FAQ GENERAL FAQs
After purchasing one of the Fabbrica Innovativa products, the buyer will receive an email containing an access link to the platform and credentials that can be customized at any time. If the purchased module foresees the use of messaging, it will be necessary to configure a mail server. Fabbrica Innovativa will provide a consultancy service.
Support is provided by sending a report via web form, in the "Contact Us" section.
CRM MODULE FAQ
CRM (Customer Relationship Management) is a strategy for managing all of a company's relationships and interactions that take place with potential and existing customers. A CRM system helps businesses stay in touch with customers, streamline processes, and improve profitability.
Yes, from the opportunity list, select the follower, then a chat window will pop up for synchronous communication.
For each opportunity there are options to “Mark Won” and “Mark Los”. Once the stages are set correctly, you need to click “won”. Then the deal will move to the WON stage.
The creation of templates is highly recommended because it allows you to speed up processes by reducing errors. To be able to set up a template email within the opportunity, select send message> set the text of the email and choose >save as new template. At this point the newly created template will be available.
Opportunities can be moved using drag and drop.
No, the notes are only viewed by the work team.
The missed opportunity can be listed by Filters > Missed. Also, when opening one of the missed opportunities, a "Restore" button will be provided to restore the missed opportunity. After recovery, the opportunity will be restored to the stage in which it was lost.
From sales > team > Configuration > "ADD" button within the sales team allows you to add other team members.
A sales team can be created from CRM > Setup > Sales Team > Create. Within the sales team creation window, you can add the team leader, email alias, billing target, team members etc. By setting up the servers and inbox records on the email alias, it is possible to manage all emails received on that email id.
Thanks to the kanban view, it is possible to group opportunities by phase, supervisor and deadlines, manage and customize the statuses with different colors. One of the greatest advantages of the Kanban system is that it is possible to easily track the opportunities in the various stages. The system also offers a simplified display type or "list". This function is available by selecting the second icon at the top left "View list" from which it is also possible to export all the contents.
The function Reporting>Flow and Reporting>Activity allows you to access automatically generated reports. They are customizable.
The user can program various activities for the follow-up of an already acquired prospect or customer. Using tasks, you can schedule a call, email, meeting, upload documents, etc. Everything is tracked within the opportunity.
Yes, when converting the lead to an opportunity, the action will be requested, whether it is to merge with an existing opportunity or generate a new opportunity.
Yes, missed opportunities can be viewed using the 'Missed' option in the Filters menu. When opening any opportunity there is a "Restore" function to reinstate it. The opportunity will be restored in the same phase it was marked as lost.
HR MODULE FAQ
It is a solution designed for the management of human resources for cutting-edge companies. All in one: employee database, hiring workflow, staff appraisal tools, leave management, attendance control, timesheets.
The HR module effectively manages employees by centralizing all information, supervises all data of each department, reserves access to sensitive information only to HR managers. The system allows to receive email alerts for any permit request, assignment, application, evaluation and much more.
Tracks actual working hours of employees and sorts them by projects, clients, or tasks. This tool also provides for the recording and analysis of times and attendance for each employee.
The association of a supervisor or a permits manager for each employee allows the correct functioning of the flow. The employee requests permissions through the platform, the manager or supervisor receives an email notification, accesses the platform and manages the approvals. Each approved item is automatically entered in the timesheets. The calendar is simultaneously updated. The employee receives an email notification whenever the supervisor approves or denies time off.
Yes, the solution provides for the possibility of registering check-ins and check-outs within the system. The supervisor, duly enabled, will be able to view all the data relating to employee log in and log out.
FAQ MODULE PROJECTS
It is a module with a modern and fast user interface, designed for an easier management of business projects and flows.
It has a view optimized for larger screens, with a swipe chat on the right. It is fully customizable. Rename milestones and alerts based on activity, automate emails, etc.
It is an easy, fully customizable, intuitive timeline.
The calendar view of the activities is useful for having immediate evidence of the execution times of a project and all the Related items tasks, operators involved, times and deadlines set.
The platform provides pre-loaded templates containing phases and titles. From the main dashboard, selecting “create”, the new project view will be opened. By opting for See examples>Use for kanban it will be possible to choose one of the proposed models. Each model is customizable.
Tasks can be moved via drag and drop.
The tasks show the assignee, the customer, the deadline, tags (Labels). These fields are editable. Within each task there are also functions for recording internal notes, scheduling activities and messaging tools.
The Group by>Add custom group function allows you to set a custom search filter. By selecting "add to favourites", the search filter will be available from the home projects.
The Reporting>Job Analysis function allows you to set the measures and type of graph. The system will automatically produce graphs based on the choices you select.
Yes, by accessing the task options and selecting "set cover" it will be possible to set up a cover by uploading the image.
Yes, the solution provides for the possibility of registering check-ins and check-outs within the system. The supervisor, duly enabled, will be able to view all the data relating to employee log in and log out.