Difference between revisions of "CRM"
From TrueERP wiki
Simon Clive (Talk | contribs) |
|||
| (One intermediate revision by one other user not shown) | |||
| Line 20: | Line 20: | ||
[[Sales Pipeline]] | [[Sales Pipeline]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| − | + | ||
| − | + | ||
| − | + | ||
| − | Within the CRM module | + | CRM is a term used to describe a wide range of software applications. Within ERP, CRM stands for Customer Relationship Management. By definition the CRM module is for managing the relationship with customers as opposed to the [[Marketing]] module which is for working with new contacts. |
| − | * | + | Within the CRM module you can manage your: |
| − | * | + | |
| − | * | + | *[[Prospect]] (Customers and contacts who are in the sales pipeline) |
| − | *Mail Merge | + | *[[Canvasser]] (Employees who undertake telemarketing and other forms of cold calling) |
| − | *Loyalty Program and Rewards points | + | *[[Source]] (Tracking where customers come from) |
| + | *[[Mail Merge]] | ||
| + | *[[Loyalty Program]] and Rewards points | ||
Latest revision as of 12:43, 23 June 2011
Overview
CRM is a term used to describe a wide range of software applications. Within ERP, CRM stands for Customer Relationship Management. By definition the CRM module is for managing the relationship with customers as opposed to the Marketing module which is for working with new contacts.
Within the CRM module you can manage your:
- Prospect (Customers and contacts who are in the sales pipeline)
- Canvasser (Employees who undertake telemarketing and other forms of cold calling)
- Source (Tracking where customers come from)
- Mail Merge
- Loyalty Program and Rewards points
