Tag: CRM

Assets allow you to track specific information about the products and services purchased or installed by customer accounts or contacts Use assets to track everything you need to know about ....

The customer engagement score is a single number that is used to measure how engaged your customers and free trial prospects are. Each customer has their own score based on ....

Lead is nothing but information about an organization or an individual person who is interested in your product. Lead Source is the primary source from which the lead is generated. ....

Opportunity is a potential revenue generating event. Opportunity Life Cycle is nothing but how an Opportunity moves from one stage to another and how it is finally closed. Cheers!!!

Product2 A product that your organization sells. Pricebook2 A price book that contains the list of products (Product2 records) that your organization sells. 1. Each organization has one standard price ....

Credit Note is nothing but a form or letter issued by the seller to the buyer. If the purchaser paid extra money to the goods purchased, the seller will provide a Credit ....

Debit Note is nothing but a form or letter issued by the seller to the buyer. If the purchaser didn't pay the full  amount for the goods purchased, the seller will provide ....

Sales Process flow starts from Leads(Prospects) i.e. Creation of Leads --> Conversion of Leads once qualified (Potential Identified) --> Converting Lead to Account, Contact & Opportunity for New customer Or ....

Check this http://www.openlearningworld.com/books/CRM/The%20Importance%20of%20Customer%20Relationship/index.html Cheers!!!

Contact center plays a vital role in CRM. A contact center is a feature provided by an enterprise to manage all their customers related contacts. Customers may contact through Email, ....