Robin。

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

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written by 陈烨彬 Robin Chen , and published under (CC) BY-NC-SA.