Applications/CRM

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Revision as of 08:47, 11 November 2024 by Kpe (talk | contribs) (Created page with "Custom Relation Management comes with a basic setup that fits most companies, but you are supposed to fit it to your specific needs. Many organizations differ greatly in ways that should affect the CRM: Delivery format, Customer journey, B2B vs B2C If your company is special, so should your CRM be. User profiles * Sales * Phoners * Managers Content * Accounts, Followups * Oppertunities, Sales, Deliveries * Contacts, Interests, Roles * Activities, Meetings * Products...")
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Custom Relation Management comes with a basic setup that fits most companies, but you are supposed to fit it to your specific needs.

Many organizations differ greatly in ways that should affect the CRM: Delivery format, Customer journey, B2B vs B2C

If your company is special, so should your CRM be.

User profiles

  • Sales
  • Phoners
  • Managers

Content

  • Accounts, Followups
  • Oppertunities, Sales, Deliveries
  • Contacts, Interests, Roles
  • Activities, Meetings
  • Products, Pricing
  • KPI

Relations