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Three Key Points to Confirm Before Implementing SFA/CRM *Materials Available

Three Key Points to Confirm Before Implementing SFA/CRM *Materials Available

[Essential for Marketing and Sales Managers] What are the necessary points to make tools "usable" for sales representatives? A basic explanation of SFA/CRM operations.

This document provides essential knowledge and points necessary for the operation of SFA/CRM for those who are planning to introduce SFA/CRM in the near future or who are feeling anxious about the operational aspects. It mainly introduces "Three Key Points to Check Before Implementing SFA/CRM." [Contents] ■ Purpose of the SFA/CRM Operation Knowledge Feature ■ Three Key Points to Check Before Implementing SFA/CRM - Reconfirming the business flow in the sales field - Centralizing the customer list within the company - Defining important KPIs ■ About TryEdge *For more details, please download the PDF or feel free to contact us.

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  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)

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vtiger CRM

vtiger CRM

Eliminate vertical scroll screens and, under a refined UI centered on touch operations, achieve comfortable operation!

"vtiger CRM" is an open-source software that covers a wide range of areas in business, centered around SFA/CRM functions, and has major companies around the world as its users. Since 2009, we have entered the CRM solution market based on vtiger. To this day, we have contributed to the business improvement of many customers through the development of one-stop services from implementation to customization and support, as well as unique feature enhancements. 【Business Cycle to Aim For】 1. Marketing 2. Leads 3. Customer Information Management 4. Sales Opportunities 5. Inquiry Management 6. FAQ Management *For more details, please refer to the related links or feel free to contact us.

  • CRM (Customer Relationship Management System)

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