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Home
> Industries Home > Relevant
Modules >
Customer Relationship Management (CRM) |
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Customer
Relationship Management or CRM is a valuable tool for keeping
track of interactions with customers and prospects. TheRelevant
CRM Module extends typical customer and prospect data by adding
a database of contacts, activities, and status codes. The
CRM Workbench is accessible from the Customer or Prospect
Master screens and is linked to all major CRM functions. You
can see which campaigns generated leads, which leads converted
to true prospects, which activities produced results, and
the status of any prospect or customer at any point in time.
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Functions |
- CRM Workbench
- Activity Tracking
- Customer Database
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- Prospect Database
- Incident Reporting
- Fulfillment
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| Features |
- Activity Status
- Activity Maintenance
- Activities Access
Levels
- Executive Activities
- User-definable Codes
and Fields
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- Multiple Contact Maintenance
- Convert Prospects
to Customers
- Lead Source and Effectivity
- Campaign Tracking
- Hot List Functionality
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Download
the CRM Data Sheet in PDF Format
Download
all Relevant Data Sheets in PDF Format
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