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