Operational CRM |
Top Previous Next |
|
Operational CRM provides support to "front office" business processes, e.g. to sales, marketing and service staff. Interactions with customers are generally stored in customers' contact histories, and staff can retrieve customer, contact and candidate information as necessary. Deskflow records contact and activity histories in the following modules: •People History tab: This shows both summary and detail of all User interactions with People (contacts and candidates). Activity History can be filtered on Activity Type, on Completed date and on Deskflow User. •Companies History tab: This shows both summary and detail of all User interactions with Companies. Activity History can be filtered on Activity Type, on Completed date and on Deskflow User. •Projects History tab: This shows both summary and detail of all User interactions with Projects. Activity History can be filtered on Activity Type, on Completed date and on Deskflow User. •Job Orders History tab: This shows both summary and detail of all User interactions with Job Orders. Activity History can be filtered on Activity Type, on Completed date and on Deskflow User. •Events History tab: This shows both summary and detail of all User interactions with Events. Activity History can be filtered on Activity Type, on Completed date and on Deskflow User. •Opportunities Activity History tab: This shows both summary and detail of all User interactions with Opportunities. Activity History can be filtered on Activity Type, on Completed date and on Deskflow User. Each Deskflow User can display his/her own Activity History with the View my Activity History function |