been registered go to the follow up tab selected once inside the tab you will only have to be in the field you want to change and type or select new information Contact People List of all people in the contacts that are registered in the application can be sorted in ascending or descending order Catalog User Manual 15 3000AC05 CAMISA HOMBRE AZUL CLARO T 500 00 1 0 The catalog is a simple and elegant way to show your products updated
3. Image Gallery Image gallery related to the contact Contact options Audio Audio memo in the language set in the iPad Contact Options Sales orders Delpro CRM allows us to place orders in real time This is done by selecting the contact desired at the top find a button to select orders and two options will be displayed D A ORDERS LINE OF PRODUCTS To realize an order in different manners Lines or Grouped One way of placing an order is to be adding products either through bar codes captured with an external reader from application Delpro CB for iPhone or from the same iPad application Any of the above applications can send in real time by selecting the option Download the bar code that it reads simulating a point of sale The products will accumulate and may add the amount you want A GROUPED The other possibility is that we display the grouped products i e in a grid allowing the maximum amount of products displayed at once A FILTER You can filter the products by model and family in the filter model for textile companies mostly you can also select the size and the color A COMPLETE ORDER After selecting the desired products please select ACCEPT you get the list of products selected so that you can review select Save again and confirm the order automatically a PDF file will be created with the order data that you can print or e mail Follow Up User Manual 13 oo A gt 333 O Z O S
4. in real time with inventory control which also allows you to pick up orders ii It detects all the products that have been selected by means of a reading bar code To increase or to diminish the bookkeeper of all the products that is appearing for screen in order to realize a massive order of products A To send to documents the lines of selected products P Catalog Download products To facilitate the work of the sales team the catalog can work offline to enable this select the symbol arrow to download the products on the iPad which will display the list of products and then you will be able to work with them Catalog Families Models Groups Different ways to filter products to facilitate the search of the products A He proves to be all the models of which he arranges your catalogue for your products It allows realizing the filter for groups as for example type of material oF User Manual 16 Favorites Items can be marked as favorites adding as well a comment on the product In order to view the list of bookmarked products select the star shaped symbol _ Show a list of favorites products J Record screen Each product has its own record screen presented with a central image and item description From this screen you can add the desired quantity that you want to appear in the order In addition there is a section for attachments with more product information the ability to add th
5. secure way e Access to all auxiliary tables Areas actions groups zones types of monitoring etc e Manage access permits to your sales team by different user profiles and have all their connections and access controlled e Provides statistics action charts tracks tasks and level of effectiveness of your sales team e Have your sales team geographically located and see the geolocation of a day in Google Maps e Create items to sell with prices pictures stocks etc e Create view and print orders and invoices e Send notices to the sales team individually or in bulk Access from your iPad iPhone or iPod Touch device Connect to your Apple mobile device where 3G or Wi Fi coverage is available and it will coordinate with your Delfos ERP allowing you to work without remote access e View and use multiple applications remotely especially CRM for customer and sales team tracking e View the list of visits and sales activities on a calendar and record the result of their meetings e Display most relevant customer data e Contact with a call or an email visit the web or navigate to your address e Perform any sales document offers orders invoices tickets e Display an interactive catalog of products updated in real time with voice images and documents e Display Company QR e Print list of contacts and follow ups e Check for customers that are located near your store e Barcode reader kJ User Manual 5 Sign In Log
6. see an animation in the graph showing the total size available Remember if you are using the DEMO version you can only perform this step once and you will not be able to change this data later User Manual 6 Access Configuration for Delpro CRM To connect with Delpro CRM from your iPad select iPad applications In the settings column find the applications section with all the applications installed on your iPad select Delpro CRM to open the configuration screen with the fields shown in the following image complete the fields using the data that you have inputted when you registered in the program Configuraci n CRM Acceso demomoda Usuario DEMO Clave e000 Dominio NO Ip Mostrar Imagen ON Mostrar Mapa w O Distancia alrededor de la localizaci n actual Distancia 100 gt If you have access with your DEMO account introduces the following information A ACCESS NAME WITH YOU CREATE AS DATABASE IN THE LAST SECTION CREATE A NEW DATABASE A USER DEMO A PASWORD DEMO Y If you have multiple accounts repeat the steps to access the CRM configuration Y If the program does not open properly restart the application Company User Manual 7 As a display option we have Company a digital presentation card with relevant data of the company and the sales agent with a QR code created automatically by the system which when captured by another device will automatically record the contact detai
7. that wants iPad 4 Mas EN Configurar ES SIS Pagos Cobros R II Esc ner 9 Alrededor gt O info gt EJ User Manual 21 www delpro crm com info delpro crm com Espana 34 902 908 092 M xico 52 1 55 1475 9559 Republica Dominicana 1 809 968 1222 Chile 56 9 8219 6787 USA 1 864 329 5477 Andorra 376 365 532 Copyright 2013 Suenty Quality All rights reserved Fecha martes 05 de febrero de 2013
8. Seguimientos AA 0 aX Desde Hasta Aceptar CLIENTES VARIOS dp Llamada telef nica 34 902 908 092 PRESENTAR OFERTA 06 08 2012 08 49 TS ARTE Y SUE OS DE CV dp Llamada telef nica 52 722 563 456 PRESENTAR OFERTA 20 09 2012 20 46 4 7 SONYA BLUES DE CV dp Llamada telef nica 52 734 568 994 PRESENTAR OFERTA 20 09 2012 20 50 58 As mentioned previously we have another way to visualize the follow up tasks This is from the follow up option found in the bottom menu In it we find a list of all the follow up tasks that can be sorted in ascending or downward to which we have access Search by date range Just as in the other screen in this view we can filter within a date range To do this you will position the curser on the blank fields 1 and then 2 as you can see this will open the date option in the iPad Filter As in the contact list the follow up lists can also be filtered to restrict the search In the menu for the follow up lists you will find the option in funnel shaped icon that allows you to hide or show the follow up tasks that are completed Follow up filter Open Closed AN Show follow ups Including the finished ones Follow up filter Order by Ascending Descending VA Tienes la opci n de ordenar la lista de formas Ascendente o Descendente Alfab ticamente hablando Follow up filter Level O You have the option to arrange the Ascending or Descending list of forms Pas Follow up filter Zones
9. chnical service go to INFO where it will be able to realize a call for Skype to send an email or to visit our web page Be side Manual this one to consult or to create a new database ES delre Web www delpro crm com Tel fono 34 902 908 092 Soporte y consultas info delpro crm com Version 2 6 491 Actualizar Coordenadas Contactos Delpro CRM para iPad es una aplicaci n profesional para empresas que centran sus actividades en el campo comercial Esta aplicaci n trabaja con una base de datos DEMO con registros destinados a conocer las posibilidades del programa y que se restaurara diariamente Para trabajar con una base de datos limpia deben registrarse pulsando el bot n Alta que les permitira crear una base de datos personalizada y gratuita Tambi n existe la versi n PRO que permite acceder a la administraci n de las tablas auxiliares mediante web y la versi n EMP que ademas se podr conectar a su ERP Tel fono Web Correo Manual Alta Copyright Suenty Quality S L To update coordinated contacts With this one option you can update the coordinates of the contacts that you have registered in order that they appear in around More Ed User Manual 20 In this paragraph it can find the rest of available usefulness that it does not have in the bar of menu in addition it allows him to modify the direct accesses selecting to edit For it drag the usefulness that wants and superimpose her in the place
10. displayed in list form thus allowing us to see all pending message we have Screen Mode In the screen mode we can view or modify more specific information in this screen we find three fields A ACTIVE THAT WILL ALWAYS BE ACTIVE CHANGING THE POSITION OF THE FIELD TO 0 WILL CLOSE THIS NOTICE A MESSAGE WHERE WE OUTLINE THE REASON FOR THE NOTICE A ANSWER WHERE WE CAN RESPOND TO THE NOTICE ONCE FINISHED Payments Billings List of payments and invoices made in order to take full control of the company accounts Knowing at all times the dates when you have made any changes Scanner Bar code scanner used to realize orders without need to look for the product in the list of articles To capture a code it selects To scan automatically the chamber of the iPad will be ignited and focusing the this bar code it User Manual 19 detects it issuing a small sound an animation was showing the scanned code and a red cross the usefulness he will be proving to be the reader until the above mentioned cross is pressed Around me With the option Around you can verify that contacts are near your position thanks to the geolocalizacion the application was detecting in that place is and it will show it in an interactive map Hereby you will be able to minimize the time in tours taking advantage of the visits to the maximum You can modify the distance of tracking from the adjustments of the iPad Info To realize a consultation to the te
11. e Favorites or hear a description of the product in from the iPad When sliding the screen you will see the product gallery To extend the quantity of products for him asked Send line to order Attached files as additional documents PODO Add at favorites To listen to the description of the product Documents The documents section is a comprehensive manager of sales documents as you can work with different documents simultaneously If you select documents a side screen will appear with the list of documents that are currently open and you can edit create or delete as many as you want oF User Manual 17 Editar Documentos ais Documentos mn gt EA A La EA TOTAL PEDIDO 1 DEMO MODA DE CV eee a PEDIDO 1 1 5 2 2013 13 16 Lal DEMO MODA DE CV to i 9d a ar ng It also allows different types of documents that are A DISCOUNT SALES ORDERS INVOICES IT IS MANAGED THE SAME WAY AS ANY ORDER SEE CONTACTS ORDERS A TICKETS IT IS MANAGED THE SAME WAY AS ANY VIRTUAL POS a It shows the product groups that you have registered in the database J A He proves to be all the models of which he arranges your catalogue for your products To unload the catalogue it is necessary to realize this action the first time that you enter to the program To facilitate the work of the commercial one the catalogue can work without connection for it the first thing that it has to do is to select th
12. e at a different type of filters for a specific search For this select one type of the every type filter Filter contacts Order by Ascending Descending A Vv 4 You have the option to arrange the Ascending or Descending list of forms Contact filter Zones User Manual 9 O This option allows you to restrict search contacts that are within the selected area Showing the contacts grouped on a map Contact filter Actions y Allows you to filter the list of contacts by the different tasks to be performed prospecting new customers sales agent Delfos f presentations visits etc Contact filter Industries This option classifies customers according to business type and in what database you want to store it plastics and rubber curtains and blinds etc Contact filter Groups Do Another option you may choose is to sort contacts by the type of customer that it is for the company in other words if the contact oo is a customer it will be grouped as customer or if is a distributor as distributor or any other grouping criteria that you may choose Contact filter Level A For major comfort at the moment of working with the information we can create several levels in numerical and like that format d gt realize the discrimination for level of importance for example Contact filter No filters y In the previous sections we explained how to filter by business needs however the unfiltered option is also available to provide a g
13. e option with the symbol darts to unload the products in the iPad this way the list of products will appear and already we will be able to work with them He adds the list of products that have been classified as favorites to the document y a AN To give for the document finished this action will create a copy of the document in PDF availably to stamp or to send by e mail Beside registering the document in the head office E p To edit the products that has been added to the list of the document G a g To add mas quantity to the selected article Add image on document o Sign the document Add an additional commentary Search product Yo WN Notices User Manual 18 We understand as notices any pending tasks that the company proposes such as sharing a calendar with the company That allows us to always know our tasks and close them when they are completed As in the other sections option notices also have two ways to view the information Avisos JUGUETILAND S A Llamar urgente al Sefor Perez 20 07 2011 04 40 00 es ARONSA S L Ponerse en contacto con el cliente que ha llamado y quiere que le pasemos precios 20 07 2011 20 30 00 JUGUETILAND S A Llevar catalogo de nuevos productos 27 07 2011 15 35 00 gt ARONSA S L Llamar urgente al cliente ARONSA 17 08 2011 02 20 00 JUGUETES BCN S L Llamar para concretar proxima cita 29 09 2013 10 28 00 List Mode The fields will be
14. ent In the person contact Tab you can contact him her via Skype or by email and also you will have the ability to modify this data To modify any field simply select the white box of the tab and it will open the touch screen keyboard to type Once all fields are filled select save Record Screen Map To add an address to a contact go to the Contact tab in the address field type the desired address after saving it you will not only see the address in the field but automatically A map with a sign in the exact location where you can find the client will appear Options Contact Options Follow up Follow up is those actions that are happening with a contact such as a visit a call email etc A Follow up tab can be accessed from two different screens from within the Contact tab which shows only the entries for that contact or from the main menu option Follow up that show all Follow up tasks You can refine your search here through various options actions or date and also we have the ability to select all tasks that are within a range of time To create a new task select the option above with the symbol lt gt User Manual 11 WA list by Ascending or Descending form fo It allows to leak the list of follow ups according to the commercial action that is going to be realized capture again client seller Delphi presentation visits etc 333 To restrict the follow ups for schedule follow ups of today or of the curr
15. ent month for example EZ m Add a new follow up a Show every follow up Contact options Communication Another useful tool available is the option to communicate with contacts either by mail or by a call using Skype A BY EMAIL To send an email to one of our contacts just go to the Mail option where we will find the contact card explained previously this will open the client s email address and you will be able to send your communication A CALL BY SKYPE Delpro CRM for iPad offers full integration with Skype that we can use to perform video calls to contacts on full screen Contact Options Web You can also add the contact s website to keep up with their news or simply to have additional information in that case this option would open the website directly Contact Options Deals Orders Invoices Detailed list of documents presented to the client in PDF format with ability to print or send via email Contact Options Graphics Annual sale statistics in bar graph with the possibility to change the color of the bars Contact Options Products Detailed table of products sold monthly Contact Options Customer Customer information in HTML format with the ability to print or email Contact Options Key person contact Contact information in HTML format with the ability to print or email User Manual 12 Contact Options Attachments Attachments that may be useful when visiting the contact Contact Options
16. in Registro Login Registro Nombre delpro a Email Nombre Password r Password Password Create Account You can access the program from two different ways from within the same application in the INFO section or from the following link http delpro delfos net CRM DelCloud The name and company cannot be repeated the email has to be active as you will receive the activation key in order to access the account After filling in the tabs and submitting it you should check your email where you will receive the activation key If you do not receive the email check the spam folder Activate account After receiving the key return to the previous link and log in An alert will appear informing you that you must activate your account accept the alert and then you will see a form where you must enter Clave the activation key Login Create a new Database You will now be able to create a new clean database for Delpro CRM with your data to initiate session go to the INFO section or from the following link http delpro delfos net CRM DelCloud When you log in the configuration database screen will open with different options depending on the version you have one or more options will be enabled Select the first option available Create new database in the fields that appear on the right side of the graph enter a name and description for your database If it was created correctly you will
17. lobal view of all contacts and their data without restrictions As well as eliminating any filter made previously Contacts Record screen By selecting any contact listed in the contact list a record screen will open with the contact information In this view you can modify the data tab place an order or choose one of the many options available Contactos ACCESORIOS TIBIDABO S L ma Cliente 12 Contacto 32 Adjuntos Galer a Nombre ACCESORIOS TIBIDABO S L OOOO EE Tel fono 34 937 241 517 Web www toldoslacosta com Correo tc hotmail com Concertar hora de la reunion para la exposicion de Delpro Uli Save Providing that a modification is realized it is necessary to guard Otherwise it will lose all the realized modifications kJ User Manual 10 A eN Record Screen Modify data Add contact on your personal book address of iPad To change any of the data field simply select the text field next to the title of the field we will automatically open the iPad s touch keyboard that enables you to add and change the information Then select the save button to save the changed data If what you want to change is the logo select the image to be modified you can choose an image from the camera or picture file Record Screen Contact person The Contact tab has a field called Contacts this field provides information about the person in the company that will contact if a call or an email is s
18. ls Datos empresa With de option you have finding in the top right you have to stamp or send the company and agent information Y QR Code Quick Response Code system to store information in a matrix points or a two dimensional bar code Contacts Contact The contacts refer to data entered in the iPad tab whether a potential customer or a significant person that needs to be recorded this information allows a more direct speedy and summarized process Create a new contact You have several ways to create a new contact the first is directly from the contact list in the top menu where you will find an option with the symbol lt gt which will take you to a new blank form Complete all fields and then save before leaving User Manual 8 Nombre Tel fono Web Correo List mode You can see the contacts in list mode in other words a detailed view of all registered contacts This view allows you to sort the list in ascending or descending order for a quick search There is a search tab to expedite and facilitate the search To update the list drag the screen up and down and the list is updated automatically Filter contacts In list mode you will find different ways to filter the contacts You can have several types of filters active at a time for a more specific search To do this select a filter of each type ed A Xx a A To stamp a contact list A Show de contact person eN You have activ
19. lter Modify follow up tasks Contact People Catalog Download products Families Models Groups Favorites Record screen Documents Notices List Mode Screen Mode Payments Billings Scanner Arround me Info Actualizar coordenadas contactos More More info User Manual 3 13 14 14 14 14 14 14 14 14 15 15 16 16 16 17 18 18 18 18 19 19 19 19 21 User Manual 4 General concept Delpro CRM general vision and concept Delpro CRM is a system environment developed with modern tools and programming that is in continual growth thanks to the new modules that are developed daily to improve the service provided to companies and to cover all the needs that may arise This new environment has the capacity to allow connection from two different platforms for the complete management of your clients Apple iOs and web Access from any browser This platform allows you to manage any data from a Web browser in a simple fast and secure way e Displaying the most relevant customer data graphically e Ability to view follows up tasks up to a specified date and sort by different criteria e Create new tasks note the completed ones and instantly create online new prospects that are being made e Any data that is modified is updated directly and will be instantly accessible to Delfos users at the plant or office e Manage your contacts and customers universally from a web browser in a simple fast and
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