The CRM solution, also known as Customer Relationship Management, 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 connect opportunities to the marketing companies, register certificates for the employees ans save informatino about all content related to the leads and opportunities.
This section of SimpleOne documentation provides guides on how to configure, use and manage the CRM application in effective manner. It includes sales, marketing, content creation and certifications.
Start setting up your system: study the roles included in the "out-of-the-box" CRM applications, configure the selling directions for you employees, add products and install the SharePoint.
Learn about the sales procedures, including work with leads and opportunities, as well as saving data about the clients companies, contacts and partners.
Get to know the marketing tools of the CRM application. Learn how to create marketing companies, lists and offerings.
In this section, you can read about the content management tools available in the CRM application. You can trace the progress of the content flow from the thematic pool to publication, create references from the succesful opportunities and save information about tags and publications.
Study the instruments that allow you to create certifications and give certificates based on them to the employees.
Get to know the options for the configuration of CRM application kanban-boards.
This article describes system properties related to CRM application.