CRM
part of the BizAutomation product line, by BizAutomation.com
- Contact Management (Task, Call, Named Action items)
- Opportunity Pipeline Mgt (Create a selling process comprised of milestones & stages).
- Sales Forecasting
- Proposal Generator
- Marketing
- Campaign Tracking - Including the ability to use Invoice information for automatically impacting Campaign ROI
- Email Broadcasting - Profile your database, Create an email template, then broadcast out to found record set.
- Drip Campaigns - Put leads on a series of automates email templates and action items.
- Web to lead / prospect / account with workflow - CSS / HTML enabled forms to capture lead information, then route to qualification questionnaire for profiling before creating lead or prospect record.
- Survey Management
- Service & Support Case Management
- When creating a case, you can reference the item at the core of the issue, from recent orders (including image of the item). Whether being created internally or from the portal.
Other Applications
The following applications are designed to work hand-in-hand with CRM:
- Accounting
- CRM
- Customer & Partner Portal
- Document Management
- E-Commerce
- Email Management
- ERP
- HR
- Project Management
"CRM" is part of the BizAutomation line of products, developed by BizAutomation.com.
Related Products
"CRM" is part of the BizAutomation line of products, developed by BizAutomation.com.
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Industries
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