Login Now

How to Add Strategic Customer in the System?

  • Customer Addition Is used to Addition Customer into System.
  • Using Customer Addition Admin can add New Customers.
  • Customer Can be used for Multiple Sales Persons At a time.
  • Different types of customers can be Created.
  • Customer are mapped to a Sales person.
  • Every Customer have its unique Code in System Called Sc Code.
  • Currently Vision have 5 types of Customer types defined in System:
    • Doctor
    • Retailer (also known as Chemist)
    • Wholesaler
    • Stockist
    • Dealer
  • If Customer type you need is not present it needs to be created from Customer_Type Master.
  • Customer Uploaded, Added from Call List are categorized under Listed Customers.

Prerequisites for Adding Customers

  • Sales Person – Salesperson is needed to map Customer to.(From Sales Person Master)
  • Qualification – Qualification is mandatory for Customer Type – Doctors.(From Qualification Master)
  • Speciality – Speciality Is Mandatory for Customer Type – Doctors.(From Speciality Master)
  • Customer Class Code – Customer Class is used for CLASS TYPE of Customer like CLASS A, CLASS B. (from Customer Class Code Master)
  • Locality – Locality should be present in Locality Master
  • Customer Type –  Customer Type like Doctor, Retailer, Wholesaler. (From Customer Type Master)

Login >CRM >CRM Setup

Strategic Customer

  • In CRM Setup Menu,
  • Click on Strategic Customer > Strategic Customer.
  • Click on Strategic Customer.
  • Strategic Customer Screen will open.
  • Close the Search Scope  pop Up.

Click on Add New button

Adding New Strategic Customer Screen will Open.

Adding New Customer

  • Customer Type : Select  from Dropdown (If Not present, New Customer type have to be Created. For creation of new customer Class please refer PPT Customer Type)
  • First/Middle/Last Name : Enter First,Middle,Last Name of Customer.
  • Friendly Name : Enter Short Name/Friendly Name of Customer
  • Active : Select Active from Dropdown,  Non Active is used to Deactivate A customer from System.
  • Qualification : Qualification Field is only mandatory for Customer Type – Doctor. (More Can be defined in Qualification Master, Refer PPT for new Qualification creation )
  • Class : Select Class from pop help, Class are defined on number of visits .For Eg. Class A is Defined as 2 visits in 30 Days , or Class B is Defined as 2 visits in 15 Days. (More can be defined in Cust Type Master, Refer PPT for New Cust class Add)
  • Sex : Select from Dropdown. 

Adding New Customer

  • Age : Enter Age of customer.
  • Birth date : Enter birth date.
  • Mobile No : Enter Mobile No of Customer.
  • Email Address : Enter Email Address of Customer.

After Entering Basic Details, Enter Address Details.

  • Office Address : Enter Address of Customer.
  • Locality : Locality is where the customer is located. (If Locality is not Created, Locality is needed to be created first.)
  • District, Station, State : Will automatically set which is present for the Locality.
  • Pin : Enter code of Area.
  • Telephone No : Enter Telephone No of Customer.
  • Residence Address : Enter Residence Address same way as Office Address.
  • Family, Qualification, Events, Institute, Practicing hours, Series , Speciality , Membership. Are subforms which can be filled for more customer Information.
  • Click on Finish, After entering all Details.

Finish Screen