Legrand Cloud CRM captures all your business information in one place.


You can follow the communication history with your customers, check their previous purchases and track how new opportunities are progressing through the sales cycle. With the full customer history at your fingertips, any team member can quickly respond to customer queries and schedule the appropriate follow-up actions.  Great service creates happy customers!  

   
 



Let's start with a basic understanding of the definitions in Legrand CRM.

Companies are the names of any businesses and organizations that you have a relationship with. These include customers, prospects & partners. 

Contacts are individuals or employees of a company. It is likely that you will have more than one contact point within a company, e.g. Director, Sales Manager & Office Manager. You can assign a 'primary contact' for each company, as well as an 'accounting contact' for that company if you are using QuickBooks, Xero, or MYOB.


Leads are contacts or companies that have expressed an interest in your products or services.

 

Opportunity (aka Sales Pipeline) is a set series of stages that potential customers or revenue generating events are progressed through to optimally result in a sale.


Tasks are assigned by "type" to yourself or another team member that need to be completed. Each task is given a title, a due date, and can also be linked to an opportunity. 


Activities are records of telephone calls, emails, site visits, meeting details, notes etc. 


Tags/Keywords are used to sub-categorize your companies and contacts for ease of searching and/or targeted marketing. They are the quickest way to search for a particular group.

Custom fields 
are customized fields which can be populated with information relevant for your organization to collect on their customers by advanced searches. The field types are: calendar, text, numerical, drop-down, and check box. They can be viewed as one, two, or three columns. A unique set of custom fields is ready for you to define in each of the Company, Contact, and Opportunity modules.