What is CRM?
CRM Process and Sub Groups
How to Select a CRM Software Product?
As a User / Admin I should be able to:
- Create Contact and Manage contact.
- Generate Leads and run campaigns.
- Manage Account and Create Accounts.
- Should be able to integrate to Email.
- Should be able to qualify lead / opportunity.
- Send quotes and proposals.
- Should be able attach documents.
- Integrate with phone system.
- Notifications, workflows.
- Realtime reportsing.
- import and export data.
- Manager user and assign permissions.
- Send Surveys and Portal capability to manage data.
- Mobile friendly.
|BPM Online CRM|
|Pipleline deals CRM|
CRM Events and Conferences