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Hints & Tips when Setting up Unleashed
Hints & Tips when Setting up Unleashed

A few hints & tips to guarantee a successful integration with Unleashed!

Isobel Honour avatar
Written by Isobel Honour
Updated this week

If you're setting up Unleashed and are going to be integrating it to the CRM, here are some handy hints and tips for ensuring you have everything set up in Unleashed to make the very most of the CRM + Unleashed integration!

Setting up Customers

Below are a few recommendations when it comes to setting up your customer's accounts within Unleashed.

#1: Unleashed Customer Types

Unleashed's Customer Types can be used to group sales reporting by the types of customers you sell to. Every customer that's created can be given a type (e.g. 'Retail', 'Wholesale', 'Distributor' etc.). We import the Unleashed Customer Type for each of your customers so this can also be used to segment customers within the CRM. For example, you could break down your sales by Customer Type using CRM Reports.

Learn more about Unleashed's Customer Types here.

#2: Assign Sales Persons to Customer Accounts

Within Unleashed, you can assign a Sales Person to each of your customer accounts. This is the employee who will manage the customer account. When we import the customers from Unleashed, we import the Sales Person to our CRM Account Manager field, meaning you can start reporting sales based on Account Manager straight away!

Learn more about Unleashed's Sales Person here.

#3: Setting up Contacts

Unleashed's API allows us to import contacts for each of your customer's accounts. Because we import the contacts and their contact details, please make sure this has all the correct information.

#4: Setting up Tax Rates

The CRM uses the Tax Rates drop-down from Unleashed to determine what rate should be applied for the Customer and for Products when creating Quotes and Orders via the CRM. Make sure that you assign the correct Tax Rates to both Customers and Products in Unleashed.

Learn more about setting up Tax Rates in Unleashed here.

Setting up Products

The CRM imports both Products and Prices from Unleashed, so you can quote customers and prospects straight from the CRM. Below are a few recommendations when it comes to setting up your products within Unleashed.

#1: Upload Product Images

Product images can help bring your products to life. You may already have an integrated eCommerce site to Unleashed, so it'll be important to upload product images for the website. However, you can also use these product images on any Quotes you create in the CRM. We automatically import product images straight into the CRM, so there's no need to upload the images again!

Learn more about how to upload product images to Unleashed here.

#2: Add Products to Product Groups

Product Groups can be used to categorise products by different types, enabling you to analyse sales by Product Groups. For example, if you sell a range of beverages, you may have groups for 'Wine', 'Beer' and 'Spirits'. Using these groups, you can track sales to see what product groups are doing well and not so well. The Unleashed Product Group imports to the CRM 'Product Category' field, meaning you can use these product groups for CRM reporting too.

#3: Create Delivery Charge Product

In order to set up the CRM Delivery Charges, you'll need to create a non-stocked item for delivery. You may want to create multiple delivery products if you have different delivery options. Click here to learn more about CRM Delivery Charges.

In Unleashed, the product will need to be set up with the 'Never Diminishing' toggle turned on. Learn more about how to create Products within Unleashed here.

#4: Setting up Sell Price Tiers

Sell Price Tiers allows you to set up different sell prices for different kinds of customers. For example, you may have a retail price list and a wholesale price list. Each customer account within Unleashed can be set up with a Sell Price Tier. The CRM imports the Price Tiers against each of your customers, meaning that the correct pricing is applied when creating Quotes and Orders. We also allow you to select a Price Tier when quoting prospects for the first time.

Learn more about how to set up Unleashed Sell Price Tiers here.

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