07 - Migrando os dados do CRM para cadastrar um novo Cliente

Omie

18 Oct 202204:03

Summary

TLDRThe script guides users through utilizing business opportunity data post-completion by accessing the 'Card Concluded' to view pre-filled information. It highlights the 'Billing' button in the 'Ticket' tab, which leads to a screen for leveraging client data for future sales. The script also covers additional tabs for registration details, such as state and municipal registrations, Suframa, and the main activity type. It explains the option to add the company's main Kenai and an observation field, as well as the integration of automatic billing with service providers. The script further discusses the 'Accounts Payable and Receivable' section, credit limits, and tagging options for client identification, concluding with the client's registration in the system.

Takeaways

📝 After concluding a business opportunity, one can utilize the pre-registered data by accessing the completed Card.
🔍 In the 'Ticket' tab, a 'Billing' button is available to view and leverage the data filled during the opportunity registration.
📑 The script mentions additional tabs for further details such as 'Registrations' and 'Others', including state, municipal, and Suframa registrations, and the main type of activity.
🏢 There's a field for the main business activity and an observation field for any additional notes about the client.
🌐 The script refers to the option to register as a Simples Nacional optant, indicating if the client is a rural producer or a taxpayer.
🔑 Automatic integration is mentioned, allowing the user to define the service provider and automatically register accounts payable when a supplier issues an invoice.
💼 The 'Accounts Payable and Receivable' tab is highlighted, showing the transaction history with the client.
💰 The 'Billing and Credit' tab allows setting a total credit limit for the client, which decreases as the client purchases products or requests services.
🛑 There's an option to block billing for a client, which can be defined under the 'Billing and Credit' section.
🏷️ Tags can be assigned to easily identify the type of client being worked with, enhancing organization within the system.
📋 Once the client information is filled out, it is saved and registered within the system for future reference and interaction.

Q & A

What is the purpose of accessing the 'Card Concluído' after a business opportunity is concluded?
-The purpose is to utilize the already registered data. By accessing the 'Card Concluído', one can view the information previously filled out during the business opportunity registration.
How can one take advantage of the registered data for future clients?
-By clicking on the 'faturamento' button in the 'Ticket' tab, one can view a screen where all the registered data can be used for future clients.
What additional tabs are available for filling out more information about the client?
-Additional tabs such as 'inscrições' (registrations) and 'outros' (others) are available, where one can fill out state registration, municipal registration, Suframa registration, type of activity, and other relevant information.
What should be mentioned if a client has more than one type of activity?
-If a client has multiple activities, one should mention the main type of activity.
What is the 'kenai principal' and where is it mentioned in the script?
-The 'kenai principal' is likely a term for the main business identifier or registration number in the context of the script, and it is mentioned in the section where additional client information is filled out.

Outlines

00:00

📊 Business Opportunity Data Utilization

This paragraph outlines the process of utilizing data after a business opportunity has been registered. It explains how to access and view previously entered information through the 'Card Completed' feature. It also details the 'Ticket' tab where a 'Billing' button is available, leading to a screen that allows the user to leverage existing customer data. The paragraph further discusses additional tabs for registration, such as state and municipal registrations, Suframa, type of activity, and the company's main activity. It also touches on the option for the client to be a Simples Nacional optant, whether they are a rural producer and a taxpayer, and the automatic integration feature for service providers, which automatically registers invoices in the Finance module as accounts payable.

Mindmap

Keywords

💡Business Opportunity

A business opportunity refers to a potential commercial situation that can be exploited to generate profit. In the context of the video, it is the initial step where data is collected and registered, setting the foundation for future client interactions. The script mentions using the data from a concluded business opportunity to access and visualize information, highlighting its importance in the early stages of client engagement.

💡Card Completion

Card completion in this script likely refers to filling out a form or profile that captures essential details about a business opportunity or client. It is a step that allows the user to review and utilize pre-filled information, streamlining the process of client management and data organization as depicted in the video.

💡Ticket

In the script, 'Ticket' seems to be a feature or section within a system where additional actions or notes can be added to a business opportunity or client profile. It is a part of the process where further details are observed or managed, contributing to a comprehensive understanding of the client's needs and history.

💡Revenue

Revenue in the video script is associated with a button that, when clicked, presents a screen allowing the user to capitalize on pre-existing client data. It is a key aspect of the sales process, indicating the potential income that can be generated from a client relationship, as shown when the script describes the transition from data registration to revenue generation.

💡Registration

Registration is a recurring theme in the script, referring to the act of entering data into a system. It is essential for creating a client profile and is mentioned in various contexts, such as state and municipal registrations, which are specific types of registration that clients need to complete for legal and operational purposes.

💡Activity Type

The term 'Activity Type' is used to classify the primary business operations of a client. It is important for categorizing clients and understanding their industry, which can influence the services or products offered to them. The script mentions the need to note the principal activity, especially if a client has multiple types of activities.

💡Kenai

Although 'Kenai' does not have a clear definition in a general context, in the script, it likely refers to a specific field or identifier within the client's profile, possibly related to a unique business registration or identifier in the context of Brazilian business operations.

💡Observation Field

The observation field is a section in the client profile where additional notes or comments can be added. It allows for the provision of extra information that might not fit into other categories but is relevant for understanding the client or their needs, as indicated when the script discusses providing 'an additional observation'.

💡Simples Nacional

Simples Nacional is a Brazilian tax regime that simplifies the tax obligations for small and medium-sized businesses. In the script, it is used to identify whether a client opts into this system, which can affect their tax obligations and the services they require.

💡Integration

Integration in the script refers to the automatic connection between the client management system and a service provider or concessionaire. It is activated to streamline operations, such as automatically recording invoices in the finance module when issued to the client's CNPJ or CPF, showcasing the system's capability for efficient data management.

💡Accounts Payable and Receivable

Accounts Payable and Receivable are financial terms referring to the debts owed by a business (payable) and the amounts owed to the business (receivable). In the video, these terms are used to describe sections of the system where the history of transactions with clients is recorded, reflecting the financial relationship between the business and its clients.

💡Credit Limit

A credit limit is the maximum amount of credit that a business extends to a client. In the script, setting a credit limit is part of the client's profile management, allowing the business to control the extent of credit-based transactions. It is dynamically adjusted as the client makes purchases or requests services.

💡Blocking Billing

Blocking billing is the action of preventing further sales or services to a client, possibly due to exceeded credit limits or other issues. The script mentions this as an option within the client's profile, indicating a control mechanism to manage client relationships and financial risk.

💡Tags

Tags are labels used to categorize or identify client profiles for easier management and retrieval. In the script, they are mentioned as a way to identify the type of client more efficiently, suggesting a system of organization that enhances the user's ability to work with diverse client bases.

Highlights

Opportunity business data can be utilized after completion by accessing the completed Card.

Visualize pre-filled information from the opportunity registration in the Ticket tab.

A 'Billing' button is available in the Ticket tab for further data utilization.

The billing screen allows access to registration forms seen in previous trainings.

Additional tabs like 'Registrations' and 'Others' are available for more detailed client information.

State, municipal, and Suframa registrations, as well as the main activity type, can be specified.

If a client has multiple activities, the primary one should be mentioned.

The main Kenai of the company is a required field for additional client details.

An observation field is available for providing additional notes about the client.

There is an option to indicate if the client is a Simples Nacional optant, a rural producer, or a taxpayer.

Automatic integration can be activated for service providers, requiring login credentials.

When a supplier issues an invoice, the account is automatically registered in the Finance module.

The 'Accounts Payable and Receivable' tab shows the complete history with the client.

Pre-defined settings for sales, such as the number of installments and the default seller, can be set.

Options to send invoices and bills to different emails than the registered one are available.

A 'Billing and Credit' tab allows setting a total credit limit for the client.

As the client purchases products or requests services, the credit limit decreases.

There is an option to block billing for the client.

Tags can be defined to easily identify the type of client being worked with.

Once saved, the client is registered within the system.