Implementation of CRM Mango in the company - step by step
If you, as a company, are deciding whether to change or introduce a CRM system, you are definitely asking how to do it. What will be the course, procedure. Let's take a look together at how the implementation is going here at Mango.
FREE Mango
Since we as a company are convinced of the qualities of our Mango CRM system, we give companies the opportunity to try Mango completely free of charge for two months. Just click through to our site and click on TRY NOW FOR FREE!. Then you fill in the entry form and we will send you all the necessary data. You get access to Manga for two months with all the modules for as many users as you need. After two months of testing, the company can decide which modules have proven themselves, which they want to continue with, and which are not necessary for them. It can be continued for free even after two months, but without activated modules, which represents only the basic functions of the CRM system with a maximum of by three users. Of course, after the company registers with us, members of our technical support will contact the company to advise on system settings and provide basic training.
Let's summarize it together:
A. All modules are free for the first two months, for as many users as the company needs.
B. After two months:
- the company does not want CRM, we will cancel access, deactivate it,
- the company wants to continue with the free version without active modules with a maximum of three users,
- the company wants to continue with the free version without active modules but with, for example, five users - each additional user (besides the three basic ones) is charged the amount according to the current price list
- the company wants to continue with the CRM system, with the modules it chooses, so we will leave the modules that the company uses turned on, the others will be turned off and the number of users will remain as the company needs and will be invoiced based on the current status.
Import in CRM
You are certainly also interested in the question of how we get all the data you have - such as the company directory, orders, invoices - into the system. Manual insertion? Not with us. We save time and focus on efficiency. We can insert this data into Manga via Import-export of data in the corresponding sections. Just press the import - export data option in the top menu and Mango will present us with a sample Excel file that we can download to the computer. We will fill it in according to the template and import it. It does not matter whether it is 100 or 1000 data. Of course, we are always happy to help you with data import.
In the video below, you can see how the import looks step by step.
Connection
Of course, Mango can also be connected to other services such as ABRA, iDochadzka, Webdispecink, SuperFaktura, etc. We can connect these programs and then the data will be regularly synchronized on both portals. This pairing is possible through the API interface, i.e. the way two or more programs can communicate with each other, or through the Webhooks module. For more information on connecting your systems to Mango, click on the link below.
Timeline
Let's take a closer look at the timeline of how such an implementation could take place in its beginnings.
Step 1: registration. As we mentioned above, the company must register with us and we will subsequently send you full access to all modules for an unlimited number of users during the trial period.
Step 2: system testing. He can familiarize himself with the system during the week. View our instructional videos, our guides and information on individual sections that are part of our site. We created all the instructions, procedures, and videos so that you can orientate yourself in Mango. With the help of these instructions, you can try the functionality of Mango, test what Mango can do.
Step 3: basic training. After your initial familiarization with our CRM, we can arrange personal or online training according to your requirements. We will answer your first questions that arose when getting to know Mango. We will help you set up the areas you will need.
Step 4: work with Mango. After our training, you work for approximately 2-3 weeks with Mango as if you already had it implemented in production. Sections are set according to your requirements and you integrate the system into your daily work. You test it directly in your environment within your company.
Step 5: advanced training. Subsequently, we will contact you and arrange a second training where we will discuss more advanced settings, reporting, data analysis. We will discuss all the problems you encountered during the two-week testing and explain everything that will be necessary.
Step 6: independence. You are more or less working with the system yourself. But whatever and whenever you need, we are here for you on the customer line. Our customer care does not end with the sale. We focus on building long-term relationships with our customers, and a satisfied customer is our priority.
Within this page, we wanted to bring you basic information on how to get started with Mango. If anything was not clear to you, or if you have additional questions and would like to know them before starting to use Manga, please do not hesitate to contact us. We are here for you and always happy to help and advise. crmango team, s.r.o.
