Products and services for Perfex CRM

Introduction to Products and Services in Perfex CRM

Perfex CRM is a comprehensive and user-friendly customer relationship management (CRM) system designed to help businesses manage sales, marketing, and customer service activities. One of the key features of Perfex CRM is its "Products and Services" module, which allows you to manage and track your sales, inventory, and offers in a centralized and easily accessible manner.

In this tutorial, we will go through a step-by-step guide on how to use the Products and Services feature in Perfex CRM to manage your products and services, track inventory, generate quotes, and fulfill sales orders.

Step 1: Setting up Products and Services

To begin using the Products and Services feature in Perfex CRM, you need to create products and services in the system. Here's how:

1. Log in to your Perfex CRM account and navigate to the "Products and Services" tab.
2. Click on the "Add new product" button.
3. Fill in the basic information about the product such as name, description, pricing, and inventory level. You can also upload product images and attach files related to the product.
4. Click "Save" to create the product.
5. Repeat the above steps to create multiple products and services.

Step 2: Creating an Inventory

To manage the inventory of your products, you need to create an inventory in Perfex CRM. Here's how:

1. Navigate to the "Inventory" tab under "Products and Services".
2. Click on the "Add new inventory" button.
3. Fill in the basic information about the inventory such as name, description, and product variants.
4. You can also set the inventory price, quantity, and supplier information.
5. Click "Save" to create the inventory.

Step 3: Creating Orders and Quotes

To use the Products and Services feature in Perfex CRM to create orders and quotes, follow these steps:

1. Navigate to the "Leads" or "Existing Customers" tab.
2. Click on the lead/customer you want to create a quote or order for.
3. Click on the "Create Quote" or "Create Order" button on the lead/customer's card.
4. Select the products and services you want to include in the quote or order.
5. Fill in the quote/order form with the required information and click "Save" or "Submit" to finalize the quote/order.

Step 4: Track and Fulfill Orders

To track and fulfill the orders you have created in Perfex CRM, follow these steps:

1. Navigate to the "Orders" tab under "Products and Services".
2. Locate the order you want to track and fulfill.
3. Click on the "Fulfill Order" button to mark the order as fulfilled.
4. Choose the fulfillment method and supply chain information.
5. Click "Save" to update the order status.
6. Repeat the steps to track and fulfill orders for multiple customers.

Step 5: Integrating with Other Features in Perfex CRM

You can integrate the Products and Services feature in Perfex CRM with other features like Leads, Contacts, Quotes, and Orders to streamlining your sales and service activities. Here's an example of how you can integrate the Products and Services feature with the Leads feature:

1. Navigate to the "Leads" tab.
2. Open a lead and click on the "Create Quote" button.
3. Fill in the quote form and select the products and services you want to include.
4. Click "Submit" to finalize the quote.
5. The system will automatically create an opportunity for the lead based on the quote.

By using the Products and Services feature in Perfex CRM, you can streamline your product and service management, enhance customer satisfaction, and accelerate your sales and service operations.