Difference between revisions of "Customer Relationship Management"
m (→Rules of thumb) |
m (Categorized under Production guidelines and starting a new section describing how to create and send newsletters) |
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| Line 1: | Line 1: | ||
| − | =TODO List= | + | = TODO List = |
| − | [[CRM Setup - TODO List|View ToDo list here]] | + | |
| + | [[CRM Setup - TODO List|View ToDo list here]] | ||
| + | |||
= Rules of thumb = | = Rules of thumb = | ||
== Customer (company) == | == Customer (company) == | ||
| − | *Company resource template: <span style="color: | + | *Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span> |
== Contact persons == | == Contact persons == | ||
| − | *User resource template: <span style="color: | + | *User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span> |
| − | *Assign the company to <span style="color: | + | *Assign the company to <span style="color: rgb(255, 0, 0);">Company Resource </span>property |
[[Image:Contact person properties.png]] | [[Image:Contact person properties.png]] | ||
| Line 16: | Line 18: | ||
== Sales project == | == Sales project == | ||
| − | Resource template: <span style="color: | + | Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span> |
[[Image:Sales project properties.png]] | [[Image:Sales project properties.png]] | ||
| Line 22: | Line 24: | ||
== Campaign questionnaire == | == Campaign questionnaire == | ||
| − | *Questionnaire resource template: <span style="color: | + | *Questionnaire resource template: <span style="color: rgb(255, 0, 0);">CRM - Campaign </span> |
*Parent resource: sales project | *Parent resource: sales project | ||
| − | *CATI Outcome Set: <span style="color: | + | *CATI Outcome Set: <span style="color: rgb(255, 0, 0);">CRM - CATI Outcome Set</span> |
| − | *Properties: assign the status report to <span style="color: | + | *Properties: assign the status report to <span style="color: rgb(255, 0, 0);">Report </span>property, sales project to <span style="color: rgb(255, 0, 0);">Project</span> |
| − | [[Image:Campaign diagram properties.png]] | + | [[Image:Campaign diagram properties.png]] |
| − | *Add involved salespersons to the questionnaire's interviewer list and set its status to Active | + | *Add involved salespersons to the questionnaire's interviewer list and set its status to Active |
*Build sample based on contact person groups | *Build sample based on contact person groups | ||
| + | |||
| + | == Sending newsletters from Catinét == | ||
| + | |||
| + | [[Category:Production guidelines]] | ||
Revision as of 06:00, 4 May 2010
Contents
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
