some general questions about how to use espo

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  • vampke
    Junior Member
    • May 2016
    • 14
    #1

    some general questions about how to use espo

    Hello,
    I have been using espocrm for 2 years now and really like how it works.
    However I feel I am not getting the most out of it and have a few questions I am hoping someone would be so kind to answer:
    1. How can you track the sales process? I understand that you can change opportunities whenever needed but is there a way to make a statistic out of this? Are changes to opportunities tracked and is it possible to make statistics out of conversions?

    2. Is anyone using leads at all and what for? I only use opportunities, I do not see a difference between a lead and an opportunity although there are some things that a lead contains that I would like to see in tthe opportunities.

    3. How do you use accounts vs contacts? I use accounts for businesses I do business with and contacts for people that may work for an item in accounts. Contacts do not necessarily have a corresponding account though (eg.: self employed or private customers). Is this how everybody uses it or am I missing a crucial aspect? Maybe Accounts is really intended for people that actually bought something and can contacts turn into an account?


    Kind regards,

    v.
    Tags: None
    • tanya
      Senior Member
      • Jun 2014
      • 4308
      #2
      Hi,
      1) you add several charts on the dashboard or you can use Report featute for this. If you don't have needed field, like time, when in opportunity is changed the status to some value, you can add it in Entity Manager
      Reports and Analytics
      https://www.espocrm.com/video/reports-and-analytics/
      How can EspoCRM help with creating Reports and Analytics? If you’re strongly convinced that sales aren’t a guessing game, then EspoCRM’s user-friendly reporting tool is exactly what you need.

      Export reports to Excel format in EspoCRM
      https://www.espocrm.com/video/export-reports-to-excel-format/
      Take reporting to the next level with EspoCRM’s report tool! In this video tutorial: Learn how to export reports with charts into Excel format and schedule the email report sending with attached Excel files.

      Entity Manager
      https://www.espocrm.com/video/entity-manager/
      If you are seeking for a way of adjusting a CRM to your company’s needs, then this information about the functions of Entity Manager will be of vital importance for you.


      2) lead is like potential client. You know some information (like company name, or person name, or email address), but it isn't your client yet. When you want to turn this potential client to the needed entity, you can convert it. With convert you can create up to 3 needed entity: Account, Contact, Opportunity.

      3) Accounts are like companies, contacts are like people: employees of these companies or just clients without accounts.

      Regards,
      Tanya

        Comment

        • vampke
          #2.1
          vampke commented
          05-31-2018, 07:29 AM
          Editing a comment
          Hi Tanya, thank you for your reply.
          1. I understand correctly that the report feature is part of the advanced pack?
          2. In my view a lead is always linked to a contact and a contact is not necessarily a customer. But that is probably just how I use the system.
          3. Ok
          • tanya
            #2.2
            tanya commented
            05-31-2018, 07:35 AM
            Editing a comment
            1. Yes
            You can test it and look at the demo data (Accounts, Contacts, Leads, Opportunities, etc)
            http://demo.espocrm.de/advanced/
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