Sales and Marketing CRM

Apps and workflows to manage your sales and marketing activities

Overview
At some point in your business growth, manually documenting, analyzing lead/customer information and monitoring sales team activities becomes difficult a...
Wed, 1 Mar, 2017 at 5:07 PM
Setup and Administration
To start using the sales & marketing CRM app setting up the workspace is required. Follow the steps below to complete the setup: 1. Create/ Install ...
Wed, 1 Mar, 2017 at 5:08 PM
Process Overview
The Flowchart below shows that how the apps of Sales & Marketing module can be used to meet sales and marketing goals. Every step of the flow chart c...
Wed, 1 Mar, 2017 at 5:09 PM
Email Automation
Email Automation: Email automation is sending emails automatically to the customer in a specific date, event or customer activity and plays a very impor...
Thu, 6 Apr, 2017 at 5:45 PM
Email Campaign
Email Campaign are used to enhance purchase, download, subscribe etc and it is done by sending specific set of emails to the customers one after the other i...
Tue, 14 Feb, 2017 at 5:11 PM
Lead Scoring
"Weed out unqualified leads using lead scoring" Finding out qualified leads out of all leads that you have is difficult but can be made con...
Wed, 22 Mar, 2017 at 12:35 PM
Sales Territory
When a salesperson or a sales team have responsibility of group of customers or a geographical area then that particular group or area is called as sales te...
Tue, 21 Mar, 2017 at 6:18 PM