(Click on the letters to the right to see a corresponding description)

 

A

 

 

 

B

 

 

C

 

 

 

D

 

 

 

 

 

E

 

F

 

 

 

CRM System Descriptions::


A)


This area represents all existing and future channels of communication with prospects, customers, partners, suppliers and company personnel. Channels can range in type from telephone calls, faxes, direct mail and physical meetings to emails, web forms and on-line demonstrations.
B) These are the various "client" views of your data made possible by the CRM application. Depending upon the role and responsibilities of a given user they will have access and rights to different areas of the data, as well as the functionality they need to complete their various tasks. They simply log into the system through their computer and see the appropriate view.
C) There are a number of ways to securely access the system, depending upon a given users needs and requirements. Through a desktop located locally or remotely, via any computer with an internet connection and web browser or with a number of mobile devices like Palm VIIs or Kyocera phones.
D) CRM applications have many standard types of built-in functionality, which may vary slightly depending upon the particular application chosen. Additional functionality can also be added via 3rd party developers or custom development. Visit our FrontOffice Solution Page for more information.
E) An extremely important part of your solution is the database, which the users are populating over time via your CRM application. The database should always be open and industry standard, this allows you to easily integrate with other applications and move your data wherever you require in the future.
F) Your systems integration with other applications is another important concept. Although the requirements for any given engagement will vary, the ability to integrate with current or future applications is a must. For example; wouldn't your sales people like to write an order or see what a particular client has purchased to date from within the CRM / Contact Management Application? This is achieved by integration with the accounting system. Is there data within the CRM application that would be useful to push out to clients on the website? Integration with the webserver makes this possible.
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