Videos on how to use important aspects of Legrand CRM
Legrand CRM Demonstration Videos
Please note - each video will open up in a new window.
Accounting Link
Shows how to setup Legrand CRM Accounting Link and transfer information to and from your accounting system. This demonstration uses QuickBooks.
Marketing Campaigns
How to set up a marketing campaign, target customers and measure the response.
Companies
Shows how Legrand CRM can manage all aspects of the relationship with other companies.
Contacts
The contacts module lets you handle every type of dealing with individuals. This video explains some of the features.
Customer Service
The Customer Service Module is a powerful component of Legrand CRM that makes sure you stay of top of customer care issues. Here we cover some of its features.
Item Tracking
Shows how to use the Legrand CRM Item Tracking Module record items sold.
Sales Opportunities
Covers how to setup custom sales cycles, enter a sales opportunity, progress a sales opportunity and report on the sales pipeline.
Worklist
The worklist feature of Legrand CRM enables easy selection of contacts from the results of multiple searches.
If you'd like to download all the Legrand Videos for watching offline, please click here.
Extend the Power of Your Legrand CRM
Tailor Legrand CRM to meet your unique business needs with these optional add-on modules.
Accounting Link
Combine your accounting and customer information inside Legrand CRM Pro for a complete business solution. You can import and export customer and financial data between Legrand CRM and QuickBooks, as well as other popular accounting software packages.
Customer Service Module
Track customer service from initial contact through resolution with this practical and inexpensive solution for managing and measuring issues.
Item Tracking Module
Turn past sales information into targeted marketing and sales opportunities. This module helps you leverage the information in your customer database, tracking physical or service "items" that you sell to customers.
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