eGuide: Getting Started with CRM Setup

Calendar Import Configurations

Calendar Import configures your Veloxity CRM system to read activities from a user's Google calendar.

Veloxity uses Calendar Import to populate the integrated calendar and to create activity records based on imported Google calendar events.

Clean Up Trial Data

Trial Data is built-in sample data populating the trial version of Veloxity CRM.

By having usable data preloaded in the system, Trial Data enables you to immediately begin testing your new system in the trial environment.

Use Clean Up Trial Data when you are ready to remove all the trial data, along with records linked to the trial data, from your system. 

Company Details

Set up the general information about your company in Company Details. 

Use Company Details to setup and update the following information:

• Company Name.
• Company Description.
• Company Address.
• Company Logo.
• Select your system-wide currency.
• Select your Business Transaction Type.
• Select your Pipeline Methodology.

Data Import

Data Import allows you to bulk import Account and Contact data into the Veloxity CRM system. 

Email

To integrate email with Veloxity CRM, you can choose to sync your email with Gmail or connect to your company's email server. 

• If you chose to sync email with Gmail, no administrative setup is required.
• If you chose to connect to your company's email server, follow the configuration instructions in this section.

Email Reader Configurations

Email Reader enables your Veloxity CRM system to read emails from a user's inbox.

Veloxity uses Email Reader to populate Veloxity Inbox and to create activity records based on emails received from current Contacts in your Veloxity CRM system.

Email Templates

Email Templates are emails designed to be quickly sent to recipients without the need to craft individual email responses.

Use Email Templates to quickly and efficiently customize, create, and answer email. 

Forecasting Configurations

Forecasting is the process of estimating future sales. Sales Forecasts display your estimated sales income for a given time period based upon the Opportunity Stage, Sales Stage Probability, and the Opportunity Close Date.

Forecasting Configurations enables you to set up the following:

• Month your fiscal year begins.
• Forecasting Interval. 
• Minimum Sales Stage to include in the Forecast.
• Minimum Probability to include in the Forecast.
• Recalculate Forecasts.

Import Other CRM Data

Lead Assignment

Lead Assignment Rules are used to automate your organization's lead assignment process for new lead records. 

When a new lead record is created in the system, Lead Assignment Rules automatically assign the new lead record to specific users or sales divisions based on the rules you've created in the system.

Lead Capture Forms

Lead Stages

Lead Stages guide the Lead qualification process for users whose job it is to determine whether a Lead should be converted into an Opportunity. 

Lead Stage setup consists of specifying stage names and optional TODOs.  

Setting Up Lead Stages allows you to optimize your organization's Lead Management process:

• Define the progressive steps, the Lead Stages, from lead generation to lead conversion. 
• Add optional TODOs (steps to complete) to each of these progressive steps.
• Lead Stages allow users to quickly visualize each Lead's stage to ensure no Leads fall through the cracks.

List Manager

List Manager allows you to create, edit, and remove pick lists and their values. Once created, lists can then be associated with pick list and selection list fields. 

News Feed Setup

Opportunity Assignment

Opportunity Assignment Rules are used to automate your organization's opportunity assignment process for new opportunity records. 

When a new opportunity record is created in the system, Opportunity Assignment Rules automatically assign the new record to specific users or sales divisions based on the rules you've created in the system.

Owner Assignment

Owner Assignment Rules are used to automate your organization's owner assignment process for new data records. 

When a new record is created in the system, Owner Assignment Rules automatically assign the new record to an owner based on the rules you've created in the system. 

Sales Stages

Sales Stages represent your sales pipeline. Sales Stages are the steps within the sales cycle that represent the activities needed to move a prospect from the initial contact to buying your product or service.

Sales Stages Setup consists of the following three steps:

• Specifying your Sales Stage names.
• Creating optional TODOs at each Sales Stage. 
• Configuring an estimated probability of closing an Opportunity at each Sales Stage.

User / Group Role Definitions

User/Group Role Definitions enable the secure sharing of data in Veloxity CRM. 

These roles determine what information a user can view, and what actions the user can perform with the information.

• Roles refer to the group of privileges a user has when accessing information about Leads, Opportunities, Files, and other kinds of data.
• Privileges include being able to read the data, edit the data, delete the data, assign and edit roles, and change data ownership. 
• User/Group Role Definitions allow you to configure the data privileges that are available to users and groups in your Veloxity CRM system.

Web Conferencing Setup

Web Conferencing is an online service enabling you to hold live meetings, conferences, presentations, and training using the internet.

You can connect to the conference either by telephone or using your computer's speakers and microphone through a VoIP connection.

Web Conferencing Setup enables you to set up your Web Conferencing service with Veloxity CRM.

Web Service API Key

Veloxity offers a RESTful Web Service API to provide you with a way to develop integrations between your existing systems and Veloxity CRM.

The endpoints exposed through the API provide the capability to create, modify, and retrieve your data from Veloxity CRM.

To access the web service endpoints, you must generate an API Key.