Essential Tutorials

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What you’ll get out of this

• Step-by-step guides for core CRM features
• Real-world examples and use cases
• Best practices for efficient CRM usage
• Troubleshooting tips for common issues

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Getting Started Tutorials

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Customer Management Tutorials

1

Adding Your First Customer

Learn the basics of customer management:

• Basic information: Name, contact details, and notes
• AI suggestions: Let AI help with pricing and credit limits
• Privacy settings: Control what data you store
• Mobile optimization: Add customers on the go

2

Organizing Customers

Keep your customer base organized:

• Categories and tags: Group customers by type or location
• Search and filters: Find customers quickly
• Custom fields: Add information specific to your business
• Bulk operations: Update multiple customers at once

Good organization saves time and helps you provide better service to your customers.

3

Customer Communication

Stay in touch with your customers:

• Notes and history: Track all customer interactions
• Payment reminders: Automated follow-up for overdue payments
• Custom messages: Personalized communication
• Activity tracking: See what each customer has done

Regular communication helps build strong customer relationships and reduces payment issues.

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Inventory Management Tutorials

1

Setting Up Products

Get your products organized:

• Product details: Name, description, and pricing
• Categories: Group similar products
• Stock levels: Set initial quantities and alerts
• Pricing strategy: Use AI suggestions for optimal pricing

2

Managing Stock Levels

Keep track of what you have:

• Stock adjustments: Add or remove inventory
• Low stock alerts: Never run out of popular items
• Bulk updates: Adjust multiple products at once
• Mobile updates: Update stock from anywhere

Accurate stock levels are crucial for customer service and business planning.

3

Inventory Reports

Understand your inventory performance:

• Stock reports: What you have and what’s moving
• Sales analysis: Which products are most profitable
• Trend analysis: Seasonal patterns and demand changes
• Optimization tips: AI suggestions for better inventory management

Regular inventory analysis helps you make better purchasing and pricing decisions.

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Credit Management Tutorials

1

Setting Up Credit Accounts

Enable credit for your customers:

• Credit limits: Set appropriate limits based on AI recommendations
• Payment terms: Define when payments are due
• Risk assessment: Use AI to evaluate creditworthiness
• Terms and conditions: Clear expectations for both parties

2

Managing Credit Transactions

Track all credit activity:

• Credit sales: Record sales made on credit
• Payments: Track payments received
• Adjustments: Handle returns, discounts, and corrections
• Balances: Monitor outstanding amounts

Accurate credit tracking helps you manage cash flow and minimize bad debt.

3

Collection Management

Get paid on time:

• Payment reminders: Automated follow-up for overdue accounts
• Collection strategies: Different approaches for different customers
• Payment plans: Structured arrangements for difficult accounts
• Performance tracking: Monitor your collection success

Good collection management improves cash flow and customer relationships.

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Mobile Optimization Tutorials

1

Mobile Interface Setup

Optimize for mobile use:

• Touch-friendly navigation: Easy thumb navigation
• Quick actions: One-tap access to common tasks
• Voice input: Add customers and log transactions hands-free
• Offline mode: Work without internet connection

2

Field Operations

Use DeelRx CRM in the field:

• Customer visits: Update customer information on-site
• Sales calls: Log transactions and payments immediately
• Inventory checks: Update stock levels in real-time
• Photo capture: Attach photos to customer records

Field operations require reliable mobile data or offline capability. Plan accordingly.

3

Mobile Security

Keep your data secure on mobile:

• Device security: Use screen locks and secure devices
• Network security: Avoid public Wi-Fi for sensitive operations
• Data encryption: Ensure all data is encrypted in transit
• Access controls: Limit who can access your mobile device

Mobile security is crucial for protecting your business data and customer information.

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AI Intelligence Tutorials

1

Pricing Intelligence

Use AI to optimize your pricing:

• Market analysis: Understand competitive pricing
• Demand patterns: Identify high and low demand periods
• Customer segments: Different pricing for different customers
• Profit optimization: Find the sweet spot between price and profit

2

Credit Intelligence

Make smarter credit decisions:

• Risk assessment: Evaluate customer creditworthiness
• Credit limits: Set appropriate limits based on data
• Payment predictions: Forecast payment behavior
• Collection optimization: Improve your collection success

Credit intelligence helps you minimize bad debt while maintaining good customer relationships.

3

Data Intelligence

Get insights from your data:

• Customer behavior: Understand how customers interact with your business
• Sales trends: Identify patterns and opportunities
• Performance metrics: Track key business indicators
• Predictive analytics: Forecast future trends

Data intelligence helps you make informed decisions and grow your business.

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Best Practices

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Troubleshooting