RapidStart CRM – Dashboards RapidStart CRM includes the following Dashboards, accessed from the sidebar (1): Sales Metrics Dashboard Sales Activities Dashboard Case Metrics Dashboard Case Activities Dashboard RapidStart CRM Documentation Hashtags Dashboard Hashtags Admin Dashboard (visible to Hashtag Admins) You can switch between dashboards with the selector (2) An example of the Sales Metrics Dashboards… Read More

Rapidstart CRM – Opportunities A feature of RapidStart CRM is the ability to create and track sales Opportunities for your products or services. Opportunities List View The List View of Active Opportunities will open, which looks similar to a spreadsheet. (1) To get to Opportunities, in the Sidebar, click on “Opportunities”. (2) There are a… Read More

RapidStart CRM – Cases A feature of RapidStart CRM is the ability to create and track Cases for support, warranty, or any other Customer Issues. Cases List View The List View of Active Cases will open, which looks similar to a spreadsheet. (1) To get to Cases, in the Sidebar, click on “Cases”. (2) There… Read More

RapidStart CRM – Contacts One of the core items that you and your users will create and track in RapidStart CRM are the Contacts you work with. These could be existing Contacts related to Accounts, existing Contacts not related to Accounts, and Prospects that you hope to engage with in the future… any kind of… Read More

RapidStart CRM – Accounts One of the core items that you and your users will create and track in RapidStart CRM are the Accounts you work with. These could be your customers, vendors, partners… any kind of business entity really. Account List View The List View of Accounts will open, which looks similar to a… Read More

RapidStart CRM – Hashtags Unique to RapidStart CRM is our own RapidStart Hashtags system. It works the same way you identify and classify items on Twitter, for example, “#interesting” How to use RapidStart Hashtags The get the most value from Hashtagging, first, you should understand the difference in categorization methods. The below example is an… Read More

RapidStart CRM – Process Flows RapidStart CRM includes the following Process Flows: Prospect Process Flow Opportunity Process Flow Case Process Flow Process Flows are completely optional and can be hidden if desired. While they are not required to utilize RapidStart CRM, Process Flows are a great way to create checklists of things that should be… Read More

RapidStart CRM – Prospects As you go about your business, you will be continually meeting new people, or they will be finding you; either way, at this stage, they are not someone you do business with… yet. Some solutions complicate this need; in RapidStart CRM, we wanted to make it simpler. A “Prospect” in RapidStart… Read More

RapidStart CRM – Using the Timeline History Most records in RapidStart CRM have a Timeline History Tab, and it works the same on all record types. The Timeline is where you add various Activities to the records, providing you with a complete history of your interactions. In the example Timeline below, you can see where… Read More

Getting around in RapidStart CRM Before you dive into the specifics of RapidStart CRM, it would probably be useful to have a quick overview of how to get around in RapidStart CRM. We have tried to make RapidStart CRM as intuitive as possible, but it can’t hurt to provide a quick lay of the land.… Read More