Collaborative CRM |
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Collaborative CRM covers dealings with clients that are handled by various departments within your organization such as research, management, marketing, finance and administration. Staff members from different departments can share information collected when interacting with clients. Collaborative CRM's ultimate goal is to use information collected by all departments to improve the quality of services provided by your organization. Deskflow provides comprehensive information about targeted organizations such as: •Organizational structure and Ownership hierarchy •Internal "reports to" organization trees •Relationships with other organizations •Geographical locations and staffing by location •NAICS Industry Coding or equivalent •Current and past employee lists •History of interaction with an organization and its employees •Off-limits/Blocking flags and dates •Summaries of previous, current and prospective business deals. •Document archive of correspondence with an organization and its employees •Other background information such as size, competitors, products, currency etc |