Marketing & Campaigns
Marketing allows businesses to generate leads, to sell additional products to existing clients or to retain former clients. This activity is important since without it the sales department would have no leads to contact or to manage. Marketing is performed usually via campaigns.
Campaigns have a ...
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Sales Process
In the sales process, a "sales funnel" acts as a filter to direct qualified customers through the sales process while filtering out less-qualified customers along the way. At the top of a "sales funnel" is a mixture of qualified and unqualified prospective leads. Those customers who reac...
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Support & Quality
Normally the largest time a customer is kept, the most profitable is in terms of revenue. The secret to retain customers for a long time is no other than providing them an excellent support and attention in their everyday troubles and requests.The Support and Quality process is paramount in order to...
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Reports & Dashboards
A CRM system has no sense without a set of tools to analyze data and convert it in valuable information. A good reporting tool is the one that allows combining the gathered data in a way that helps to take decisions. The combination of all methods and utilities that we can use to analyze data and ta...
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Inventory & Orders
The Inventory and Orders process helps to keep track of the company’s product catalogue, sales orders, inventory stock, pricing maintenance and purchase orders. It helps to know the level of inventory, the sales by person, orders accepted, generate invoices and the level of sales in general. The rea...
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