Opportunities

RapidstartCRM – Opportunities

A feature of RapidStartCRM 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.
To get to Opportunities, in the Sidebar, click on the icon.
There are a few different view filters available with RapidStartCRM, and you can select between them. In addition you can set one as your default.
The Ribbon, contains various Actions that you can take with regard to Opportunities from the list view, like adding new ones for example. If you select one or more Opportunities, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Opportunities.
To open a particular Opportunity record, you can click on the Opportunity name.
To create a new Opportunity record, click + New. But actually, it is better to create new Opportunities from either the Account or Contact record as you will see below.

Create From an Account or Contact Record

You can see,  and add new Opportunities, from an Account or Contact Record, which is the preferred method.


From either an Active Contact or Account record, select the Opportunities Tab to display the list view of related Opportunities.
The Opportunities list shows the Opportunities that are related to either the Contact, or if looking at this view from an Account Record, it shows all Opportunities related to all Contacts with that Account. To open a particular Opportunity record, you can click on the Subject.
To add a new Opportunity you can click + New Opportunity from here, or with the Quick Steps Button on the Summary tab (fastest).

Creating a New Opportunity

Create new Opportunities from either an Account or Contact record using the Quick Step.


To create a new Opportunity, click on the Add Opportunity Quick Step button.

New Opportunity Rapid Create Form

Throughout RapidStartCRM we have focused on simplicity and speed. When you click on the New Opportunity Quick Step button, it slides in the Rapid Create form


Enter at least a Name for the Opportunity and other optional information.
Some items are auto-populated based on what record you were on. You only need to provide the minimal additional data.
When complete, you can “Save and Close” the record, which will then immediately appear in the list. You can also select “Save and Create New” to create multiple Opportunities for this record at once.

Opportunity Record Form

The Opportunity Record form, will where you will work on the most important part of any business… getting new business!
In the Ribbon, you will see actions you can take on this record, like assigning it to someone else, or closing it, for example.
The Opportunity record includes an Opportunity Sales Process Flow, to guide your users through the steps of advancing this Opportunity to a successful close. Check out the Process Flows Topic.
Most records in RapidStartCRM have “Tabs” to move between other parts of the particular form. On the Opportunity record there are tabs for Summary, Opportunity Details and Timeline History.
In addition to Company and Contact information, in the center there is also an Opportunity Summary panel, for tracking the progress of an Opportunity.
Unique to RapidStartCRM is our “Hashtags” feature, for “free-form” record tagging. Check out the Hashtags Topic.

Cases

RapidStartCRM – Cases

A feature of RapidStartCRM 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.

To get to Cases, in the Sidebar, click on the icon
There are a few different view filters available with RapidStartCRM, and you can select between them. In addition you can set one as your default.
The Ribbon, contains various Actions that you can take with regard to Cases from the list view, like adding new ones for example. If you select one or more Cases, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Cases.
To open a particular Case record, you can click on the Case name.


Create Case from an Account or Contact Record

You can see,  and add new Cases, from an Account or Contact Record.


From either an Active Contact or Account record, select the Cases Tab to display the list view of related Cases.
The Cases list shows the Cases that are related to either the Contact, or if looking at this view from an Account Record, it shows all Cases related to all Contacts with that Account. To open a particular Case record, you can click on the Case Name.
To add a new Case you can click + New Case from here, or with the Quick Steps Button on the Summary tab (fastest).


Creating a New Case with Quick Step

Create new Cases from either an Account or Contact record using the Quick Step right from the Summary tab.


To create a new Case, click on the Add Case Quick Step button.


New Case Rapid Create Form

Throughout RapidStartCRM we have focused on simplicity and speed. When you click on the New Case Quick Step button, it slides in the Rapid Create form


Enter at least a Name for the case and other optional information.
Some items are auto-populated based on what record you were on. You only need to provide the minimal additional data.
When complete, you can “Save and Close” the record, which will then immediately appear in the list. You can also select “Save and Create New” to create multiple Cases for this record at once.


Case Record Form


The Case form, is our simplest form.

In the Ribbon, you will see actions you can take on this record, like assigning it to someone else, or closing it, for example.
The Case record includes an Case Resolution Process Flow, to guide your users through the steps of advancing this Case to a successful close. Check out the Process Flows Topic.
Most records in RapidStartCRM have “Tabs” to move between other parts of the particular form. On the Case form there is only one tab Summary.
In addition to Company and Contact information, in the center there is also a Case Summary panel, for tracking the progress of a Case.
Unique to RapidStartCRM is our “Hashtags” feature, for “free-form” record tagging. Check out the Hashtags Topic.
Unlike the other records where the Timeline History is in a Tab of its own, on Cases we placed it right on the Summary tab.

Contacts

RapidStartCRM – Contacts

One of the core items that you and your users will create and track in RapidStartCRM are the Contacts you work with. These could be existing Contacts related to Account, existing Contacts not related to Accounts, and Prospects that you hope to engage with in the future… any kind of Contact really.

Contacts List View

The List View of Active Contacts will open, which looks similar to a spreadsheet.
To get to Contacts, in the Sidebar, click on the icon.
There are a few different view filters available with RapidStartCRM, and you can select between them. In addition you can set one as your default.
The Ribbon, contains various Actions that you can take with regard to Contacts from the list view, like adding new ones for example. If you select one or more Contacts, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Contacts.
To open a particular Contact’s record, you can click on the Contact name.
To create a new contact record, click + New Contact.

Contact Record Form

The Main Contact Record form, will probably be one of two primary starting points for work you do in RapidStartCRM, the other one being Accounts.
In the Ribbon, you will see actions you can take on this particular record, like assigning it to someone else for example.
Most record forms in RapidStartCRM have “Tabs” to move between other parts of the particular record form. On the Contact record there are tabs for Summary, Addresses, Details, Timeline History, Opportunities and Cases.
Unique to RapidStartCRM is our “Quick Steps” buttons for “one-click” new record creation.
Also unique to RapidStartCRM is our “Hashtags” feature, for “free-form” record tagging. Check out the Hashtags Topic.

Accounts

RapidStartCRM – Accounts

One of the core items that you and your users will create and track in RapidStartCRM 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 spreadsheet.
To get to Accounts, in the Sidebar, click on the  icon.
There are a few different view filters available with RapidStartCRM, and you can select between them. In addition you can set one as your default.
The Ribbon, contains various Actions that you can take with regard to Accounts from the list view, like adding new ones for example. If you select one or more Accounts, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Accounts.
To open a particular Account’s record, you can click on the Account name.
To create a new account record, click + New Account.

Account Record Form

The Main Account Record form, will probably be one of two primary starting points for work you do in RapidStartCRM, the other one being Contacts.
In the Ribbon, you will see actions you can take on this particular record, like assigning it to someone else for example.
Most record forms in RapidStartCRM have “Tabs” to move between other parts of the particular record form. On the Account record there are tabs for Summary, Addresses, Details, Timeline History, Opportunities and Cases.
Unique to RapidStartCRM is our “Quick Steps” buttons for “one-click” new record creation.
Also unique to RapidStartCRM is our “Hashtags” feature, for “free-form” record tagging. Check out the Hashtags Topic.

Hashtags

RapidStartCRM – Hashtags

Unique to RapidStartCRM 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 a Company record opened to the Details tab.

Many records have fields for structured categorization, like the optionset fields above.
These would be used for specific filtering of data by specific structure. Note that these “fixed” options can also be customized.

Hashtags

There is a Hashtags section on the Summary Tab of most records. This record for example,  was previously Hashtagged with “#bigco”, and “#connected”
You can add more Hashtags by typing here.
Hashtags are an “Unstructured” way to categorize your data. Once you start Hashtagging records, it creates some interesting information that you can access on the Hashtags Dashboard.

Hashtags Dashboard

To get the the Hashtags dashboard, select Hashtags in the sidebar.
You can switch to other Dashboards.
This is a complete list of every record that has been Hashtagged, which can can grow quite large over time (You can open any record by clicking on the blue links).
We have created some common filtered views like Contacts and Companies.
Using the search box, you can filter down to only records that have been Hashtagged with what you are looking for.
We have also provided some Hashtag Metrics

Hashtag Administration

Over time you may accumulate quite a few Hashtags. When typing in a new Hashtag, you are shown a list of existing Hashtags, but you may still need to perform some occasional maintenance, like merging, deleting or renaming. A user with the Hashtags Administrator role can access the Hashtags Admin Dashboard.

To get to the Hashtags Admin Dashboard select Hashtags in the sidebar
Select the the Hashtags Admin Dashboard (If you do not see it, you probably do not have the Hashtags Admin role)
This lists all of the Hashtags in use in your system.
From this column you can select one of more Hashtags.
With the selected Hashtags you have operations you can perform, like Merging or Deleting, etc.
When you select to merge Hashtags, you will be given the option to choose the surviving Hashtag.

Process Flows

RapidStartCRM – Process Flows

RapidStartCRM includes the following Process Flows:

  • Prospect Process Flow
  • Opportunity Process Flow
  • Case Process Flow

Process Flows are completely optional, and can be customized or hidden if desired. While they are not required to utilize RapidStartCRM, Process Flows are a great way to create checklists of things that should be done on a particular record, at a certain point in time, in order to advance the record forward. It is also a great way to instill your own “Best Practices” procedures within your Company, or replicate a successful Process. While Process Flows may have different Stages and Steps from one another, they all work the same way. Here we will look at a simple Process Flow for Cases as an example.

Case Process Flow

A Process Flow, for applicable records, sits near the top of the record as shown  below.

Each Process Flow has an indicator of how many total days the record has been Active.
Process Flows are made up up Stages and Steps, the Target Symbol indicates which stage the record is in.
Most Process Flows have multiple, logical Stages.

Process Stages and Steps

Process Stages contain Steps, including information requested to be addressed before advancing to the next Stage.

The Target Symbol indicates the currently active Stage, in the case above it is in the “Identify” Stage.
Clicking on the Target opens the “Steps” pane.
Within the Stage are Steps to address at that Stage.
Once the Steps have been addressed, the user can move the Process Flow to the Next Stage.
There is also an indicator of how long this stage has been active.
For Stages with many Steps, this will open the Process Flow as a sticky sidebar.

Prospects

RapidStartCRM – 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 RapidStartCRM we wanted to make it simpler. A “Prospect” in RapidStartCRM is really just a Contact, at a different stage of engagement with you and there are some unique differences.

Prospects List View

The List View of Active Prospects will open, which looks similar to a spreadsheet.
To get to Prospects, in the Sidebar, click on the icon.
There are a few different view filters available with RapidStartCRM, and you can select between them. In addition you can set one as your default.
The Ribbon, contains various Actions that you can take with regard to Prospects from the list view, like adding new ones for example. If you select one or more Prospects, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Prospects.
To open a particular Prospect’s record, you can click on the Prospect name.
To create a new prospect record, click + New Contact.

Prospect Record Form

The Prospect Record form, looks a little different than the Main Contact Record form, for one thing, it contains a Prospect Process Flow.
In the Ribbon, you will see actions you can take on this record, like assigning it to someone else, or converting the Prospect to an Active Contact, for example.
The Prospect record includes a Prospect Process Flow, to guide your users through the steps of advancing this Prospect, to hopefully become an Active Contact at some point.
Most records in RapidStartCRM have “Tabs” to move between other areas of the particular record. On the Prospect record there are tabs for Summary, Addresses,  Details and Timeline History. When you Convert a Prospect to an Active Contact, all of this information remains.
In addition to Contact information, in the center there is also a Company Information panel, unlike the Active Contact, here it is not linked to an existing Account record… yet.
>Unique to RapidStartCRM is our “Hashtags” feature, for “free-form” record tagging. Check out the Hashtags Topic.

The Original RapidStartCRM Overview

Welcome to the Main Documentation Page for The Original RapidStartCRM

What is RapidStartCRM?

RapidStartCRM is a simple to use, Basic CRM application, purpose-built to run on Power Apps or any Dynamics 365 Customer Engagement license. It is an accelerator that will reduce your costs and time to value for your investment.

Note: To make sure you did not miss this documentation, we made this the default dashboard. You can change your default dashboard by selecting another one and pinning it (see Dashboards Topic on the right).

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartCRM Core

The core of RapidStartCRM are Accounts and Contacts, together with the areas in which you might engage with either, or both. Accounts are at the top of the hierarchy, and Contacts are typically related to Accounts (but not always, see Contacts). If you look at an Account record and Contact record, they are intentionally very similar. For example, you can create a new Opportunity from either one, and the Opportunity will be related to the other automatically. This behavior is similar for Cases .

What can you do with RapidStartCRM?

We have focused on the core capabilities that most customers, starting with a CRM Application for the first time, have asked for. Obviously a place to store information about the Companies you work with, and the Contacts at those companies. In addition, we have provided capabilities for Contacts that you may not being doing business with yet, we call them Prospects. One of the highest priorities of our customers is the ability to create and track Opportunities for new business. Also, many of our customers want a way to create and track Cases, for various issues that their customers may have. Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartCRM is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartCRM.