Background Info -Typical CRM Applications

 

The following applications are typically included with many of the currently available CRM Systems:

  • Company Information Management
  • Contact Information Management
  • Sales Lead/Opportunity Management
  • Sales Pipeline & Process Management
  • Calendar and Task Management
  • Sales Call Planning & History
  • Marketing Campaign Management
  • Marketing Campaign & Communication History
  • Document Management
  • Customer Service
  • Management Dashboards
  • Account Management & Development
PO Box 10 / 2270 Edgewood Dr. Grafton, WI 53024-0010
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Phone: (800) 414-2796 Fax: (800) 414-2796