The default button will reset the project, including all filters, back to the original project view with a single click.
The button is located in the header of the project crew items container and once clicked, any crew filters or supplier selections you have made to the project since you started working on it will be reset to display all PCI’s and all crews in their original order.
Bookmarks are used to navigate quickly to important or frequently used webpage in Google Chrome. Any page in SquidWeb can be saved as a bookmark to be accessed quickly from anywhere in the browser.
We recommend creating a folder for your SquidWeb bookmarks to keep them all in one easy to access place.
To create a folder, right click anywhere in the browser header and select “new folder” from the menu. Bookmarks can then be saved directly into this folder.
To save a new bookmark navigate to the page you wish to save and click the Star Icon to the right of the address bar in the browser page header, make sure your folder is selected from the folder menu and click “Done”. The newly created bookmark will now be listed in the folder.
Working with bookmarks is a great way to improve your efficiency with SquidWeb, save a several pages that you regularly use on a day-to-day basis, we recommend the Today, mailbox and projects pages as your first bookmarks. At the start of each working day you can open the folder in Chrome and open all bookmarks in one action.
For full details and instructions on how exactly to create a folder and save bookmarks, watch our tutorial below:
A Key Account is an account (or client in the case of SquidWeb) which makes sustainably repeat purchases from the supplier. The relationship between buyer and supplier in a key account is one of mutual dependence, with both working towards achieving a win-win outcome. SquidWeb allows you to assign selected clients as key account and assign a team member as the account manager, helping you grow your relationship and maintain a profitable partnership.
A Robot can be set up in SquidWeb to define the parameters by which key accounts are chosen. We recommend the following settings to start:
Clients
will be defined as a key account. Every client that meets the set parameters of the Robot will have the key account field displayed their contact details container, in which the key account manager can be assigned. It is also possible for every client to be assigned as a key account, if the planning manager decides this.
The planning manager should decide with the trained key account managers, who is the best choice for the key account is. The chosen person will assign himself to the contact by completing the ToDo. A robot will set up a ToDo for planners to assign the key account manager.
A key account manager’s main role is to retain top customers and nurture those key relationships over time. Ideally, they become a strategic partner and advisor to the client.
Robots can again be set up to help the account manager maintain their relationship with the contact. If, for example, no contact has been made within 2 weeks, a ToDo will automatically be set up for the manager to complete. Similarly, if the turnover decreases below a set amount, 30% for example, the manager is assigned a ToDo to contact them.
Robots will act as a reminder to the account manager to all of their assigned accounts. The robot will be triggered when an account triggers a certain parameter.
These parameters can be defined on an account by account basis, allowing the planning manager to set uniform rules for all account managers.
A robot must be created to automatically send ToDos according to the defined the parameters for the following situations:
* The threshold at which the contact is assigned as a key account.
* The initial contact that must be made by the account manager.
* The period of time after which the account manager should make contact with the client.
* The threshold under which the account has preformed before the account manager must take action.
SquidWeb is responsible for checking the account and assigned ToDo’s automatically, saving the account manager the need to constantly check all assigned accounts.
Contact SquidWeb Support for assistance setting up Key Account Robots.
SquidWeb Leads feature is designed to help generate new potential clients by listing all current leads, their communication status, assigned manager and current “temperature”.
New leads can be added individually or in bulk via an xlsx file upload- this makes it possible to upload all leads that may previously be stored in spreadsheets or Excel files.
The current status of all leads can be viewed and edited so all team members know which stage of communication the lead is in – as well as this a Temperature system is displayed to show if the lead has responded to attempted outreach or if they have refused any further chance of working together. Once a Lead is Hot it can be turned directly into a system contact, so projects can begin to be made for them.
The temperature system is scaled as follows:
Each lead is also assigned a manager, a team member that is responsible for overseeing the communication with the specific lead.
Bulk mail can be sent to all leads in a specific status at once, allowing for large scale outreach with only one action – The status of all leads will be automatically updated once communication has been made, keeping all team members informed at a glance.
When uploading leads in bulk, the file must be formatted in a specific way to be read correctly by SquidWeb during the import, to help with this we have provided an example file that can be used as a template.
Click here to access the file
The full wiki page can be found here https://wiki.squidweb.info/index.php?title=Leads
Check out our tutorial for further details: