How an All-In-One CRM is like Thanksgiving Dinner

All-In-One CRM - The Perfect Main Course For Your Organization

Welcome to the world of 1CRM, the All-in-One CRM that offers up a banquet of features all served up on a plate for your organization.

When I sit down at the table, after cooking all day to craft the perfect Thanksgiving dinner, I can’t help but to think about how all the ingredients on my plate perfectly compliment one another to provide the best culinary experience possible. I think about the turkey, and how it goes perfectly with the roast potatoes, the stuffing, sweet potatoes and of course the gravy!

So, when I sit down to think about the perfect CRM, it is only natural to think about how all the elements of a CRM must fit together to provide the best coverage, support, and assistance to your organization. In this article, I’ll be showing how all the elements of 1CRM (and their food pairing) work together to provide you with the ultimate software experience.

Sales & Marketing (The Turkey)

Arguably, it’s the most important element of any Thanksgiving dinner (and CRM platform). The entrée that the rest of the dinner is built around – the turkey! Sales & Marketing, like turkey and Thanksgiving dinner, is found in almost all CRMs on the market. 1CRM contains all the perfectly cooked Sales & Marketing features that your organization requires to make the most of every opportunity:

Lead & Contact Management

Sort your juiciest Leads by using 'Smart List Tabs' to provide your users with live and dynamic data, making following up with the hottest Leads easier than ever. Want to automate the process? Our dynamic email templates automatically send to your hottest Leads.

Supercharge your Marketing

Reach out to your customer base using the 1CRM Campaign module. Target your Leads with personalized email marketing that is sure to make them feel like family. 1CRM's marketing features are GDPR compliant, allowing your customers to opt-in and opt-out of future email marketing.

Opportunity Pipeline

Track your customers along their lifecycle to the finish line with interactive charts and reporting. You'll ensure that your sales people never go hungry again!

Order Management (The Roast Potatoes)

Having Sales & Marketing features are great, but we believe having a CRM means that you can load up your plate with customer orders and manage them all within a single platform. Just like a potato, there are many diverse options – below are some of the seasonings that make our Order Management modules so tasty.

Quotes, Sales Orders, Purchase Orders and Invoicing

Follow up with your Opportunities by creating custom Quotes and Invoices directly within 1CRM. If your organization has intermediate steps between Quotes and Invoices, the Sales Orders module will allow you to create multiple invoices for one order, as well as print order confirmation and shipping labels. Keep your suppliers informed by producing Purchase Orders directly from 1CRM.

Product Catalog

Create product records and track inventory directly within 1CRM. Working with assemblies? You can bundle your line items together into a record and apply special pricing to reflect discounted packages. Products are linked to your shipping and receiving modules, allowing you to track inventory throughout multiple warehouses.

Price Books

Pricing levels to cater to all diets. Define multiple levels of pricing for your client base and tailor your pricing to accommodate for domestic vs international clients, big vs small, or even retail vs wholesale.

Project Management (The Stuffing)

There are many ways to make stuffing, using many different ingredients and cooking styles, with varying degrees of creativity and quality. Whichever way you make and manage your stuffing, you want to handle each step with care and efficiency, as no-one likes soggy stuffing!

If I were a Project Manager making Thanksgiving dinner, I would certainly be using 1CRM’s Project Management modules to make the whole process smooth sailing from start to finish. This is how I would do it:

Project Tracking

Break complex projects down into bite-sized tasks. Using 1CRM, Making Thanksgiving Dinner would be the main Project title of which all tasks are formed. With each project task, users are able to be assigned to as resources, with the ability to estimate costs and utilization of project tasks to overall project time.

Expense Reports

Expense reports can be filed by family members (employees/users) at any time, meaning you can track all cost related items to your Thanksgiving project. No fighting at the table over cost discrepancies either. Users that upload expenses to the CRM are able to attach files to claims, such as receipts and invoices.

Timesheets & Booked Hours

No more arguing over who should do the washing up! Timesheets allow users to track their time against projects, cases and day-to-day activities. Timesheets can then be filed weekly, bi-weekly, semi-monthly or monthly.

Customer Service (The Sweet Potato)

Just because your dinner is mostly savoury, it doesn’t mean you can’t mix in a little sweet! Customer service is much like the sweet potato with sugar on top, it’s most likely not the first dish you take a scoop of, but you would miss it if it wasn’t there.

Akin to the sweet potato, with 1CRM’s Customer Service modules, your customers will love the extra mile you go to ensure that their questions and problems are resolved in an expedited fashion.

Cases

Track your customers questions and issues throughout their life-cycle using the 1CRM Cases module. Sort and filter your dynamic lists any way in which you can imagine, and when you do interact with your customers 1CRM will intelligently attach copies of email records to each individual case file, ensuring you never miss an interaction again.

Knowledge Base

Why keep a good thing all to yourself? Automatically generate knowledge base articles to share with your team members to close cases more effectively. Cases can be indexed using tags, and optionally shared to your WordPress or Drupal site.

Service Contracts

Help your customers keep on coming back for more by storing all of your service contracts, along with any recurring services, inside the Customer Service modules. In these modules, you can track start / end dates, terms, and objects such as warranty status of any support products.

Reporting (The Gravy)

Last, but not least – just as the gravy is the topper that connects all of your ingredients together, the 1CRM reporting tools allow you to string all the data stored in the modules listed above (and more) and tie them all together. Just imagine the reporting power at your fingertips with your data stored and linked within an all-in-one CRM.

Scheduled Reporting

Take the manual labour out of producing reports and automate it all with scheduled reporting. Once a default or custom report is created, 1CRM can take the wheel and produce reports and charts at a time and schedule that suits you. Just select the members of the team that would like to see the report, choose the format they wish to receive, and away we go!

Custom Charts & Dashboards

Turn any chart into a dashboard item with 1CRM custom charts and dashboards! Once a report is configured, navigate to the column layout to choose which items you would like to group together and a total to count. Then, choose from a selection of charts that can be updated to any custom dashboard in 1CRM.

Recurring Services

Track all of your recurring services inside 1CRM. Automate your invoicing defined by service start and end dates, with billing dates configurable to monthly, quarterly, semi-annual and annual.