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TABLE OF CONTENTS

Welcome………………………………………………………….3

How to start?................................................................4

How to add members?.............................................5

How to use the platform?........................................6

Organisations app…………………………………………...7

Details of the company……………………………………8

What to do when I want to add new

company to the CRM?..............................................9

How to add new company to the CRM?.............10

Meetings app……………………………………………………11

How to add a new meeting?....................................12

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With huge pleasure we would like to introduce to you new CRM system

that from the day of 1st February 2016 is an official CRM system for AIESEC

in Belgium. Since now we will be basing our sales process evaluation and

management on the platform called PODIO (podio.com).

The aim of this document is to present you the rules of using this system

and give you the instructions how to use it in the most efficient way.

We wish you good luck and great successes on the way to boost your

sales and performance in our exchange areas!

AIESECly yours,

ER Subcommittee of AIESEC in Belgium

February

2016

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HOW TO START?1. Create an account on PODIO platform or log in to your account.

2. LCVPs of corresponding LCs are already added to the LC’s workspaces.

3. Each LCVP is obliged to add all of his sales members to the workspace.

4. Member should have access to two workspaces: CRM AIESEC [his LC] and

CRM AIESEC in Belgium.

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HOW TO ADD MEMBERS?1. Enter your workspace on PODIO

2. Click +INVITE in the right top of you page

3. Write an email of the member

4. Change the role to the light member

1.

2.

When you add your members, you can start using the platform!

2.

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HOW TO USE THE PLATFORM?

1. Your workspace is consisted of two applications: ORGANISATIONS and

MEETINGS

2. The application ORGANISATIONS is the one you will be using to insert

the companies and edit all the information about the relationship with

the company.

3. The application MEETINGS is like a calendar- you will be using it to put

all your meetings in the schedule.

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ORGANISATIONS APP

1. Organisations app is the list of all your companies that shows the

status of contact and interaction with our stakeholder.

2. In your CRM you have a list of your companies and you can also add

there your new prospects (described in next chapters).

3. In order to edit the organisation you click on it to choose it from the

list.

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DETAILS OF THE COMPANY

1. COMMERCIAL NAME – name of the company

2. CONTACT NAME- name of the person that is your

main contact in the company

3. JOB TITLE- of the contact person from the

company

4. TELEPHONE

5. EMAIL

6. ADDRESS of the company

7. WEB PAGE of the company

8. CATEGORY-

• Prospect = you found the company and you’re

planning to contact them

• Follow up after call- you called the company

and scheduled either a meeting or follow up call

• Follow up after meeting- you’ve been on the

meeting and you need to follow up after it

• Contract signed- you sign the contract and start

matching process

• Lost-never call again

• Lost-Try again in the future- they don’t want our

service now, but might be interested in the

future

9. ACCOUNT MANAGER- person from the team

responsible for the company

10. DATE OF NEXT INTERACTION- ALWAYS put the

date of the next interaction with the company!

11. INTERACTION HISTORY- here put all the notes

from the calls, meetings and other important

information

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WHAT TO DO WHEN I WANT TO

ADD NEW COMPANY TO THE CRM?

1. First of aim you need to check if the company doesn’t belong to

another LC.

2. In order to do that you need to check the workspace called CRM

AIESEC in Belgium and filter the companies in the app

ORGANISATIONS

3. If there is no record about this company, you can proceed to adding

your company to your workspace

2.1.

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HOW TO ADD NEW

COMPANY TO THE CRM?1. Go to your workspace to the application ORGANISATION

2. Click ADD ORGANISATIONS

3. Fill in all the fields as during editing existing company

4. Save organisation

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2.

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MEETINGS APP

1. Meetings app is created to put all your meetings in the calendar

2. It will help you with scheduling interactions with the companies, as well

as show in the timeline the upcoming events

3. It will also help LCVP track meetings of the members

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HOW TO ADD A MEETING? 1. Go to MEETINGS app

2. Click ADD MEETING

3. Fill in all the details: organisation name, type of meeting, date, AIESEC

representative, contact of a person you’re meeting with, important

details about the meeting

4. Click SAVE MEETING and it will be displayed in your CRM calendar

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2.

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In case of any questions don’t hesitate to contact

Maja Zelazek, MCVP iGIP 15/16 (maja.zelazek@aiesec.be)

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