Video transcript is below:

VIDEO Transcript:

Hi Everyone!

I'm Todd and...welcome to an overview of First Freight CRM for new CRM users!

You might be a salesperson with a freight forwarder or a leading global logistics provider. And you now have your new CRM login information.

User Name: email address

Password: companyname123

In the HELP Center in CRM, we have videos on everything about getting started, changing your password, that kind of thing. But I wanted to give you an overall overview of what happens when you log-in for the first time to your new CRM.

This is what you'll see, perhaps not with the charts all filled in, because you're going to need to add your own information, but you come to your dashboard here and you can see your main navigation menu on the left hand side.

And this is where you may go to view your Companies and Contacts, go into your Calendar to do some call-planning, and add activities like calls and meetings directly to deals you are pursuing.

Once you get some information added, some deals and lane information especially, then the reports you can run on your Activities and on Deals really give you a good snapshot of where you are in terms of your sales pipeline and what you have coming up, your activities coming up...

Of course, we have a full HELP section in here. You can find videos and FAQ's and all kinds of helpful stuff.

We're updating that all the time. So let us know if you have other questions about any area of the CRM.

If you are not your companys CRM admin, you won't see the Admin section.

So this is really where you're going to live up here.

You start on the Dashboard and you can see your sales by sales stage: qualifying, negotiation, trial shipment, perhaps some people have that as a sales stage and FINAL negotiation.

These are the sales stages that your deal will move through at a company. Then if you scroll down, you can see some other helpful dashboards, especially if you're a sales manager, as you will be able to see all the sales reps reporting to you.

That's a quick snapshot. You can drill in and it will open the corresponding report. You can do the same on the sales stages and open your Deals report and see the one deal you have in the Qualifying stage or the three deals you have in the Negotiation stage, for example.

All right, there's some more filters up here. You can filter by country and by location. These would be your stations or branches if you've entered some of those in there or if they're already in there and by sales rep, again, if you're a manager, you'll be able to filter and see the dashboard of any particular sales rep.

The next thing we'll just go onto the Activity screen briefly. And this is a summary of your calls and meetings, your activities, also including TASKS that you have coming up for that week.

It's a good place to start when you log in to CRM for the first time. But really the first time you log-in please click on your own name in the upper left hand corner, the profile section, and here you can see your PROFILE info.

You can upload a nice picture of yourself and add your phone number, contact information, and you can choose to change the CRM display language from English to French, Chinese or any of the languages available.

Confirm your time zone here in Profile. This is very important to make sure you're in the right time zone because that reflects in your calendar.

Choose the currency you'd like to see the reports in. It sometimes helps to see reports in your native currency; euros or dollars or yuan, feel free to change that and confirm all this other information.

And then you've got your Password tab put in the one you were given by your CRM admin, and then enter a new password, confirm it, and also Sync your email client here; GMail,O365...

And we've got some pop-ups in here that help you come on board as well. You can see a little pop-up here telling you, showing you how to sync your email.

So that's really the first step gets set up in the Profile area. Confirm your details, Password sync...

You've seen the Dashboard. And you've seen your Activity screen on the main navigation menu.

Then the first step in the sales workflow of the CRM workflow is to go to Companies.

And you can see in this case, I've already got six companies in here. You can start by adding Companies, very easy to add a company over here on the right hand side, click the +Company button.

It wants you to search to see if the Company already exists in your CRM. If it does, then it will tell you it's already there.

You've got your key dates, the proposal, when is the customer deciding, when is the first shipment, when does the contract end?

And you can update, edit those dates by clicking the edit button here. And you can also see right in the middle, you've got the lane information that it's Airfreight from Thailand to Netherlands, the estimated volumes per month, the estimated revenue and profit.

So this is a little air freight and a little warehousing. It looks like some storage requested on the destination side.

So you can edit that information or add a new lane. If there's some road freight or maybe ocean freight, it's just very easy to click add lane and then choose the service type, whatever it is, logistics, you can indicate all the different things about it very quickly.

What location, what station, what warehouse, what city...any special requirements: is it hazardous or temperature involved? So feel free to explore the lane information.

This is really the most vital and important information to get into CRM. Uh, sales reps want it because it will show them their potential, uh, money revenue and sales managers want to see all this information because it shows all the forecast, revenue and, you know, volumes and everything about this deal.

So, first step, get your Companies in there. Second step is add a deal with lanes and lane information, and then third step add a call or a meeting to, you know, make contact and get the deal moving!

So you can go to events right here in this deal, and that's the best place to add an event. And if you are synced with Gmail or outlook, it's still the best practice to add your new events here in CRM, because they will stick directly to the company.

You can see in this case, the company name is already here, the deal it's associated with. And so this is the best place to put it because it'll save you time.

If on the Outlook side, you could add the, the call or the meeting, but you will still have to add the company information and the deal information.

So it saves you time to do it right here in CRM. Is it a call? Is it a, a conference call or a external meeting?

You can indicate any of that right here and it will pop into your calendar. You can add a description, whatever, and it's very similar to Outlook or Gmail.

So it should be familiar to you. So those are the three big steps: adding your company's, adding your deals, adding calls and meetings to move the deals along...

And that is really how you use the CRM to stay on track, stay organized, and then you can go to your Dashboards.

You can go to reports and run Activity reports for your own Activities. See what calls and meetings you have coming up, or by date range, or you can run the big Deals report.

Once you get some deals and lanes in here, and you can see everything in one place. You can see a summary of the estimated revenue, profit volumes by TEU's, kilograms, tons, and then you can click the Advanced filter button.

I'm sorry, I have a truck going by outside...and you could run a detailed reports based on, you know, is it ocean or whatever you like, is it a one-off quote or a global tender?

So you have a lot of filters here. You can see your deals in a particular industry, if you like or run them by origin destination.

So you can see your estimated volumes and revenue from China to West coast US or anywhere you like.

There's just a lot of possibilities with the deals report. You can run by sales stage. Maybe you want to see just what you have in final negotiation.

That's very helpful because it gives you great visibility over what's going on and what you need to do to close these deals, win this business.

So that's the overall grand tour. Thanks for your time. I hope this helps at least introduce the CRM. And if you have any questions about what you should be doing or how to do a particular thing in CRM, remember we have lots of videos and information in the help section.

Or you can always contact us here at First Freight CRM HQ at help@firstfreight.com.

Another thing you can do is come here in the lower right-hand corner. You can see the blue circle and you can ask us a question right here.

And a lot of times we'll be able to respond to you very quickly through this customer support system.

So thank you for your time, everybody welcome aboard the CRM. help@firstfreight.com