Transforming a lead into a customer is a pivotal moment in the customer lifecycle, marking the transition from potential interest to active engagement. This detailed manual will guide you through the process of converting a lead to a customer in SIX ERP, ensuring that you capture all necessary information to build a solid foundation for this new relationship.
Navigate to the CRM Module: Log into your SIX ERP account and go to the CRM module from the left menu pane. Customers > Leads
Locate the Leads Section: Within the Leads Interface, find or locate the Lead in the list of your current leads. You may also use the search facilities provided above the lead list to locate the lead in question.
Open the Lead Slide-In: Click on the name of the lead you wish to convert, or trigger the Leads details slide in by using the three dot actions menu on the right side of the list. This action opens a slide-in panel on the right side of your screen, displaying the lead's detailed information.
Convert to Customer: In the top right corner of the lead slide-in panel, locate and press the "CONVERT TO CUSTOMER" button. This signifies your intent to transition the lead into a customer record.
The journey from lead to customer is not just a transition; it's a transformation. It's about turning curiosity into commitment, interest into engagement. Each step, from initial contact to becoming a cherished customer in SIX ERP, is a testament to the power of nurturing relationships with care, precision, and a deep understanding of needs and aspirations.
Upon pressing the "CONVERT TO CUSTOMER" button, you will be presented with a form to augment the lead information into a comprehensive customer record. This form is critical for capturing the information necessary for effective customer management and engagement in SIX ERP.
Enter Basic Information: Fill in the customer's first and last name, and their position within the company.
Address Details: Provide the complete address details, including street address, city, state, postal code, and country. This information is crucial for billing and shipping purposes.
Additional Information: Complete other basic but essential information required for the customer record. This may include contact details like phone number and email address.
SIX ERP allows customers to have independent access to a customer section, enhancing transparency and self-service capabilities.
Customer Login: Decide whether you wish to enable customer login access for the new customer. This feature allows customers to view their transaction history, manage their information, and interact with your services directly.
Initial Passwords: If enabling customer login, set an initial password for the account. Ensure it adheres to your company's security standards.
Welcome Emails: Consider whether you want to send a welcome email to the newly created client. This email can contain login details (if applicable), a warm welcome message, and initial guidance on how to make the most of their new account.
After completing all necessary fields and making the necessary decisions regarding customer login and communication, review all information for accuracy and completeness.
Save the Customer Record: Click the "SUBMIT" button to finalize the conversion of the lead into a customer. This action creates a new customer record in the SIX ERP system, officially marking the lead's transition to an active customer.
Follow-Up: Consider scheduling a follow-up task or communication with the new customer to solidify the relationship and begin your engagement on a positive note.
Converting a lead to a customer in SIX ERP is a seamless process that sets the stage for a fruitful and long-lasting relationship. By carefully completing each step and ensuring the accuracy and completeness of the customer's information, you create a solid foundation for personalized interactions, efficient service, and enhanced customer satisfaction.