For both sales prospecting and customer service it is necessary to initiate activities or tasks. These tasks may involve sending a letter or email, or an agent calling the customer.
They may also involve a series of tasks where the completion of one task initiates a second or subsequent tasks e.g. the customer service letter followed up by a call back one week later, followed by an email in six months.
CRM Sales Manager will automate and control all of these processes.
It allows users to:-
- Define and diarize tasks
- Link tasks to actions and goals
- Automate task creation through triggers in the ERP system
- Chain tasks together so that depending on the result another task is initiated
- Require authorisation for certain tasks
- Escalate tasks that are not completed on time
- Associate profiles with results to automatically capture a record of the outcome
Further detail
- Overview
- Sales prospecting Contact Manager
- Completely automated customer services
- Automated definable actions
- Triggers
- Customer services
- Sales orders
- Products
- Stores
- Accounts
- Notes
- Correspondence
- Tasks
- Time tracking
- Customer services editor-history
- Integrated database marketing
- Business process mapping/workflow management
Related pages
Did you know...
The PRIAM database is virtually infinitely scalable and handles data in the most efficient way possible.