CRM Main Functions
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Supporting Sales, Marketing & Services
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Supporting Sales, Marketing & Services
Sales Functions
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-Leads
-Opportunities
-Communication tracking
-Product Database
-Sales Processes
Client Cares Functions
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-Case Recording
-Contract MAnagement
-Services & Resources Management
-Appointment Scheduling
-Knowledge base
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-Case Recording
-Contract MAnagement
-Services & Resources Management
-Appointment Scheduling
-Knowledge base
Marketing Functions
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-Planning & Budgeting
-Marketing Lists
-Compaigns
-Tracking and reporting
Some of the main process to simplify the work are as below:-
Sales Process
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- Create Lead
- Qualify
- Convert to Opportunity
- Create Quote
- Create Order
- Create Invoice
Marketing process:-
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- Planning & Budgeting
- Creating and managing lists
- planning and creating campaigns
- Launching and Managing Campaigns
- Tracking and Reporting