SelectLine CRM Customer Relationship Management – Video Tutorials (DE)

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Click here to Learn more about the CRM: https://www.selectline.de/erp-software/crm Click here for the document “SelectLine simply explained”: https://www.selectline.de/data/uploads/2017/06/CRM-Funktionen-in-Listen.pdf

Add special markers in SelectLine CRM to increase clarity

2019-09-12T08:00:00+08:00

https://www.youtube.com/watch?v=XJWt6F_kXmU

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Customize view

Customize your customer lists by showing or hiding, fixing, grouping and sorting columns.

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Find out more here: https://www.selectline.de/erp-software/crm/

Easily customize the views in SelectLine CRM

2019-09-06T08:00:00+08:00

https://www.youtube.com/watch?v=k4coAj5RzRM

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Filter lists

With the filter functions in SelectLine CRM, you can organize your customer data even more clearly and efficiently. Use either direct column filters or the filter editor to create your own individual filters.

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Get more information about CRM from the SelectLine: https://www.selectline.de/erp-software/crm/ Here a very detailed document called the “functions in lists”: https://www.selectline.de/data/uploads/2017/06/CRM-Funktionen-in-Listen.pdf

Filtering lists in SelectLine CRM

2019-09-09T08:00:00+08:00

https://www.youtube.com/watch?v=rgEWjmdZAJ8

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Evaluate CRM lists

SelectLine CRM evaluates your customer data quickly and easily. With the column editor functions, you can create clear summaries and customize them individually. You can then export the customized lists to Excel or CSV with just a few clicks.

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Here more about the CRM now: https://www.selectline.de/erp-software/crm/ Click here for the detailed document: https://www.selectline.de/data/uploads/2017/06/CRM-Funktionen-in-Listen.pdf

Analyze data in SelectLine CRM

2019-09-10T08:00:00+08:00

https://www.youtube.com/watch?v=91OVdYbtCes

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Campaign management

Plan, launch, track and analyze your marketing campaigns professionally with SelectLine CRM. Send serial letters or e-mails directly from the program.

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Would you like to organize and carry out your marketing campaigns in a professional manner? With SelectLine CRM, it’s that simple. Discover more now: https://www.selectline.de/erp-software/crm/

SelectLine CRM – Campaign management

2018-09-19T08:00:00+08:00

https://www.youtube.com/watch?v=mUyaTOG9y5Q

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SelectLine CRM – Introduction

Customer relationship management records and manages all of your company’s contact data. Here you can find and manage information on customers, interested parties, sales partners, suppliers, employees and competitors.

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Do you want to record and manage your customer contacts systematically? SelectLine’s CRM system allows you to achieve this and a lot more. Discover more now: https://www.selectline.de/erp-software/crm/

Introduction to SelectLine CRM

2018-09-19T08:00:00+08:00

https://www.youtube.com/watch?v=d7x-xVUnpug

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Sales opportunities

Make potential sales visible and predictable. With SelectLine CRM, you can convert opportunities into concrete sales in a structured way, document the work process and evaluate it clearly.

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When you log sales opportunities in SelectLine CRM, you establish a basis for rendering potential sales visible and predictable. Discover more now: https://www.selectline.de/erp-software/crm/

Sales options in SelectLine CRM

2018-09-19T08:00:00+08:00

https://www.youtube.com/watch?v=7vEj3ro1P4k

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SelectLine CRM – Customer Relationship Management

SelectLine CRM is a professional customer relationship management system for perfect control of communication with your customers. CRM is fully integrated into SelectLine merchandise management system and offers you a powerful tool for sales, service, marketing and purchasing.

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We give you an excellent tool for managing your professional relationships with customers with the new SelectLine CRM. Read more now: https://www.selectline.de/erp-software/crm/

The new and improved SelectLine CRM

2017-08-31T08:00:00+08:00

https://www.youtube.com/watch?v=RGkZeaTYOOU

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Mask editor

With the mask editor in SelectLine CRM, you can customize your customer information to meet the individual needs of your company.

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An overview of the recently released SelectLine CRM #NewSelectLineCRM

Ideal customizability for your company: The mask editor in the new SelectLine CRM

2017-07-18T08:00:00+08:00

https://www.youtube.com/watch?v=4bVw2XbBRbY

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Calender

Manage appointments clearly with the SelectLine CRM calendar function.

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A brief insight into the calender #NewSelectLineCRM

The calendar at a glance – The new SelectLine CRM

2017-07-17T08:00:00+08:00

https://www.youtube.com/watch?v=uEzyH3DSLwM

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Perimeter search

The area search displays your contacts clearly and regionally on a map.

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Brief insight into the area search #NewSelectLineCRM

The proximity search in the new SelectLine CRM system

2017-07-18T08:00:00+08:00

https://www.youtube.com/watch?v=iGwk9fqZyNE

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Full text search

With the full-text search in SelectLine CRM, you can also find entries with long texts simply using a keyword search.

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A brief insight into full-text search #NewSelectLineCRM

Easy and fast full-text search in the new SelectLine CRM

2017-07-18T08:00:00+08:00

https://www.youtube.com/watch?v=6Q0wzAfOIUE

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Docking of program windows

The docking function can also be used to conveniently display and arrange several program windows next to each other.

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A insight into the docking function #NewSelectLineCRM

Docking windows – The new SelectLine CRM

2017-06-28T08:00:00+08:00

https://www.youtube.com/watch?v=uKin-e4klmg

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Filter SelectLine CRM Journal

Filter your journal entries quickly, easily and intuitively according to the type of entry

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Insight into the journal entries #NewSelectLineCRM

Innovative, rapid filtering – the new SelectLine CRM

2017-06-28T08:00:00+08:00

https://www.youtube.com/watch?v=Fm_jdyTx5gU

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Introduction of filters and grouping in SelectLine CRM

How to filter and group contact addresses in SelectLine CRM.

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Overview for filtering and grouping contact addresses #NewSelectLineCRM

Filtering and grouping in the latest version of SelectLine CRM

2017-06-28T08:00:00+08:00

https://www.youtube.com/watch?v=Oly8J_5KSZI

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Customize masks

Customize the screen for customer contacts so that only the data that is important for your company is displayed in the way you need it.

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Tutorial for customizing the screen for customer contacts #NewSelectLineCRM

Flexible and simple mask customization – the new SelectLine CRM system

2017-08-18T08:00:00+08:00

https://www.youtube.com/watch?v=ANnJnZkEdak

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Create appointments in the SelectLine CRM calendar

Use the SelectLine CRM calendar function to manage your appointments easily and clearly.

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A quick look at the CRM Calender #NewSelectLineCRM

Create appointments in the new calendar – The new SelectLine CRM

2017-07-17T08:00:00+08:00

https://www.youtube.com/watch?v=Z8xWNK1lb1g

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Automatic caller identification

SelectLine CRM recognizes and documents all incoming and outgoing calls for you clearly in the integrated journal.

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Available very soon!

Automated caller identification in the new SelectLine CRM

2017-06-28T08:00:00+08:00

https://www.youtube.com/watch?v=XJWt6F_kXmU

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