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Manage dynamic CRM values

  • CRM dynamic tables in GSI2 allow you to configure all values used in the Customer Relationship Management module. These values support opportunity tracking, contact management, activity monitoring, and the entire sales cycle from lead acquisition to contract closing.

    Accessing CRM Dynamic Tables

    1. Navigate to main menu
      From the side menu, access "General Tables" or "Setup & Tables".
    2. Locate "CRM S&T" section
      You'll find a dedicated submenu with all CRM module tables.
    3. Select specific table
      Click on the table you want to configure.

    1. Social Networks

    Purpose

    Manages social profiles that can be associated with companies and leads in CRM, enabling tracking of customers' online presence.

    Common Social Networks

    • LinkedIn: Professional company profile
    • Facebook: Business page
    • Twitter/X: Company account
    • Instagram: Business profile
    • YouTube: Video channel
    • TikTok: Commercial profile
    • WhatsApp Business: Business contact

    Managing Social Networks

    1. Add new social
      • Click "+" button
      • Enter social network name
      • Save configuration
    2. CRM Usage
      When creating/editing companies or leads, you can:
      • Select social network
      • Enter profile URL
      • Track social interactions

    2. Domain Names

    Purpose

    Manages web domains that can be associated with companies, allowing tracking of online presence and validation of company email addresses.

    Domain Configuration

    1. Add domain
      • Click "+"
      • Enter domain name (e.g., "example.com")
      • Save
    2. Best Practices
      • Use standard format (without www)
      • Include national domains (.it, .com, .eu)
      • Register relevant subdomains

    3. Task Status

    Purpose

    Defines possible states for CRM tasks, enabling tracking of commercial activity progress.

    Common Statuses

    • To Do: Task not started
    • In Progress: Task being worked on
    • On Hold: Blocked by external factors
    • Completed: Task finished
    • Cancelled: Task cancelled
    • Postponed: Deferred to future date

    Status Management

    1. Create new status
      • Click "+"
      • Enter status name
      • Save
    2. Implicit Workflow
      Statuses define the workflow of commercial tasks.

    4. Task Types

    Purpose

    Classifies different types of commercial activities for better organization and reporting.

    Common Types

    • Call: Phone contact
    • Email: Written communication
    • Meeting: In-person meeting
    • Demo: Product demonstration
    • Proposal: Offer submission
    • Follow-up: Re-contact
    • Negotiation: Commercial negotiation
    • Contract: Contract management

    Type Configuration

    1. Add task type
      • Click "+"
      • Enter type name
      • Save

    5. Task Priorities

    Purpose

    Defines priority levels for CRM activities, enabling effective commercial time management.

    Priority Levels

    • Critical: Urgent and important
    • High: Important, short deadline
    • Medium: Normal priority
    • Low: Can wait
    • Optional: Nice to have

    Priority Management

    1. Create priority level
      • Click "+"
      • Enter priority name
      • Consider numeric or alphabetic order
      • Save

    6. Attachment Types

    Purpose

    Classifies documents attachable in CRM for better document organization.

    Common Categories

    • Contract: Contractual documents
    • Proposal: Commercial offers
    • Presentation: Slides and demos
    • Brochure: Marketing material
    • Report: Analysis and reporting
    • Email: Important correspondence
    • Invoice: Fiscal documents
    • Specifications: Technical details

    Configuration

    1. Add attachment type
      • Click "+"
      • Enter category
      • Save

    7. Sale Phase

    Purpose

    Tracks sales process phases from first contact to closing, enabling detailed commercial funnel analysis.

    Typical Process Phases

    • Contact in database: Lead acquired
    • Contacted by email: First communication
    • Contacted by phone: Voice contact
    • Contacted by videoconference: Virtual meeting
    • To be recalled: Awaiting re-contact
    • Denied interest: Not interested
    • Stand by thinking: Under evaluation
    • Profile delivered: Documentation sent
    • Offer delivered: Commercial proposal presented

    Phase Management

    1. Create new phase
      • Click "+"
      • Enter phase name
      • Consider logical sequence
      • Save
    2. Funnel Analysis
      Phases allow analyzing:
      • Conversion rate between phases
      • Average time per phase
      • Drop-off points

    8. Setup Types

    Purpose

    Defines configuration or implementation types for offered services and products.

    Configuration

    1. Add setup type
      • Click "+"
      • Enter type name
      • Save

    9. CRM Company Types

    Purpose

    Classifies companies in CRM for commercial segmentation (different from general company types).

    CRM Classifications

    • Prospect: Potential customer
    • Qualified Lead: Verified opportunity
    • Active Customer: With active contract
    • Former Customer: Contract terminated
    • Partner: Commercial collaborator
    • Competitor: Competition

    Management

    1. Create CRM company type
      • Click "+"
      • Enter classification
      • Save

    10. Company Industries

    Purpose

    Defines market sectors for segmentation and client portfolio analysis.

    Main Sectors

    • Information Technology: Software and IT services
    • Manufacturing: Industrial production
    • Financial Services: Banks and insurance
    • Healthcare: Health and pharmaceutical
    • Retail: Retail commerce
    • Telecommunications: Telco and media
    • Energy: Utilities and renewables
    • Real Estate: Property
    • Education: Training and universities
    • Public Administration: Government entities

    Sector Configuration

    1. Add sector
      • Click "+"
      • Enter sector name
      • Use standard market nomenclature
      • Save

    11. Lifecycle Columns

    Purpose

    Defines sales pipeline stages displayed in CRM Kanban view, enabling visual opportunity tracking.

    Standard Pipeline Stages

    • Lead: Initial contact
    • Qualification: Opportunity verification
    • Waiting for Proposal: Offer sent
    • Negotiation: Deal in progress
    • SSA to be Signed: Agreement reached
    • Won: Deal closed successfully
    • Lost: Opportunity lost

    Pipeline Management

    1. Add lifecycle column
      • Click "+"
      • Enter stage name
      • Save
    2. Reorder stages
      • Click reorder button
      • Drag stages to desired order
      • Save sequence
    3. Kanban View Usage
      Columns will appear in pipeline view where you can:
      • Drag opportunities between stages
      • View total value per stage
      • Analyze progression speed