We are pleased to announce the release of the first version of the SimpleOne B2B CRM (Customer Relationship Management) application — a new product designed to manage the sales process from marketing campaign to closing a deal with a potential client.
The application will simplify and clarify the sales process. Users will be able to:
- Create leads to later generate potential deals based on them.
- Store communication records with potential clients (tracking meetings, calls, and emails) within the SimpleOne system.
- Create records for potential client companies, partners, and contacts within those companies.
- Add records of marketing campaigns and content publications, and link them to leads and deals generated from them.
- Create records of certification programs through which vendors confirm that specialists meet required competency levels, as well as certificates obtained by employees.
The product was developed with reference to leading global B2B CRM applications, making it familiar and intuitive for sales and marketing professionals working in the corporate segment, as well as implementation engineers.
The first release includes modules for managing sales, marketing, content, and certifications. Additionally, the following features are available: a configured role system, Kanban boards for potential deals and content, product, service catalog, and sales direction configuration, creation of task, meeting, call, and email records, and integration with popular document storage systems.
List of functionalities included in the first release:
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System Configuration. Available features:
• Role system usage. By default, the application provides roles that cover basic user needs in a B2B CRM system.
• Integration with MS SharePoint for storing documents related to potential deals, content, and other application entities.
• Creation of sales directions. A sales direction is an organizational structure for categorizing employees based on what they work with.
• Creation of product records offered by your company. Products can later be selected when creating leads, potential deals, and other records.
• Creation of related actions (task, email, meeting, and call records). The application allows automatic generation of the above records to maintain a complete record of all communication and activity related to a lead, potential deal, or marketing campaign.
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Sales Management. Available features:
• Creation of leads. Leads can be created manually when potential clients express interest in your product, or automatically via REST API upon form submission on your website or receipt of an email. Leads can later be qualified to generate potential deals.
• Creation of potential deals. Potential deals are created from qualified leads to directly work toward closing a contract with a potential client. Each potential deal progresses along two parallel scales — Customer Lifecycle Stages / Sales Stages — reflecting progress in handling the deal. To advance between stages, additional information from the potential client must be obtained and links to documents corresponding to the next stage must be provided. A potential deal can be closed as won after reaching the Decision stage.
• Use of Kanban boards for potential deals. Potential deals are displayed on corresponding Kanban boards, enabling more visual management of the sales process.
• Creation of task chains. For potential deals, automatic task creation is available upon reaching various sales stages. Tasks can be linked to each other and configured with action scripts.
• Creation of client, partner, and contact records within those companies. These records can be linked to other B2B CRM entities (e.g., specify a company or contact when creating a lead or adding them to a marketing list).
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Marketing Management. Available features:
• Creation of marketing campaigns. Marketing campaigns can have different statuses, and marketing lists can be created for them.
• Creation of marketing lists. Marketing lists group companies, leads, or contacts attracted by a single marketing campaign.
• Creation of proposals. Records of market proposals with detailed information can be created.
• Use of additional marketing tools: creating a list of potential client pain points, tracking criteria that differentiate your company from competitors, and using the awareness ladder.
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Content Management. Available features:
• Creation of content. The application allows creating records for content to be published on external resources. This content can go through all preparatory stages before publication.
• Use of content Kanban boards. Content is displayed on corresponding Kanban boards, enabling more visual management of the publication preparation process.
• Creation of publications to record information about content published on external resources.
• Use of additional content tools: automatic generation of references based on successful potential deals, creation of records for content distribution channels, creation of tags linked to products, and creation of content templates for various communication purposes.
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Certifications. The application allows creating records of certification programs and certificates issued to employees based on those programs.
Detailed information about the product is available in our documentation and on our YouTube channel.
A demo data package is available for B2B CRM to help you understand the application’s capabilities and how to use it.
We continue developing B2B CRM and plan to enhance and expand the application’s functionality. You can review our roadmap to learn more about the future development of SimpleOne B2B CRM.