, is an application that provides ways to automate and the interactions with the potential and existing customerace the progress for the opportunities on all stages, starting with the initial interest up to making the 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 on how to configure and manage the CRM application in effective manner. It includes general system settings, sales, marketing, content, kanban boards and certifications.
Start setting up your system: the roles included in the "out-of-the-box" CRM application, configure the for employees, add products and install the SharePoint.
Learn about the sales , which include the processing of the leads and opportunities and adding information about the client companies, partner companies and contacts to the system.
the marketing tools of the CRM application: learn how to create marketing , lists and offerings.
In this section, you can read about the content management tools of . of the content development from the thematic pool to publication, create references the opportunitd save information about the tags and publications.
The certificates can be issued to the employees to confirm their qualifications. the instruments that allow you to create certifications and issue certificates based on them.
Learn how to add related records from the , Opportunity and Marketing Campaign forms: tasks, actions, emails, meetings and calls. You can log all communication and with the related actions.
The of the CRM application can be adjusted to your needs. Read about the options for their configuration in this article.
This article describes the system properties related to the CRM application.
