Maintenance

Maintenance under CRM

Interests

July 18th, 2017 | CRM, Maintenance, Unipedia

Interests are used to inform about which interests interest the individual Customer/ Prospects or Contact person In this example, it is customer and prospects’ interests that are created and later added to customers and prospects. “Interests” can be applied to : Prospects Debtor & Prospects Read here

Products

July 18th, 2017 | CRM, Maintenance, Unipedia

In Products, you can add the products you want to telle the customers, prospects or contact persons about. Product groups are created by clicking “Add Record”, typing the product name on the line and clicking “Save”   “Products” can be used under : Prospects Debtor & prospects Read here You can watch a video here […]

Campaign groups

July 18th, 2017 | CRM, Maintenance, Unipedia

Under Campaign groups , you create the campaign types you will later select when creating a campaign. Campaign groups can be: Ads Newsletters Tv commercial   Campaign groups are used under: Campaigns. Read more here

Follow-up groups

July 18th, 2017 | CRM, Maintenance, Unipedia

Under Follow-up groups , you create the groups that can be selected on the follow-up activity. The following follow-up groups have been set up here. Ongoing Sales leads Support topics Lost One can create and define all the desired follow-up groups. The groups here represent the status of the topic, for example whether the topic […]

CRM Groups

July 18th, 2017 | CRM, Maintenance, Unipedia

CRM groups refer to how the topics are grouped. For example: External partner Media campaign leads Social media Existing customers You can create and define all the desired CRM groups. Here, they have chosen to group according to how “important” a customer / topic is to the company.   CRM groups are used in: Prospects […]