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DirectLync Insights

Introducing CRM in DirectLync

by Justine Pantaleo
Read Time: 5 minutes
crm-head 2

Summer brought us tans and vacations. Fall brings us pumpkin spice and football. Seasons come to an end, but DirectLync does not! We are coming to you with some big news. 

Drum roll, please ðŸ¥… Welcome, CRM! 

CRM stands for Customer Relationship Management and is made to increase sales by improving business relationships. CRM software enhances the customer relationship through managing customer interactions, tracking contacts from lead to revenue, streamlining processes, and identifying sales opportunities. 

Change the way you work. Change the way your customers view you. 

By adding CRM software to your business, you can better organize your team and how they work, while also improving how you communicate with prospects and customers. With all the benefits a CRM system offers like navigating your pipeline, converting more contacts, and closing more deals, you will never want to go back to that Excel sheet. 


Why we built CRM in DirectLync? 

Our goal is for DirectLync to be your all-in-one sales and marketing platform. With the addition of CRM, you can now track every activity from brand awareness to won business. CRM is the hub for your sales team and helps them better align with marketing activities. By tracking contacts across stages in their journey, you will eliminate any miscommunicated messages and be able to make both sales and marketing outreaches more personalized.


DirectLync’s CRM features 

CRM is used to build and manage customer relationships (obviously, it’s what it means). To do this job, it requires features that make it easy for you to manage communication and organize your database. As part of our CRM, we have built features that help you track sales, stay in sync with customers and employees, and analyze results. In DirectLync, you will see features like contact scoring, opportunities, stages, a sales pipeline, tasks, and so much more.


Contact Scoring

Scoring is a process of awarding points to contacts for specific actions taken. It provides your sales and marketing team with the ability to understand which contacts are more engaged with you. Within your company, you can assign point values based on personal choice – what you want to be tracked and counted. Based on the customers with the highest points, sales will focus most of their energy on those contacts. Scoring is helpful to keep track of contacts. Create a list of what to track – job position, opens, clicks, demo requests – it’s up to you to create the points based on what is most influential for your business. Contact scoring allows you to prioritize your sales strategy by assigning scores based on contact activities.

How to add Contact Score in DirectLync:

1. Select the Contact Module

2. Select Settings in the top menu bar

3. Choose Contact Score in the left menu

4. Add Attributes to each section

5. Choose an Action Type, Action, and amount of Points

6. Select Save



An Opportunity is a potential sales deal or revenue-generating event. An Opportunity can pertain to an existing organization or with a new organization. Within the sales pipeline, you can add Opportunities to stages and track your sales deals as they move through the pipeline. With the ability to create your own fields, you can add customized details specific to your Opportunities. 

 How to add an Opportunity in DirectLync:

1. Select the Contact Module

2. Select Opportunities in the top menu bar

3. Select Add Opportunity on the right of the screen

4. Within Add Opportunity, input:

  • Opportunity Name
  • Organization
  • Contact
  • Stage
  • Win Probability
  • Product or Service
  • Proposal Value
  • Opportunity Owner
  • Source
  • Billing

5. Select Save



Stages take place within the pipeline. Opportunities are moved through the stages of your pipeline, so you can track each opportunity as it moves from qualified towards won or lost. DirectLync allows you to customize the stages within your pipeline based on what fits your business.

How to manage Stages in DirectLync:

1. Select the Contact Module

2. Select Settings in the top menu bar

3. Select Sales Pipeline in the left menu bar

4. Create custom Stages that fit your business sales cycle

5. Select Save

6. Drag and drop each Stage in the correct order within your Pipeline


Sales Pipeline

sales pipeline is a comprehensive view of all your opportunities and stages in one place. A pipeline helps you streamline your entire marketing and sales cycle. In DirectLync, you can view how an opportunity moves as it progresses from the first contact to won or lost. Once each pipeline stage is completed, the opportunity is advanced to the next stage. 

How to view the Sales Pipeline in DirectLync:

1. Select the Contact Module

2. Select Settings in the top menu bar

3. Select Sales Pipeline in the left menu bar



Empower your sales team to work smarter and faster with tasks and reminders. In DirectLync, you can create to-do lists and reminders for individual contacts, opportunities, and organizations. Tasks can be reminders to follow up, set a meeting, complete a proposal, etc. Allow your business and employees to stay organized, in sync, and communicate well when it comes to customer relationship management.

How to add Tasks in DirectLync:

1. Select the Contact Module

2. Select Tasks in the top menu bar

3. Select Add Task on the top right side of the screen

4. Input:

  • Assigned to
  • Due Date
  • Contact
  • Organization
  • Opportunity
  • Priority
  • Type

5. Select Save


Get Started with CRM in DirectLync

We are excited for you to start being able to use our CRM. Built for you, we have made it user-friendly and manageable for you to start building stronger relationships from the start. Ready to start using CRM in DirectLync for your organization? Contact us today and we'll get you started.