Navigation:  »No topics above this level«

2 Fundamentals of Total Enterprise CRM

Previous pageReturn to chapter overviewNext page

'Customer Relationship Management', or CRM, is a strategic tool for managing and organising a company’s interactions with customers and sales prospects. It is designed to help your organisation acquire and retain customers and reduce time spent on administrative tasks. At its core, it provides a robust account management system that automatically tracks activities and revenue.

 

Before using Total Enterprise CRM, you should be familiar with the basics of CRM.

 

In this section, you can learn more about:

 

company
contact
product
marketing
invoicing
communications
calendar
administration
activity
document
opportunity
dashboard.