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The CRM, which stands for Customer Relationship Management , is an application that (CRM) application provides ways to automate and standartize the standardize the interactions with the potential and existing customers, and trace track the progress for the opportunities on all stages, starting with the of opportunities from an initial interest up to making the a closed deal.. Apart from that, you can connect opportunities to the marketing companies, register certificates issued to the employees and save information about all content related to the leads and opportunities.

This section of SimpleOne documentation provides guide guidance on how to effectively configure and manage the CRM application in effective manner. It includes , including general system settings, sales, marketing marketing, content, kanban boards and certifications.

Getting Started with CRM

Start setting up your system: study by learning about the roles included in the "out-of-the-box" CRM application, configure the selling directions for you employeesyour employees, add products and install the SharePoint.

Sales

Learn about the sales procedures , which that include the processing of the leads and opportunities and adding information about the client companies, partner companies and contacts contacts, customer and partner campaigns to the system.

Marketing

Study Discover the marketing tools of the CRM application: learn how to create marketing companies, lists and offerings.

Content

In this section, you can read about the content management tools of the CRM application. You can trace the progress Track the life cycle of the content development from the thematic pool idea creation to the publication, create references from the based on the succesful opportunities, and save information about the tags and publications.

Certifications

The certificates can be issued to the employees to confirm their qualifications. Study the Learn about the instruments that allow you to create certifications and issue certificates based on them. 

Related Actions

Learn how to add related records from the Lead, Opportunity and Marketing Campaign forms: tasks, actions, emails, meetings and calls. You can log all communication and progress for the record with the related actions across an entity in one place.

Boards Configuration

The CRM kanban - boards of the CRM application can be adjusted customized to suit your needs. Read about the options for their configuration in this article. 

CRM properties

This article describes the system properties related to the CRM application.