CRM 2.0 — connecting with your customers
Outcomes
✓ Create a sales task with title, type, and priority
✓ Filter by next task due date to prioritize outreach
✓ Log phone calls, emails, and campaigns in the activity timeline
Required Access
Partner Center access, CRM 2.0 access
Related Docs
This is the second lab in the CRM 2.0 series. By the end, you'll be able to create tasks, prioritize your outreach, and log every customer interaction so your efforts are properly tracked and reported.
Step 1: Create your first task (3 min)
Do
In Vendasta, you track sales activities using sales tasks.
How to create
From the list of companies you want to sell to today, find those assigned to you that you haven't contacted this week. Click on one and open the activity logger. Click Tasks and fill in: task title, task instruction, task type (e.g., email). You can set a priority if it's urgent. Click create—you've created your first task.
Step 2: Find the tasks you need to work on (3 min)
Do
Filter by next task due date
Go to the Company or Contact page where your tasks are created. Filter by Next task due date to find the list of customers with a task associated. Open profile pages in new tabs and tackle tasks one by one.
Step 3: Make a phone call and log it (3 min)
Do
Vendasta does not currently support making phone calls directly from the CRM. If you use auto-dialer software, you can make the call through the profile page. After the call, log details in the activity timeline.
Step 4: Send an email from the CRM (3 min)
Do
Send a follow-up email directly from the company profile page once you have set up Gmail as your browser's default email client. You can also use Yesware email templates to draft the email easily. If you haven't installed Yesware, sign up with your Vendasta email.
Step 5: Send a campaign to a contact (3 min)
Do
Add contacts to a marketing campaign. You'll see when campaigns are sent, received, opened, and clicked through the activity timeline.
A rep creates a task for "Follow up on demo request" with type Email and priority High. They filter by Next task due date and see 5 companies. They open the first profile, set Gmail as default, click the email link, and use a Yesware template to draft the follow-up. They log the email in the activity timeline. The task is marked done and the next task appears.
Key Resources
Knowledge Check
Knowledge Check
Test your understanding with 5 random questions from a pool of 5.