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CRM-project example

 

 

CRM Business objectives:

Managing relationship with customers, partners and suppliers:

  1. Registering the history of interactions (calls, meetings, shipments, deliveries, customer credit control).
  2. Getting actual information about sales (by getting paid amount for prepaid gas cards from the accounting system).

Project management. Tracking project stages and related tasks.

Effective interaction with company branches.

Increasing manager effectiveness:

  1. Using business processes for customer interactions unification.
  2. Retaining loyal customers.
  3. Analyzing employees capacity, tasks distribution.
  4. Automatic reports creation.
  5. Tracking debtors by each project.


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