Customer Relationship Management (CRM)
The customer relationship management component is the main hub for the management of all current and potential future customer interactions. The application gives you tools to analyze current sales, customers & leads, as well as organize internal teams & events. As such, the application consists of:
- Analytics
– Tools for analyzing sales & marketing data
- Marketing Analytics
- Sales Analytics
- Calendar – a shared calendar function to organize events
- Marketing
– Tools to create markting campaigns and track user behavior
- Campaigns
- Promotions
- Segments
- Tracking
- Sales
– Sales Force Automation
- Accounts
- Contacts
- Leads
- Opportunities
- Services
– Communication & Request management
- Communications
- Requests
- Settings
Analytics
It is possible to run a quick sales and marketing analysis from within the “CRM » Analytics” section. The …
Calendar
The shared calendar (“CRM » Calendar”) is utility function, which can be used to organize company wide events. …
Marketing
The Marketing (“CRM » Marketing”) screens can be used to create and manage: Marketing campaigns Promotions …
Sales
Sales (“CRM » Sales”) is used to organize leads, accounts/contacts and opportunities in order to generate …
Customer-Services
Customer Services (“CRM » Sales » Services”) is used to organize customer requests and look-up …