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Customer Relationship Management (CRM) Module

Customer Relationship Management (CRM) Module

Jun 20, 2022

Introduction

The Customer Relationship Management (CRM) Module is an Optional Module

From this module you can manage relationships with your prospective customers efficiently and easily.

This module helps you to record information about your potential clients in the first contact and use that information to generate leads (potential clients) and converts leads to formal students.

CRM Home

From this menu you can search activities related to Leads by selecting different filter criteria as below.

To understand this, follow the instructions below:

  • Click CRM on the main menu as shown in figure below.

  • You will go to the CRM Home page as in figure below.



  • Select Date Range, Search Activity By and Completed filter criteria

  • After selection should now appear as shown below.

  • Click

     .

  • All the activities covering the above criteria will be displayed.




You can update/change any activity by clicking

icon (for leads) and
icon (for Contacts).



Leads Home

From this menu you can view all existing Leads (potential clients), and modify the information or delete if required.

To do this, follow the instructions below:

  • Click CRM > Leads Home.

  • By default list of all existing leads will be displayed as shown below.





Modify Lead

From this menu you can modify leads.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.



  • To modify lead details click

    icon.

  • A new window opens up to allow you to enter/edit your lead details as shown below.



Click the 

icon to modify the lead details in a new window and click the 
 icon to modify in the same page.





  • Modify/change any details as required

  • Click

    to save the changes.

To delete the leads select the lead by ticking the check box

and clicking the 
 icon.



Lead Documents

From this menu you can store associated documents for leads.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.





  • Click 

     icon.

  • You will go to the Lead Profile Page.



  • Click 

     icon.

  • You will go to the Document Upload Page.





  • The standard Meshed Document Upload functions are available on this page.





Add New Lead

From this menu you can add new leads (potential clients).

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.



  • Click

    icon.

  • You will go to the Leads Detail page as shown below.




Please remember that you must first create Status, Marketing Event from Marketing Campaign, Lead Source and Career Interest from Setup then only will they become visible in the drop down menu while creating leads.



  • Enter all the details of the leads (as collected from the student) 

  • Click Record Now 

     .

  • Leads wills be created as shown below.



Application Lead

Details entered at Step 1 for an application are used to automatically create a lead. This step is to ensure that any new applications details can be managed as Lead for further marketing and communication.







This includes applications with a status of Not Submitted, which is when the applicant has elected to Save & Exit prior to the final submission step.













Bulk Email

From this menu you can send bulk emails to more than one leads in a single click.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.



  • Select the leads to whom you want to send email by ticking the check box

     .

  • After selecting your desired leads, click the 

     icon .

  • You will go to the mail sending page.





  • Select the email template from the drop down menu (if any) and type in the content of the email. (If you have any pre-defined template then as soon as you select the template it will automatically bring all the related information of an email)

  • Once you are satisfied with the mail message, click

     .

  • Your message will be sent to all the leads selected.

  • The 

    icon indicates successful whereas

    icon indicate unsuccessful recipient.



Preventing email sent from Meshed System being considered as spam or treated as Junk email

To assist with preventing email sent from Meshed Student Management System from being considered as spam and treated as Junk email, our Network Administrator has suggested adding or modifying an SPF record in your DNS server.  Further information see Ensuring Email Delivery





Bulk SMS (Optional Module)

The Meshed Platform has the capacity to integrate SMS capability from a third party provider to send SMS messages. This integration is required to use the Bulk SMS function.  More information on the SMS Integration can be found on the SMS Functionality Integration page.

From this menu you can send bulk SMS to more than one leads in a single click.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.







  • Select the leads to whom you want to send SMS by ticking the check box

     .

  • After selecting your desired leads, click the 

     icon .

  • You will go to the SMS sending page.





  • Select the SMS template from the drop down menu (if any) and type in the content of the SMS. (If you have any pre-defined template then as soon as you select the template it will automatically bring all the related information of an SMS)

  • Once you are satisfied with the SMS message, click

     .

  • Your message will be sent to all the leads selected.

  • The 

    icon indicates successful whereas

    icon indicate unsuccessful recipient.





Generate Application ID

From this menu you can generate an Application ID and pre-populate Step 1 based for a lead on the available information.   The Application ID will be emailed to the lead.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.





  • Select the leads for whom you want to generate an Application ID by ticking the check box

     .

  • After selecting your desired leads, click the 

     icon.

  • The Generate Application ID window will be shown



  • Click on the 

    Icon to confirm.







Preventing email sent from Meshed System being considered as spam or treated as Junk email

To assist with preventing email sent from Meshed Student Management System from being considered as spam and treated as Junk email, our Network Administrator has suggested adding or modifying an SPF record in your DNS server.  Further information see Ensuring Email Delivery



Manage Activity

From this menu you can Manage Activities for a lead.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.



  • Click

    icon.

  • You will go to the Lead Profile Page.





  • Click the 

     Icon

  • The Activity Management window will open.





  • The standard Manage Activity functions are available in this window.







Convert Lead

From this menu once all the formal procedures are completed you can convert your leads in to formal participants/clients.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.





  • Click

    icon.

  • You will go to the Lead Profile Page.



  • Click

    icon.

  • You will go to the Convert Lead to Student Page.



  • Enter/select all the necessary information 

  • Click

     .

  • You will be prompted to convert in to Offer.



  • Finally click

     .

  • You will go to the Convert Lead to Student Page.



Your potential lead has now been converted to offer. This means you should first generate an offer, approve the offer and then you can convert it to a student.




  • Click the offer ID of the student to access its offer.

  • You will directly go to the Application List (Offer Manage) page.




  • Click

    to approve the offer.



You may also click

icon to first preview the offer or click
icon to edit/change the offer.



Once the offer is approved, follow the Generate Student ID steps to convert to formal student.




Reactivate Lead

From this menu you can reactivate converted or lost leads to an Active lead again.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.





  • Click 

     icon.

  • You will go to the Lead Profile Page.



  • Click 

     icon.

  • There will be a confirmation message shown.





Disqualify Lead

From this menu you can disqualify a lead to a Lost lead.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.





  • Click 

     icon.

  • You will go to the Lead Profile Page.



  • Click 

     icon.

  • There will be a confirmation message shown.







Advanced Filter

From this menu you can search/find your leads quickly and specifically as per your specified criteria.

To do this, follow the instructions below:

  • Click CRM > Leads Home. By default list of all existing leads will be displayed.




  • Click

    icon.

  • The Advanced filter window will appear.



  • Select the check box and relevant filter details



You may select more than one search criteria to have precise list of your requirement.




  • Click

     .

  • Leads satisfying the criteria will be displayed.








Dashboard

Dashboard gives you a summary of categorized sales information by closed sales, monthly sales by product, sales by agent, top 50 sales by agent and monthly sales leaderboard. This is very important for a sales department to have an idea about the overall sales and also important while preparing budget.

Please follow the instructions below:

  • Click CRM > Dashboard. By default, dashboard will display all the sales information by current month, current year and all marketing staff.


You can select Month, year and the marketing staff of your preference to see the sales report.



Refer to Monthly Target section regarding how Staff members are assigned monthly targets. The report displayed is based on targets they are assigned and figures they have actually achieved.





Gauge - Overall

Gauge provides the current sales Overall for the Selected Month and Year and is based on the actual Student Course Tuition charged fee. As the Student enrolment gets confirmed (Under Student) that is not in Application or Offer Stage.





Gauge - Marketing Staff 

Gauge provides the current sales for the selected Marketing Staff for the Selected Month and Year and is based on the actual Student Course Tuition charged fee. As the Student enrolment gets confirmed (Under Student) that is not in Application or Offer Stage.







Monthly Sales by Product

Monthly Sales by Product is extracted based on the Student Course that is confirmed for the month. It uses the date that is entered under Offer Converted Date.

The data it brings would be the Course Actual Tuition fee and the enrolment or material fees associated with the course. The data here is grouped by the Course.







Monthly Sales Leaderboard

Monthly Sales by Leaderboard is extracted based on the Student Course that is confirmed for the month. It uses the date that is entered under Offer Converted Date.

The data it brings would be the Course actual Tuition fee and the enrolment or material fees associated with the course. The data here is grouped by the Sales Person (Assigned to in CRM Lead)