If you're setting up Unleashed and are going to be integrating it with 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!
Set up Customers
Below are a few recommendations when it comes to setting up your customer's accounts within 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.
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.
Set Customer Contacts
Unleashed's API allows us to import contacts for each of your customers' accounts. Because we import the contacts and their contact details, please make sure this has all the correct information.
Set up Tax Rates
The CRM uses the Tax Rates drop-down from Unleashed to determine what rate should be applied for the Customer and 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.
Set 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.
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.
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.
To analyse sales data effectively in CRM, you can use the following reports:
Product Report: This report allows you to add the Product Category field as a filter or grouping option, enabling you to view and analyse data based on your defined product categories.
Sales Transaction Product Cube Report: This report is ideal for including fields from the Product entity, such as SKU or product category, in your sales analysis. It provides a detailed view of sales transactions and product-specific data. In Prospect CRM, the term 'Product Category' is used instead of 'Product Group.' It is important to note that products do not automatically populate within categories; they must be manually assigned to each category. This ensures accurate organisation and reporting of your products.
Create Delivery Charge Product
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.
Set 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.