CRM (Customer Relationship Management)

Jamie
Jamie
  • Updated

Overview

The mpro5 CRM is a way of grouping your data. The CRM structure includes customers, sites, locations, sublocations, regions and depots. This guide will explain how you interact with each of the entities.

 

Getting Started

The mpro5 CRM structure is made up of six main entities: Customers, Sites, Locations, Sub-locations, Regions and Depots. Think of the Customer, Site, Location and Sub-location structure as a filing system, with each entity being a narrower definition of the one before.

Region groups sites across multiple customers, for example you may manage multiple sites in Buckinghamshire. Depots control access to the customer and site entities. A Depot may include all cleaners, for example, and they will have different permissions in relation to the other categories.

For example, you may have a Customer, JohnDoe ltd, who has a Site in Buckinghamshire, a Location called Warehouse 2, and a Sub-location called Tooling Shed 1. This could be in the North West Region, and there may be a Maintenance Depot which includes all maintenance staff.

The highest level of the hierarchy is the Customer, so we will start there and work our way down.

Customers

Step 1) To navigate to your customers, select the Customer tile from the home screen.

Step 2) The Customer page will show you a list of Customers and some basic details about each one. To add a new customer, click the Plus icon.

Step 3) Fill in the relevant details for the new Customer, then click the Save icon to save your work.

Step 4) To view more information on a customer, return to the Customer page and click the Details button.

Step 5) From here, you can view the Sites, Contracts, Jobs, Flows, Orders, Resources, Map, Data and Clock associated with

the customer. Click any of the large buttons at the top of the panel to see these.

Step 6) Once you click on an icon, you will be presented with a list of data entries. To do see information about an entry, click the Details button next to the entry you want to see.

Step 7) If you would like to alter an entry, click the Edit button.

Step 8) Make sure you save any changes you make by clicking the Save icon in the bottom right of the panel.

 

Sites

Step 1) Click the button that looks like three white bars at the top of the home page next to the mpro5 logo.

Step 2) Select the Sites tile.

Step 3) You will now see a list of your Sites, including some basic details like the customer and address. You can add a new site, edit an existing one or see more details of an entry from this page. To add a new site, click the Plus icon in the top left of the panel.

Step 4) Make sure you fill in all the relevant details for the new site, then click the Save icon.

Step 5) If you want to edit an existing site, return to the Sites page (Step 3), then hit the Edit button on the entry you wish to change.

Step 6) You can modify and information you wish to now, make sure to click the Save icon when you are finished.

Step 7) To view more details such as Jobs, Locations and Assets associated with a site, click the Details button on the entry you want to see.

Step 8) From this screen, you can see all the details linked to the Site, you can also edit, remove or add things as you wish by clicking any of the large buttons at the top, then following the same process as described for editing, changing or adding a site.

Locations

Step 1) Click the button that looks like three white bars at the top of the home page next to the mpro5 logo.

Step 2) Select the Locations tile.

Step 3) You will see a list of Locations on this page, to edit the entry for the Location itself, click Edit.

Step 4) You can edit the name of the Location as well as the Customer, site and location type. Make sure to save your

work by clicking the Save icon.

Step 5) To add a new entry click the Plus Icon on the Locations page.

Step 6) Fill in the relevant details for the new Location, then click the Save icon.

Step 7) Click the Details button on the Locations page to see any Jobs, Sites and other information associated with the location.

Step 8) From this screen you can view, edit and add associated Sub-locations, Workflows and other information.

Sub-locations

Step 1) Click the button that looks like three white bars at the top of the home page next to the mpro5 logo.

Step 2) Select the Sub-locations tile.

Step 3) You will see a list of sub-locations on this page, the customer and the site they are associated with. You can also edit or add a new sub-location.

Step 4) To edit a sub-location, click the Edit button on the entry you wish to alter. In this panel you can change the Location, site and type of sub-location (e.g. bathroom or meeting room). Don’t forget to save your work by clicking the Save icon when you are finished.

Step 5) To add a new sub-location, return to step two, then click the Plus icon in the top left of the window.

Step 6) Make sure you save the new sub-location by clicking the Save icon when you finished.

Regions

Step 1) Click the button that looks like three white bars at the top of the home page next to the mpro5 logo.

Step 2) Select the Regions tile.

Step 3) You will now see a list of Regions, you can edit, add or view the details of any Region from here. To add a region, click the Plus icon in the top left of the panel.

Step 4) The Region screen lets you add a name as well as contact details. Don’t forget to save your work by clicking the Save icon.

Step 5) To edit a region, return to step 3 and click the Edit button.

Step 6) You can alter any details you wish to, including changing the name of the Region. Don’t forget to save your work by clicking the Save icon.

Step 7) To view the details of a Region and add sites, click the Details button next to the region you wish to see.

Step 8) From this screen you can also add Sites to a region by click the Plus icon under Sites in this Region.

Step 9) You can choose a site you want to add from the drop down menu. If you need to create a site to add, please refer to the Sites section above. Click the Save icon when you have selected the site you want to add.

 

Depots

Step 1) Click the button that looks like three white bars at the top of the home page next to the mpro5 logo.

Step 2) Select the Depots tile.

Step 3) On the Depot screen, you can view details including who has access, the postcode and the address. You can edit, create or see more details of your Depots. To view more information about your depot, click the Details button on the entry you want to see.

Step 4) This will show you all the details about a Depot, as well as a list of Mobile and Web users with access. You can add more users, delete them or disable them if you want to remove them without deleting the entry. Click the plus Icon if you want to add a user

Step 5) You can add users by selecting them from the drop down menu, then click the Save icon.

Step 6) Return to step 3 to edit a Depot, then click Edit on the entry you wish to change.

Step 7) You can enable or disable a Depot on this window, or change any other information you wish to. Make sure you save by hitting the Save icon when you are finished.

It may seem like a lot to remember, but keep these key points in mind which are true for every CRM category:

  • You can edit or add to almost any entry.

  • You can find any of these categories by clicking the three white bars at the top of the screen, next to the mpro5 logo.

  • Make sure you save your work by clicking the save icon.

Some or all of these CRM names may be different on your system, but the process will still be the same. If you are not sure, please contact your IT support team.

 

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