Promoting your products and services

First you should decide how to split your products and services into groups, in other words to categorize them.
After you have your product categories created it is time to put them into the CRM system.
iCRM Product Categories object is intended to serve this data.

  1. Open the Settings->Product->Product Categories menu item.
  2. Press the Add button to create a new category, or click a product category link found in the Title column to open an existent category.
  3. If you create a new category, name it, and enter its name into the Title input box, fount at the General Info tab.
  4. If you use Search Engine Friendly URL indicate a proper category alias. The alias will serve as your html page name, adding the necessary keywords to the alias will help with proper indexing of your category page in the search engines.
  5. If you are going to pass admin rights to some other person, indicate this person name in the Owner field.
  6. Short notes will be shown the category list.
  7. Notes will be show at the category page.
  8. If you create a new category, press the OK button and open the category from the category list.
  9. Switch to the Photo tab and Press the left upload button, select an image you want to assign to this category and press OK. This image will be show at the category page.
  10. The application will automatically create a thumbnail image to represent the category in the category list. If you do not like the automatically created image, press the right upload button and replace the thumbnail image with your own.
  11. Switch to the Products tab and add your products you sold or services you render. The product pages are organized in the very similar to product category pages way.

By adding categories and products you create a product catalog, which can be placed at your site front end to allow your visitors to order your goods and services.
Your visitor coming to your site will explore the categories and products you publish and by pressing the Order button will generate their requests.
The generated leads will be stored directly in the CRM sales system.
In order to process a lead it is necessary to open the Orders->Leads screen, and to press the Pipeline button. Based on the input from your customer the application will automatically create a new order and CRM contact.
Then you may contact the client directly, register him at your site with one button click, add this client to your mailing lists, and so on.
What you achieved: the lead is put into your sales pipeline, a new contact is created, the contact history is saved. What you did? You just pressed the Pipeline button;