Which browser can I use?
You can use EASI’R with various browsers, such as Google Chrome, Mozilla Firefox, Safari and Microsoft Edge. We especially recommend the latest versions of Google Chrome and Mozilla Firefox. More.
What is the Dashboard?
The dashboard is your starting page of EASI'R, showing your most relevant 'Tasks', 'Recently updated contacts’, 'My performance’, ‘Leaderboard (last month)’ and ‘My cases’. The dashboard is not configurable. If certain elements of the system are hidden by role/right (e.g. Tasks or Contacts), then the corresponding dashboard section will be shown empty. The dashboard is user-specific. You can always get back to your dashboard by clicking on the EASI'R logo in the top left corner.
What is a contact?
A contact is your customer. This can be either a private or a business contact. A company’s employee would be considered a business contact (B2B), and would be attached to an account that is created for the company (see below). All users of a team can see the contacts and accounts that belong to their own team, as well as the contacts and accounts of other teams in their group. Admin users can see all contacts and accounts. More.
What is an account?
An account is a container including a number of contacts. There is an account ‘Private account‘, that contains all private contacts. In addition to that, you should have an account for every company you are working with. If you create an account for ‘Business A‘, for example, then you can add several contacts to this account, which would be your contact people working at Business A. All users of a team can see the contacts and accounts that belong to their own team and other teams in their group. Admin users can see all contacts and accounts. More.
What is a case?
A case corresponds to a process (for example a sales process). It contains all information on this process – when and how you contacted the client, what documents you sent/received, notes or information on the product in question, etc.
All activities and tasks that were registered within one case are visible at a glance. A case is either created manually by a user or automatically by the system as soon as a new lead is accepted. Generally, cases should eventually be closed or declined with a case-closing milestone that is defined in accordance to your company’s needs and wishes during configuration. Cases can only be deleted if you have the necessary user right to do so. More.
What are activities/tasks?
Tasks are activities that are planned within a case. There are currently five different types of activities: Note, Call, Meeting, Email and Letter. Each registered activity is shown in the case progression. While registering one activity, the next step can and should be planned at the same time. More.
What is a relations path?
A relations path consists of a number of steps, called milestones, that show the progress of a case. relations paths are created by admins and are available globally, i.e. to all teams. Team admins can customise global relations paths by adding local content suggestions and local follow-up suggestions. For team admins and group admins, creating own relations paths is currently only possible with our ADVANCED and PREMIUM plans. More.
What is a milestone?
A milestone registers the progress within a case. Every time an activity is registered, a corresponding milestone has to be selected, which shows how far in the process you are. Milestones are configured for your company by an admin, and only admins can add/remove milestones to/from a relations path. In the ADVANCED and PREMIUM plans, team admins can add/remove milestones to their own relations paths. More.
How can I work with leads in EASI'R?
First, you need to accept the lead. You can see new leads when clicking on ‘Leads’ in the main menu. Depending on your settings, you will receive an in-app notification and/or an email when a new lead is available.
When you accept a lead, EASI’R creates a new case as well as a new contact (unless that contact already exists). Now you can start registering activities. More.
What happens if I reject a lead?
Generally, you should remember that rejecting a lead is a team-wide action: The specific lead will also be removed from the list for all your team members. What happens to the lead itself depends on your specific company settings and procedures. It could potentially go back to the agency that sent it, or not be treated at all. More.
How will I know if new leads are available?
If you are the 'Responsible user' for a certain lead type, you will get informed by email and in-app-notification whenever a new lead is available. Make sure email notifications are enabled in your settings if you want to receive emails from EASI’R. More.
Why do I not receive any emails about new Leads?
Please check if you have enabled the email notifications in your user settings. Please also don’t forget to take a look in your spam folder. Ask your team admin to check if you were made ‘Responsible user’ for the specific lead type you are looking for. Only responsible users receive emails about new leads. More.
Can I add products?
Admins can set up the relevant product range for their company in EASI’R. Products can be used to specify registered activities further. They are also available as filters in reporting.
Where can I see/edit my personal information?
You can find your personal information by clicking on your user name in the top right corner of EASI’R, and then on ‘Profile’). Please click on the edit icon ( ), to edit your information. The kind of information you can edit depends on your access rights and settings. More.
How can I assign a case to another user?
Open the respective case and click on the edit icon ( ) to edit the case information. Now you can assign the case to another team or group member. The new assignee will be informed about this through a notification. If someone reassigns one of your cases, you will be notified as well. More.
How do I complete a task?
Under ‘Tasks’ in the main menu, you can find an overview of all tasks – ‘All’, ‘Overdue’, ‘Pending’, ‘Later’ and ‘Completed’. By default, users see their own tasks, team admins see their team’s tasks. When clicking on a task, you see all its details, options to edit the task and the ‘Complete task’ button. After clicking that button, you are forwarded to the activity creation, where you can leave some more information. If you then click on ‘Save’, your Task will be completed. More.
What are content suggestions?
Content suggestions are pre-set contents for email and letter communication from within EASI’R. They are milestone-specific. Admins can specify content suggestions in global relations paths that are available to all teams in that company. Team admins can create content suggestions (for milestones in global as well as team-specific relations paths) that are only visible to their team. More.
Can I edit and add letter and email content?
You can edit the text of any email or letter during activity creation. Simply type the desired text into the editor. If you chose a content suggestion, you can simply adapt the text that will be copied into the editor at your own discretion.
How can I attach files, such as offers or brochures, to a case or an email?
Files can be uploaded via the EASI’R filemanager. Just click on filemanager, choose a folder and upload your files. You can also create new folders. Users can only edit in their own user folder, team admins can edit in the team folder and admins can edit in the company folder.
You can also attach files directly to a case, contact or account. More.
What is the report section for?
Users can see their performance indicators, allowing them to track their own performance and compare it with their colleagues'.
Administrators (team, group, and company) can use the performance table to evaluate and compare the performance of their team/group/company, based on the performance indicators. They also have access to lead insights and case insights, where they find details about all leads/cases in their team, group, or company. More.
How can I create scheduled reports?
Scheduled reports can only be set up by administrators (team, group, and company). They can create scheduled reports and have them send out automatically to other EASI'R users in pre-defined frequencies. More.
Can I create custom fields?
Custom fields can be defined globally (i.e. for all teams of a company) by admins and locally (i.e. for a team) by team admins. This feature is only available with the ADVANCED and PREMIUM plan.
What are targets?
EASI’R allows to specify target values for six indicators. Target values are created per user per month. Team admins can create, edit and view target values for all users of their team. Whenever target values are available for a given user group and time period, the reporting module of EASI’R will show the targets as an additional context number together with the corresponding indicator. This feature is only available with the PREMIUM plan. More.
What is the social stream?
EASI’R provides an activity stream that publishes selected actions to all members of a team, for example reaching a milestone, etc.
Users can high-five the actions of their colleagues in the social stream. This feature is only available with the PREMIUM plan. More.
What is the social lookup?
EASI’R offers the possibility to collect valuable customer data on social media platforms. The result of this search is provided as additional information on the contact view in EASI’R. The social lookup as a paid service incurs costs that are excluded from the license fee. This feature is only available with the PREMIUM plan. More.