NJ CRM - NJ Trading Account
Contents
1. Display Rows lt lt Previous Page 1018 Next gt gt Sr No Date Filter ar ee EJ Fitter an mode i Leiter All Ts i en Remarks Participant s Created By Filter mivereetion status BD Fitter ae 2y s ura hei a A RENTE i Darm No Caption Field Name Description 1 Date Date of the Interaction communication meeting Clicking on the date would open up the Interaction in Edit mode 2 Type 1 to 1 denotes interaction done with specific person and Group signifies where a group of people were addressed together Mode Mode of Interaction communication meeting Nature The nature or in simple terms the purpose of Interaction ex for Relationship Building communication meeting 5 Agenda Name The exact agenda of having the Interaction Fundz Network www njfundz com NJ CRM User Manual Version 1 0 Page 26 32 6 Remarks Name of the person Partcipant s Shows the number of participants invited involved in an Interaction Clicking on the hypelink provides the list shwing details of all invited Created By For saving the contact number of the person Interaction Status For identifying the source or activity from where that lead came to you Clicking on the link shows the change of status from one to another 10 Interaction By Shows the name of person who last interacted or2. 13 07 11 Interactions SIP forms Data Form collection ag la Not Started Edit Task Task Details Creation Date 18 07 2011 Target Date Assigned to Employee Nature Status Contact Nature Name Ratilal Individual 97111111711 Update Task Delete Task Clicking on the Date Recent Tasks and Task Title from Task Report and from Task Listing on Calendar page will open the particular Task in Edit mode where you can edit or update the details of your task Every updated details would be updated in respective records Note Task for cannot be edited by you once task has been created that is the lead client group for which the task was created can not be changed or created You will have to delete this task amp create a new task for the new person Fundz Network www njfundz com NJ CRM User Manual Version 1 0 Page 31 32 How to track Tasks using Task Report Tasks gt Task Report The report can be used to see Tasks and related details done within the period selected by you Task Report Employee Filter Task Status Not Started In Progress Task For Contact Nature Period O created Completed O Target Date Report On Screen O Excel Task Report Sr No Title Nature Status Remarks _Assigned to Employee en Time Spent min Creation Completion Target Date Filter
3. NJ CRM User Manual Version 1 0 Page 30 32 How to manage a Task Tasks gt Task Report Recent Tasks Calender Just like Interactions the need might arise to edit update the Task details at any point of time Edit feature allows you to do the same with ease You can access the Task which you require to edit update from any of the 3 locations 1 Profile of lead client group 2 Calender 3 Task Report Task Report Display Rows 10 v lt lt Previous Page 101 12 Next gt gt Creation Completion Target Date Sr No Title Nature Status Remarks mes IL a Time Spent min Date Date SP Form collect for Reliance Service Related Not Started N A Self Client Nimesh N Vyas NIA 18 07 2011 N A 18 07 2011 2 PMS cheque collection Service Related Not Started NA Self Giet A00000030 na 05 07 201 NA 05 07 2011 o 3 IakeNFOforms Service Related NotStarted NA Self Client A00000030 nal 05 07 2011 NA 05 07 2011 4 Deliver Bday greeting Service Related Not Started NWA Self Client A00000030 NA 05 07 2011 NA 05 07 2011 5 Deliver FP form at client office Service Related In Progress NA Self Giet A00000011 na 05 07 201 NA 05 07 2011 o 4 Interactions Tasks Recent Tasks Sr No Target Date Task Nature Assigned to Employee Time taken Status Completion Date Remarks 16 07 2011 service Related cladvisors SIP Form collect for Reliance Not Started Add Task Close Window
4. BASIC DETAILS Personal Details Contact Details Profile Details gt Activity F any gt Mare gt Add ress Annual noo me pa Soure Actwity Type gt Fathers Husband Narre gt Country gt Family Inco reip a gt Date of Birth gt State gt Hore Ownership gt Gender Gity Financial Planning Inte st gt Mati nality gt Pin Zip Code gt Existing Life Insurance Gover gt Religion gt Fax gt Existing Hath Insurance Cover gt Wy CRM Groupe gt PAN gt Mobile gt Inte ested Product gt Add b CRM Grup gt Mantal Status gt Email Comments Ob rations gt Annive rary Date gt Telf gt Lead Status gt EducatonalQualiicaton gt Tal Res gt Location AU Geoup Occupation 2 Assigned To gt Account Nare gt Resdential Status gt Date 2 Agenda Name gt Type gt Remarks gt Mode gt Interaction Status gt Natu e gt Interaction By gt Tapet Date gt Time taken gt Task Nature gt Status gt Assoned t Empbyee Competon Date gt Tite gt Remarks www njfundz com NJ CRM User Manual Version 1 0 Page 12 32 How to track your Leads related information Leads gt Lead Report The Lead Report provides you with all the information saved on your Leads The report can be used to analyse Leads lying in various status Leads with particular product preferences Leads of various demographic groups Leads and their status employee wise Leads generated converted withing specific ti
5. All zi Nature Name Date ate Filter All zi No Caption Field Name Description Title Shows the Task title Clicking on it opens the Task in edit mode 2 Nature The nature or in simple terms the purpose of task ex data form collection form a Client 3 Task Status Status of the task on current date based upon last updation 4 Remarks Remarks if any captured on the Task 5 Assigned To Name of the employee team member to which it was assigned 6 Task For Displays the nature amp name of Person on whom the Task was created 7 Time Spent Displays the time spent on completing the Task 8 Creation Date Date on which the Task was created 9 Completion Date Date on which the Task was completed 10 Target Date Date on which the Task has been scheduled to be completed www njfundz com NJ CRM User Manual Version 1 0 Page 32 32 How to use the Task report The report can be generated on screen or you can generate an excel of the same Making no selections from the menu would generate a report of all the Tasks done within the period selected by you However you can make selections to see the report of Tasks made 1 By your team of Employees or 2 Based on the Nature of Task or 3 Based on Status of Tasks or 4 Task done on Specific Lead Client Group Coming Soon 1 Opportunity Management 2 SMS Manager integrated into NJ CRM 3 Email Utility For all kind of Feedback Suggestions on this ini
6. www njfundz com NJ CRM User Manual Version 1 0 Page 15 32 How to manage update Client related information Clients gt Client Profile r Lom As the relationship with the client grows we come to know about facts product preferences his family details and other details We try to be more specific when suggesting him any product or service depending upon his needs preference applicability and requirement Demographics k Behaviors Socio Economics Perceptions amp Behaviors _ All of these are termed as Client Profiling wherein you get to know more and more about your client and which can serve as very effective way of providing service to him and at times in a more customized way A simple example would be that if you know the Anniversary date of your client who is married and send him a customized Greeting or a SMS on that date it would make him feel more special and the next time you approach him with say Life Insurance Product he would have that goodwill feeling which you had created by sending a simple SMS But without knowing the anniversary date or his contact number or the Insurance requirement of his household there would have been no way of doing these 2 activities Client Profile offers you with an extensive and structured space to save all such details of your client wherein you can add update save and view the details in described structure Since your Client m
7. Client Profile 2 Client Report 3 My CRM Groups How to search a Group a specific Client or a customized group information Clients gt Client Profile The client data can be viewed as per your requirement in three modes NJ Groups Accounts and My CRM Groups NJ Groups Select the option NJ Groups from View and type the name of the group you want to search The system would auto search and list out all the NJ Group Names starting with the text written by you view On Groups D Accounts O My CRM Groups Search NJ Group Ashish N b Ashish os vun List of NJ Groups Display Rows 10 lt lt Previous Page 101 4 Next gt gt l Int ti Interactions Mmesractian ka Date Y 2 A04461 Add Interaction Add Task No Caption Field Name Description 1 NJ Group Name Shows the group name of your client Clicking on the name takes you the Group level information Here you can update the details if required 2 No of Accounts This shows the number of individual accounts mapped to the related Group 3 Contact Person Displays the contact person of this Group of accounts 4 Mobile Displays the Mobile number of the contact person of this Group 5 EMail Displays the Email ID of the contact person of this Group 6 Total Interactions The hyperlink shows the number of communication meeting that took place with the group till date Clicking on the same would open up a desc
8. communicated with the person www njfundz com NJ CRM User Manual Version 1 0 Page 27 32 How to use the Interaction report The report can be generated on screen or you can generate an excel of the same Making no selections from the menu would generate a report of all the Interactions done within the period selected by you However you can make selections to see the report of Interactions made 1 By your team of Employees or 2 Based on the Interaction Type or 3 Based on Interaction Mode chosen or 4 Based on Nature of Interactions or 5 Based on Status of Interactions or 6 Interactions made with a Specific Lead Client Group www njfundz com NJ CRM User Manual Version 1 0 Page 28 32 Tasks Apart from various Activities Meetings and other events we also undertake various tasks of miscellaneous nature The Task utility and report is Tasks is designed to facilitate this need You can Create Allocate Schedule Manage Update and Track the tasks for better management Add Task Task Details Creation Date 18 07 2011 Target Date 1807201 Assigned to Employee Nature Data Form collection r Status Not Started Title Collect SIP forms Remarks Take 2 cheques 5000 each Task for ContactNature Client Text like Ratilal Individual 5711111171 How to create a Task Task gt Add Task Step 1 After selection of Target Date and
9. which the leads were originated generated Step 3 Browse the file from the file location and click on submit The system would ask for validation before finally saving the file into your lead database Edit Lead Type in the name of the person you want to search for As you type in the first three alphabets of the Lead Name there would be system generated list of leads whose name start with those alphabets along with their mobile number amp current status for the ease of your selection Next Click on the Go to Profile to go the detailed form of the Lead as detailed in next section of Leads gt gt Lead Profile www njfundz com NJ CRM User Manual Version 1 0 Page 11 32 How to manage update Lead related information Leads gt Lead Profile For the purpose of knowing more about your Leads who are your Prospective Clients the Lead Profile Utility provides you with capturing saving managing Lead related data in Lead Profile wherin one can update all the information in below structure The basic objective of keeping this information updated is that it would helpful for you when executing Activities for Client Acquisition Knowing the demographic nature Product preference etc of your leads would allow you to focus specifically Leads which have higher chances of getting converted into Clients Also that activtites involve cost and it again its important to have a healty conversion ration of Leads getting converted into Clients
10. www njfundz com NJ CRM User Manual Version 1 0 Page 9 32 in the manual 14 Last Interaction Date Shows the date on which any kind of communication meeting was done with the lead 15 Interaction By Shows the name person employee who last communicated with the lead 16 Add Interaction Button Allows user to add interaction to selected Lead s Interaction can be created on multiple persons Interaction gt Add Interaction 17 Add Task Button Allows user to add task to selected Lead Task can be created on single person only Task gt Add Task 18 Delete Lead s Button Allows user to delete the selected Lead s 19 Export Button Allows you to generate a excel of the leads in your NJ CRM How to update Lead Status A very important step of Lead Management is Tracking amp Updating the status of the Leads regularly Keeping the status updated would allow you and your team to focus on Leads which are prospective Clients and cut short time amp resource spent on leads which might not be the prospects you are looking for Here we have provided with shortcuts to update the status of your leads on the go so that you don t have to spend resourceful time searching amp updating the status of your leads A leads life cycle till he she becomes your Client passes through various status When you first get the Lead its in Open Status After few intial meetings Follow ups amp Appi
11. NAL Family Details DETAILS gt Occupation Residential Status ContactPerson Guardian In case of Emergency Home Ownership Financial Planning Interest Existing Life Insurance Cover Existing Health Insurance Cover gt Interested Product Comments Observations Customer Insights gt Spous eName gt Name gt Industry belongs to gt Spouse Date of Birth gt Designation Relation Company Name if any gt Spouse Occupation gt Email gt Designation Role gt Nationality gt Date of Bith gt No of 2 Wheelers owned gt PAN gt Mobile Estimated Met worth Rs gt No of Famiy Members No of Cars owned gt No of Dependents gt REk Category gt Interest Areas gt Permanent Address gt Country gt State gt Name gt City gt Date of Birth gt Pin Zip Code gt Gender gt Tel Res INTERACTIONS Recent Intractions gt Date gt Agenda Name gt Type gt Remarks gt Mode gt Interaction Statue gt Nature gt Interaction By gt Target Date gt Time taken gt T k Nature gt Statue gt Assigned to Employ ee gt Completion Dae gt Title gt Remarks Fundz Network www njfundz com NJ CRM User Manual Version 1 0 Page 17 32 Profile information of Non Individual Clients BASIC DETAILS LeadSouce FirmDetils ContactDetaiis Profle Detais gt Actwity if any gt Name of Organization gt Address gt Wealth Account gt Source Act
12. NJ CRM User Manual Version 1 0 Page 1 32 NJ CRM User Manual Version 1 0 AG o PTA R Fundz Network NJ CRM User Manual Version 1 0 INDEX SrNo Content 1 2 2 1 2 2 3 3 1 3 2 3 3 3 4 3 5 4 4 1 4 2 4 3 4 4 5 5 1 5 2 6 6 1 6 2 6 3 6 4 T 7 1 7 2 7 3 7 4 How to access NJ CRM Home Page Calendar How to view amp use the Calendar Leads How to make a quick entry of Lead in your NJ CRM How to update Lead Status How to insert Lead data in bulk How to manage update Lead related information How to track your Leads related information Clients How to search a Group a specific Client or a customized group information How to manage update Client related information How to track your Client related information How to create and use customized groups using My CRM Groups Activity How to create and plan Activities Activity Report Interactions How to create an Interaction How to manage an Interaction How to track Interactions using Interaction Report How to use the Interaction report Tasks How to create a Task How to manage a Task How to track Tasks using Task Report How to use the Task report Page 2 32 www njfundz com NJ CRM User Manual Version 1 0 Page 3 32 How to access NJ CRM After accessing you Partner Desk go to the Tab Marketing gt NJ CRM gt Visit Your NJ CRM Desk a L Fa manage them
13. Scheduled Self Tasks Sr No Title Task Nature Time taken Completion Date Remarks Status Assigned to take 2 cheques of 5000 1 SIP forms Data Form collection Sir forms each Not Started Self Activities Sr No Origin Dates Source Actviy Type Product Product Agenda Venue Assignedto 1 Self 13 07 2011 CLIENT MEETING REALTY Realty Follow Ups amp Appoinimenis Sr Mo Lead Name Origin Mobile Remarks Lead Status Assigned to 1 Saurav Sharma 2259131313 Call i 5 pm Follow up cladvisors 2 Ritesh Mishra Cer HSS Appointment cladvisors The listing below the Calendar provides a list of information available on the screen They are listed under the headings 1 Interactions 2 Tasks 3 Activities 4 Follow Ups amp Appointments These provide you with a snapshot of the day s week s and month s schedule in one glance Clicking on a particular date would list down the events of the day You can also view the schedule for your employees by using the feature View For provided on top of the Calendar When you select the name of a particular employee the Calendar would reload to show the schedule of the employee chosen www njfundz com NJ CRM User Manual Version 1 0 Page 6 32 Leads Inn um ME ouias IR Da i a Wi Leads form an important part of any Business model Leads are very important at the initial stages of the business and a crucial part of business mobilization once the business s
14. allocating the same to respective employee select the Nature of the task The nature of the task can be 1 Service Related related task or 2 Review Portfolio related task or 3 Product Promotion related task or 4 Data Form collection related task or 5 Follow Up related task or 6 Other Continued www njfundz com NJ CRM User Manual Version 1 0 Page 29 32 Step 2 Next select the Status of the task where you can schedule a task or simply report a task which not scheduled but performed Task have designed to be performed Person Specifc so that it becomes easier to manage amp track Select the mode of your communication meeting which can be one of the listed 1 Not Started 2 In Process 3 Completed 4 Cancelled Step 3 After recording the Remarks if any comes the part of identifying the Person on whom the task is related to To make the identification and listing easy for you select the Contact Nature which could be a lead existing client roup your team member or some other quest As you type the name of the person the system would suggest you the name as per your database in NJ CRM from which you can select and Click on Create Task to save these details When you save this Task this would be captured and recorded on 1 Profile of every invited person Lead Client Group as Recent Tasks 2 Calendar under Tasks list as per the date of Task 3 Task Report www njfundz com ne nn SS
15. ct details 6 The Quick Create form can be opened amp closed using the button on the right side of the form marked by number 2 in the image www njfundz com NJ CRM User Manual Version 1 0 Page 8 32 Search Lead This smart tool lets you search a lead lying in the database of leads entered by you your team No Caption Field Name Description lead Name Type in the name of the person you want to search for As you type in the first three alphabets of the Lead Name there would be system generated list of leads whose name start with those alphabets along with their mobile number amp current status for the ease of your selection 2 Activity Source Activity This additional selection would helps to pinpoint the leads directly incase you know the Type source from which it was generated Click on this for searching the lead name which are searching 3 Search Click on this for resetting the name you entered for searching g y g Reset Click on this for to go to the detailed information page of the Lead for which you 5 entered the name Lead Profile Go to Profile Lead List For your convenience there is a default list of 10 leads which were added to recently added by you The list provides a snapshot of the details of your prospect lead No Caption Field Name Description 1 Display Rows In repor
16. e details if required 2 Mobile Displays the Mobile number of the client 3 E Mail Displays the Email ID of the client 4 Mapped to NJ Group This the group name to which the client is mapped with 5 CRM Group if any This refers to the name of customised group s to which the client has been mapped by you CRM group described in section Clients gt My CRM Groups 6 Creation Date Shows the date on which the account was created for the client and was mapped to your relationship T Interactions The hyperlink shows the number of communication meeting that took place with the client till date Clicking on the same would open up a description of all the communication that has took place till date which has been described later in the manual 8 Last Interaction Date Shows the date on which any kind of communication meeting was done with the client Interaction By Shows the name person employee who last communicated with the lead 10 Add Interaction Button Allows user to add interaction to selected group s Interaction can be created on multiple groups 11 Add Task Button Allows user to add task to selected Client Task can be created on single selection only 12 Export Button Allows you to generate a excel of the clients in your NJ CRM My CRM Group Select the option Account from View and type the name of the client you want to search The system would auto search and list out all the the accounts starting with the text written by you
17. e groups of Clients who are Doctors Engineer Businessman by occupation or you can create a Group of HNI clients based upon their Investment amp Portfolio size Step 2 Provide a brief description of the My CRM Group you created so it becomes easy for you to recall the objective or purpose to create the group Step 3 Select the nature of people who would be part of the customized My CRM Group which can be your existing Clients or Prospective Clients that is leads Click on Add to create the group You can manage you My CRM Groups on ongoing basis 1 Merge groups if your require so 2 Delete unwanted groups Merging amp Deleting has been kept simple wherein what you need to do is select the groups using tick box you wish to Merge Delete and click on the respective button to perform the action The best part of Merging is that all the efforts you had made to map leads clients to respective My CRM Groups would nit be wasted and while merging all such mapping would be updated into the Merged CRM Group The CRM Group created here is available on the Profile page of Lead Client wherein you can simply add or remove the lead client to a customized My CRM Group listing www njfundz com NJ CRM User Manual Version 1 0 Page 20 32 Activity Actvities are an integral part of Lead generation Client Acquisition and Business mobilisation Actvities can be of 1 Massive Scale or Person specific 2 Location Specifc or genera
18. gt Add Interaction Step 1 After selection of date amp time of your scheduled completed meeting select the Type that is 1 to 1 Or Group 1 to 1 interaction means when you are communicating or interacting with a single specific person while Group interaction simply means that the communication is to be made or has been made to a group of people Step 2 Select the mode of your communication meeting which can be one of the listed 1 In Person 2 Telephonic 3 Email 4 Video Conf 5 SMS www njfundz com NJ CRM User Manual Version 1 0 Page 24 32 Step 3 Step 4 Step 5 Select the Nature of your meeting which simply classifies the kind of meeting you have scheduled or done with the Invitees It could be of the type Relationship Building Review Portfolio Investment Planning Product Promotion Service Related Data Form collection Follow Up Other ONSNOOO RD Next write the Agenda Name for which you are making the communication or holding the meeting with your prospects clients team etc You can also allocate the communication responsibility to your team member for managing the same Select the Status of the Interaction depending upon the current situation of the same It can be any of the 4 status as listed below 1 Scheduled When you are pre planning a meeting communication 2 Postponed When a scheduled meeting communication gets postponed to a later date due to any reaso
19. i e Accounts Groups amp check updated request status Yie View Interactive Demo Marketing Status Agen Registration Den Vie RAP Brokerage PAN 5 KYC 4 K nowy al iO hi A E i Tt hit mes w Tre wari Ku a ET E a u A www njfundz com NJ CRM User Manual Version 1 0 Page 4 32 Home Page Once you enter the NJ CRM the home page displays a Calendar of the current month which apart from a calender also functions as a Integrated business diary Fundz Network 13th July 2011 Activity T Interactions 7 lt lt July 2011 gt gt 3 TI3 2 TEH ite 2 14 1 3 4 5 I5 3 1 TEJ Aft FE Apt 10 11 12 13 14 15 16 lt lt Previous Add Interaction Add Task Next gt gt l Interactions T Tasks A Activities F Follow Ups Ap Appointments 13 07 11 Interactions Portfolio review with Mr Pratik Malpani CLIENT MEETING REALTY Realty Ritesh Mishra OB Appointment cladvisors www njfundz com NJ CRM User Manual Version 1 0 Page 5 32 How to view amp use the Calendar The calendar dates store a summary of the day s scheduled activities appointments interactions and other tasks which have been explained in detail later in the document 13 07 11 Interactions Sr No Agenda Name Mode Nature Participants Interaction Status Interaction By Portfolio review with Mr i en Pratik Malpani In Person Relationship Building 1
20. ight be an Individual or a Non Individual entity in NJ CRM we have taken care to take relative details of your client Individual Clients Non Individual Clien Basic Details Basic Details Lead Source Lead Source Personal Details Firm Details Contact Details for communication Authorized Person Details Profile Details Contact Details for communication My CRM Group Profile Details NJ Group Details My CRM Group NJ Group Details Additional Details Additional Details Family Details Customer Insights Children Details Contact Person Guardian In case of Emergency Customer Insights Interactions Interactions Recent Interactions Recent Interactions Tasks Tasks Recent Tasks Recent Tasks www njfundz com NJ CRM User Manual Version 1 0 Page 16 32 Profile information of Individual Clients BASIC DETAILS Parsonal Datalls Contact Details Profile Details Activity if ary gt Name gt Address Wealth Account gt Source Activity Type gt Father s Husband Name gt Country Wealth wt No gt Date of Birth gt State gt Non PMS gt Gender gt City Trading A C No gt Nationality gt Pin Zip Code Demat AC No gt Wy CRM Groups gt PAN gt Mobile Trading A G No gt Add to CRM Group gt Marital Status gt Email Demat A C No gt Anniversary Date gt Tel Of Annual Income p a Educational Qualification gt Tel Res Family Incomeip a NJ Group Details gt NJ Group gt Assigned To ADDIMIO
21. ivity Type gt Date of Incorporation gt Country Wealth AC Mo Registration Number gt State gt Non PS gt Date of Registration gt City Trading AVG No gt Place of Registration gt Pin Zip Code Demat AG Mo m cRM Group an gt este us gt Wy CRM Groups gt Legal Status gt Tel OFF Trading A C No gt Add to CRM Group j aioe minimin Li gt Tel Res Demat ANG No gt Nature of Bueiness Profession gt Fax gt Gr s Annual Incomep a gt Fnancial Planning Interest NJ Group Details Authorized Person Details gt Existing Life Insurance Cover gt NJ Group Name gt terested Product gt Assigned To Designation Role Comments Obs ery atiors PAN Email gt NJ Client gt Date of Birth gt Mobile gt Industry belong to gt Registered Office Address gt Mo of Employees gt Country gt Risk Category State gt Met worth gt City gt Website gt Pin Zip Code gt E mail gt Tel Of gt Fe gt Date gt Agenda Name gt Type gt Remarks gt Wiode gt Interaction Status gt Nature gt Irteradion By gt Target Date gt Time taken gt Task Nature gt State gt Assigned to Employee gt Completion Date gt Title gt Remarks www njfundz com NJ CRM User Manual Version 1 0 Page 18 32 How to track your Client related information Client gt Client Report The Client Report provides you with all the information saved on your Client The report can be used t
22. l 3 Period Specific or Objective specific 4 Self sponsored or Vendor sponsored Activity Management thus becomes important and crucial The Activity module in NJ CRM has been designed for the very purpose There are activities which are being planned and executed by NJ and there are also activties which you also must be planning and executing for your Business model www njfundz com NJ CRM User Manual Version 1 0 Page 21 32 How to create and plan Activities Activity gt Manage Activity Create Activity Add Mode Source Activity Type Date On From To INSURANCE p Product s MF Product Agenda REALTY State Head Office Location Adajan Adajan rander Display Rows lt lt Previous Page 101 4 Next gt gt Sr No Tick Activity Activity Date s Source Product Product costiRs Spent Venue Vendor Assignedto FxPected Actual Mogity Origin Activity Type Agenda Leads Leads Hrs Issuer Me hamlet fee EN i ee ee re ti Ge 1 Self 13 07 2011 MEETING REALTY Realty 5000 5 Piplod NA NA 50 F mm Step 1 The minimum required information for creating an Activity are 1 Source Activity Type 2 Date or period during which the Activity is planned to be carried out 3 Product and Product Agenda for which the activity is being planned 4 Venue State and city of the activity Step 2 Apart from these you can enter other details like Target Audience Cost involved i
23. me period or from specifc source activity MAUNG All this information comes handy when planning activties You can view the report online or generate a Excel file for the same The report can be customized by selection of fields from Customize your Report where you can select the required fields and view the info You can also plan Interaction or allocate Task by using the plug in feature of Add Interaction and Add Task after selecting your Invitee List from the report generated Lead Report Source Activity Type E Self CLIENT MEETIMS 01 07 2011 Essar Actiwity if any Self NEWS PAPER ADS 10 06 2011 Self abcdef 04 06 2011 To 05 06 2011 dsf HJ Select All Lead Origin Self Lead Status Appointment Colg Date Selection By Lead Created between ka Period From 2 107 2014 To 21 07 20141 Bhavik T 7 Assigned To Brijesh J Select Report Fields Total Fields Lead Source Personal Details Contact Details ifor communiz Profile Details My CRM Group Details Mapped to Contact Interaction Details Mote The Customized report would display 15 fields on screen at the max Ifyou have selected more than that please Export the data using Excel for complete data Run Report www njfundz com NJ CRM User Manual Version 1 0 Page 13 32 Clients The Clients section contains data amp information related to your existing clients and has has been divided into three parts 1
24. n 3 Investment Planning When a scheduled meeting communication gets cancelled 4 Product Promotion To update the status of a scheduled Interaction which was completed After recording the Location details of your meeting if involved and any Remarks comes the most important part of the Interaction is the person s detail with whom you are communicating To make the identification and listing easy for you select the Contact Nature under the section Add Persons which could be a lead existing client your team member or some other guest As you type the name of the person the system would suggest you the name as per your database in NJ CRM from which you can select and Add As you keep on adding the persons a list of the same would be visible below You can add more or Remove as per your requirement Click on Create Interaction to save these details When you save this Interaction this would be captured and recorded on l Profile of every invited person Lead Client Group as Recent Interactions 2 Calendar under Interactions list as per the date of Interaction 3 Interaction Report www njfundz com NJ CRM User Manual Version 1 0 Page 25 32 How to manage an Interaction Interactions gt Interaction Report Recent Interactions Calender The need might arise to edit update the Interaction details at any point of time Edit feature allows you to do the same with ease You can access the Interaction which you req
25. n the Activity Leads expected Step 3 Once you have completed with the details and have saved it to create the Activity it would be visible on your Calender and to all employees team members who have been allocated the activity to be worked upon Step 4 You can edit update and manage the Actvity related information by using the Modify function provided in the activity listing beside each activity www njfundz com NJ CRM User Manual Version 1 0 Page 22 32 How to track Activities Activity gt Activity Report Activity Report NJ Origin Selt Source Activity Type aw Self CLIENT MEETING 13 07 2011 Piplod Activity if any Self CLIENT MEETING 01 07 2011 Essar Self NEWS PAPER ADS 10 06 2011 Period From 2 1 07 2011 T02 1707720711 Eu Repot On Screen Excel Customize Your Report Select Report Fields Total Fields o Activity Details Product Product Agenda Time Spent Hrs Cost Rs Tie up Vendor Issuer Expected Leads Actual Leads Converted Leads Activity Origin Source Activity Type The report can be generated on screen or you can generate an excel of the same Making no selections from the menu would generate a report of all the Activities done within the period selected by you However you can make selections to see the report of Activity planeed or done 1 By your team of Employees or 2 Based on the Source or 3 Based on Product and Prod
26. ntments the lead might turn out to be Interested or Not Interested The Interested Lead needs to be taken care of until he she finally becomes your Client To manage all this Lead Status can be updated from any of the 3 locations described below 1 Lead gt Manage Leads gt Leads list 2 Lead gt Lead Profile gt Basic Details 3 Leads gt Lead Report Select one of the Status as provided in the selection for Lead Status and save the information The same would be updated in all the related places where Lead Status information is provided for you to acess www njfundz com NJ CRM User Manual Version 1 0 Page 10 32 How to insert Lead data in bulk Leads gt gt Import Leads Import Lead This utilty allows you to insert amp save a bulk of Leads in one go All you need to do is convert your excel of data into csv format amp upload the same into the NJ CRM as directed below Import Lead Activity ifany Select id OR Source Activity Type Select T Browse File Browse es Format for uploading csv file column headings Please use this format only for uploading your data Mobile E Mail Address Lead Date DDIMMIYYYY Comments If any Help to cre ate OSV File Lead Name Step 1 Creating a csv file from the excel containing data of the leads Step 2 Once csv file has been created and saved you can go the Import Lead module Select the Activity or Source Activity Type from
27. o analyse Clients data Clients with particular product preferences Clients of various demographic groups Employee wise clients Clients generated withing specific time period or from specifc source activity MAUNG You can view the report online or generate a Excel file for the same The report can be customized by selection of fields from Customize your Report where you can select the required fields and view the info You can also plan Interaction or allocate Task by using the plug in feature of Add Interaction and Add Task after selecting your Invitee List from the report generated Client Report Assigned To Bhavik Tailor Brijesh Jivanji Aarya Product Interest General Insurance Health Insurance Source Activity Type Origin Activity if any Self CLIENT MEETING 13 07 2011 Piplod self CLIENT MEETING 01 07 2011 Essar Period From 14 07 2011 To 14 0F2011 Report On 6 Screen Excel Customize Your Report Note 1 P lease select only 1 year duration in Period Selection The report can fetch data for maximum 1 year at a time 2 The Customized report would display 15 fields on screen at the max lf you have selected more than that please Export the data using Excel for complete data 3 To view a Client s Profile please click on the Account Name in report display www njfundz com NJ CRM User Manual Version 1 0 Page 19 32 How to create and use c
28. ription of all the communication that has took place till date which has been described later in the manual 7 Last Interaction Date Shows the date on which any kind of communication meeting was done with the www njfundz com NJ CRM User Manual Version 1 0 Page 14 32 group Interaction By Shows the name person employee who last communicated with the group Add Interaction Button Allows user to add interaction to selected group s Interaction can be created on multiple groups 10 Add Task Button Allows user to add task to selected Group Task can be created on single selection only 11 Export Button Allows you to generate a excel of the groups in your NJ CRM Accounts Select the option Account from View and type the name of the client you want to search The system would auto search and list out all the accounts starting with the text written by you View NJ Groups accounts O My CRM Groups Search Account navinb Navin B gt uns Individual Navin B _ Non Individual List of Accounts Display Rows 10 Page 1Of 1 Interaction By T Navin BW pape Navin B__ MA N A Manoj 25 01 2008 No Caption Field Name Description 1 Account Name Shows the name of your client Clicking on the name takes you the Account level information Client Profile Here you can update th
29. tarts off Plead Managemengt or Prospect Managemenet thus becomes an important resource to manage Considreing the cost involved for generating Leads these days it is very much required to properly manage the leads at every stage The Leads section has been divided into four parts 1 Manage Leads 2 Import Leads 3 Lead Profile 4 Lead Report www njfundz com NJ CRM User Manual Version 1 0 Page 7 32 How to make a quick entry of Lead in your NJ CRM Leads gt Manage Leads gt Quick Create Lead Quick Create Lead This utility allows you make a short entry of any person whom you think of as a prospect or lead with few compulsory fields as listed in the table below These details would be saved in NJ CRM for your future use Quick Create Lead 2 Lead Name DL OOOOOOSESES Lead Date 1072011 al address Sd Create Lead Search Lead Load Name errs Ah Type Reterence a n No Caption Field Name Description 1 Lead Name Name of the person 2 Lead Date Date on which you met or identified the person as lead prospect 3 Mobile For saving the contact number of the person 4 ss Source Activity For identifying the source or activity from where that lead came to you ype 5 The remaining fields E Mail Address Product Product Agenda are for additional information that you might come across when you meet the prospect lead and which you can save along with his her conta
30. tiative please write to us on feedback njindiainvest com We will keep you updated on all the additions to NJ CRM in a defined manner and would also work on the feedback amp suggestions forwarded by you Regards NJ Fundz Team www njfundz com
31. ts and lists the system displays 10 last entries by default You can adjust the number of entries you want to see by choosing the options available 10 25 50 75 or 100 2 Tick These are check boxes for selecting a particular lead or a group of leads and perform action like Delete or Export 3 Origin Helps you to differentiate the leads forwarded ny NJ from its activities and the leads which were generated by you your team The leads forwarded by NJ would show the origin as NJ 4 Lead Name Name of the person 5 Mobile Contact number of the person 6 EMail Email id ofthe lead 7 Source Activity Type Source or activity type from where that lead came 8 Product It shows the product for which preference was shown by the lead Currently it includes 1 Mutual Fund 2 Insurance 3 Realty 9 Product Agenda Under the products the prospect might also have shown interest in specific modes like SIP NFO in Mutual Funds 10 Lead Date Date on which you met or identified the person as lead prospect 11 Lead Status Shows the current status of the lead You can also update the lead status from here with updated remarks 12 Assigned To Shows the name of the current relationship handler of the lead 13 Interactions The hyperlink shows the number of communication meeting that took place with the lead till date Clicking on the same would open up a description of all the communication that has took place till date which has been described later
32. uct agenda focussed activities You can view the report online or generate a Excel file for the same The report can be customized by selection of fields from Customize your Report where you can select the required fields and view the info www njfundz com NJ CRM User Manual Version 1 0 Page 23 32 Interactions Direct Advertising Marketing BR J ana 48 a YOU Public Personal gi Relations Selling We often tend to record our communication meetings details done with our Prospects amp Clients so that next time when we meet the person we can have the history of conversation we had with the person and what the person had communicated back At times we even try to schedule our meetings so that it can be smoothly executed Interactions is designed to take care of this very need It functions like a meeting scheduler meeting minutes recorder meeting history viewer and much more Add Interaction Interaction Details Date 48072011 Ho StartTime AM oF Nature Product Promotion F Agenda Name PMS5 product promotion to HNIs Interaction By Interaction Status Location Remarks Minutes Add Persons Contact Nature Name Persons List No Contact Nature Name Mo bile Lead Status Remove 1 Client Ashish Remove 2 Client Balasubra Remove Lead Dipen E Remove 3 4 Pratik Singh Remove Create Interaction How to create an Interaction Interactions
33. uire to edit update from any of the 3 locations 1 Profile of lead client group 2 Calender 3 Interactions Report Interaction Report Display Rows lt lt Previous Page 101 8 Next gt gt Type Mode Nature Agenda a Interaction Status Interaction By T iii ne Name Nmarke Participant s Created By one ame 18 07 2011 1t0 1 Telephonic Relationship Building NA 2 advisors Scheduled 2 18 07 2011 1to 1 SMS Relationship Building NA 4 advisors Scheduled een 3 18 07 2011 1t0 1 Telephonic Relationship Building NA 2 advisors Scheduled 4 18 07 2011 1to1 Telephonic Relationship Building NA 2 advisors Scheduled n 1 I 5 18 07 2011 1to1 1 a ss py ee EEE Me a ee rt I I 1 ails Interactions E m e mE BE Edit Interaction Interaction Details Interaction By Date 18 07 2011 liol StartTime AM Nature Product Promotion Agenda Name PMS product promotion to HNIs 26 06 2011 26 06 2011 advisors fan advisors Interaction By Interaction Status Scheduled Location Hotel Landmark Interactions Remarks Minutes Take 50 Brochures 20 Forms Sr No Agenda WN Portfolio review Pratik Malpani Add Persons us Interaction By Contact Nature Se f Name T acko Persons List No Contact Nature Name Mobile Lead Status Remove 1 Client Ashish Remove
34. ustomized groups using My CRM Groups Clients gt My CRM Groups We always try to give a superior experience to our premium Clients or we try to group our clients and prospects according to their preference and then send them regular updates or information according to their preferred choice of products and or services There would be times where you would wish to send sms or email to a group of clients But how to keep such a list handy and updated because it is time consuming amp a task requiring hard efforts to prepare and maintain My CRM Group feature is the solution for you My CRM Groups Add New My CRM Group My CRM Group Name SIP Regulars Description Clients with greater than 5 SIP GroupFor cuent LEAD Add My CRM Group List Display Rows 10 E Page 101 1 Sr No Tick Group Type My CRM Group Description No of Members _ 1 u CLIENT Gold Class Clients with AUM greater than 1 lakh but less than 5 lakhs 0 15 07 2011 2 N CLIENT HNI High Networth Clients with AUM greater than 5 lakhs 0 15 07 2011 Delete My CRM Groups Merge My CRM Groups Creating a customized group of leads clients is now simple Step 1 Give a name of your choice to create a My CRM Group You can use names based upon the nature of lead clients you are clubbing together into this customized Group of people or you can name it on your objective to group these people together For example you can creat
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