eGuide: Getting Started with Veloxity CRM

Last Revised: 07 Aug 2020     Written by Veloxity CRM    Time Estimate: About 2 minutes to read. Version 2.0

Contents

Jump to the following sections to learn more about Getting Started with Veloxity CRM:

How can I use Veloxity CRM?

Learn how to use the main features in Veloxity CRM:

Name Description

Accounts

Accounts represent the companies with which you have a relationship. These companies are often customers or prospective customers. Accounts could also include vendors, business partners, and non-business organizations such as government, healthcare, and education. Accounts are the places where your Contacts work. Record the businesses with which you have a relationship under Accounts. 

Activities

Activities are the actions you perform throughout the sales process.  Activities function as your daily todo list.

Calendar

 Calendar View visualizes your activities in a calendar format. Veloxity Calendar integrates with Google Calendar allowing you to see all of your activities in one place. 

Charts

A Chart is a visual representation of data. Veloxity has two main charting features: Chart Builder and Chart Viewer.

Chart Builder

Chart Builder allows you to easily manage saved charts, and/or create new charts from any data table.

Chart Builder is represented by the pie chart in the upper right corner of the screen. 

Chart Viewer

Chart Viewer allows you to easily view specific saved charts related to the data view. 

In Chart View, the chart type is preconfigured. You cannot change the chart type. The search backing the Chart View can be changed by clicking the Chart Title.

Contact Roles

 Contact Roles allow you to define the role a contact plays in a specific opportunity. The role may be different than their job title.

Contacts

Contacts are people. Contacts are often involved in the purchasing of your product.

Contacts are often related to Accounts and Opportunities.

Data Tables

Data is organized into Data Tables. A Data Table is composed of Records (rows) and Fields (columns) that hold Data. 

Each Data Table holds Data about a different, but related, subject. 

Duplicate Forecast

Sales Forecasts display your estimated sales income for a given time period based upon Sales Stage, Probability, and Opportunity Close Date.   

Duplicate Forecast allows you to quickly apply a previous Sales Forecast to a current or future time period.

Email

 Send and receive email within Veloxity.

Email and Calendar Setup

 Email and Calendar Setup syncs your current email account with Veloxity CRM. 

Favorites

 Favorites allow you to save the location of your favorite data in Veloxity CRM.

Hub

 The Hub is your Veloxity Home Page. Use the Hub to quickly access the information you need from a single view.

Inbox

 Veloxity Inbox integrates your Email with Veloxity CRM's innovative inbox features designed to save time and increase productivity. 

Leads

A Lead is a prospective sales opportunity.

Leads come in through many different sources: trade shows, web forms, conversations. The first step in the sales process is to figure out if a Lead is a legitimate sales opportunity. To do this, a Lead is nurtured through the Lead Qualification Process.  Leads you wish to engage with are converted into Opportunities. Leads that are not a good fit for your business are filtered out. The Lead Record is a temporary record. The length of time a Lead stays active in your system depends on your sales cycle.

Linked Records

 Linked Records are individual data records that show up as a link in the Linked Records Panel. Linked Records visually connect related data from a single record view without duplicating information. 

Mobile CRM

Packed with everything you might need while on the road, Veloxity Mobile CRM offers you instant access to opportunity management, activities, communication tracking, customer data, and your sales pipeline from a phone or tablet.

Manage Accounts, Activities, Contacts, Leads, and Opportunities from anywhere.

eGuide: Using My Profile

 My profile is a record of your preferences and personal details in Veloxity CRM.

News Feed

 News Feed provides current international, national, and local news about your Accounts, Leads, and Opportunities through an interactive tile view. News Feed offers a rich source of continuous information organized from thousands of publishers and magazines. 

Notifications

Notifications function as an internal messaging system for your company. Improve internal communication by using Notifications to send and receive brief messages with your team. Quickly send announcements to individuals, groups, or the entire company using Notifications.

Opportunities

An Opportunity represents a potential sale to a qualified prospect that you are working to close.

Opportunities are often related to Accounts and Contacts.

Opportunity Kanban

 The Opportunity Kanban allows you to visually track your Opportunities through each stage of the sales pipeline. Each of your Opportunities is represented by a tile that moves from left to right through each stage of your sales process. The Opportunity Kanban is made up of a series of different sales stages that form the sales pipeline. 

Product Bundles

 Product Bundles are custom-defined sets of Products often sold together or configured at a discount. 

Product Management

 Product Management enables you to manage your Products in real-time by defining Products and Product Bundles in Veloxity CRM. Maintaining a centralized resource featuring real-time availability and pricing of Products optimizes quoting and performance through streamlining data accuracy. Access current pricing, create discounted Product Bundles, produce professional quotes, and attach quotes to emails all within Veloxity CRM.

Products

 Products represent the physical items or services sold. 

Query by Example

Query by Example (QBE) limits our search when searching for specific information in the database.  

QBE offers a search form that models the structure of the documents for which you are searching. Enter the values you wish to search directly into the form. 

Quick Search

Quick Search queries all data records for the data types selected for any fields containing the search terms.

  • Search results display in a table format.
  • If only one record matches the search query, the record will be displayed in form view.

Quick Search enables searching for Data Records and Documents across the entire Veloxity CRM system.

Quick Theme

Quick Theme allows you to quickly change the look and feel of Veloxity CRM by changing the color scheme. 

Make Veloxity CRM your own. Everything from the background color to the text color is fully customizable. 

Quick Theme allows you to customize the app without needing to write code. All of the settings allow for click-and-select functionality. 

Quote Maker

 Quote Maker is a robust Quote management tool enabling you to create and send quotes from Veloxity CRM.

Recent Places

 Recent Places keeps a chronological history of the last 15 Veloxity CRM web pages you visited. 

Sales Divisions

 A Sales Division is the aspect of a business that is responsible for selling products or services. Sales Divisions, or Territories, represent a customer group or geographic area over which either an individual salesperson or a sales team has responsibility. 

Sales Division Configuration

 Configure your sales force: create sales divisions, set quotas, duplicate forecasts.

Use Search to quickly find relevant data. 

Search data is used to back charts, create reports, and locate information. 

Veloxity CRM offers several ways to search:

  • Quick Search: Quick Search enables searching for Data Records, Documents/Attachments, or Comments across the entire system.
  • Advanced Search: Advanced Search enables powerful structured term-based searches.
  • Query by Example (QBE): Query by Example offers a search form that models the structure of the documents you are searching. Enter the values you wish to match directly into the form. 
  • Saved Search: Recent searches, system searches, and user saved searches are available for quick click and access functionality. 
  • Audit Log: Records events in the Veloxity CRM system by documenting the resources accessed, timestamp, and user information.

Templates

 Templates are preformatted documents. Templates serve as starting points allowing you to quickly and easily create new documents.

Theme Manager

Make Veloxity CRM your own. Everything from the background color to the text color is fully customizable. 

Theme Manager allows you to customize the app without needing to write code. All of the settings allow for click-and-select functionality.  

Theme Manager allows you to change the look and feel of Veloxity by changing multiple aspects of the user interface including the color scheme and other graphical appearance details. 

Timeline

 Timeline collects and displays information about recent activities and field changes related to your data records. Timeline allows you to visualize changes and updates made to your data records quickly.

User / Group Roles

User/Group Roles grant record-level privileges to users in Veloxity CRM. These roles determine what information a user can view, and what actions the user can perform with the data.

Record-level privileges include actions such as viewing, editing, and deleting data records.

Web Conferencing

 Web Conferencing syncs your current web conferencing account with Veloxity CRM.