On this page, the below topics will be explained:

What is a Hard Sale?

The term Hard Sale, in eManage CRM refers to all one-time purchases.

How do Hard Sales work in eManage CRM?

To set up a campaign with Hard Sales, please follow the steps below.

1. Set up the Sale Model

1. Log in to the CRM instance and from the left side menu, scroll down and click Sales Models

2. From the Sales Models page, go to the top right side of the page and click on the + Create new button

3. The user is redirected to the Sales Models Settings page
   

   

From the Sale Models page, the user should follow the below steps to set it up.

General

In the General section, the following options are set up:

WORKFLOW NAME: the name of the Sale Model

DESCRIPTION: The description of the Sale Model, which can be set either for Product or Package.

Is Active? toggle: when set to ON the Sale Model is active and can be added to any Campaign

In the SELECT A SALES MODEL TYPE, users should pick the below sub-option:

Hard Sale Model button: If this is the option chosen, then this Sale Model applies to the one-time purchases (not the subscription one).

Enable Pre Sale? toggle: enable pre-order.

Is Trial Extend? toggle: this can be left to OFF as this for the Trial Extension offers.

60-days Stage

In this section are set the days in which the steps of the Sale Model are occurring on the online orders. Let’s check the below example to better understand what this section is for.

1. Select the day that the subscription is normally scheduled, from the 60 days calendar

2. On the Customer Change Options: select the type of charge that the customer is going to pay. For example, Charge shipping + discounted product price

3. And also on the Send Email Options: pick an email from the drop-down menu, which will be sent to the customer every XX that the subscription payment is paid. For instance, Order Confirmation email.

4. Place Order? toggle Switch ON/OFF button: this button is set to ON for the Day 1 ONLY, as it’s the first step of any sale and requires the customer to place an order.

5. Once done, click on the Add button and the selection will be displayed below

2. Set up the Campaign

What do Hard Sale orders look like on the CRM order page?