CRM有自己的业务流程

CRM

what is a CRM?

• CRM is an online database
  • track ROI, Audit & collect data
• customer lifecycle
  • find, convert & commit
• process
  • from FIND to SELL!

must have

• centralized contract database
• track email communications
• customizable fields
• track sales opportunities

other features

• integrated email marketing
• marketing & sales automation
• mobile access

• advances sales pipeline reporting

• business goal(业务目标是什么)
• pipeline reporting(漏斗图)
• easy to train

PM

PM(project management) is about managing projects, CRM is about managing customers

must have

• create and assign project task
• track project notes and communications
• track task progress to completion
• cloud-based

other features

• time and expense tracking
• send invoices and receive payments
• profitability reporting
• forecasting
• resouuce planing
• project templates
• client portal

quoted from Choosing a CRM and Project Management Solution for your Small Business

Robin on 06 Oct. 2017 at Wangjing CBD