About this User Manual
This user manual will be able to assist you in becoming familiar with the CRM system in a short time span. The manual is aimed to bring together the knowledge about the Aqua CRM functions and features with the sales processes. You would find easy and comprehensive explanations on how to configure the system to best fit your needs and on how to use it effectively.
It is to be noted that the Aqua CRM system is a tool well designed and built for your sales, marketing and/or service organization. It is especially suited for companies:
- which are in the B2B or B2C business
- which have longer sales cycles
- which do not change the product or service offerings frequently
- which are operating with sales, services or marketing teams located at multiple locations
It is believed that most Aqua CRM users and administrators will benefit by reading this manual from cover to cover. Furthermore, the document’s clear structure and noted simplicity makes it easier for anyone with a busy schedule to still be able to move ahead with Aqua CRM.
The use of the Aqua CRM software and its related user documentation is subject to the terms and conditions of the applicable licenses.
| Getting Started | This section contains information that will help you understand the Aqua CRM concepts, user registration, user login as well as basic navigation guides. |
| Contact Management | Contact Management section will guide you in managing your accounts and contacts using the Aqua CRM system. Also learn about configuring your Events and To Do's in your system |
| Sales Management | This section explains how AquaCRM helps you to record, assign and generate reports at each sales stage from Lead generation to Potentials and closed won. |
| Marketing Automation | This section provides information about optimizing on campaign management whereby users can send Mass Mailer, attach Email Templates, and have access to Content Library to save related documents. |
| Customer Support | Customer Support module comprises of full length details right from creating a service request to attaching and tracking activity against it. |
| Products & Services | This section of the manual will guide you about managing your company products and services in Aqua CRM. You will learn to create new products, services, price books and vendors as well as keeping track of the records; all available under the Products and Services tab in Aqua CRM. |
| Operations Management | Adequate information about how to use company operational tools - Project Management, Asset Management, Purchase Order, and Payment and Receipts. |
| Business Intelligence | Familiarize with Aqua CRM's Dashboards and Charts menu, Reports as well as Notifications and learn to configure them. |
| Administration | Step by step comprehensive guide for Aqua CRM system administrator. |