Accounts

Accounts are the companies paying the bill. Accounts can have different kind of relations. Accounts can work with a B2B (Business to Business), or B2C (Business to Consumer) model or a mix of the two, JBA supports all of three.

In the CRM structure contacts are attached to accounts. JBA can share data directly with contacts. In the basic settings of the CRM choose for global sharing: yes or no. As soon as the global sharing function is activated a share button (icon and text) is available in the right corner next to the account name. By default, this button is set on 'share off'. If the button is clicked to "share", account data function is active. Data related to the account can now be shared with the customer, contacts.

An example of an Accounts list-view:

accounts listview

List views are straightforward (web responsive) views of information (Accounts in this case). The colored titles can be used to sort A-Z or Z-A.
Accounts, are accountable e.g. will receive your invoices as a legal entity. Accounts can be: companies, organizations. Accounts have contacts: people that represent the account.

 

An example accounts detail view

account detailview

Tabs

The tabs at the bottom show the related items. By clicking on items you can "roller-coaster" through the application. This structure is consistently used in JBA.

Contacts

Contacts are connections of accounts. A company could have one or more representative people that you can communicate with. To make the connection you must first create an account. You can find an account or a contact when you use the selector. In both ways you can find what you are searching for (account or contact). 

contact detailview

Accounts and contacts are structured with list and detail views.

Leads

To not contaminate the list of customers with "might be, somewhere in the future, customers" there is Leads: a function where potential customers can be managed. In "Leads" it is possible to import potential accounts and contacts. Leads can be connected to a campaign. So employees know which Lead belongs to which Campaign. To easily manage sales progress in Leads we advise to use JBA TAR.

Campaign

The Campaign field will show the selected Campaigns for a Lead.


Convert

Leads can be converted to accounts, contacts or to customers. This is useful when there is a businesscase. 

An example of a Leads list view.

leads listview

An example of a Lead detail view.
Lead detail views can hold a lot of information for an account and a contact.leads detailview 

Participants

Examples of participants: a student following a course, an unemployed man following a Back 2 Work program, a client guided by a guardian. Participants are individuals that have interaction with a company using JBA. The biggest difference between a contact and a participant is that the participant can not, directly, be billed, so does not receive quotation. But a parent in JBA can receive an invoice for a course of their child.

Information about participants will in many occasions be more personal, (compared to a business contact) like a social security number, date, place of birth.

particpant detail view 

Customer portal

This is an example of a customer view logged in on your company website. In this example he/she can see the quotations, the order information, the invoices, files and appointments.

Customer page

The Customer will login in the public website showing:

Customer History

The Customer has access to all the information an employee or CRM Owner allows the customer to access, like Quotations, Orders, Invoices. This could also include files, appointments etc.

Sharing

In this CRM there is an option to share or not to share information with your customers. On the top level there is a Global, overall on/off function for Sharing managed by a CRM Owner. When turned "On" (shown as a green 'eye') per item an employee can choose to share items, like invoices, files etc...

The JBA Application Notes is for internal use only and therefore notes will not be shared with customers.

Below two documents, one shared as shown in the image at the bottom.

files crm

 The customer view.

customer shared files 


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