CRM.
Track leads and opportunities through a sales pipeline.
Too deep?
Business problems it addresses
- Leads live in inboxes and spreadsheets
- Forecasts are guesses
- Sales can't see orders or service history
Main capabilities
Connected applications
For example: a won opportunity becomes a quotation with the customer's history attached.
Where it matters
Implementation considerations
- Pipeline stages and ownership
- Importing contacts and open opportunities
What we set up with you
- Mobile use by field sales
In practice
Accutherm Industrial
Sales reps moved from a spreadsheet to mobile CRM and Sales while an existing ERP continued for finance.
Delivered by Donjing (Odoo partner), not TRC.
Edition, version and hosting
Available in Community and Enterprise.
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