4 levels of Nemind skills
4 levels of Nemind skills
We have identified 4 levels of proficiency in the program from the simplest, which does not require training, to the most difficult, where you need to know the structure of the CRM base and the SQL language.
First level. User. No training required
This is the level that executives of the company often work at.
The user opens the report and sees all the necessary ratios.
A double click inside the tables (Data table) goes to cards in Bitrix24 or amoCRM, getting specific clients where the problems or achievements under study have arisen. Only the choice of the period is used of the settings, although it is often not needed - the default period is sufficient.
The user selects the necessary ratios, charts and types of tabular visualization.
To switch between different reports at the first level, we recommend using the report selection at the top of the program:
Each time you run a project file, it will automatically update data from CRM.
You can also configure to load the program immediately after downloading all the necessary projects automatically.
Note: at the initial stage, errors are often found in filling out the CRM - the data is stored / filled not as intended.
Therefore, Nemind also contributes to the improvement of the structure and methods of CRM management.
Second level. Advanced user. Training: 20 minutes - 2 hours.
Heads of sales manager or heads of marketing executives are most often employed at the advanced user level.
An advanced user not only studies ready-made reports and selects periods, he also actively uses filters. The filters of Nemind are similar to Bitrix24 and amoCRM filters, but they have more settings, for example, it is possible to exclude certain elements.
The filter "Group of employees" has been created, where "Responsible 2" behind is excluded.
Advanced users can change sections in tables, for example, change Responsible to Sources.
Also, at this skill level, the user works with charts - he can select ratios and time segments, change the types of charts.
As a result, the leader sees the analyst precisely for the problem that he is studying at the moment. Advanced users are able to work with the Data , Kanban , Ratios and Cross table tabs, choosing the most convenient for solving specific issues. While General Manager likes tables of the Ratios tab more, then Heads of sales manager or heads of marketing executives often prefer Kanban and Cross table tabs, and also use charts more actively.
Third level. Administrator. Training: 3 - 8 hours
The administrator is able to customize ratios.
Ratios are a key element of Nemind analytics, the second lesson is devoted to the topic of creating and changing them.
The screenshot below shows a popular metric that depends on a particular business - “target leads”.
In the example, ratio "Target leads" include everything except the Spam stage (above, we looked at filters with Exclude). Set up the calculation of targeted leads in accordance with the logic of your business.
More than half of Nemind's customers use custom metrics tailored to their business.
Setting up ratios in Nemind is one of the simplest among all business intelligence systems.
We recommend that you select an employee who can edit them on his own - for this you just need to go through the second lesson and start changing the ratios that are already configured in standard reports.
One hour is enough to understand the basic features. But this is not necessary either: we and our partners are also engaged in setting ratios based on your wishes - just send what you want to see in the reports.
Fourth level. Programmer. Training: from 6 months
Nemind takes data from Bitrix24 CRM and amoCRM and saves it to the internal SQLite database, which is stored on your computer.
The tables and fields in them correspond as much as possible to the official descriptions of the CRM data REST API. For example, here are links to a description of the structure of the tables of deals: Bitrix24 and amoCRM .
SQLite is an open source database used by Google Chrome and many other programs, you can also open the database using free software.
Thanks to the layer in the form of a SQLite database, you can access it using the SQL language and make queries of any complexity.
For example, you can find out all the companies for which there was no communication in the last 50 days, and the communication is often attached not to a company, but to a deal or contact.
The solution is to write a SQL query that will either give only companies without communication for 50 days, or add a label about this to the general report of the “Company”. About one in three Nemind customers orders metrics that require SQL, and we usually do them. If you have a SQL specialist who is familiar with the CRM data structure, he can write queries on his own. SQL is one of the most popular languages in the world and is spoken by millions of programmers.
