IDA CRM and Project Management Use Cases for: IDA CRM and Project Management

WebToGo IDA Introduction WebToGo's CRM and Project Management Solution offers an easy set-up with frictionless data import and export, based on its open data model guarantees high user acceptance as YOUR workflow is mapped to the system. All forms and fields are fully customizable and new forms do not require programming. can be integrated easily to existing systems can be accessed from any platform or browser, and even from mobile devices because it is 100% HTML technology

Table of Contents Use Cases: Enter a Company Enter a Person Enter an Appointment Enter an Opportunity Enter a Sales Pitch Using Mailing Lists Enter a Product Enter a Campaign Enter a Project Enter a Task Creating a Bookmark

Enter a Company To enter a new company into the system all you have to do is to click the "New Entry" button next to the object "Company" in the menu. Every "New Entry" button opens a corresponding form for entering information. Forms might contain required fields that have to be filled out before saving, marked by a red label. Fields that are marked with a blue label, refer to other objects in the system. After you entered all the data you know, save by clicking the button

Enter a Company The company you added is now stored in the database. After saving, you can enter more detailed information. The first tab always shows the object you are currently working on. Under the other tabs more detailed information can be found. Some of these tabs are objects by themselves. Linked with the current object, they will thenceforth appear on under the corresponding tab.

Enter a Person You can enter a new person either by clicking the "New Entry" button in the form company. The "Company" field in the person form will be pre-filled with the company's name or by clicking the "New Entry" button in the menu

Enter a Person The entries labeled in blue refer to other objects in the system. There are two easy ways to assign the entry you are working with to another object. Depending on the number of entries another object has, you either see a dropdown menu or a locator

Enter an Appointment To enter an appointment you might either: click on any point in the timescale of the calendar or click the "New Appointment" button in the person form or any list of persons. This way the person and the location of the appointment will be pre-filled.

Enter an Appointment In the form that will be displayed after you clicked the "New Entry" button you can enter all necessary information about the appointment. After you saved the appointment you can set more options like periodical repeats of an event or attaching relevant documents.

Enter an Opportunity The opportunity form is used to track a sale throughout its entire life-cycle, from conception to after-sales. To enter an opportunity click on the button "New Opportunity" in the person/company/product form or any list of persons

Enter an Opportunity Adding a new opportunity you can enter basic information regarding Priority, Status, Value, likelihood of success or expected closing date

Enter an Opportunity Once the opportunity is saved you will have a detailed overview. Choosing the other tabs of the form enables you to add more specific information. Volume Calculation and Billing Decision Makers Involved Tasks Payments Time & Expenses Competitors and Partners

Using Mailing Lists Sending out mass mails is a matter of some clicks: Open the search form for persons by clicking on the object "Person" in the menu. Enter criteria for the search query. All persons matching your criteria will be included in the mailing list. Press the button "Email".

Using Mailing Lists The "Mailing List" form will appear on which you can easily assign the mailing list to a campaign, enter header and body for the message or add automated salutation depending on the gender and title of the recipients. On further tabs you can look over the list of recipients and if necessary add or delete entries quickly. The tab "Response" helps you to track success of your mailing list.

Enter a Sales Pitch A sales pitch is a depository of documents. It contains data and materials intended to help your work-force work in a consistent and effective way. To add a new sales pitch, click on the "New Entry" button in the menu

Enter a Sales Pitch All individual opportunities are assigned to a "Sales Pitch", so that your sales agents can follow the link to find ideas about how to best progress with their opportunity. You can also add documents to a sales pitch you may find helpful in the context. That makes a sales pitch a shared resource for important information about work processes.

Enter a Product To add a new product, click on the corresponding "New Entry" button in the menu. Enter all necessary data and press the "Save" button. After saving the product form will appear. Here you can add more specific information about the product, such as pricing, personal roles or opportunities.

Enter a Campaign Campaigns are essentially marketing projects. They help you to gain new customers and to maintain and improve existing customer relations. To enter a new campaign, first click on the "New Entry" button in the menu. To allow evaluation of a campaign's success, it is necessary to enter some information regarding its profitability. Hopefully, a campaign will generate many opportunities, which should then be linked into the campaign to compute the resulting cashflow. Campaigns often involve mailing lists. These in turn allow feedback tracking and thus a measure of their effectiveness.

Enter a Project As a project is a type of task, you can simply add a new project by creating a new task and defining it as a project. Thereafter you can create new tasks for this project in the task form.

in the opportunity and campaign form Enter a Task Project Management is fundamentally based on tracking tasks. You can enter a new task in the opportunity and campaign form To add a new task, click on the "New Entry" button in either of these forms. or in the Project Plan Within IDA Tasks are organized in a tree-like hierarchy. The Project Plan represents this structure graphically. To add a new subtask to an existing task, click on the corresponding "New Entry" button.

Enter a Task Once a new task is saved, you will see the following form. Most of the fields of this form are required and contain detailed information about the task: Title, Status, Start and End date, Priority Owner and QA: The person responsible for the task and the person testing it Description Parent: The superior task Type of the Task: such as Generic, Campaign, Opportunity, ... On the bottom is a list of subtasks for this task with basic information. From here you can also add new tasks.

Enter a Bookmark Adding a bookmark is very helpful if you are executing data base queries periodically. Instead of entering a query every time again, you can just add a bookmark and hence execute the query by clicking on the corresponding entry in the menu. On the page you want to bookmark, click on the "Bookmark" button in the menu. Henceforth the bookmark appears in the menu. Open it by clicking on the entry. Enter a name for the bookmark and press "Save".

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