Customer Relationship Management
From Catglobe Wiki
More actions
TODO List
Rules of thumb
Customer (company)
- Company resource template: Customer
Contact persons
- User resource template: Contact Person
- Assign the company to Company Resource property
Sales project
Resource template: CRM - Project
Campaign questionnaire
- Questionnaire resource template: CRM - Campaign
- Parent resource: sales project
- CATI Outcome Set: CRM - CATI Outcome Set
- Properties: assign the status report to Report property, sales project to Project
- Add involved salespersons to the questionnaire's interviewer list and set its status to Active
- Build sample based on contact person groups
Sending newsletters from Catinét
For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.