CRM 2.0 — identifying your customers
Outcomes
✓ Understand CRM 2.0 and its key benefits
✓ Navigate the Contact and Company pages
✓ Create contacts, detect duplicates, and build associations
✓ Filter and sort to surface your best opportunities
Required Access
Partner Center access, CRM 2.0 access
Related Docs
This is the first lab in the CRM 2.0 series. By the end, you'll know how to find and organize the customers you want to work on—using filters, views, and associations to keep your pipeline focused.
Step 1: Introduction to CRM 2.0 (3 min)
Read
CRM 2.0 creates a cohesive, single-platform experience for all Vendasta users. It aims to eliminate fragmented experiences and reduce developmental redundancy. The new infrastructure paves the way for a comprehensive CRM system and integration with industry leaders.
Immediate benefits
- Enhanced Prospecting — Simplified capture and storage of contact details. Reduces operational overhead and enriches the sales team with pre-engagement insights.
- Easier to find contacts — Search by name, email, phone number, and other contact information. Duplication identification is more straightforward.
- Improved segmentation — Custom field filters enable sales teams to efficiently target prospects with higher sales potential.
- Better reporting — Enhanced data capture on sales activities allows for more detailed reporting, including call connectivity and meeting outcomes.
Step 2: Navigate the Contact and Company pages (3 min)
Do
Go to Partner Center and click Customer. You'll find two options: Contact and Company. Contacts are the individual people you work with; companies are the organizations those people are associated with. The Company page is where all information about a business is located.
Set up your view
Ask yourself: what information matters to you? There's a lot of data—set up your view by enabling, displaying, and reordering columns. For example, enable address, disable website, add Google My Business claimed status (if you've created a Snapshot Report).
Search and filter
Filter by assigned salesperson: Click "Add filter" and search for "Salesperson". Find yourself by name or email.
Search bar: Search for a company by name, phone number, partner ID, account group ID, and other information.
Step 3: Create a contact and detect duplicates (4 min)
Do
Click Create contact (top right). Fill in name, email, or phone number. If possible, ensure you have the email address.
Duplicate detection
The CRM checks for email to prevent duplicates. If the email exists, the CRM surfaces that record and prevents you from creating the contact—you can go to the existing record instead. The CRM also checks phone numbers and surfaces a warning if identical—but it does not block creation for duplicate phone numbers.
Step 4: Create an association between contact and company (3 min)
Do
After creating a contact, go to Associated contact → Add contact and find the contact you created. You can specify a label to indicate the relationship between the company and the contact.
Step 5: Apply filters and sort to prioritize (4 min)
Do
Advanced filtering
Filter by industry, employee size, technology ID (from Snapshot Report), Google My Business claimed status. For example: find all restaurants that don't have a website.
Sorting by last activity
Sort by Last activity date to see customers you haven't touched base with recently. Filter on Last activity date to prioritize. Keep old flames alive—keep the conversation fresh.
Snapshot Report data
After running a Snapshot Report, you can discover: technologies they are using on their website and Google My Business claimed status—not financial data or company history.
A rep sets up their view to show address, industry, and GMB claimed status. They filter by "Salesperson = me" and "Last activity date" older than 30 days. They find 20 restaurants without websites. They create a new contact for a decision-maker, associate them with the company, and add a task to follow up. The CRM prevents a duplicate when they try to add the same email again.
Key Resources
Knowledge Check
Knowledge Check
Test your understanding with 5 random questions from a pool of 5.