Genius CRM

A CRM is an indispensable tool for managing the sales process, but if it’s not fully connected with your ERP, it won’t be an effective tool for custom manufacturers.

Genius CRM includes many features that make managing the sales process easier, including a personalized sales dashboard for managing customer information, leads and opportunities, as well as an easy tool to create marketing campaigns and mass emails.

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It’s a pleasure for us to have you here. My name is Chris Piot. I’m a Customer Success Director here at Genius. I’m with Dave Demet, Sales Engineer Director, pre-sales. If we have a book, How to Use Genius with the Process, he’s the guy who probably will write it. We are in pretty good ends today. We are here today to present you the new Genius CRM integration. That’s a new version that come up with version 12. 2 that will be available next July. Basically, what we did is to connect the Genius ERP with the CRM with some basic integration about the quotes, estimate, and customer, and everything. So today, I’m going to present you the roadmap of what’s going on at Genius. Dave will present why do you need a CRM? Why do you need an integrated CRM? We will give you some what’s next items. By the end of the presentation, we will conclude with a period of questions. Write down every question that you may have during the presentation. You can do so within the go to webinar. I will try to keep up with all the questions in real-time, but at the end, we will do a cover up of all questions that you may have.

Please make sure to write that into the question boxes. That would be the best way of handling the question right at the end. But one thing is important, to mention is if we do not arrive to answer all your questions, we’ll make sure to follow up after the webinar. One last thing, the webinar is being recorded, so you’re going to receive an email after with the hyperlink so that you can review with your team should you be interested after. So thank you.

You can go. And don’t worry, I will get in touch with everyone. So how you know that Genes was funded in 1989 30 years ago. At first, we were offering consulting services in the engineering. In 1995, the company pivoted to software, and that’s where we came up with the ERP first version. It was a DAS version. A couple of years after that, we came up with basically the software that you can see and use and touch every day with the Windows format. 2020, we’re reaching new horizon. We are currently developing our platform to be on web-based. We do it version by version by integrating features and module one by one. This is a five-year plan. You will see on the next version, some feature coming up with the web version. That’s where we are going right now with our ERP software. We are working with about 30 provinces and states customers right now. We are developing our custom market in North America in the last few years from now. We are going to expand more and on that market over the next years. We are now at 100 employees. The company is growing fast, like we say, and we’ve been working with you for the last 30 years.

So new feature and new services that are coming right now. Our main topic today will be the CRM, so that’s part of our new version. But also we will come up with some new features features like the field services. That’s something that has been asked by our customer. More and more of our customers are doing installation and services outside their facilities. So you will be able to track times work order, parts, inventory, everything that go out in the field. We will also have the equipment management, another feature that has been asked. You will be able to track all your equipment, maintenance and warranty management. Of course, that’s only 12: 00, that’s coming in July. And next fall, we will have some new features also with the V13, dealer and customer portal that are coming back. Basically, you will be able to take orders from dealers that are doing business with you or directly with your customer. Everything is web-based and the order will be placed within genius. Also, we will have a new quality control and inspection module. That’s coming up V13 and V14 over 2021. One new feature that we added It’s a Services Insight genius.

We’ve been running out this since last winter. It’s genius Academy. It’s a new learning platform. Everything is web-based video. Also, we got exercise, quiz test. It’s covering the basics of a genius. So you can self-train all your people. If you have a rollover of employee, you can retrain them with that platform. With that platform, we are hosting also Ask an Expert session. That’s one hour every week right now where you can come talk directly with a consultant, senior one, and ask pretty much everything you need to get things going at your businesses with the genius. We are also hosting E-classes. Right now, we got four E-class that’s running actually, SSRS to build your own report. We will have accounting first-end month and best practice. We got CAD/2bam also running. We did the DBR and Smart Scheduling over the winter, and all these classes will come back later this year. That’s covering up what’s going on at Genius right now. Dave, I will let you go with the CRM presentation, our main topic today. Thank you again, everyone, to be there.

Yeah, thank you, Chris. Thank you for the introduction. Well done. Hi, everyone. My name is Dave. As Chris introduced me, the Sales Engineer Manager at Genius ERP. Today, I’m thrilled to present you one of the new features we are about to release. Actually, there’s part of it that has been released and some of it that is being released in 12. 2, so in July, as mentioned by Chris. Basically, I’m used to call that it’s our CRM 2. 0. The reason why I say that is that maybe you guys know, maybe you guys don’t, but genius has had a CRM for a few years ago since then. But that being said, as of today, we are bringing major improvements to the CRM. What we’re going to do is we’re going to recap from really the beginning of why do I need the CRM in my shop or in my organization. We’re going to flow through why do I need an integrated solution because at the end, our CRM 2. 0 where it stands is that it’s an integrated solution where there’s a bridge that exists in between the customer relationship management and really the ERP by itself.

We’re really trying to say we’re going to take sales rep that are all often in their own world and we’re going to bring them as part of the team, is it today? That’s the intent. Let’s first start by why do I need a customer relationship management in my organization. You can see that basically on the top right, you can see three different roles in the organization that typically these are the typical people that we’re going to target for the CRM. Of course, there is the owner, the prison, or the one that has the more division side of the business. There’s the sales director and the sales rep that are typically involved into a CRM. There can be more people, but these three are the most important ones. The first thing that happens, and you guys, you are having today, we have a lot of customers. I was going to the attendee’s list and I can see that there was a lot of customers that are using genius. Perhaps you are in three different worlds. The first world will be you have genius CRM today and genius ERP. The second one is you have only genius ERP, no CRM at all.

The third one being that you have a different CRM, but genius ERP. What we’re going to do is we’re going to look at what is the reality of someone that has no CRP and then no CRM for it? And after we’re going to go into the reality of someone that has a CRM but not genius CRM. The first thing that we can see is the sales rep that says, You know what? I have so many emails in a day. Actually, I have emails coming in from different leads, from new quote request, from sometimes even trade shows, from advertisement. What happens is these people are typically on the road and they’re traveling, they’re sometimes leftover their cell phone for an hour. When they come back, they have 50 emails into their mailbox. It starts to make noise and at the end, they’re not able to really segregate what’s important when it’s less. On top, by the way, customer satisfaction is probably one of the most important key item for all organization. The reason being is that once a customer is satisfied, this is why the customer will get back again, you’ll do business again with them.

What you’re going to make sure is that you answer them properly. What you start to do as an organization is start try to put some… How can I say? Bring some more people involved into the customer satisfaction so that basically there is emails that are coming from the inside sales, emails that are coming from the estimators, emails that are coming from the sales rep up to the customer. It’s really, really, really difficult for the sales rep to typically stay on top of things. As a sales now director, that’s That’s funny. He has meetings with the other managers of the group or the organization. Typically, what people say is, You know what? You need to have metrics, and you need to have indicators how to measure the performance of your reps and of your people. For people that are in production, it’s quite easier for them to have some KPIs. The reason being is that they can worse come to worse, they can go in the shopper and look at what they are doing. But because all of the reps are on the road and are are typically traveling every day, it is difficult. The way sales director do that today is that they pick the phone and they call over the sales rep in order to validate where they are.

Now they take time from their own time, but also the time from their sales rep to just understand where they are instead of letting the sales rep do their business and be able to follow up and to see who’s busy, who’s less, how many activities have they done? Have they sent emails? Have they made phone calls? Is there a pending items that are not being done. They’re looking for a way to track more and be on top of things as well. As a president, as I was telling you, it’s more on the side of the vision. Basically, the president is typically asking Yeah, it’s fine, but I want to know the vertical that we’re trying to approach, is that a vertical that is relevant for us? Is that something we have success with? Does it make sense that we implicate more money into developing that new vertical. That way it needs to have statistics. Statistics over what? Statistics over your winning ratio. How many times have you been quoting a nice term into that vertical? Have you won? Have you lost? What’s your winning ratio? It’s the same thing when you look at a specific customer.

If it happens that, for example, you’ve done 15 quotes, 16 customers, and you said no all the time, it probably means that you can question yourself as to whether you want to do the 16th one or not. That’s essentially what he’s looking for. The last but not least, and by the way, the four point is not necessarily for all of you guys, but some of you actually are looking to do some marketing, some marketing campaigns. Basically, every time you want to When you have the information through all your customer bases, it becomes very difficult. The reason being is that each sales rep has their contact list. Basically, when you have something that you want to share to everyone, you need to send it to the different sales rep. By themselves, they need to look at the email, create the new email, put all their contact lists, and they’ve got to make sure it’s clean, and then send it over. There’s really no central location where you can see all of the different customers and you can send emails from there. It’s really cumbersome when you have an information. So really, in terms of now, this is really why you would need a CRM.

If you’re having those standard issues, this is why you would look for CRM. You know what? Gdcrm has everything in order to solve this. The first thing is with GDCRM, you’ll be able to see organized and prioritize correctly. Actually, you’ll be able to track meetings, to track emails, and maybe just to mention, basically, essentially, you’ll be sending an email from your Outlook Myoblots. You put in BCC the email of the CRM and it’s going to be tracked automatically to the contact associated to the email. You can You check also the tasks and the attachments of contacts, opportunities, accounts, and leads, as you wish. You will see all of these activities into the same screen, and more However, you’ll be able to see in your own dashboard, when you log in to the CRM, that’s important, you’re going to have a calendar, and in your calendar, you’re going to see all of your appointments with whom they are and when they are planned. The last thing, but not least, is I’ve told you that based on you, when you send an email to a contact, it’s going to tie down to the contact. Basically, you’re going to have in the GSCRM a functionality to roll up all these activities so that if you’re looking at a specific opportunity, all the activities that were done with that contact will be possible to be seen from the opportunity standpoint so that you really start to have a vision of all global communication that went through that customer, even though you’re working on a specific team.

Because you know what? When you What you don’t want to happen is you deal your own thing with a customer and someone else deal its own thing with the customer as well. Now they’re starting to have to eat on the right-hand side and on the left-hand side, you arrive with a smile. You want to know what’s going on. You want to make sure that you’re informed before having any communication with the customer. You’ll be able to see that directly from genius CRM. As a second element, you’ll be able to manage your sales file and be proactive. That’s for the sales rep for sure, but also for the sales director. Really, you’ll be able to first really see all your sales rep activities. You’ll be able to track how many emails they send, how many calls have they made, should be logged in, how many meetings they’ve had. Moreover, you’ll be able also to see from an opportunity standpoint, is there a opportunity that we have lost traction for the last two weeks or that we haven’t given enough effort or enough love, if I should say, in order to win that field. So you’ll really be able to start being proactive and see things.

Moreover, because you’re going to see into an opportunity directly all of the activities into a single view You’ll really be able now to start to train your sales rep. That’s really difficult because nowadays, when you don’t have any relationship manager or customer relationship manager, I should say, basically, you essentially can train people by just being in the call with them. But it’s very difficult to always be available when he’s available and try to bring in some feedback. But when you’re able to see the activities, see the emails, see how it was written, what’s the length in between the follow-ups and things, you can start to really define a process and make sure that people tie it and improve their efficiencies. The third thing that you’re going to be able, of course, as more the visionary side, you’ll be able to leverage the data to refine your strategy plan. What’s important to mention is first, the CRM is going to bring you a really centralized location where all the customer data is going to be. Moreover, it’s customizable in any given ways, which means that whether you’re in the opportunity side, in the contact side, in the account side, you’ll be able to create as many fields, as many custom fields as you want, name them the way you want, and therefore be able to really follow up and track what you want the way you want.

The third thing is, of course, you know genius, you know how to navigate in genius for people that already have the software. Basically, the CRM is no different. You’ll be able to navigate with multi-parameter filtering, making sure that if you want to see, for example, only the customers that are in this vertical and for which there is only, let’s say, more than 50 employees, you’ll be able to do multi-parameter search and then find out the customer lists that are really your target for reporting. The last thing, but not least, and I know you guys are used to genius, again, you know what type of tool we use as reporting It’s called FSRS. Really Microsoft Report Builder. We’re using the Microsoft Report Builder tool set. Now, really in the CRM, there is a reporting engine that basically you can create on the My reports without any coding, without any queries, without any elements, you simply would select a couple of parameters. For example, on what do I want to filter? You select the field, end up, and at the end, it gives you the report that you can even show on your dashboard should you want it so that when you log in, you now have your new report always available and up to date.

Moreover, once you create a report, you’ll be able to push that to your team. The last thing to mention about the CRM, you’ll start For some of you, you will start to market, and for others, you’ll be able to market more with less effort. Really, in Genius CRM, there is a marketing module where you have to be able to create marketing lists and then build marketing automation where you’ll be able to coordinate mass emailing and you’ll be able to personalize those mass email so that when you do a campaign and you want to say, Dear Mr. Thompson, you’ll be able to say, Dear Mr. Thompson, you’ll be able to make make it signed by the owner of the account and on and on. Really people will feel called over by your emails, even though you’re doing that as a mass. No more needs to start doing your own emails one by one. On top, you have to be able with GenieCRM to have integrated web forms to add to your website. If you want to have, for example, if you go on the GenieCRP website and you ask for a demo, it’s essentially the same thing.

You fill out your email name and it sends a request, well, it’s exactly the same thing as it does, so you’ll be able to do that. The last thing, but not least, is you’ll be able to track and also measure your marketing campaign. Once you send your mass email, you’ll be able to see how many people have opened it. Is there people that wants to unsuscribe to the mailing list and on and on? You’ll see that directly from the CRM. So I can I’ll probably hear from you guys, the sales rep are coming and say, Yeah, right, I understand all these benefits, but I’m on the road and it’s no way I’m going to go to the office and fill that up. I’m on the road already 40 hours a day, or 40 hours a week, I should say, so no way I’m going to do that. It’s probably an important mention that GSCR is really accessible from everywhere. It’s actually cloud-based, so we support it for you. It’s accessible from everywhere without VPN connection or anything, and it’s tablet and mobile-ready. Now that it’s been answered, probably sales director, all of you are saying that, All right, when do we start?

This is what we need. But of course, the owner being the owner, you’re asking, Fair enough, we need a CRM, but why do we need genius CRM? This is actually a very relevant question. While the owner thinks he got us, Don’t worry, we have an answer for you. It’s going to be in two seconds. Maybe just as a recap, we’ve just seen that genius CRM actually will help you stay organized and prioritize what needs to be. You’ll be able to manage your sales pipeline and be proactive. You’ll be able to leverage data to refine your strategy plan. You’ll be able to start to marketize your offer without effort, and you’ll have access to it from everywhere. But now, the question that stands is, why do I We need an integrated CRM. By the way, so you guys know, we will go into the software in a couple of minutes. Really, I’m not going to demo the whole CRM. It will be a lengthy process, and I don’t want to get there. But what I will make sure, though, is to show you the level of integration that we’ve done with genius so that you understand basically how it flows from left and right.

You can see that the same people are involved, but when we talk about integration now, we add a fourth persona, which is the estimators. Really, essentially, part of you as customers, typically what we see is three different type of sales cycle or sales process. The first one being really sales rep that are able to sell to the customer per price list. We’ll have to make sure, and we’ll see during the demo, but we’ll make sure that we cover and that the sales rep that have a price list, they’ll be able to sell for that price list. The second type of customers that we see are the people that are configured to order. Really, they have a product, essentially, for example, like a trailer where you essentially have the same product every time, but now you can decide to say, All right, I’m going to have two axels, three axels, et cetera, et cetera. There’s different several options. This is the responsibility of the sales rep to be filling those options. We’re going to make sure to cover that second story. But the third story, but not least, and this is why the estimator now gets involved, is really for people that are engineered to order, which means that into the sales cycle, they typically always involve the engineering team or the estimator team in order to define or to get an understanding of what the costs are to define the sales price.

You’ll see that into our process, we make sure to cover this as well. For now, the issue is, let’s imagine we have a CRM, but it’s not integrated. What happens? The first thing is the president say, It’s cool, now I have my winning ratio, but I have a problem. I have my CRM that’s telling me, Oh, I have 10 opportunities, I want five of them. But what’s the money that I make? Now, I have some information in the ERP about the job costing of things I got, and I have information on the CRM, but I cannot take both information and recoup them together in order to understand what’s my really profitability perverticals in general. So he’s having an issue finding the proper data. The sales director, what he sees, and that’s a little bit unbelievable to him, is that people that are starting to use the CRM, typically what you want is the risk sales rep to be in the CRM and nowhere else. So these people will not start to create a quote in genius, they will really try to handle all the opportunity to the CRM. So they start to make a price list in the CRM, but that price list is totally disconnected from the one in genius.

Moreover, it’s disconnected from all all the purchases, all of the living data that an ERP would have. What happens is now they start to sell based on a disconnected price list, which makes things awful if you don’t manage that price list. The sales rep on their end are saying, Yeah, it’s fun. Now I can log my things, but I have a big issue. Part of my job is to make sure that the customer is happy. Now, because I handle the sales cycle, customers keep calling me to ask me where their order is. What I do is, you know what? I’m on the car, I’m driving to a certain customer, receive a call. It tells me, please, where am I with that order? I say, please wait For the next few seconds, I take my second phone or actually my second line, call over production, get the feedback, then go back to the customer. It’s really tough. I don’t have a vision of in my own tool of what’s going on into the shop. The estimator by himself now, it’s cool, you have the CRM, it’s cool, he has the ERP, it’s cool, he has the CAD software in order to be able to estimate and to see what the models are coming or what are the needs for the customer.

He has the Outlook mailboxes for any of emails, but it’s like, or if that’s too many tools, I need to go everywhere and I keep on clicking more than estimating. Essentially, these are the four pains for people that would like or that should need an integrated CRM. It’s now the question is, can we solve this? It’s probably now time to go. It’s really demo time. What I will do is I will quit the PowerPoint as we speak. I’m going to go into the CRM, bring that over. Chris, can you confirm that now you can see the CRM screen?

Yes, Dave, everything’s perfect.

Very good. For people, maybe some of you have already seen the CRM. If it’s the case, well, welcome again. For the people that’s your first time into Genius CRM, welcome to Genius CRM. Essentially, what you’re seeing now is really, it’s called my dashboard as you can see, but essentially this is the landing page where you log in. Perhaps I want to start here and just to make sure. Sorry, by the way, you can see that now there’s information in French, information in English. You’ll understand this is a demo database. When I do demos, sometimes I’m in French, sometimes I’m in English. Don’t pay attention to the wordings per se, but don’t worry, whether you’re French, English, or whatever, you’ll be able to handle your opportunities without any issues. But essentially, what you have to see is that from your dashboard, you really have the ability to see many things, whether it’s your opportunities, whether it’s your upcoming calendar with some appointment over here, whether it’s the sales pipeline or the opportunity by sales stage over here, or you prefer to see it as a funnel where you can see how many you have in prospecting, qualification, and on and on.

You want to see your open task more and more, you can have that into your dashboard. That dashboard is really user-preferred. If you’re logging with your username, someone logs in with a different username, you can have a different dashboard. The last thing is you customize it yourself in the sense that if I want to see, for example, the report is by stage to the left over here, I just dragged and dropped, and now it’s in there. I want to see my open task on top. There we go, it’s done, and my dashboard is done. Essentially, what’s important to mention over here is that directly from the CRM, you log in and you have all the information you want right in front of you. On top, directly from this screen, you can create, and now you can start to create many, many, many, all of the different basically entities or different documents you want. If you want to create a new account, you can do it directly from your dashboard, and moreover, directly from your mobile phone if you’re on your cell phone. Or on a tablet for sure. Really now, in terms of Amway, what a CRM does, really in genius, you do the same thing basically.

In genius CRM, you would start by having some leads potentially coming from trade shows. You’ll be able to convert them once you get a little bit more traction into an account and a contact. A contact will be the person that will belong to an account, which is the company by itself. The first level of integration that we brought in, because again, what I want to show you today is really the integration part of genius CRM and genius ERP. I’m not going to do it, but I want to show you. If I go into an account and I go, for example, into the ACR PME plumping account over here. You can see that first I have a contact which is Christian. But on top, you can see over here there is a genius customer code and their genius customer group over here. Essentially, now, if I go and I edit over here for people that are used about genius over here, essentially, you can see that in my genius customer group, I’ve added the account and you can see that over here, I have a selection which is really the selection of genius. The reason why we do that is quite simple.

The first thing we want to make sure is that from the CRM, you have the ability to to create the customer master file in genius. Really, we stick to two different entities. There is the accounts in the CRM and there’s a customers in genius. We want to make sure that these are separate. The reason being is that you’re going to have way more accounts that you really want to have as customers into the ERP. But we need to figure out a way in order to be able to create one on the other side should you want to quote to it. Essentially, you have the ability to define your customer quote and define your customer group. Once this is done, you will see that directly from here, you will be able to create the customer in genius ERP. Essentially, just clicking here, the customer exists on the opposite side and you can now start to quote. This is the first level of integration. The second level of integration, and this one we’re going to get through all of it, is if I go back into my own page over here, imagine I had received a call list today, and there is a new opportunity for that same customer that comes in.

The guy called me and you know what? I have a trailer that I want. Automatically, directly from the CRM, or automatically, actually, it’s the sales rep, but go over here, create, and it will create a new opportunity over here. It would say, All right, gives it the name for sure. Let’s imagine one trailer with the open roof, let’s assume. He can put what he expects the amount to be. It’s an expectation, remember, when we talk about the amount over here, it’s not directly related to a quote. The reason being is that at the moment, it’s not because you’re creating an opportunity in the CRM that you already tie it down to a quote. But what you want to make sure is that you’ll be able to create the quote and tie it down. Let’s see that right away. Over here, they ask for an account, You can see that it’s for Acumen Plumping over here. The genius quote number that’s here, I’m not fitting it up for now. I’m just saying it should close in, let’s say, a month. Maybe just before we go into the integration part, look over here. Stage, you can define, by the way, as many stages you want, different stages.

These are just for demo purposes. But one thing to mention is over here, the probability, you can have it tied down to the stages so that just modifying the stage will modify the probability of winning the bid so that when you get to your sales pipeline, you’ll be able to evaluate it based on the calculated probability, which is the amount of the opportunity times the probability. Really, that’s for defining your funnel properly. But I’m going to stick to that. I’m going to save, and you’ll see that now, my trailer with an open roof exists in a fortune. What I want to be able now is how can I quote to make sure that I the proper price? Or how can I inform the estimator that I need him to make a quote? You can see it now, my portion is being created. If I go into the options here, there is a button that’s called Create Quote Ingenius. By clicking on it, you can see over here that essentially it’s opening a new tab over here. Moreover, it is going into our genius web interface or to use quote web interface. You can see that on top, all of the information was populated.

It was populated using the same behavior as you have right now, which is the customer master file in the Anglican. We have the account. The account was tied down to the customer in genius, and automatically we’re creating a quote, so we have the exact behavior where the contact gets populated and all of the information gets filled by the customer master file. On top now, we’re We’re putting over here a CRM URL hyperlink. Really, when you will be into the ERP or you will be into the CRM, what we want to make sure is that you’re able to go and see the communication one way or the information the other way. Before we move forward the quote, let me go back to the opportunity 2 seconds on the other tab on the top left and refresh the page. You’ll see that the genius quote number over here has now got filled automatically by the system by saying it is quote 10. 038, that is related to my opportunity. Moreover, if I go over it, and I don’t know if you see my mouse, but I think you should. If you see it, what you see over here is there’s a little finger It’s actually a hyperlink.

If I click on it, I’m going to fall back onto a quote in the ERP system. Now, remember, I was the sales rep. I just created the quote and it dropped me over here. We’ve talked a little bit earlier about three different stories. Story one, I want to be able to quote based on the price list as a sales rep. You can see that if I go down over here, there’s the item list. I have the ability to say I want to add an item. If I write down over here, for example, I’m going to pick, for example, this. I want to pick a two axels rim black. You can see that by selecting the item over here, automatically the price list gets filled. This is the exact same behavior as Ingenius ERP. It’s based on the price list of the customer and it allows volume pricing as well. Should you have defined different prices, let’s say from 1-5, it’s 2,000 each, but from 6-10, it’s a thousand So if you’re going to need each, this will get adjusted properly. Really, you’ll be able to quote based on a price list. That’s item one. I’m going to cancel now.

The second story that we want to make sure, and Perhaps I need to emphasize on one thing, by the way, this is using the prices of genius, which means that it now can be tied down to really your cost in genius. You can update it once a month, once a year, whatsoever. You can run your estimate rollup or your rollup space on your different purchasing and make sure that now the prices that your sales rep will be using are always up to date. The second story now that we’re talking is people that have a configurable product. What we wanted to make sure is that into our genius quote module, you have the ability over here to add a configurable product. This is essentially launching our genius product configurator. It is our web base, it has the same exact functionalities as the product configurator if you are using it at the moment. Let’s assume I want to configure a trailer over here, you can see that basically I’m having all of the different questions. Over here, I can select the different options. By selecting them, I have on the right-hand side the preview, the prices tab, and all of the summary for all different elements I’m choosing.

For example, if I pick an F2D frame, you can see that now over here, the price got updated over here. We’re now at 2,650 while we were at 1,000 before. Essentially, you’re able to configure your project. If you save, your quote will be filled. The last story that I wanted to show you is that now, let’s imagine you have an estimator, and all you wanted to do is inform that estimator that basically he has a quote to make, and you have to give him some information about what is needed to quote. Essentially, into your quote that is over here, you also have the ability to modify the statuses and to say, All right, this is the quote that needs to be done by engineering over here, and I’m going to say done. That’s all that is needed to create a flag to the estimator team that he has a new estimation. Moreover, in terms of attachment, whether it’s in the opportunities or in the quote, you have the ability to attach files over here. This is, by the way, leading me to a new also feature that is not totally related to the CRM, but what it means is that more and more that we are going to or that you’re going to evolve with genius, you’re going to see the ability to attach your files to the database.

We know that today the attachments are typically hyperlinks. But for the web version to be working properly and for us to make sure that the sales rep could communicate the information to the estimator, we want to make sure to have the ability to say, You know what? I have my phone or I have my tablet actually, and I want to add a file. I can take a photo because I’m on site and I see what are the spaces. I want to take a photo of what it is. I take a photo, I attach it over here, and the estimator will be able to look at it from his standpoint without having to just drop, send me an email or things like that. So all the information is centralized every time. Perhaps maybe just as a proof of concept, you know that now we’ve created the quote 10. 038. If I jump back into genius that you’re used to, into the quote module, and now I refresh, you will see that now the quote 10. 038 is there. Really now the status about having assigned it to the engineer is now visible. Really what it means is that the estimator can work in genius, do as estimate in genius, and doesn’t have to go necessarily into the CRM.

It can stick to genius, and the sales rep can stick to the CRM and have access to the information. This is it. Now, if I get back to the opportunity now, because I’ve shown you basically the level of integration, I need to talk to you that everything that I’ve shown you today are really available as of today. I’ve told you that there are some palments that are coming for 12. 2, which is in July. Actually, what’s coming also is that there is going to be a little bit more integration where the status there is going to be in the opportunity, two more fields, one that will be genius, quote, price And genius quote, price, and genius quote, status. Essentially, when the estimator will do its estimate and its quote, the price will get updated in the portion to you as well. This is element one. Once you will change the status to say, You know what? It’s back to the It’s back to the sales rep or quotes done or whatsoever status you define. It will push back the information into the CRM so that can trigger any alert, whether it’s by email or information or into your dashboard, you’ll be able to trigger that information and know that you’re good to go.

Really now you’re starting to really leverage on a way to communicate together, but having all the information into the CRM so that you can have your own tasks, your things that are prioritize per day, and that you know where you’re going without having a bunch of emails to end up. That’s essentially what we want to do. The last thing about the integration now, and that’s important to mention, is from a sales rep perspective, sometimes I need to know what’s going on on the shop. I need to know where are the orders of my customers and what’s the progression of those orders. I need to have some information, and I don’t want to be calling every time my my production department to get some information. Over here, I’m going to see, you see, this is your own dashboard as we’ve seen, but I’ve created a second dashboard. If I go over here, it’s called genius information over here. You can see that into this dashboard, now, really what we’re going to do is from the CRM, that’s the third level of integration, is that from the CRM, you have the ability to navigate through all of the quotes that were done, and you can add yourself some standard view defined and really now filter on your quotes, the quotes that are related to your account or whatsoever, so you can filter down the list.

But on top, you’ll be able to have through reporting also a status about your different quotes/jail progression related to your quote. Essentially, if I see my quotes, I want to look into one, I have the ability to click on it, and it will open up me the quote. The last thing, and now I haven’t signed in, so let me sign in over here. But also what’s important to mention is that also, I don’t know if you guys are using Power BI as the tool to validate the analytics in genius. In order to create your own dashboard about the genius, really ERP data. You know the CRM integrates with Microsoft Power BI, as you see now, and That Power BI is directly connected to my database so that this show exactly all of the jobs that are ongoing at the moment. I can see, for example, over here that if I click on a single project because it’s dynamic, it can filter down my upcoming milestones, and I can see that all of this have not been done so far. I can really track down the specific work and I can see it dynamically. Now, I’ve sorted it a certain way because the Power BI, this is the standard what I to provide for project managers, but should you want a different one, you can lay out it and you can tailor it to your way.

Really now, in terms of the three levels of integration, this is about what we do into Genius CRM. Now, after, it’s really the CRM by itself. So marketing campaign, leads, contact, account, project management, it’s really tied into genius CRM. Perhaps if you have some questions, feel free to fill, by the way, the question chat box there. But basically, that was it for what I had to show you today. What I’m going to do is I’m going to go back into our presentation and maybe just summarize everything. Really, if you go with Genius CRM, you’ll be able to stay organized and prioritize correctly. You’ll be able to manage your sales pipeline, be proactive, leverage your data, market more, what On top, you’ll be able to have access from everywhere, but on top, you’ll be able to stop having any problems having two different price lists, so making sure you sell to the good price. You’ll make sure to accelerate the estimation because you’re going to remove a tool, the CRM tool. You’re going to see, You know what? The estimator, you can stick to your tools and just be efficient. You’ll be able to build reports for job status and progress, which means that your sales will now start to be able to to answer your customer promptly to say, Yeah, I know where your orders are, and without having to create any delays.

The last thing but not least, you’ll be able to make better strategic decisions. The reason being is that you’ll be able to tie in and to close really from the beginning of there’s a new opportunity coming in to the perfectability of the opportunity. So you can leverage that down or leverage that up and find statistics around this. That was it from my point of view. I don’t know if Chris, you want to take over for the next steps. Perhaps that would be interesting on your end.

Yes, thank you safe. Thanks for your presentation. As you can see, we got some level of integration right now. With the upcoming version of Genius, you will see more and more web stuff coming up. It’s about sky’s the limit for integration and data conversion. I hope that you enjoy that part. What’s the next step? We do have a special offer for the launch of the CRM today. We are offering 50% off a licensing on the first year of the CRM. Also, we offer a special package for the installation, configuration, and sometime with the subject matter expert. If you need more information about the presentation that you saw today. We also have a complete demo video that will cover everything else that’s include within the CRM. We didn’t talk much about the marketing portion or emails connectivity, but everything is covered within the demo. Just ask for it. We can do a quick walkthrough with you on this one. What do you need to get ready for the new Genius CRM? Of course, you will need to We have a version 12. 2 that will be available next July. You can work the CRM as is without the new version, but you will not benefit from the integration that we propose today.

What’s next for the CRM? Genius has been working hard to revive the CRM with that new version. We will continue to develop some feature on it. We will continue to propose some level of integration. Like I As I said earlier, we are going more and more on the web platform, so it will be easier to get a flow between the two systems and the information that you need to take decision and work.

Chris, now in terms of questions, I can see that there’s a question this July. There was a question as to whether we’re talking about next July or this July. We’re really talking July 2020. Really, we’re talking about three weeks from now. So important to mention. On top, is there any questions, Chris, on your end?

I got two questions on my side. Can we import our existing data that we have in our current CRM within Genius CRM?

It’s a pretty good question. Actually, it has a more broader functionality, so perhaps it’s interesting to go. If I am in the CRM is right now, you can see the gear on top right. If I click on it, you can see Import here. If I click Import, you can see that basically you’ll be able to import any entities. What’s interesting about that is that the first answer is if you want to switch from another CRM to genius, yes, you’ll be able to import it. That’s for sure. But on top, also, if you go to trade shows and elements like that, people typically have some software for scanning cards or eCart management or whatsoever. If you have that, well, you have the ability to import a CSV file into the CRM in order to create your contacts. This will help you to create that in very efficient way without having to enter them one by one. So definitely possible. Second question, Chris?

Yeah, I got another one. Is there any email integration with Outlook or Gmail’s account? How the email integration is working?

So Really, in terms of the integration now, really, it’s a BCC. You put the BCC address of the CRM and it will archive it. Moreover, by the way, there’s different ways of doing, but you can start from Outlook and do that. The second way of doing it is if you receive an email from your customer, you can forward it to the address and the system will recognize that it’s a forer, so it will dig in and look at from who it was coming and will type It will find out the proper contact and attach the communication to it. The third way, by the way, and that’s probably a good way to do things, is you’ll be able to directly from the CRM create an email, and that will send the email from really your user. When you’re integrating your user, you can configure them to tie down their mailbox so that you’ll be sending an email and we’ll tie it over. It will be sent by view, but from the CRM point of view. Now this is another very good and efficient way of doing things. But that’s it.

Okay, great. Thanks. David got a few other questions. But first, sorry about the kid earlier. We’re still in containment in Quebec. We do have to work with our kids around the house. We got one good question here. We have a dealer portal can be the CRM be integrated with the other web program?

In the sense, well, basically, as I was telling you, you have to build into web forms. I don’t know exactly the level of integration you want, but for example, if what you’re looking for is that into your dealer portal, you’d like to have a If you want to communicate with me or whatsoever, web form that will be into your portal so that they can drive down the comments and that will create you the element into the CRM, yes, it’s possible. Really, it depends on the level of integration you want. Maybe we can dig after, but typically, because there’s web forms, there’s the ability to do it. The short answer should be probably yes.

Okay, we got another question here. Will the sales rep or director be able to populate a quote from their dashboard?

From their dashboard? Well, you know what? The question is good. If what you’re asking is over here, It could they go into the genius information dashboard from here? Should they be able to click on the little plus and create the quotes over here. Really over here, you’ll be able to say, I want to create a quote. The answer will be yes. But that being said, what you want to do is in terms of workflow, you want to make sure to create the opportunity into the CRM. Really what the flow would be, you’re into the dashboard, you click on Create Opportunities the opportunity from here, directly from there, you fill out the opportunity, and you click Create Quote. It’s directly from the same screen and directly from your dashboard, but that will be the normal flow because you want to make sure that people feel the proper information to your opportunity in order to be able to track it properly, and more over, to see, if I go, for example, to the opportunities now, the opportunities level, and I more look at it from a Kanban or from a for a Kanban board basically like this, it makes sense to have the opportunity created.

I would say that a very quick flow would be more you create the opportunity from the own dashboard, but then you create the call.

Okay, Thanks, Dave. Will account payable information be available for sales rep or director in the dashboard? So the customer is part due, will be able to see that. So the information is flowing.

As we’ve seen, there’s an integration with the BI, the part BI. Essentially, if you want to go and provide some information in terms of what’s the customer aging, for example, yes, it could be. So essentially, Usually now what we’ve done is we’ve defined connectors and ways to really interconnect our CRM and the ERP. Now it’s really just a matter of knowing exactly what’s the information you want to give them. But the information is, yes, it is possible. Now, is Is it through a report? Is it directly through a dashboard? This is a decision that we will take together if we move forward with an implementation. But that being said, one way or the other is possible.

Okay, thanks. Do your users users have to have access or a Genius ERP install on their machine to use the CRM? The answer is no. You can even run the CRM with your mobile phone or tablet, everything web-based. There is a licensing included within the Genius CRM that give you the access of some part of the system. Next question. With the report, can we search with the keyboard to collect information or gather onto the report certain territories are responsible for and everything? Can we drill down the data?

Well, essentially, basically, when you build a report, you’ll see it’s It’s so easy. Basically, you will report it the way you want. Look, I won’t create a report at the moment, but let’s go really fast. If I go into the report section, I click Create, for example, over here. We can see that, for example, if I want a summary, I’ll go to the I have an automation report here. You can see that now here, basically, I want to say I want to go into the opportunities, and now I can filter on a specific field. I can do groupings. You’ll be able to group per territory. You’ll be able to group and do multiple groupings. As you want to. You’ll be able to define the data and structure it the way you’d like to see it.

Also, one thing is important. One thing is important around the reporting and the dashboard. If you are using Microsoft Power BI, you do have access of all the data that’s in your ERP and in your CRM, so it will be easy to do some report and dashboard about pretty much every data that you are entering into the system. Dave, I think it will cover everything as part of the question. I think we can move on to the next- Yeah.

Anyways, it’s 301. We’re a minute late. Sorry about that for people that I know your time is important. Sorry about the little minute late. We hope you enjoyed. On my hand, I really enjoyed taking the time with you guys. It was a pleasure. Chris, your conclusion?

Yes. Thank you very much guys to be here with us today. If you need any more information, you can contact us directly at mursuccess@geniuserp. Com. It’s my pleasure and my pleasure to answer everything. We got the We got all the video. That video will be recorded and we will send it to you. So feel free to ask for everything that we have by email. It will be our pleasure. So thank you guys to be here today. Dave, thanks for the presentation. It was a pleasure. It was a pleasure.

Bye-bye, guys..