Customer Relationship Management (CRM) plays a vital role in any business/organization administers the interaction process with their customers. CRM System have a wide variety of communication channels including a company’s website, telephone, live chat, marketing materials, social media, IVR, WhatsApp etc. CRM helps the business owners to learn more about their targeted audience and how to best cater for their needs. CRM can also help the team to schedule the customers for on-time responses and also helps to convert lead to sales.
Lead Source – A lead source is a source from which the leads are generated
Opportunity Type – Opportunity like Sales, Support, Maintenance, Renewal, Partnership etc
Sales Stage – A sales stage indicates the level at which an opportunity in the sales cycle
Sales Person – A sales person is an employee who sells your products/services
Customer Group – Customer Group is an aggregation of customers that are similar in some way.
CRM Analytics – You can analyze your sales funnel and the quality of prospects
Appointment – Appointment document type can be used to schedule and manage interaction
Social Media Post – Social Media Post is used to create and schedule a post in Facebook, Twitter, etc
CRM Sales Process involves the following
Lead – A lead is a potential customer who might be interested in your product/service.
Opportunity – Opportunity is a qualified lead i.e., when they decide to consider your offering.
Customer – A Customer, who receives services or products for a monetary consideration.
Campaign – A campaign is a full-scale implementation of a sales strategy to promote
