CRM
Description
Custom Relation Management comes with a basic setup that fits most companies, but you are supposed to fit it to your specific needs.
Many organizations differ greatly in ways that should affect the CRM: Delivery format, Customer journey, B2B vs B2C
If your company is special, so should your CRM be.
User profiles
- Sales
- Phoners
- Managers
Content
- Accounts, Followups
- Oppertunities, Sales, Deliveries
- Contacts, Interests, Roles
- Activities, Meetings
- Products, Pricing
- KPI
Relations
- Part of Delivery management at some customers
- Reuses data in Support system
- Includes Net Promoter Score (NPS)