Introduction to CRM

The CRM (customer relationship manager) allows businesses to save time and grow profits by implementing workflows to generate, nurture and close customer leads.

CRM benefits

• Automation of sales processes

• Customer Support & Services

• Marketing Automation

• Inventory Management

• Calendar & Activity Management

• Introduction to CRM

• Open the CRM

• The CRM Admin Console

• The Home Console

• Configure your Preferences

• Use Search Option and Filter Option in CRM

• Marketing and Sales

• Campaigns

• Leads

• Organizations

• Contacts

• Opportunities

• Quotes

• Invoices

• Sales Orders

• Inventory

• Assets

• Products

• Services

• Price Books

• Vendors

• Purchase Orders

• Tools

• Email Templates

• Add Websites Bookmarks

• View and Manage Calendars
  

• Recycle Bin

• Analytics

• Generate a Report

• Manage Reports

• Configure CRM Settings

• Custom Views