Holdprint explica | Configurações iniciais

Welcome to Onboarding

Introduction to Training

• Ana, a training specialist, introduces the onboarding process and emphasizes the importance of following the training sessions in sequence for optimal learning.

• The support team is available for any questions during the onboarding process.

Overview Screen

• The first screen users encounter is the Overview screen, which summarizes company data such as monthly sales and opportunities.

• This personalized page contains sensitive information that should not be visible to all employees; it is tailored to individual user profiles.

User Profile Customization

Accessing User Settings

• Users can customize their profiles through settings found in either the corner of the screen or under "Your name and my data."

• Users can upload their profile pictures and view account registration details.

Company Data Registration

• Important fields include company name, trade name, contact information, and logo upload; logos will appear on all quotes generated by the system.

• Users can automatically fetch company data using CNPJ from CFAZ, simplifying address entry during registration.

Completing Registration

Address Configuration

• Users can add new addresses and set them as billing addresses while ensuring all necessary details are filled out correctly.

Finalizing User Setup

• After completing registration steps, users proceed to configure permissions for other employees who will access the system.

Adding New Users

User Creation Process

• To add a new user, enter their first name, last name, email address, and specify their role (e.g., administrative or production).

Email Invitation System

• Newly created users receive an email invitation with instructions on how to create a password for accessing their accounts.

Employee Access Overview

Role-Specific Dashboards

• Each employee's dashboard displays relevant summaries based on their role; production employees see updates on deliveries and tasks.

User Profile Configuration in the System

Activating and Managing User Profiles

• Employees may not have activated their accounts; check active and deactivated profiles in Filters.

• The system includes default profiles that can be copied, edited, or deactivated. Access settings to understand profile permissions.

• The general section shows screens accessible to a profile, while the specials section defines actions they can perform within those screens.

Understanding Profile Permissions

• The administrator profile has full access across all functionalities. Other profiles like production may have limited access based on roles.

• Specific permissions can be assigned for viewing or deleting content depending on the user's role within the organization.

Customizing New User Profiles

• When creating a new user profile, specify what they can register (clients/suppliers), with options to limit access to certain areas like finance.

• After configuring a new profile, click update to save changes. Users will receive notifications if they attempt to access restricted sections.

Registration Process for Clients

• The system allows registration of clients, suppliers, and employees with pre-filled information for ease of use.

• To add a client, input their name and contact details; corporate clients require CNPJ registration for automatic data retrieval.

Adding Contacts and Supplier Registration

• For corporate clients, multiple contacts can be added under one company entry. Ensure all relevant contact information is included.

How to Register Contacts and Employees in the System

Adding Contacts

• To add a contact, input their phone number and email, then click save. You can add multiple contacts as needed.

• If registering a CNPJ (National Registry of Legal Entities), the address will auto-fill; otherwise, you must manually enter it by clicking the plus sign.

• For individual registrations, switch to 'individual', enter the ZIP code, search for the address, make necessary edits, and click save.

Importing Customer and Supplier Data

• Customer and supplier registrations can be imported into Hold by contacting the support or customer success team through the support chat feature on-screen.

Employee Registration Process

• The employee section displays existing registrations automatically created when accounts are activated. You can edit these profiles with relevant information.

• New employees can be added from scratch by entering details such as name, phone number, email, role (e.g., administrative sector), date of birth, hiring date, etc.

Commission Plans for Employees

• When adding an employee like Nicolas who receives a commission (e.g., 5% on sales), this percentage is automatically included in costs during transactions.

• New commission plans can be created under settings in CRM registrations. You can set fixed percentages for different plans.

Agency Registrations

• Agencies are registered similarly to employees but are considered commission-based partners rather than direct employees.

• Enter agency details including name and contact information; if it's a CNPJ, searching will auto-fill data including addresses.

Managing Registrations

• All registration screens share similar layouts; ensure all clients, suppliers, employees, and agencies are properly registered post-training.

Employee Management and Budget Creation in Hold

Overview of Employee Information Management

• The system allows for the documentation of employee observations and important files, such as medical certificates, which can be attached and saved for future reference.

• Basic registrations have been completed, setting the stage for budget creation within the Hold platform.

Introduction to CRM and Negotiation Panel

• The Negotiation Panel is described as a crucial tool for sales teams, featuring customizable stages like drafts, issued, and sent to fit company needs.

• A dedicated training session on CRM will follow; today's focus is on creating a budget using basic functionalities.

Creating a New Quote

• Users can add existing clients or create new ones directly in the system. Essential contact information such as email and phone number should be included.

• The proposal field serves not only to create quotes but also to manage sales effectively by tracking client interactions and general sale information.

Utilizing Checklists in Sales Process

• A checklist feature helps streamline transactions by standardizing requirements across sales processes, ensuring team alignment.

• The Cost Engineering Model (CEM) prompts users with relevant questions based on product selection to facilitate accurate data entry.

Product Specifications and Measurements

• Users specify application types and logistics details such as transport vehicles and additional costs during product setup.

• Multi-measurement capabilities allow users to input various dimensions for products while managing quantities efficiently.

Pricing Structure Insights

• Products come with default profit margins; selling below 20% margin is restricted unless raw materials are registered.

• If base costs are not established yet, selling by margin may lead to zero calculations due to lack of necessary data inputs.

Cost Analysis Features

• An analysis screen provides insights into raw material costs and outsourced processes essential for pricing decisions.

Cost Calculation and Proposal Management in Printing

Inputting Costs for Processes

• The speaker discusses entering hourly costs for processes, using solvent printing as an example with a suggested cost of 30 reais per hour.

• As values are entered, the system automatically calculates costs based on time spent on each process, providing real-time updates.

• The external application shows higher costs due to calculations for two personnel involved in the process, emphasizing the importance of accounting for all labor costs.

Utilizing the Printing Simulator

• After inputting data, users can click a red button to recalculate and view updated cost indicators and potential returns from sales.

• Users can create new items by filling out product details similarly to previous entries but can also set fixed prices instead of margins.

Managing Proposals Effectively

• The proposal system allows users to send quotes via email or generate links; it includes options to set expiration dates for proposals.

• Users can schedule follow-up tasks within the proposal interface, such as confirming measurements or attaching work files for team alignment.

Customizing Proposals

• Proposals can be edited directly within the system, allowing changes to product names or images before saving and generating links.

• Clients receive interactive proposals that include company branding and detailed descriptions of services offered.

Client Interaction Features

• Clients have the ability to communicate feedback directly through the proposal interface, including requests for adjustments or budget approvals.