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:check: CRM : (Service (:star: Customer Channels (Email, Phone, Social…
:check:
CRM
:
Sales
Funnel
Stages
Id. Decision Makers
Perception Analysis
Value Proposition
Proposal/Price Quote
Needs Analysis
Negotiation / Review
Qualification
Closed Won
Prospecting
Closed Lost
Accounts
Companies you do business with
Contacts
*People
at the companies you do business with*
Leads
Potential prospects who may buy
Service
:star: Customer Channels
Email
Phone
Social Media
Online Web Chat
Online Communities
Metaphors
Help desk
Console
Cases
Multiple people can work on the same case
When finished, they are marked as
closed
Levels of access: Read/Write etc.
Case team - people who work on a case
You can add:
Files, comments
Knowledge Base
Metrics
First call resolution
Providers
Salesforce
Sales Cloud
Stages
Proposal / Price Quote
Negotiation / Review
Needs Analysis
Closed Won
Prospecting
Other components :star:
Chatter
News
Opportunities
Tasks
Assistant :tada:
gives 'smart' tasks
Events
Service Cloud
Marketing Cloud
Sugar
Zendesk
Pipedrive