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The CRM solution, also known as Customer Relationship Management , (CRM) application provides ways to automate and standartize the process of products and services provision to the customers, trace all stages of iteractino with the customer, stsrting from initial interest up to making the deal, to standardize the interactions with the potential and existing customers, and track the progress of opportunities from an initial interest to a closed deal.. Apart from that, you can connect opportunities to the marketing companies, register certificates for issued to the employees ans and save informatino information about all content related to the leads and opportunities.

This section of SimpleOne documentation provides guides guidance on how to effectively configure , use and manage the CRM application in effective manner. It includes , including general system settings, sales, marketing marketing, content creation , 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 applicationsapplication, configure the selling directions for you employeesyour employees, add products and install the SharePoint.

Sales

Learn about the sales procedures , including work with that include processing of leads and opportunities , as well as saving data about the clients companies, contacts and partners and adding contacts, customer and partner companies to the system.

Marketing

Get to know Discover the marketing tools of the CRM application. Learn : learn how to create marketing companiescampaigns, lists and offerings.

Content

In this section, you can read about the content management tools available in the of CRM application. You can trace the progress Track the life cycle of the content flow 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

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

Related Actions

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

Boards Configuration

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

CRM properties

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