Introduction to crm seven
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This webinar introduces the CRM Seven customer relationship management software. It discusses that CRM software allows companies to centrally manage information on prospects and customers. The webinar then highlights some key benefits of using a CRM system like CRM Seven, such as efficiently managing leads, standardizing processes, and gaining insights from customer data. It provides an overview of CRM Seven's features for sales, marketing, support, and more. CRM Seven is described as a cloud-based solution that is accessible from any browser and handles maintenance, security and infrastructure for users.
Introduction to crm seven
- 1. Introduction to CRMSeven Marketing team www.CRMseven.com
- 2. General information Webinarduration: about 30 minutes; Recorded: posted on YouTube
- 3. Agenda What is a CRM solution and Why do I need it? CRM Seven approach Overview of the application Edition plans
- 4. Purposes of a CRM software The primary purpose of CRM software is to centrally collect and manage all information of prospective and existing customers: prospects: managing the whole sales cycle, from lead until becomes a customer; Existing customers: manage the relationship so that he continue to buy.
- 5. Do I need a CRM system? Yes, if I want to manage efficiently my leads; Yes, if I want to work according to a standardized process; Yes, if I want to share customer information to other people within the organization; Yes, if I want to have a centralized information repository of all customers history; Yes, if I want to better understand my customer needs; Yes, if I want to focus on those customers that generate more revenues; More reasons needed?
- 6. CRM Seven helps you to work with processes
- 8. CRM Seven goes beyond Provides Product Management; Manages Price books; Manages Quotes; Integrates Orders; Issues Invoices; Provides Support tickets management; Provides Customer portal; Generates customized reports.
- 9. CRM Seven: Cloud based solution CRM Seven is a cloud based solution, accessible from the internet with standard browser: NO local installation (just an internet browser); NO need for back-up (we take care of that); NO need for equipment investment (we take care of that); NO need for software upgrades (we take care of that); NO need for data security (we take care of that); NO need for maintenance (we take care of that);
- 10. CRM Seven: Cloud with control Servers located in Europe and USA London - UK, Amsterdam - Netherlands, Bucharest - Romania, Frankfurt - Germany, Dallas - Texas, Fremont & San Jose - California USA, Kansas City - Missouri USA, Chicago - Illinois USA, Scranton - Pennsylvania USA, Buffalo - New York USA. More European destinations to come
- 11. CRM Seven: Hybrid cloud One database for every customer: Location based; Secured; Increased performance; Easy extract (known format)
- 12. CRM Seven: application overview
- 13. Dashboard
- 14. Leads - Lists
- 15. Leads – Details
- 17. Contact – Details (cont.)
- 18. Opportunity
- 19. Products - Lists
- 20. Products - Lists
- 21. Trouble tickets
- 24. CRM Seven – under the hood This software is a collective work consisting of the following major Open Source components: Apache software, MySQL server, PHP, SugarCRM, Vtiger, Drupal, ADOdb, Smarty, PHPMailer, phpSysinfo, MagpieRSS and others
- 25. Further … info@CRMseven.com