CRM 2.0 — identifying your customers
This is the first course to understand how to use CRM 2.0. Through Identifying Your Customers, you will find your customers with the information that matters, create contacts and companies and associations, and filter and sort for interests. By the end, you'll be able to identify the customers you want to work on in CRM 2.0.
- An introduction to CRM 2.0 and its key benefits
- How to navigate the Contact and Company pages
- How to create contacts, detect duplicates, and build associations
- How to filter and sort to prioritize your best opportunities
Feel free to ask questions and share comments in the course forum! All questions will be acknowledged by a Subject Matter Expert within 48 hours.
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.
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.
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).
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.
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.
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.
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.
Find your customers with the information that matters. Create contacts, companies, and associations. Filter and sort for interests. Identify the customers you want to work on.