CRM Module

download CRM Module

of 14

Transcript of CRM Module

  • 8/7/2019 CRM Module

    1/14

    CRM Module

    The SAP Business One application offers customer relationship management (CRM) functionality thatlets you instantly access complete sales and customer information

    The CRM Module enables you to respond to customer inquiries and sales requests.The ability to maintain close customer relationships is fundamental to the automotive industry business growth.Yet in todays automotive competitive environment, customers are demanding more choices and fasterturnaround than ever before.

    To meet these demands and build customer loyalty, automotive industry small businesses need rapid access tocomplete, accurate, and up-to-date customer information.

    The customer relationship management (CRM) functionalityof the SAP Business One application allows you to manageall customer records, along with the entire sales process

    from initial contact to final order. It provides a complete setof tools to record customer contacts, monitor salesopportunities, generate quotes, and process orders overthe Internet.As a result, you can easily track leads as they move downthe pipeline to become quotes and then sales

    Top 5 To Try

    Definition of ERP Systems

    What Is the Full Form of ERP & CRM?

    ERP System Features

    Can a Seller Use CRM for Pricing?

    How to Integrate ERP and CRM

    Ads by Google Accept Donations Online

    Free Non profit Payment Set Up & 30+ online tools for fundraising

    www.ClickandPledge.com/fundraising

    Retail software and SAP

    http://www.automotive-xioma.com/siteFiles/1/273/1260.asphttp://www.ehow.com/about_5159452_definition-erp-systems.htmlhttp://www.ehow.com/facts_6907290_full-form-erp-_amp_amp_-crm_.htmlhttp://www.ehow.com/list_6898785_erp-system-features.htmlhttp://www.ehow.com/facts_7911998_can-seller-use-crm-pricing.htmlhttp://www.ehow.com/how_7528537_integrate-erp-crm.htmlhttp://www.google.com/url?ct=abg&q=https://www.google.com/adsense/support/bin/request.py?contact=abg_afc&url=http://www.ehow.com/list_6632233_common-crm-modules-erp-system.html&hl=en&client=ca-ehow_160x600&adU=www.ClickandPledge.com/fundraising&adT=Accept+Donations+Online&adU=www.citixsys.com&adT=Retail+software+and+SAP&adU=NIIT.com/SAP&adT=SAP+Certification+at+NIIT&adU=www.impelcrm.in&adT=Track+Secondary+Sales&adU=www.ebnonline.com&adT=Supply+Chain+Management&gl=IN&hideleadgen=1&usg=AFQjCNHAhWnQnMSh_WclBT-aco5gCj2nXQhttp://googleads.g.doubleclick.net/aclk?sa=l&ai=BjVzQOymoTZ6nKYS7cMmCyJgG5MbZgQLEyp61HcCNtwGgwh4QARgBIKmDqgYoBTgAULHTuI76_____wFg5dLng8wOoAHmlZPsA7IBDHd3dy5laG93LmNvbboBCjE2MHg2MDBfanPIAQHaAUNodHRwOi8vd3d3LmVob3cuY29tL2xpc3RfNjYzMjIzM19jb21tb24tY3JtLW1vZHVsZXMtZXJwLXN5c3RlbS5odG1sgAIBqAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=1&sig=AGiWqtw3ccJGBRDBsg-gmVQz3SZffxzkgw&client=ca-ehow_160x600&adurl=http://clickandpledge.com/?_kk=crm&_kt=d9ef2e49-2d26-4849-8d41-24729d7680d9http://googleads.g.doubleclick.net/aclk?sa=l&ai=BjVzQOymoTZ6nKYS7cMmCyJgG5MbZgQLEyp61HcCNtwGgwh4QARgBIKmDqgYoBTgAULHTuI76_____wFg5dLng8wOoAHmlZPsA7IBDHd3dy5laG93LmNvbboBCjE2MHg2MDBfanPIAQHaAUNodHRwOi8vd3d3LmVob3cuY29tL2xpc3RfNjYzMjIzM19jb21tb24tY3JtLW1vZHVsZXMtZXJwLXN5c3RlbS5odG1sgAIBqAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=1&sig=AGiWqtw3ccJGBRDBsg-gmVQz3SZffxzkgw&client=ca-ehow_160x600&adurl=http://clickandpledge.com/?_kk=crm&_kt=d9ef2e49-2d26-4849-8d41-24729d7680d9http://googleads.g.doubleclick.net/aclk?sa=l&ai=BcXNvOymoTZ6nKYS7cMmCyJgGpK-B4gHki_blFcCNtwHA7JoOEAIYAiCpg6oGKAU4AFDu0YS6_v____8BYOXS54PMDqAB3N6c9wOyAQx3d3cuZWhvdy5jb226AQoxNjB4NjAwX2pzyAEB2gFDaHR0cDovL3d3dy5laG93LmNvbS9saXN0XzY2MzIyMzNfY29tbW9uLWNybS1tb2R1bGVzLWVycC1zeXN0ZW0uaHRtbKkCFDl7Hs8jWD6oAwHoA9YC6APVAugDvQroAwz1AwIEAAQ&num=2&sig=AGiWqtyCgwFZmomLUP0-W4HGHWg8oVfgLQ&client=ca-ehow_160x600&adurl=http://www.citixsys.com/solutions/retail/ivend/http://www.ehow.com/about_5159452_definition-erp-systems.htmlhttp://www.ehow.com/facts_6907290_full-form-erp-_amp_amp_-crm_.htmlhttp://www.ehow.com/list_6898785_erp-system-features.htmlhttp://www.ehow.com/facts_7911998_can-seller-use-crm-pricing.htmlhttp://www.ehow.com/how_7528537_integrate-erp-crm.htmlhttp://www.google.com/url?ct=abg&q=https://www.google.com/adsense/support/bin/request.py?contact=abg_afc&url=http://www.ehow.com/list_6632233_common-crm-modules-erp-system.html&hl=en&client=ca-ehow_160x600&adU=www.ClickandPledge.com/fundraising&adT=Accept+Donations+Online&adU=www.citixsys.com&adT=Retail+software+and+SAP&adU=NIIT.com/SAP&adT=SAP+Certification+at+NIIT&adU=www.impelcrm.in&adT=Track+Secondary+Sales&adU=www.ebnonline.com&adT=Supply+Chain+Management&gl=IN&hideleadgen=1&usg=AFQjCNHAhWnQnMSh_WclBT-aco5gCj2nXQhttp://googleads.g.doubleclick.net/aclk?sa=l&ai=BjVzQOymoTZ6nKYS7cMmCyJgG5MbZgQLEyp61HcCNtwGgwh4QARgBIKmDqgYoBTgAULHTuI76_____wFg5dLng8wOoAHmlZPsA7IBDHd3dy5laG93LmNvbboBCjE2MHg2MDBfanPIAQHaAUNodHRwOi8vd3d3LmVob3cuY29tL2xpc3RfNjYzMjIzM19jb21tb24tY3JtLW1vZHVsZXMtZXJwLXN5c3RlbS5odG1sgAIBqAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=1&sig=AGiWqtw3ccJGBRDBsg-gmVQz3SZffxzkgw&client=ca-ehow_160x600&adurl=http://clickandpledge.com/?_kk=crm&_kt=d9ef2e49-2d26-4849-8d41-24729d7680d9http://googleads.g.doubleclick.net/aclk?sa=l&ai=BjVzQOymoTZ6nKYS7cMmCyJgG5MbZgQLEyp61HcCNtwGgwh4QARgBIKmDqgYoBTgAULHTuI76_____wFg5dLng8wOoAHmlZPsA7IBDHd3dy5laG93LmNvbboBCjE2MHg2MDBfanPIAQHaAUNodHRwOi8vd3d3LmVob3cuY29tL2xpc3RfNjYzMjIzM19jb21tb24tY3JtLW1vZHVsZXMtZXJwLXN5c3RlbS5odG1sgAIBqAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=1&sig=AGiWqtw3ccJGBRDBsg-gmVQz3SZffxzkgw&client=ca-ehow_160x600&adurl=http://clickandpledge.com/?_kk=crm&_kt=d9ef2e49-2d26-4849-8d41-24729d7680d9http://googleads.g.doubleclick.net/aclk?sa=l&ai=BcXNvOymoTZ6nKYS7cMmCyJgGpK-B4gHki_blFcCNtwHA7JoOEAIYAiCpg6oGKAU4AFDu0YS6_v____8BYOXS54PMDqAB3N6c9wOyAQx3d3cuZWhvdy5jb226AQoxNjB4NjAwX2pzyAEB2gFDaHR0cDovL3d3dy5laG93LmNvbS9saXN0XzY2MzIyMzNfY29tbW9uLWNybS1tb2R1bGVzLWVycC1zeXN0ZW0uaHRtbKkCFDl7Hs8jWD6oAwHoA9YC6APVAugDvQroAwz1AwIEAAQ&num=2&sig=AGiWqtyCgwFZmomLUP0-W4HGHWg8oVfgLQ&client=ca-ehow_160x600&adurl=http://www.citixsys.com/solutions/retail/ivend/http://www.automotive-xioma.com/siteFiles/1/273/1260.asp
  • 8/7/2019 CRM Module

    2/14

    Build a successful retail business with iVend Retail and SAP.

    www.citixsys.com

    SAP Certification at NIIT

    Leading Provider of SAP Training In Asia. Enrol in 4 weeks SAP Program!

    NIIT.com/SAP

    Track Secondary Sales

    Simple data capture with SMS. Powerful reporting to sr. mgmt.

    www.impelcrm.in

    Supply Chain Management

    Find out how to improve your supply chain to increase profitability

    www.ebnonline.com

    Common CRM Modules in an ERP System

    Matthew Schieltz

    Matthew Schieltz has been a freelance web writer since August 2006, and has experiencewriting a variety of informational articles, how-to guides, website and e-book content for

    organizations such as Demand Studios. Schieltz holds a Bachelor of Arts in psychology from

    Wright State University in Dayton, Ohio. He plans to pursue graduate school in clinical

    psychology.

    By Matthew Schieltz, eHow Contributor

    updated: June 15, 2010

    1.

    When integrated with enterprise resource planning (ERP) software, customer

    relationship management (CRM) modules help upper-level management andeveryone involved get an in-depth look at company financial and customer patternsthat may indicate the future of the company. Businesses often purchase this type ofcombined CRM and ERP software not only to simplify its company evaluation andplanning, but also to save money: purchasing CRM and ERP system separately isoften more costly. Examples of companies that provide combined enterpriseresource planning and customer relationship management software include Oracle,

    http://googleads.g.doubleclick.net/aclk?sa=l&ai=BcXNvOymoTZ6nKYS7cMmCyJgGpK-B4gHki_blFcCNtwHA7JoOEAIYAiCpg6oGKAU4AFDu0YS6_v____8BYOXS54PMDqAB3N6c9wOyAQx3d3cuZWhvdy5jb226AQoxNjB4NjAwX2pzyAEB2gFDaHR0cDovL3d3dy5laG93LmNvbS9saXN0XzY2MzIyMzNfY29tbW9uLWNybS1tb2R1bGVzLWVycC1zeXN0ZW0uaHRtbKkCFDl7Hs8jWD6oAwHoA9YC6APVAugDvQroAwz1AwIEAAQ&num=2&sig=AGiWqtyCgwFZmomLUP0-W4HGHWg8oVfgLQ&client=ca-ehow_160x600&adurl=http://www.citixsys.com/solutions/retail/ivend/http://googleads.g.doubleclick.net/aclk?sa=l&ai=BNv-XOymoTZ6nKYS7cMmCyJgGhpCwmAKGmfz6HsCNtwGw4KUDEAMYAyCpg6oGKAU4AFD44qGlBGDl0ueDzA6gAYKjivADsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyAAgGpAhQ5ex7PI1g-yALarIEKqAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=3&sig=AGiWqty_e__Jc7n28lVW0FYL0C2je5sSPg&client=ca-ehow_160x600&adurl=http://niit.com/sites/sap/SAP-Training/Pages/SAPEducation.aspx?_kk=sap%20erp&_kt=865da0e5-61af-4e39-b731-613a6a4fe5d2http://googleads.g.doubleclick.net/aclk?sa=l&ai=BNv-XOymoTZ6nKYS7cMmCyJgGhpCwmAKGmfz6HsCNtwGw4KUDEAMYAyCpg6oGKAU4AFD44qGlBGDl0ueDzA6gAYKjivADsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyAAgGpAhQ5ex7PI1g-yALarIEKqAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=3&sig=AGiWqty_e__Jc7n28lVW0FYL0C2je5sSPg&client=ca-ehow_160x600&adurl=http://niit.com/sites/sap/SAP-Training/Pages/SAPEducation.aspx?_kk=sap%20erp&_kt=865da0e5-61af-4e39-b731-613a6a4fe5d2http://googleads.g.doubleclick.net/aclk?sa=l&ai=BwypUOymoTZ6nKYS7cMmCyJgGm8yJ-AGTo7PnF8CNtwHwh-kLEAQYBCCpg6oGKAU4AFDB3LjhAWDl0ueDzA6gAY3agP4DsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyAAgGpAhQ5ex7PI1g-qAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=4&sig=AGiWqtx9qvto6h4SO8u0-Tc_35HBijYp1A&client=ca-ehow_160x600&adurl=http://www.impelcrm.in/Field_Reportinghttp://googleads.g.doubleclick.net/aclk?sa=l&ai=BwypUOymoTZ6nKYS7cMmCyJgGm8yJ-AGTo7PnF8CNtwHwh-kLEAQYBCCpg6oGKAU4AFDB3LjhAWDl0ueDzA6gAY3agP4DsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyAAgGpAhQ5ex7PI1g-qAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=4&sig=AGiWqtx9qvto6h4SO8u0-Tc_35HBijYp1A&client=ca-ehow_160x600&adurl=http://www.impelcrm.in/Field_Reportinghttp://googleads.g.doubleclick.net/aclk?sa=L&ai=BNZK0OymoTZ6nKYS7cMmCyJgGlPvD2QGcg7iwHcCNtwGA0w4QBRgFIKmDqgYoBTgAUPSJwob______wFg5dLng8wOsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyoAwHoA9YC6APVAugDvQroAwz1AwIEAAQ&num=5&sig=AGiWqtxVIuVe9CRSuKqb_jgEHHgzwy4Hsw&client=ca-ehow_160x600&adurl=http://www.ebnonline.com/?KW=ggl_scphttp://googleads.g.doubleclick.net/aclk?sa=L&ai=BNZK0OymoTZ6nKYS7cMmCyJgGlPvD2QGcg7iwHcCNtwGA0w4QBRgFIKmDqgYoBTgAUPSJwob______wFg5dLng8wOsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyoAwHoA9YC6APVAugDvQroAwz1AwIEAAQ&num=5&sig=AGiWqtxVIuVe9CRSuKqb_jgEHHgzwy4Hsw&client=ca-ehow_160x600&adurl=http://www.ebnonline.com/?KW=ggl_scphttp://www.ehow.com/relationships-and-family/http://www.ehow.com/business/http://googleads.g.doubleclick.net/aclk?sa=l&ai=BcXNvOymoTZ6nKYS7cMmCyJgGpK-B4gHki_blFcCNtwHA7JoOEAIYAiCpg6oGKAU4AFDu0YS6_v____8BYOXS54PMDqAB3N6c9wOyAQx3d3cuZWhvdy5jb226AQoxNjB4NjAwX2pzyAEB2gFDaHR0cDovL3d3dy5laG93LmNvbS9saXN0XzY2MzIyMzNfY29tbW9uLWNybS1tb2R1bGVzLWVycC1zeXN0ZW0uaHRtbKkCFDl7Hs8jWD6oAwHoA9YC6APVAugDvQroAwz1AwIEAAQ&num=2&sig=AGiWqtyCgwFZmomLUP0-W4HGHWg8oVfgLQ&client=ca-ehow_160x600&adurl=http://www.citixsys.com/solutions/retail/ivend/http://googleads.g.doubleclick.net/aclk?sa=l&ai=BNv-XOymoTZ6nKYS7cMmCyJgGhpCwmAKGmfz6HsCNtwGw4KUDEAMYAyCpg6oGKAU4AFD44qGlBGDl0ueDzA6gAYKjivADsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyAAgGpAhQ5ex7PI1g-yALarIEKqAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=3&sig=AGiWqty_e__Jc7n28lVW0FYL0C2je5sSPg&client=ca-ehow_160x600&adurl=http://niit.com/sites/sap/SAP-Training/Pages/SAPEducation.aspx?_kk=sap%20erp&_kt=865da0e5-61af-4e39-b731-613a6a4fe5d2http://googleads.g.doubleclick.net/aclk?sa=l&ai=BNv-XOymoTZ6nKYS7cMmCyJgGhpCwmAKGmfz6HsCNtwGw4KUDEAMYAyCpg6oGKAU4AFD44qGlBGDl0ueDzA6gAYKjivADsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyAAgGpAhQ5ex7PI1g-yALarIEKqAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=3&sig=AGiWqty_e__Jc7n28lVW0FYL0C2je5sSPg&client=ca-ehow_160x600&adurl=http://niit.com/sites/sap/SAP-Training/Pages/SAPEducation.aspx?_kk=sap%20erp&_kt=865da0e5-61af-4e39-b731-613a6a4fe5d2http://googleads.g.doubleclick.net/aclk?sa=l&ai=BwypUOymoTZ6nKYS7cMmCyJgGm8yJ-AGTo7PnF8CNtwHwh-kLEAQYBCCpg6oGKAU4AFDB3LjhAWDl0ueDzA6gAY3agP4DsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyAAgGpAhQ5ex7PI1g-qAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=4&sig=AGiWqtx9qvto6h4SO8u0-Tc_35HBijYp1A&client=ca-ehow_160x600&adurl=http://www.impelcrm.in/Field_Reportinghttp://googleads.g.doubleclick.net/aclk?sa=l&ai=BwypUOymoTZ6nKYS7cMmCyJgGm8yJ-AGTo7PnF8CNtwHwh-kLEAQYBCCpg6oGKAU4AFDB3LjhAWDl0ueDzA6gAY3agP4DsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyAAgGpAhQ5ex7PI1g-qAMB6APWAugD1QLoA70K6AMM9QMCBAAE&num=4&sig=AGiWqtx9qvto6h4SO8u0-Tc_35HBijYp1A&client=ca-ehow_160x600&adurl=http://www.impelcrm.in/Field_Reportinghttp://googleads.g.doubleclick.net/aclk?sa=L&ai=BNZK0OymoTZ6nKYS7cMmCyJgGlPvD2QGcg7iwHcCNtwGA0w4QBRgFIKmDqgYoBTgAUPSJwob______wFg5dLng8wOsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyoAwHoA9YC6APVAugDvQroAwz1AwIEAAQ&num=5&sig=AGiWqtxVIuVe9CRSuKqb_jgEHHgzwy4Hsw&client=ca-ehow_160x600&adurl=http://www.ebnonline.com/?KW=ggl_scphttp://googleads.g.doubleclick.net/aclk?sa=L&ai=BNZK0OymoTZ6nKYS7cMmCyJgGlPvD2QGcg7iwHcCNtwGA0w4QBRgFIKmDqgYoBTgAUPSJwob______wFg5dLng8wOsgEMd3d3LmVob3cuY29tugEKMTYweDYwMF9qc8gBAdoBQ2h0dHA6Ly93d3cuZWhvdy5jb20vbGlzdF82NjMyMjMzX2NvbW1vbi1jcm0tbW9kdWxlcy1lcnAtc3lzdGVtLmh0bWyoAwHoA9YC6APVAugDvQroAwz1AwIEAAQ&num=5&sig=AGiWqtxVIuVe9CRSuKqb_jgEHHgzwy4Hsw&client=ca-ehow_160x600&adurl=http://www.ebnonline.com/?KW=ggl_scphttp://www.ehow.com/relationships-and-family/http://www.ehow.com/business/
  • 8/7/2019 CRM Module

    3/14

    NetSuite and BizAutomation.com.

    Contact Management

    Customer relationship management systems typically have a contact management

    system that allows companies to stay organized when it comes to maintaining

    contact with customers. Contact management modules allow you to assign acustomer account to a representative or account manager. Within this CRM module,representatives can input both the date and time of contact or attempted contact aswell as detailed notes and information about the representative-customer interaction.Many times, contact management systems also have a built-in calendar system thatallows you to set a specific date and time in which to follow-up with the customer.

    Sales Automation

    Sales automation modules streamline the sales process by centralizing information

    about leads, customers and other data needed by a sales professionals andcompany managers. Sales automation helps sales representatives keep track ofleads and prospects, giving them tools--such as sales call reminders--and steps tofollow throughout the sales process. Many sales modules also support territorymanagement, which means that sales representatives can be assigned by managersto a specific geographic region.

    Marketing Module

    Marketing CRM modules included with an enterprise resource planning (ERP)

    software connect several company departments, including sales and customerservice personnel. The marketing management modules aggregate customercontact information into a database, which allows you to print address labels,generate form letters and perform email marketing at any time. Most marketingmodules also give you tracking tools to measure the effectiveness of your marketing

    campaigns.Order Management

    Order management integrates with the sales automation module and also includes

    billing. This CRM module gives sales people a comprehensive view of products andservices which can be offered to customers and leads. Order management tools givecustomers a way to pay for products, automatically generate billing statements andcan send invoice notice reminders to customers. When included with an ERPsystem, order management modules also supports inventory management andproduct fulfillment duties of company personnel.

    Analytics

    An analytics section within your ERP system ties together and connects each of the

    CRM and company modules. This module generates reports and charts that presentfinancial and sales information, such as revenue forecasting models. The analysismodule gives real-time information on sales patterns, trends in marketing as well asinventory-related information

  • 8/7/2019 CRM Module

    4/14

    Read more:Common CRM Modules in an ERP System | eHow.com

    http://www.ehow.com/list_6632233_common-crm-modules-erp-

    system.html#ixzz1JadqlvWX

    We're launching a college campus program in Pune and are looking for

    Wikipedia Campus Ambassadors. Click here to find out more!

    Customer relationship management

    From Wikipedia, the free encyclopedia

    Jump to: navigation, search

    Customer relationship management (CRM) is a widely-implemented strategy for managing acompanys interactions with customers, clients and sales prospects. It involves using technologyto organize, automate, and synchronize business processesprincipallysales activities, but alsothose formarketing, customer service, and technical support. The overall goals are to find,attract, and win new clients, nurture and retain those the company already has, entice formerclients back into the fold, and reduce the costs of marketing and client service. [1]Customerrelationship management describes a company-wide business strategy including customer-interface departments as well as other departments.[2]

    Contents

    [hide]

    1 Benefits of CRM

    2 Challenges

    3 Types/variations

    3.1 Sales force automation

    3.2 Marketing

    3.3 Customer service and support

    3.4 Appointment

    3.5 Analytics

    3.6 Integrated/Collaborative

    3.7 Small business

    3.8 Social media

    3.9 Non-profit and membership-based

    4 Strategy

    http://outreach.wikimedia.org/wiki/Wikipedia_Campus_Ambassador?from=bannerhttp://en.wikipedia.org/wiki/Customershttp://en.wikipedia.org/wiki/Saleshttp://en.wikipedia.org/wiki/Saleshttp://en.wikipedia.org/wiki/Marketinghttp://en.wikipedia.org/wiki/Customer_servicehttp://en.wikipedia.org/wiki/Technical_supporthttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://outreach.wikimedia.org/wiki/Wikipedia_Campus_Ambassador?from=bannerhttp://en.wikipedia.org/wiki/Customershttp://en.wikipedia.org/wiki/Saleshttp://en.wikipedia.org/wiki/Marketinghttp://en.wikipedia.org/wiki/Customer_servicehttp://en.wikipedia.org/wiki/Technical_supporthttp://en.wikipedia.org/wiki/Customer_relationship_management
  • 8/7/2019 CRM Module

    5/14

    5 Implementation

    5.1 Implementation issues

    5.2 Adoption issues

    6 Privacy and data security system

    7 Market structures

    8 Related trends

    9 See also

    10 Notes and references

    [edit] Benefits of CRM

    The use of a CRM system will confer several advantages to a company:[citation needed]

    Quality and efficiency

    Decrease in overall costs

    Decision support Enterprise agility

    Customer Attention

    [edit] Challenges

    Tools and workflows can be complex, especially for large businesses. Previously these toolswere generally limited to contact management: monitoring and recording interactions andcommunications. Software solutions then expanded to embrace deal tracking, territories,opportunities, and at the sales pipeline itself. Next came the advent of tools for other client-interface business functions, as described below. These tools have been, and still are, offered ason-premises software that companies purchase and run on their own IT infrastructure.

    Often, implementations are fragmentedisolated initiatives by individual departments to addresstheir own needs. Systems that start disunited usually stay that way: siloed thinking and decisionprocesses frequently lead to separate and incompatible systems, and dysfunctional processes.Business reputation has become a growing challenge. The outcome of internal fragmentation thatis observed and commented upon by customers is now visible to the rest of the world in the eraof the social customer, where in the past, only employees or partners were aware of it.Addressing the fragmentation requires a shift in philosophy and mindset within an organizationso that everyone considers the impact to the customer of policy, decisions and actions. Humanresponse at all levels of the organization can affect the customer experience for good or ill. Evenone unhappy customer can deliver a body blow to a business.[3]

    [edit] Types/variations

    [edit] Sales force automationSales force automation (SFA) involves using software to streamline all phases of the salesprocess, minimizing the time that sales representatives need to spend on each phase. This allowsa business to use fewer sales representatives to manage their clients. At the heart of SFA is acontact management systemfor tracking and recording every stage in the sales process for eachprospective client, from initial contact to final disposition. Many SFA applications also includeinsights into opportunities, territories, sales forecasts and workflow automation, quote

    http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=1http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=1http://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=2http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=2http://en.wikipedia.org/wiki/Contact_managementhttp://en.wikipedia.org/wiki/Information_silohttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=3http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=3http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=4http://en.wikipedia.org/wiki/Sales_force_automationhttp://en.wikipedia.org/wiki/Contact_management_systemhttp://en.wikipedia.org/wiki/Contact_management_systemhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=1http://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=2http://en.wikipedia.org/wiki/Contact_managementhttp://en.wikipedia.org/wiki/Information_silohttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=3http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=4http://en.wikipedia.org/wiki/Sales_force_automationhttp://en.wikipedia.org/wiki/Contact_management_system
  • 8/7/2019 CRM Module

    6/14

    generation, and product knowledge. Modules for Web 2.0 e-commerce and pricing are new,emerging interests in SFA.[1]

    [edit] Marketing

    CRM systems for marketing help the enterprise identify and target potential clients and generateleads for the sales team. A key marketing capability is tracking and measuring multichannel

    campaigns, including email, search, social media, telephone and direct mail. Metrics monitoredinclude clicks, responses, leads, deals, and revenue. Alternatively, Prospect RelationshipManagement (PRM) solutions offer to track customer behaviour and nurture them from firstcontact to sale, often cutting out the active sales process altogether.In a web-focused marketing CRM solution, organizations create and track specific web activitiesthat help develop the client relationship. These activities may include such activities as freedownloads, online video content, and online web presentations.[citation needed]

    [edit] Customer service and support

    Recognizing that service is an important factor in attracting and retaining customers,organizations are increasingly turning to technology to help them improve their clients

    experience while aiming to increase efficiency and minimize costs.[4]

    Even so, a 2009 studyrevealed that only 39% of corporate executives believe their employees have the right tools andauthority to solve client problems.[5]

    [edit] Appointment

    Creating and scheduling appointments with customers is a central activity of most customeroriented businesses. Sales, customer support, and service personnel regularly spend a portion oftheir time getting in touch with customers and prospects through a variety of means to agree on atime and place for meeting for a sales conversation or to deliver customer service. AppointmentCRM is a relatively new CRM platform category in which an automated system is used to offer asuite of suitable appointment times to a customer via e-mail or through a web site. An automatedprocess is used to schedule and confirm the appointment, and place it on the appropriate person's

    calendar. Appointment CRM systems can be an origination point for a sales lead and aregenerally integrated with sales and marketing CRM systems to capture and store the interaction.

    [edit] Analytics

    Relevant analytics capabilities are often interwoven into applications for sales, marketing, andservice. These features can be complemented and augmented with links to separate, purpose-built applications for analytics and business intelligence. Sales analytics let companies monitorand understand client actions and preferences, through sales forecasting and data quality.Marketing applications generally come withpredictive analytics to improve segmentation andtargeting, and features for measuring the effectiveness of online, offline, and search marketingcampaigns. Web analytics have evolved significantly from their starting point of merely trackingmouse clicks on Web sites. By evaluating buy signals, marketers can see which prospects aremost likely to transact and also identify those who are bogged down in a sales process and needassistance. Marketing and finance personnel also use analytics to assess the value of multi-faceted programs as a whole.These types of analytics are increasing in popularity as companies demand greater visibility intothe performance of call centers and other service and support channels,[4] in order to correctproblems before they affect satisfaction levels. Support-focused applications typically includedashboards similar to those for sales, plus capabilities to measure and analyze response times,service quality, agent performance, and the frequency of various issues.

    http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=5http://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=6http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=7http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=8http://en.wikipedia.org/wiki/Predictive_analyticshttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=5http://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=6http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=7http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=8http://en.wikipedia.org/wiki/Predictive_analytics
  • 8/7/2019 CRM Module

    7/14

    [edit] Integrated/Collaborative

    Departments within enterprises especially large enterprises tend to function with littlecollaboration.[6] More recently, the development and adoption of these tools and services havefostered greater fluidity and cooperation among sales, service, and marketing. This findsexpression in the concept of collaborative systems that use technology to build bridges between

    departments. For example, feedback from a technical supportcenter can enlighten marketersabout specific services and product features clients are asking for. Reps, in their turn, want to beable to pursue these opportunities without the burden of re-entering records and contact data intoa separate SFA system.

    [edit] Small business

    Forsmall business, basic client service can be accomplished by a contact manager system: anintegrated solution that lets organizations and individuals efficiently track and recordinteractions, including emails, documents, jobs, faxes, scheduling, and more. These tools usuallyfocus on accounts rather than on individual contacts. They also generally include opportunityinsight for tracking sales pipelines plus added functionality for marketing and service. As withlarger enterprises, small businesses are finding value in online solutions, especially for mobile

    andtelecommuting workers,

    [edit] Social media

    Social mediasites likeTwitter, LinkedIn and Facebookare amplifying the voice of people in themarketplace and are having profound and far-reaching effects on the ways in which people buy.Customers can now research companies online and then ask for recommendations through socialmedia channels, making their buying decision without contacting the company.People also use social media to share opinions and experiences on companies, products andservices. As social media is not as widely moderated or censored as mainstream media,individuals can say anything they want about a company or brand, positive or negative.Increasingly, companies are looking to gain access to these conversations and take part in thedialogue. More than a few systems are now integrating to social networking sites. Social media

    promoters cite a number of business advantages, such as using online communities as a source ofhigh-quality leads and a vehicle forcrowd sourcing solutions to client-support problems.Companies can also leverage client stated habits and preferences to "hyper-target" their sales andmarketing communications.[7]

    Some analysts take the view that business-to-business marketers should proceed cautiously whenweaving social media into their business processes. These observers recommend careful marketresearch to determine if and where the phenomenon can provide measurable benefits for clientinteractions, sales and support.[8] It is stated[by whom?] that people feel their interactions are peer-to-peer between them and their contacts, and resent company involvement, sometimes respondingwith negatives about that company.

    [edit] Non-profit and membership-based

    Systems for non-profit and membership-based organizations help track constituents and theirinvolvement in the organization. Capabilities typically include tracking the following: fund-raising, demographics, membership levels, membership directories, volunteering andcommunications with individuals.Many include tools for identifying potential donors based on previous donations andparticipation. In light of the growth of social networking tools, there may be some overlapbetween social/community driven tools and non-profit/membership tools.

    http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=9http://en.wikipedia.org/wiki/Technical_supporthttp://en.wikipedia.org/wiki/Technical_supporthttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=10http://en.wikipedia.org/wiki/Small_businesshttp://en.wikipedia.org/wiki/Telecommutinghttp://en.wikipedia.org/wiki/Telecommutinghttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=11http://en.wikipedia.org/wiki/Social_mediahttp://en.wikipedia.org/wiki/Social_mediahttp://en.wikipedia.org/wiki/Twitterhttp://en.wikipedia.org/wiki/Twitterhttp://en.wikipedia.org/wiki/LinkedInhttp://en.wikipedia.org/wiki/Facebookhttp://en.wikipedia.org/wiki/Crowd_sourcinghttp://en.wikipedia.org/wiki/Crowd_sourcinghttp://en.wikipedia.org/wiki/Wikipedia:Avoid_weasel_wordshttp://en.wikipedia.org/wiki/Wikipedia:Avoid_weasel_wordshttp://en.wikipedia.org/wiki/Wikipedia:Avoid_weasel_wordshttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=12http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=9http://en.wikipedia.org/wiki/Technical_supporthttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=10http://en.wikipedia.org/wiki/Small_businesshttp://en.wikipedia.org/wiki/Telecommutinghttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=11http://en.wikipedia.org/wiki/Social_mediahttp://en.wikipedia.org/wiki/Twitterhttp://en.wikipedia.org/wiki/LinkedInhttp://en.wikipedia.org/wiki/Facebookhttp://en.wikipedia.org/wiki/Crowd_sourcinghttp://en.wikipedia.org/wiki/Wikipedia:Avoid_weasel_wordshttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=12
  • 8/7/2019 CRM Module

    8/14

    [edit] Strategy

    For larger-scale enterprises, a complete and detailed plan is required to obtain the funding,resources, and company-wide support that can make the initiative of choosing and implementinga system successfully. Benefits must be defined, risks assessed, and cost quantified in threegeneral areas:

    Processes: Though these systems have many technological components,business processes lie at its core. It can be seen as a more client-centric wayof doing business, enabled by technology that consolidates and intelligentlydistributes pertinent information about clients, sales, marketingeffectiveness, responsiveness, and market trends. Therefore, a companymust analyze its business workflows and processes before choosing atechnology platform; some will likely need re-engineering to better serve theoverall goal of winning and satisfying clients. Moreover, planners need todetermine the types of client information that are most relevant, and howbest to employ them.[2]

    People: For an initiative to be effective, an organization must convince itsstaff that the new technology and workflows will benefit employees as well asclients. Senior executives need to be strong and visible advocates who canclearly state and support the case for change. Collaboration, teamwork, andtwo-way communication should be encouraged across hierarchicalboundaries, especially with respect to process improvement.[9]

    Technology: In evaluating technology, key factors include alignment with thecompanys business process strategy and goals, including the ability todeliver the right data to the right employees and sufficient ease of adoptionand use. Platform selection is best undertaken by a carefully chosen group ofexecutives who understand the business processes to be automated as wellas the software issues. Depending upon the size of the company and thebreadth of data, choosing an application can take anywhere from a few

    weeks to a year or more.[2]

    [edit] Implementation

    [edit] Implementation issues

    Increases in revenue, higher rates of client satisfaction, and significant savings in operating costsare some of the benefits to an enterprise. Proponents emphasize that technology should beimplemented only in the context of careful strategic and operational planning.[10]

    Implementations almost invariably fall short when one or more facets of this prescription areignored:

    Poor planning: Initiatives can easily fail when efforts are limited to choosingand deploying software, without an accompanying rationale, context, and

    support for the workforce.[11]

    In other instances, enterprises simply automateflawed client-facing processes rather than redesign them according to bestpractices.

    Poor integration: For many companies, integrations are piecemeal initiativesthat address a glaring need: improving a particular client-facing process ortwo or automating a favored sales or client support channel.[12] Such pointsolutions offer little or no integration or alignment with a companys overall

    http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=13http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=13http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=14http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=14http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=15http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=13http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=14http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=15
  • 8/7/2019 CRM Module

    9/14

    strategy. They offer a less than complete client view and often lead tounsatisfactory user experiences.

    Toward a solution: overcoming siloed thinking. Experts advise organizationsto recognize the immense value of integrating their client-facing operations.In this view, internally-focused, department-centric views should be discarded

    in favor of reorienting processes toward information-sharing acrossmarketing, sales, and service. For example, sales representatives need toknow about current issues and relevant marketing promotions beforeattempting to cross-sell to a specific client. Marketing staff should be able toleverage client information from sales and service to better target campaignsand offers. And support agents require quick and complete access to aclients sales and service history.[12]

    [edit] Adoption issues

    Historically, the landscape is littered with instances of low adoption rates. In 2003, a Gartnerreport estimated that more than $1 billion had been spent on software that was not being used.More recent research indicates that the problem, while perhaps less severe, is a long way from

    being solved. According to CSO Insights, less than 40 percent of 1,275 participating companieshad end-user adoption rates above 90 percent.[13]

    In a 2007 survey from the U.K., four-fifths of senior executives reported that their biggestchallenge is getting their staff to use the systems they had installed. Further, 43 percent ofrespondents said they use less than half the functionality of their existing system; 72 percentindicated they would trade functionality for ease of use; 51 percent cited data synchronization asa major issue; and 67 percent said that finding time to evaluate systems was a major problem.[14]

    With expenditures expected to exceed $11 billion in 2010,[14] enterprises need to address andovercome persistent adoption challenges. Specialists offer these recommendations[13] for boostingadoptions rates and coaxing users to blend these tools into their daily workflow:

    Choose a system that is easy to use: not all solutions are created equal; some

    vendors offer applications that are more user-friendly a factor that shouldbe as important to the decision as is functionality.

    Choose appropriate capabilities: employees need to know that the time theyinvest in learning and in using the new system will not be wasted, indeed thatit will yieldpersonal advantages; otherwise, they will ignore or circumventthe system.

    Provide training: changing the way people work is no small task; to besuccessful, some familiarization training and help-desk support are usuallyrequired, even with todays more usable systems.

    Lead by example: upper management must use the new applicationthemselves, thereby showing employees that the top leaders fully support

    the application or else it will skew the ultimate course of the initiativetoward failure, by risking a greatly reduced rate of adoption by employees.[citation needed]

    [edit] Privacy and data security system

    One of the primary functions of these tools is to collect information about clients, thus acompany must consider the desire for privacy anddata security, as well as the legislative andcultural norms. Some clients prefer assurances that their data will not be shared with third parties

    http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=16http://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=17http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=17http://en.wikipedia.org/wiki/Data_securityhttp://en.wikipedia.org/wiki/Data_securityhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=16http://en.wikipedia.org/wiki/Wikipedia:Citation_neededhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=17http://en.wikipedia.org/wiki/Data_security
  • 8/7/2019 CRM Module

    10/14

    without their prior consent and that safeguards are in place to prevent illegal access by thirdparties.

    [edit] Market structures

    This market grew by 12.5 percent in 2008, from revenue of $8.13 billion in 2007 to $9.15 billionin 2008.[15] The following table lists the top vendors in 2006-2008 (figures in millions of US

    dollars) published in Gartnerstudies.[16][17]

    Vendor

    2008

    Revenue

    2008

    Share (%)2007

    Revenue

    2007

    Share (%)2006

    Revenue

    2006

    Share (%)

    SAP 2,055 22.5 (-2.8) 2,050.8 25.3 1,681.7 26.6

    Oracle 1,475 16.1 1,319.8 16.3 1,016.8 15.5

    Salesforce.c

    om965 10.6 676.5 8.3 451.7 6.9

    Microsoft 581 6.4 332.1 4.1 176.1 2.7

    Amdocs 451 4.9 421.0 5.2 365.9 5.6

    Others 3,620 39.6 3,289.1 40.6 2,881.6 43.7

    Total 9,147 100 8,089.3 100 6,573.8 100

    [edit] Related trends

    Many CRM vendors offer Web-based tools (cloud computing) and software as a service(SaaS),which are accessed via a secure Internet connection and displayed in a Web browser. These

    applications are sold as subscriptions, with customers not needing to invest in purchasing andmaintaining IT hardware, and subscription fees are a fraction of the cost of purchasing softwareoutright.The era of the "social customer"[18] refers to the use of social media (Twitter, Facebook,LinkedIn, Yelp, customer reviews in Amazon etc) by customers in ways that allow otherpotential customers to glimpse real world experience of current customers with the seller'sproducts and services. This shift increases the power of customers to make purchase decisionsthat are informed by other parties sometimes outside of the control of the seller or seller'snetwork. In response, CRM philosophy and strategy has shifted to encompass social networksand user communities, podcasting, and personalization in addition to internally generatedmarketing, advertising and webpage design. With the spread of self-initiated customer reviews,

    the user experience of a product or service requires increased attention to design and simplicity,as customer expectations have risen. CRM as a philosophy and strategy is growing to encompassthese broader components of the customer relationship, so that businesses may anticipate andinnovate to better serve customers, referred to as "Social CRM".Another related development is Vendor Relationship Management, or VRM, which is thecustomer-side counterpart of CRM: tools and services that equip customers to be bothindependent of vendors and better able to engage with them. VRM development has grown outof efforts by ProjectVRM at Harvard'sBerkman Center for Internet & Society andIdentity

    http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=18http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=18http://en.wikipedia.org/wiki/Gartnerhttp://en.wikipedia.org/wiki/Gartnerhttp://en.wikipedia.org/wiki/SAP_AGhttp://en.wikipedia.org/wiki/Oracle_Corporationhttp://en.wikipedia.org/wiki/Salesforce.comhttp://en.wikipedia.org/wiki/Salesforce.comhttp://en.wikipedia.org/wiki/Microsofthttp://en.wikipedia.org/wiki/Amdocshttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=19http://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=19http://en.wikipedia.org/wiki/Cloud_computinghttp://en.wikipedia.org/wiki/Software_as_a_servicehttp://en.wikipedia.org/wiki/Software_as_a_servicehttp://en.wikipedia.org/wiki/Social_CRMhttp://en.wikipedia.org/wiki/Vendor_Relationship_Managementhttp://en.wikipedia.org/wiki/Vendor_Relationship_Managementhttp://en.wikipedia.org/wiki/Berkman_Center_for_Internet_&_Societyhttp://en.wikipedia.org/wiki/Berkman_Center_for_Internet_&_Societyhttp://en.wikipedia.org/wiki/Identity_Commonshttp://en.wikipedia.org/wiki/Identity_Commonshttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=18http://en.wikipedia.org/wiki/Gartnerhttp://en.wikipedia.org/wiki/SAP_AGhttp://en.wikipedia.org/wiki/Oracle_Corporationhttp://en.wikipedia.org/wiki/Salesforce.comhttp://en.wikipedia.org/wiki/Salesforce.comhttp://en.wikipedia.org/wiki/Microsofthttp://en.wikipedia.org/wiki/Amdocshttp://en.wikipedia.org/w/index.php?title=Customer_relationship_management&action=edit&section=19http://en.wikipedia.org/wiki/Cloud_computinghttp://en.wikipedia.org/wiki/Software_as_a_servicehttp://en.wikipedia.org/wiki/Social_CRMhttp://en.wikipedia.org/wiki/Vendor_Relationship_Managementhttp://en.wikipedia.org/wiki/Berkman_Center_for_Internet_&_Societyhttp://en.wikipedia.org/wiki/Identity_Commons
  • 8/7/2019 CRM Module

    11/14

    Commons' Internet Identity Workshops, as well as by a growing number of startups andestablished companies. VRM was the subject of a cover story in the May 2010 issue ofCRMMagazine.[19]

    In a 2001 research note, META Group (now Gartner) analyst Doug Laney first proposed, definedand coined the term Extended Relationship Management. He definedXRM as the principle andpractice of applying CRM disciplines and technologies to other core enterprise constituents,primarily partners, employees and suppliers...as well as other secondary allies includinggovernment, press, and industry consortia.

    [

    Home Page >Computers > Software > Modules of CRM solutions

    Modules of CRM solutionsEdit Article | Posted: Aug 25, 2009 |Comments: 1 | Views: 2,245 |

    2Share

    Ads by Google

    Weigh Modules & PlatformsWeigh modules and platforms for process weighing by METTLERTOLEDO!www.mt.com/weigh-modules

    Safety Stock OptimizationInventory Analysis and Modeling across your entire Supply Chainwww.LLamasoft.com/Solutions

    Free Time TrackingSimple time tracker Try it for free now!Yast.com

    Siemens answers:The digital factory Answers for industry.www.siemens.com/answers

    Customer Relationship Management is the process of managing relationships with customers by

    capturing, analyzing, and storage of customer, partner, vendor details and also internal process

    information. The key functionality of a CRM solution can be studied under 3 basic modules. They are

    Marketing, Service and Sales. All these modules are Operational, Collaborative and Analytical.

    Marketing Module

    The marketing module ofCRM comprises of functionalities regarding short term execution of

    marketing related activities and long term planning within a company.

    It also helps in activities like Campaign Management, lead management and planning. Marketing

    module enables your company to run marketing campaigns using different communication channels,

    which targets potential buyers using a product or a group of products as a message. It generates sales

    related leads which then can be converted into sales.

    Service Module

    The service module of CRM focuses on how effective the system is of managing customer service

    which is planned or unplanned. It helps in activities like Service Order Management, Service Contract

    Management, Planned Services management, Warranty Management, Installed Base (Equipment)

    Management, Service Level Agreement Management, Resource Planning and Scheduling and

    Knowledge Management

    Sales Module

    http://en.wikipedia.org/wiki/Identity_Commonshttp://en.wikipedia.org/wiki/Identity_Commonshttp://en.wikipedia.org/wiki/Gartnerhttp://en.wikipedia.org/w/index.php?title=Extended_Relationship_Management&action=edit&redlink=1http://en.wikipedia.org/w/index.php?title=XRM&action=edit&redlink=1http://en.wikipedia.org/w/index.php?title=XRM&action=edit&redlink=1http://www.articlesbase.com/http://www.articlesbase.com/computers-articles/http://www.articlesbase.com/computers-articles/http://www.articlesbase.com/software-articles/http://www.articlesbase.com/myhome/articles/edit_article/1158092http://www.google.com/url?ct=abg&q=https://www.google.com/adsense/support/bin/request.py?contact=abg_afc&url=http://www.articlesbase.com/software-articles/modules-of-crm-solutions-1158092.html&hl=en&client=ca-pub-5157679868954075&adU=www.mt.com/weigh-modules&adT=Weigh+Modules+%26amp%3B+Platforms&adU=www.LLamasoft.com/Solutions&adT=Safety+Stock+Optimization&adU=Yast.com&adT=Free+Time+Tracking&adU=www.siemens.com/answers&adT=Siemens+answers:&gl=IN&usg=AFQjCNEKpAKLNDmlWPuS4FWfT9tKM7fK8whttp://googleads.g.doubleclick.net/aclk?sa=L&ai=Bz1v_eSyoTYyuIYXNcK_nwZ0G-8aa3wH7kYr-FvXIu_kv8KzRARABGAEgz9CuAygEOABQ797WuP______AWDl0ueDzA6yARR3d3cuYXJ0aWNsZXNiYXNlLmNvbboBCTcyOHg5MF9qc8gBAdoBU2h0dHA6Ly93d3cuYXJ0aWNsZXNiYXNlLmNvbS9zb2Z0d2FyZS1hcnRpY2xlcy9tb2R1bGVzLW9mLWNybS1zb2x1dGlvbnMtMTE1ODA5Mi5odG1sqQI0f0ohiUi4PsgCnZHjBqgDAegD1gLoA70K6APVAugDBfUDAgAABA&num=1&sig=AGiWqtwQW-nTYjm-VZSL5Z4Vj6mY3Vso8g&client=ca-pub-5157679868954075&adurl=http://www.econda-monitor.de/link/stnf?emkd=2335360&pbid=1&advid=104&target=http%3A%2F%2Fwww.mt.com%2Fglobal%2Fen%2Fhome.html%3Fsem%3D07060123&adword=sem/google/gen-en-row-con-pr-cpc/weigh-modules/6076855083/Weighing%20modules/www.articlesbase.com/http://googleads.g.doubleclick.net/aclk?sa=L&ai=Bz1v_eSyoTYyuIYXNcK_nwZ0G-8aa3wH7kYr-FvXIu_kv8KzRARABGAEgz9CuAygEOABQ797WuP______AWDl0ueDzA6yARR3d3cuYXJ0aWNsZXNiYXNlLmNvbboBCTcyOHg5MF9qc8gBAdoBU2h0dHA6Ly93d3cuYXJ0aWNsZXNiYXNlLmNvbS9zb2Z0d2FyZS1hcnRpY2xlcy9tb2R1bGVzLW9mLWNybS1zb2x1dGlvbnMtMTE1ODA5Mi5odG1sqQI0f0ohiUi4PsgCnZHjBqgDAegD1gLoA70K6APVAugDBfUDAgAABA&num=1&sig=AGiWqtwQW-nTYjm-VZSL5Z4Vj6mY3Vso8g&client=ca-pub-5157679868954075&adurl=http://www.econda-monitor.de/link/stnf?emkd=2335360&pbid=1&advid=104&target=http%3A%2F%2Fwww.mt.com%2Fglobal%2Fen%2Fhome.html%3Fsem%3D07060123&adword=sem/google/gen-en-row-con-pr-cpc/weigh-modules/6076855083/Weighing%20modules/www.articlesbase.com/http://googleads.g.doubleclick.net/aclk?sa=l&ai=BOb5HeSyoTYyuIYXNcK_nwZ0Grd-11gGNivrMFsCNtwHA0HcQAhgCIM_QrgMoBDgAUMrXtN0DYOXS54PMDqABsriM_wOyARR3d3cuYXJ0aWNsZXNiYXNlLmNvbboBCTcyOHg5MF9qc8gBAdoBU2h0dHA6Ly93d3cuYXJ0aWNsZXNiYXNlLmNvbS9zb2Z0d2FyZS1hcnRpY2xlcy9tb2R1bGVzLW9mLWNybS1zb2x1dGlvbnMtMTE1ODA5Mi5odG1sgAIBqAMB6APWAugDvQroA9UC6AMF9QMCAAAE&num=2&sig=AGiWqtxFbhQoabEai2t2qFLv-Bix06zydQ&client=ca-pub-5157679868954075&adurl=http://www.llamasoft.com/Solutions/SupplyChainNetworkDesign.aspx?pi_ad_id=5970907085http://googleads.g.doubleclick.net/aclk?sa=l&ai=BOb5HeSyoTYyuIYXNcK_nwZ0Grd-11gGNivrMFsCNtwHA0HcQAhgCIM_QrgMoBDgAUMrXtN0DYOXS54PMDqABsriM_wOyARR3d3cuYXJ0aWNsZXNiYXNlLmNvbboBCTcyOHg5MF9qc8gBAdoBU2h0dHA6Ly93d3cuYXJ0aWNsZXNiYXNlLmNvbS9zb2Z0d2FyZS1hcnRpY2xlcy9tb2R1bGVzLW9mLWNybS1zb2x1dGlvbnMtMTE1ODA5Mi5odG1sgAIBqAMB6APWAugDvQroA9UC6AMF9QMCAAAE&num=2&sig=AGiWqtxFbhQoabEai2t2qFLv-Bix06zydQ&client=ca-pub-5157679868954075&adurl=http://www.llamasoft.com/Solutions/SupplyChainNetworkDesign.aspx?pi_ad_id=5970907085http://googleads.g.doubleclick.net/aclk?sa=l&ai=B5v9UeSyoTYyuIYXNcK_nwZ0G7-mJ9AGX1Mu4JsCNtwHw2pUCEAMYAyDP0K4DKAQ4AFDo2syxAmDl0ueDzA6gAfmS3d8DsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbIACAakCqBebmfnPiD6oAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=3&sig=AGiWqtz2V7VAyUjeOUEiOljDVbmWLkrPKQ&client=ca-pub-5157679868954075&adurl=http://www.yast.comhttp://googleads.g.doubleclick.net/aclk?sa=l&ai=B5v9UeSyoTYyuIYXNcK_nwZ0G7-mJ9AGX1Mu4JsCNtwHw2pUCEAMYAyDP0K4DKAQ4AFDo2syxAmDl0ueDzA6gAfmS3d8DsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbIACAakCqBebmfnPiD6oAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=3&sig=AGiWqtz2V7VAyUjeOUEiOljDVbmWLkrPKQ&client=ca-pub-5157679868954075&adurl=http://www.yast.comhttp://googleads.g.doubleclick.net/aclk?sa=L&ai=BVZPIeSyoTYyuIYXNcK_nwZ0G4MqN_wG4gdahGsCNtwGAph0QBBgEIM_QrgMoBDgAUKWO4Qtg5dLng8wOsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbKkCNH9KIYlIuD7IAvC6pReoAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=4&sig=AGiWqtxulEsxBu2VoO8y50CdZ_aB_IyGSQ&client=ca-pub-5157679868954075&adurl=http://de2.komtrack.com/tr/400030/c/e2FjYzoiNTE3NjQ0NzgyOSIsIGNtcGduOiJDb250ZW50IiwgYmFzZUNtcGduOiJDb250ZW50IiwgYWRHcnA6IjE5NDE1Mjc5MTIkJElOIEluZHVzdHJ5X0Zhc3RlciBUbyBNYXJrZXQiLCBkbDoiaHR0cDovL3d3dy5zaWVtZW5zLmNvbS9hbnN3ZXJzL2luL2VuL2luZGV4Lmh0bT9zdGM9aW5jY2MwMjAwMDgiLCBjdXN0b21lcjoiMTAyNTMwIiwgcGlkOiIxOTQxNTI3OTEyIn0?adDist=google&network=content&kw=automation%20systems&mt=&creativeId=6953082080&kcId=651503http://googleads.g.doubleclick.net/aclk?sa=L&ai=BVZPIeSyoTYyuIYXNcK_nwZ0G4MqN_wG4gdahGsCNtwGAph0QBBgEIM_QrgMoBDgAUKWO4Qtg5dLng8wOsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbKkCNH9KIYlIuD7IAvC6pReoAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=4&sig=AGiWqtxulEsxBu2VoO8y50CdZ_aB_IyGSQ&client=ca-pub-5157679868954075&adurl=http://de2.komtrack.com/tr/400030/c/e2FjYzoiNTE3NjQ0NzgyOSIsIGNtcGduOiJDb250ZW50IiwgYmFzZUNtcGduOiJDb250ZW50IiwgYWRHcnA6IjE5NDE1Mjc5MTIkJElOIEluZHVzdHJ5X0Zhc3RlciBUbyBNYXJrZXQiLCBkbDoiaHR0cDovL3d3dy5zaWVtZW5zLmNvbS9hbnN3ZXJzL2luL2VuL2luZGV4Lmh0bT9zdGM9aW5jY2MwMjAwMDgiLCBjdXN0b21lcjoiMTAyNTMwIiwgcGlkOiIxOTQxNTI3OTEyIn0?adDist=google&network=content&kw=automation%20systems&mt=&creativeId=6953082080&kcId=651503http://googleads.g.doubleclick.net/aclk?sa=L&ai=BVZPIeSyoTYyuIYXNcK_nwZ0G4MqN_wG4gdahGsCNtwGAph0QBBgEIM_QrgMoBDgAUKWO4Qtg5dLng8wOsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbKkCNH9KIYlIuD7IAvC6pReoAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=4&sig=AGiWqtxulEsxBu2VoO8y50CdZ_aB_IyGSQ&client=ca-pub-5157679868954075&adurl=http://de2.komtrack.com/tr/400030/c/e2FjYzoiNTE3NjQ0NzgyOSIsIGNtcGduOiJDb250ZW50IiwgYmFzZUNtcGduOiJDb250ZW50IiwgYWRHcnA6IjE5NDE1Mjc5MTIkJElOIEluZHVzdHJ5X0Zhc3RlciBUbyBNYXJrZXQiLCBkbDoiaHR0cDovL3d3dy5zaWVtZW5zLmNvbS9hbnN3ZXJzL2luL2VuL2luZGV4Lmh0bT9zdGM9aW5jY2MwMjAwMDgiLCBjdXN0b21lcjoiMTAyNTMwIiwgcGlkOiIxOTQxNTI3OTEyIn0?adDist=google&network=content&kw=automation%20systems&mt=&creativeId=6953082080&kcId=651503http://www.interprise.co.uk/product-information/modules/crm.htmlhttp://en.wikipedia.org/wiki/Identity_Commonshttp://en.wikipedia.org/wiki/Gartnerhttp://en.wikipedia.org/w/index.php?title=Extended_Relationship_Management&action=edit&redlink=1http://en.wikipedia.org/w/index.php?title=XRM&action=edit&redlink=1http://www.articlesbase.com/http://www.articlesbase.com/computers-articles/http://www.articlesbase.com/software-articles/http://www.articlesbase.com/myhome/articles/edit_article/1158092http://www.google.com/url?ct=abg&q=https://www.google.com/adsense/support/bin/request.py?contact=abg_afc&url=http://www.articlesbase.com/software-articles/modules-of-crm-solutions-1158092.html&hl=en&client=ca-pub-5157679868954075&adU=www.mt.com/weigh-modules&adT=Weigh+Modules+%26amp%3B+Platforms&adU=www.LLamasoft.com/Solutions&adT=Safety+Stock+Optimization&adU=Yast.com&adT=Free+Time+Tracking&adU=www.siemens.com/answers&adT=Siemens+answers:&gl=IN&usg=AFQjCNEKpAKLNDmlWPuS4FWfT9tKM7fK8whttp://googleads.g.doubleclick.net/aclk?sa=L&ai=Bz1v_eSyoTYyuIYXNcK_nwZ0G-8aa3wH7kYr-FvXIu_kv8KzRARABGAEgz9CuAygEOABQ797WuP______AWDl0ueDzA6yARR3d3cuYXJ0aWNsZXNiYXNlLmNvbboBCTcyOHg5MF9qc8gBAdoBU2h0dHA6Ly93d3cuYXJ0aWNsZXNiYXNlLmNvbS9zb2Z0d2FyZS1hcnRpY2xlcy9tb2R1bGVzLW9mLWNybS1zb2x1dGlvbnMtMTE1ODA5Mi5odG1sqQI0f0ohiUi4PsgCnZHjBqgDAegD1gLoA70K6APVAugDBfUDAgAABA&num=1&sig=AGiWqtwQW-nTYjm-VZSL5Z4Vj6mY3Vso8g&client=ca-pub-5157679868954075&adurl=http://www.econda-monitor.de/link/stnf?emkd=2335360&pbid=1&advid=104&target=http%3A%2F%2Fwww.mt.com%2Fglobal%2Fen%2Fhome.html%3Fsem%3D07060123&adword=sem/google/gen-en-row-con-pr-cpc/weigh-modules/6076855083/Weighing%20modules/www.articlesbase.com/http://googleads.g.doubleclick.net/aclk?sa=L&ai=Bz1v_eSyoTYyuIYXNcK_nwZ0G-8aa3wH7kYr-FvXIu_kv8KzRARABGAEgz9CuAygEOABQ797WuP______AWDl0ueDzA6yARR3d3cuYXJ0aWNsZXNiYXNlLmNvbboBCTcyOHg5MF9qc8gBAdoBU2h0dHA6Ly93d3cuYXJ0aWNsZXNiYXNlLmNvbS9zb2Z0d2FyZS1hcnRpY2xlcy9tb2R1bGVzLW9mLWNybS1zb2x1dGlvbnMtMTE1ODA5Mi5odG1sqQI0f0ohiUi4PsgCnZHjBqgDAegD1gLoA70K6APVAugDBfUDAgAABA&num=1&sig=AGiWqtwQW-nTYjm-VZSL5Z4Vj6mY3Vso8g&client=ca-pub-5157679868954075&adurl=http://www.econda-monitor.de/link/stnf?emkd=2335360&pbid=1&advid=104&target=http%3A%2F%2Fwww.mt.com%2Fglobal%2Fen%2Fhome.html%3Fsem%3D07060123&adword=sem/google/gen-en-row-con-pr-cpc/weigh-modules/6076855083/Weighing%20modules/www.articlesbase.com/http://googleads.g.doubleclick.net/aclk?sa=l&ai=BOb5HeSyoTYyuIYXNcK_nwZ0Grd-11gGNivrMFsCNtwHA0HcQAhgCIM_QrgMoBDgAUMrXtN0DYOXS54PMDqABsriM_wOyARR3d3cuYXJ0aWNsZXNiYXNlLmNvbboBCTcyOHg5MF9qc8gBAdoBU2h0dHA6Ly93d3cuYXJ0aWNsZXNiYXNlLmNvbS9zb2Z0d2FyZS1hcnRpY2xlcy9tb2R1bGVzLW9mLWNybS1zb2x1dGlvbnMtMTE1ODA5Mi5odG1sgAIBqAMB6APWAugDvQroA9UC6AMF9QMCAAAE&num=2&sig=AGiWqtxFbhQoabEai2t2qFLv-Bix06zydQ&client=ca-pub-5157679868954075&adurl=http://www.llamasoft.com/Solutions/SupplyChainNetworkDesign.aspx?pi_ad_id=5970907085http://googleads.g.doubleclick.net/aclk?sa=l&ai=BOb5HeSyoTYyuIYXNcK_nwZ0Grd-11gGNivrMFsCNtwHA0HcQAhgCIM_QrgMoBDgAUMrXtN0DYOXS54PMDqABsriM_wOyARR3d3cuYXJ0aWNsZXNiYXNlLmNvbboBCTcyOHg5MF9qc8gBAdoBU2h0dHA6Ly93d3cuYXJ0aWNsZXNiYXNlLmNvbS9zb2Z0d2FyZS1hcnRpY2xlcy9tb2R1bGVzLW9mLWNybS1zb2x1dGlvbnMtMTE1ODA5Mi5odG1sgAIBqAMB6APWAugDvQroA9UC6AMF9QMCAAAE&num=2&sig=AGiWqtxFbhQoabEai2t2qFLv-Bix06zydQ&client=ca-pub-5157679868954075&adurl=http://www.llamasoft.com/Solutions/SupplyChainNetworkDesign.aspx?pi_ad_id=5970907085http://googleads.g.doubleclick.net/aclk?sa=l&ai=B5v9UeSyoTYyuIYXNcK_nwZ0G7-mJ9AGX1Mu4JsCNtwHw2pUCEAMYAyDP0K4DKAQ4AFDo2syxAmDl0ueDzA6gAfmS3d8DsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbIACAakCqBebmfnPiD6oAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=3&sig=AGiWqtz2V7VAyUjeOUEiOljDVbmWLkrPKQ&client=ca-pub-5157679868954075&adurl=http://www.yast.comhttp://googleads.g.doubleclick.net/aclk?sa=l&ai=B5v9UeSyoTYyuIYXNcK_nwZ0G7-mJ9AGX1Mu4JsCNtwHw2pUCEAMYAyDP0K4DKAQ4AFDo2syxAmDl0ueDzA6gAfmS3d8DsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbIACAakCqBebmfnPiD6oAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=3&sig=AGiWqtz2V7VAyUjeOUEiOljDVbmWLkrPKQ&client=ca-pub-5157679868954075&adurl=http://www.yast.comhttp://googleads.g.doubleclick.net/aclk?sa=L&ai=BVZPIeSyoTYyuIYXNcK_nwZ0G4MqN_wG4gdahGsCNtwGAph0QBBgEIM_QrgMoBDgAUKWO4Qtg5dLng8wOsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbKkCNH9KIYlIuD7IAvC6pReoAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=4&sig=AGiWqtxulEsxBu2VoO8y50CdZ_aB_IyGSQ&client=ca-pub-5157679868954075&adurl=http://de2.komtrack.com/tr/400030/c/e2FjYzoiNTE3NjQ0NzgyOSIsIGNtcGduOiJDb250ZW50IiwgYmFzZUNtcGduOiJDb250ZW50IiwgYWRHcnA6IjE5NDE1Mjc5MTIkJElOIEluZHVzdHJ5X0Zhc3RlciBUbyBNYXJrZXQiLCBkbDoiaHR0cDovL3d3dy5zaWVtZW5zLmNvbS9hbnN3ZXJzL2luL2VuL2luZGV4Lmh0bT9zdGM9aW5jY2MwMjAwMDgiLCBjdXN0b21lcjoiMTAyNTMwIiwgcGlkOiIxOTQxNTI3OTEyIn0?adDist=google&network=content&kw=automation%20systems&mt=&creativeId=6953082080&kcId=651503http://googleads.g.doubleclick.net/aclk?sa=L&ai=BVZPIeSyoTYyuIYXNcK_nwZ0G4MqN_wG4gdahGsCNtwGAph0QBBgEIM_QrgMoBDgAUKWO4Qtg5dLng8wOsgEUd3d3LmFydGljbGVzYmFzZS5jb226AQk3Mjh4OTBfanPIAQHaAVNodHRwOi8vd3d3LmFydGljbGVzYmFzZS5jb20vc29mdHdhcmUtYXJ0aWNsZXMvbW9kdWxlcy1vZi1jcm0tc29sdXRpb25zLTExNTgwOTIuaHRtbKkCNH9KIYlIuD7IAvC6pReoAwHoA9YC6AO9CugD1QLoAwX1AwIAAAQ&num=4&sig=AGiWqtxulEsxBu2VoO8y50CdZ_aB_IyGSQ&client=ca-pub-5157679868954075&adurl=http://de2.komtrack.com/tr/400030/c/e2FjYzoiNTE3NjQ0NzgyOSIsIGNtcGduOiJDb250ZW50IiwgYmFzZUNtcGduOiJDb250ZW50IiwgYWRHcnA6IjE5NDE1Mjc5MTIkJElOIEluZHVzdHJ5X0Zhc3RlciBUbyBNYXJrZXQiLCBkbDoiaHR0cDovL3d3dy5zaWVtZW5zLmNvbS9hbnN3ZXJzL2luL2VuL2luZGV4Lmh0bT9zdGM9aW5jY2MwMjAwMDgiLCBjdXN0b21lcjoiMTAyNTMwIiwgcGlkOiIxOTQxNTI3OTEyIn0?adDist=google&network=content&kw=automation%20systems&mt=&creativeId=6953082080&kcId=651503http://www.interprise.co.uk/product-information/modules/crm.html
  • 8/7/2019 CRM Module

    12/14

    The Sales Module ofCRM Solutions focuses on the sales team of the company to manage and execute

    the pre-sales process, making it more organized. The sales teams in most companies are responsible

    for capturing any leads or opportunities, capturing customer interaction, the CRM helps them process

    this data and monitor it in the future. This helps in organizing all relevant data received and captured

    for a deal to be put into one place, it could hold data as expected budget, total spending, prospective

    customers, key players, products interested in, important dates and expected closing dates of a deal.

    Each of these can be stand alone applications depending on organizational need. It is important that

    the right software is selected and more importantly implemented correctly for any CRM to be effective.

    Read more: http://www.articlesbase.com/software-articles/modules-of-crm-solutions-

    1158092.html#ixzz1Jag8EpTx

    Under Creative Commons License: Attribution

    ANY ALL

    CRM - Integrated CRM Module (with GSM And CTI interface)

    Bottom of Form

    Executive Summary

    Modules

    Description

    Salient Features

    Executive Summary

    In todays industry scenario the basis of growth not only depends on the

    marketing strategy of the

    company but also on the quality of service provided by the company to theirexisting clients and their future clients.

    As well as know that customer retention has become the backbone of any

    companys growth, our

    http://www.interprise.co.uk/http://creativecommons.org/licenses/by/3.0http://www.interprise.co.uk/http://creativecommons.org/licenses/by/3.0
  • 8/7/2019 CRM Module

    13/14

    automated system gives the company an edge to do so. This module has beendesigned in such a way that it is highly user friendly and can be customized

    according to the companys working needs.

    Modules

    This integrated solution consists of Four modules:

    Caller ID Module

    Tele-Calling Module CRM module

    B2C Module

    Modules

    This integrated solution consists of Four modules:

    Caller ID Module Tele-Calling Module

    CRM module B2C Module

    DESCRIPTION

    Caller ID Module identifies the Caller prior to answering the call and sends the

    request to CRM Module which displays the Sales-Order-Feedback history of the

    Caller.Using Tele-Calling Module the tele-caller can call the person from the software

    itself and can talk using a Headphone Set. This makes the work of the tele-callervery easy as he/ she doesnt have to pick up the phone every time a call has to

    be made. Further the feedback of the call can be entered in the software whilethe call is in progress thus saving time and increasing efficiency. The incoming

    calls can also be answered through this module. Also the system has an ability toauto-answer the calls received by it. This

    software is a total replacement of IVR based systems at a very nominal costcompared to IVR systems.

    CRM module manages all the details of callers/clients. Also the various reports

    can be generated from this

  • 8/7/2019 CRM Module

    14/14

    module which is as under: Calls received

    Calls made Calls made with results

    Calls to be completed

    B2C MODULEThis module provides a fast and reliable way of advertising using moderntechnique to reach out to the customers. It uses SMS (Short Messaging Service)

    provided by all Mobile Service providers as a mode to marketing.

    Salient Features

    Caller ID based solution.

    Uses a Headphone set to make/ receive calls from the computer.

    Auto Answering Facility.

    SMS Broadcasting Facility.

    No need of telephone set.

    Highly user friendly.