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On Target CRM enables organizations to efficiently organize, populate, and maintain information on all aspects of their customer relationships. The system seamlessly blends all of the functionality required to manage information on many aspects of your business into an intuitive and friendly tabbed user interface. Built on the Sugar CRM technology base, the core features of On Target CRM include:
Summary view of upcoming Appointments, top Opportunities, open Cases, Leads, open Tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility; Sales Lead creation and tracking, and conversion of sales Leads into Opportunities; and Graphical Dashboard display of Opportunity Pipeline, Lead Sources & Outcomes.
A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to improve customer satisfaction; and Each case links to the related Account, Contacts, Notes, associated files, plus Call and Meeting activity history. A bug tracking system for managing bugs reported against different revisions of software.
3. News Service
RSS news feeds module lets you select and manage your favorite news feeds, and display them on your My RSS News Feeds screen.
4. Corporate Calendar
Calendar view (by Day, Week, Month, or Year) of all corporate Activities, with an associated Task list. Shared calendar for viewing other users calendars for avoiding scheduling conflicts.
#2 Sponsorship May Vary Across the Targets #3 Plan for the Evolution of Your CRM Efforts
Initiated by top management, but must enlist all levels of the organization. Usually involves new infrastructure and new applications to support new business practices.
Multiple individual applications may lead to demands for coordination, better infrastructure.
Needed data is limited in scope and volume. Integration problems are easier to solve because the data is controlled at the departmental level.
All the problems of the infrastructure target, with the added challenge of supporting new business processes with a changing data infrastructure.
Need to support a multitude of users and applications. Harder to understand and predict requirements. Must be highly scalable.
All the problems of the infrastructure target, with the added challenge of supporting new business processes with a changing technical infrastructure. Nearly everyone becomes a user in some way. Jobs are changed, eliminated, and created. Many changes in job skills, both for business and IT
Only a small group of users must learn to work with new applications.
A growing base of users must learn the new decision support environment as data becomes more available. IT personnel must learn new skills and technologies.