Everything you need to know to get started with 20NINE
9 simple steps, less than an hour to complete
Step 1 (10 min) - Add Companies and Contacts
How to import a person from LinkedIn to 20NINE
The easiest way to add companies and people to your new 20NINE account is to use 20NINE LeadClipper for LinkedIn. It is an add-on for Google Chrome by 20NINE. This add-on allow you to import any person or company you can find on LinkedIn directly to 20NINE by clicking a button.
How to install 20NINE leadclipper for linkedin
If you did not install this add-on when you went through the wizard after your first login, follow the easy steps below:
- Click on the Settings icon (Cogwheel) in the main menu on Salesbox
- Select My settings and the option “Add-ons“
- Click on the install button next to LeadClipper
- Follow the guide on Google Chrome web store
- After LeadClipper is installed to Chrome, click the 20NINE logo in your Chrome browser (Upper left corner)
- Login with your 20NINE username and password
- Go to any person on LinkedIn that you want to add to Salesbox and click the blue Salesbox button and select “Add to contacts“ (Now you get the company, company logo, geography, contact name, contact title, photo and geography added to Salesbox)
- Click on the “Contact info“ link in the persons Linkedin profile to be able to add phone, email etc. to 20NINE as well. (Phone and email are usually only available on contacts you are 1st hand connected to on LinkedIn)
How to import from a list .CSV file to 20NINE
If you have a file with companies and people that you want to add to 20NINE you can easily import that file to 20NINE.
- Prepare your file
- Before you import your file you need to convert the file to the format .CSV (If you have local characters example from Scandinavia, Spanish or German-speaking countries, choose the type .CSV of type UTF8).
- Open your file in MS Excel or Google Sheets
- Make sure your column headers are the first row, delete any other rows above the column headers
- Select Save as/Export to and choose .CSV or .CSV of type UTF8
How to import your .CSV file
20NINE limits single file imports to 2000 rows. If you have more rows, please divide the file so each file includes a maximum 2000 rows or get in contact with us for our import service.
- Click on the Settings icon (Cogwheel) in the main menu
- Select company settings and the option “Import/Export“
- Click on the green import button
- Select your .CSV file from your computer
- Now you get your file in preview mode and you see the column headers + the first three rows of your file
- Click on the “Company/Contact“ button
- Select at minimum one responsible user (what user will be assigned the imported contacts and companies)
In the table below you can match what columns should be added to what data fields in 20NINE (If you have added custom data fields they are also available for imports here)
Once you have matched all the columns you want to import, click the submit button and wait ( it can take a few minutes before the imported data is displayed in the responsible user’s company and contact lists). Depending on user right other users can also see the imported data if they switch to unit or company level in the user filter that you find in the system header.
Step 2 (5 min) - Connect Office365 or Google
What do you get?
- Automatic tracking of all sent/received emails to contacts you have saved in 20NINE (with the correct email of course)
- Send personal mass emails via Office365/Gmail and track in realtime when your emails get opened or URLs clicked on. You can also search and find anyone who opened a specific send out
- Sync your Outlook/Google calendar with 20NINE
- View the 20NINE contact panel directly within your Outlook or Gmail client
How to connect Office 365 or Google
- Click on the Link button for either Office 365 or Google (Outlook option is for former Hotmail, not Office 365 users)
- Login to Microsoft or Google in the popup
- Click on the “Sync calendar” button
- Click on the “Sync email” button
Email sync
Calendar sync – Office 365
Calendar sync – Google
Appointment updates
How to send personal mass emails from 20NINE
Send from any section
Send a personal mass email to engage your contacts
- Go the preferred section (Image display the contact section)
- Select individual contacts in the list or select “Mark all”
- Click on the 3 dotted icon and select “Send…”
- Type your email and any links/URLs you prefer
- Attach any document
- Turn on the tracking of open and click-through actions
- Click send!
To search for all that opened
- Opened the advanced search panel by clicking the magnifier glass icon
- Click on the “Field” dropdown at the left side and scroll until you can choose “Email open”
- Select the operator “equals” and select the day you want to search for
- When you have the result, click the pencil icon in the bottom right corner of the search panel
- Click on the phone icon to create a new call list
- Call your hot leads directly from the call list section
Step 3 (5 min) - Install Outlook or Gmail add-in and personalise your main menu etc.
How to install the 20NINE contact panel in Outlook / Gmail
Install to Gmail
- Click on the settings icon (Cogwheel) in the main menu
- Select My settings and the option “Add-ons”
- Click on the install button next to Gmail add-in
- Follow the guide on Google Chrome web store
- Click on the red Gmail icon that appear in Google Chrome
- Open any email and the contact panel opens automatically to the right
Install to Outlook
- Click on the settings icon (Cogwheel) in the main menu
- Select My settings and the option “Add-ons”
- Click in the install button next to Outlook Add-in
- Scroll to step three (3) and copy the installation URL
- Open Outlook online from office.com
- Open any email and click the 3 dots in the upper right corner of the email and choose the option “Get add-ins”
- Click on “My add-ins”
- Scroll down and click on “Add a custom add-in” and select “From URL”
- Paste the previously copied installation URL from Salesbox and click OK
How to open in Outlook
- Outlook online: Click the 3 dot icon in the upper right corner and select 20NINE at the bottom of the dropdown. Login with your 20NINE username and password.
- Outlook desktop: Click on the 20NINE icon that appear in the Outlook menu. Login with your 20NINE username and password.
How to customise the main menu & start page
How to customise the main menu and start page
- Click on the Settings icon (Cogwheel) in the main menu
- Click on My settings and “Personal”
- In the middle column you can unmark/mark the menu options you want to see in the main menu
- For each menu option you can also decide what sub category (dropdown) that should be loaded default when clicking on a manu option
- At the top you can select from the “Start screen” dropdown what section that should load every time you login
Step 4 (15 min)- Set up your product directory and customise default values
How to set up your product directory
- Simplify for your user by pre-defining choices
- Get one common structure over time
- Enable search on contacts, companies and deals based on what products they have purchased or have in the pipeline
- To enable stats on what takes time to sell, what generates biggest, fastest, most profitable deals etc.
How does it work?
- each brand as a product group (Brand A, Brand B).
- Smartphone and Laptop as two different product types
Add products
-
Click on the settings icon (Cogwheel) in the main menu
-
Select Company settings and the option “Products”
-
Click on the plus sign for each section to add a product group, product type and product
-
For each product you can specify the retail price, number of units in the package, cost and/or margin and a description (Optional).
How to change default values
How to change
- Click on the Settings icon (Cogwheel) in the main menu
- Click on Company settings and “Default values”
- For Company/Contact types, Contact relationships, Categories, Focus etc. click on the dropdown arrow to see the default options
- To add a new, click the green plus sign and add your option
- To edit/delete an existing, click on the three dots to the right side of the option
- Harmonise the terminology internally
- Simplify and reduce the need for notes to understand what a Reminder or Meeting is about
- Make it easier to search/group/filter reminders and meetings with specific focus areas
Step 5 (2 min) - Automatic logging of dials and calls
How to track dials and calls with 20NINE
This means that:
- The dial and calls will be added to the communication log on each Contact and aggregated on each Company.
- It will be clear who called a contact/company, when and how long the call lasted
- You get popup questions after the call to easily document the call or schedule a task to call back later
- The dials and calls are added to the stats in Insights so you can see how many dials and calls that have been done for a specific day, week, month, quarter etc. for yourself or a colleague.
Real time notifications in 20NINE
- When a colleague has won a deal
- When a contact has opened or clicked on one of your personal mass emails
- When you get added to something, example you get a Reminder from a colleague
- When something relevant happens to the contacts, accounts or deals you are responsible for
Step 6 (5 min) - How to use the pipeline, customise the pipeline and setup new pipelines
Multiple pipelines
The 3 parts of the 20NINE pipeline
How to use the stage based pipeline
- Automatic progress: The progress (%) is decided by what stage the deal is added to. This is the default model you see when you login the first time.
- Manual progress: You can also choose to copy this pipeline or create a new pipeline where the progress is set manually. This is usually preferred where each deal is unique.
Activity based pipelines / processes
IMPORTANT TIP 1:
IMPORTANT TIP 2:
How to add products
How to copy, edit and create new pipelines/processes
How to customise the main menu and start page
- Click on the Settings icon (Cogwheel) in the main menu
- Click on Company settings and “Default values”
- Click the plus sign above the process table to add a new process/pipeline
- Click the three dot button to the right of a process to edit the name or copy the pipeline/process.
Step 7 - How to search, mass update, add call lists and export data
Structure makes you efficient
How to search in 20NINE
- Free text search (search bar at the top of each list)
- Advanced search (Click on the magnifier glas with a plus sign)
Free text search
- Empty the search bar and click enter
- If you have a search word, click the x button inside the search bar
Advanced search
Open the advanced search
- Click on the magnifier glass icon above the list
- Select a data value (standard or custom field data) from the “Field” dropdown that you want to search for
- Click on “Operator” dropdown and select operator
- Add the data value you want to search for
- Potentially click AND or OR button to add a search criteria
- Click search button
How to mass update, create a call list & export to MS Excel
What mass actions are available
- Send personal mass emails
- Change responsible user
- Export to a Mailchimp audience/list
- Create a call list
- Delete
- Mass update data fields (Standard data fields or custom data fields)
- Contacts: Mass add prospects, deals or orders
- Companies: Mass add prospects
- Reminders: Set reminders as done
- Prospects: Set prospects as done
- To assign sections: Assign to me or assign to another user
How to create a call list
How to export to MS Excel
Step 8 (10 min) - Configure your own data fields and categories
Become even more efficient with a customised information structure
How to set up your own data fields / categorisations
Where do I add custom fields
- Click on the settings icon (Cogwheel) in the main menu
- Select Company settings and the option “Custom fields”
- Click on the preferred object you want to add a custom data field to (Company, contact, deal etc.)
What data fields can we add?
- Text fields (possible to limit how many characters can be added)
- Text boxes (possible to limit how many characters can be added)
- Number fields (possible to limit how many digits/decimals can be added)
- Dropdown (possible to set preferred amount of choices and set the field as multi/single choice)
- Check boxes (possible to set preferred amount of choices and set the field as multi/single choice)
- Date (possible to set preferred date format)
- URL (possible to choose different predefined types of URLs like LinkedIn, Facebook, Skype etc.)
- Hashtag (possible to choose what product groups that should be available as hashtags)
Where do I add the hashtag options
How to go to products section:
- Click on the settings icon (Cogwheel) in the main menu
- Select Company settings and the option “Products”
- Click on the plus sign for group, type and / or product depending on what you want to add
How to use custom fields
The custom data fields are also
- Available in the advanced search panel
- Added to the Excel export files
- Available as choices in the import matching drop-downs