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This article explains how the CRM system works in MailBlue. You can find the CRM system under the 'deals' tab in the left menu.

Under the 'deals' tab in the menu, you will find our comprehensive CRM. With this, you can automate and track your sales process. And not just for sales, you can also use it, for example, to outline the process for hiring new employees.

In this article, we focus on using the CRM as a sales tool.
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These are the three main components of the CRM. We discuss them below.

You can think of deals as a way to identify qualified leads as potential customers. Deals are the contacts in your pipeline that are on their way to becoming a customer. It is important to determine what qualifies a lead. You can use lead scoring for this.

Assigning points to your contacts based on their actions is a good way to distinguish qualified leads. However, there are many more possibilities. You can also use segmentation options.

Once a deal is created, it is assigned to an employee who monitors the progress of the deals in the pipeline.

A pipeline is your sales process (or any other type of business process), such as 'signing up for an online course' or 'buying a house'. The pipeline shows the entire process of converting leads into customers.

You can create as many pipelines as you want.

Pipelines consist of different stages, the steps a deal goes through to complete the entire (sales) process. For example, the stages within a pipeline could be: 'Contact', 'In conversation', and 'Send proposal'. To add a stage, click 'add a stage' in the top right corner of the screen.

By clicking on the arrow next to the title of the pipeline (top left), you can switch between different pipelines and add new ones.

When creating a pipeline, you choose a name and the currency. Additionally, you indicate whether deals added to the pipeline are automatically assigned to employees (alternating) or if this is determined based on the deal value. You can also completely disable automatic assignment.

When creating a deal, you can also select a specific employee.

So, in short: deals represent the leads that may become a customer. In the CRM, you can easily see in which stage and in which pipeline a deal is located.

'Open' deals are the deals that are still active. 'Won' deals are the deals that have achieved the pipeline goal. 'Lost' deals are leads that have not reached this goal.

Therefore, a set of criteria must be established in advance that a contact must meet to be added as a deal to a pipeline. You can create deals automatically or manually.

To manually create a deal, click on 'new deal' in the top right corner of the screen. Then fill in all the details and click on the green 'create a deal' button.

Below the 'new deal' button are the display options. You have the choice to organise your pipeline horizontally or vertically.

By clicking on the checkbox, you will see a vertical display, or the 'task overview', and the tasks will be grouped. An example of such a task is 'call contact' or 'send contact an email'. You can consider the vertical display as a to-do list, while the horizontal display gives you a clear overview of the entire pipeline.

You can group the task overview based on 'next action' and 'stage'. Grouping by 'stage' gives you a visual representation of the tasks that still need to be completed. Grouping by 'next action' only shows you the deals with tasks.

In the horizontal display, you can use the drag-and-drop system. This allows you to easily drag deals to the next stage in the pipeline. You can indicate which information you want to see per deal. By clicking on the cogwheel at the stage, you can select the desired data under 'card appearance'.

It is also possible to create deals automatically. To do this, you must have already created a pipeline. Then click on 'automations' in the left menu. In the example below, the trigger is 'the contact score changes above 80'. Once a contact meets this condition, they are automatically added to the automation.

You can place the 'add a deal' action in your automation by clicking on the plus sign and looking under 'crm', or you drag the action from the right sidebar to the desired location. You will then be asked to give the deal a name (you can personalise this as in the example), add the value, fill in the pipeline and stage, and assign an employee.

You now know what deals are and how to create them. But how can the CRM system help you?

The main purpose of our CRM system is to manage your sales pipelines. You can:

We hope this overview has given you an idea of how the CRM system can strengthen your business!