1.4 Components of A CRM System Flashcards
1
Q
What are the key steps of the customer lifecycle?
A
- Approach
- Acquisition
- Development
- Retention
- Loyalty
2
Q
What are the common modules for every CRM system?
A
- Marketing
- Sales
- Service
- Analytics
3
Q
What are the common features of any CRM system?
A
- Contact management
- Case management
- Lead management
- Document management
- Quotes/proposal management
- Pipeline management
- Workflow management
- Reporting/Analytics
3
Q
What are the common features of any CRM system?
A
- Contact management
- Case management
- Lead management
- Document management
- Quotes/proposal management
- Pipeline management
- Workflow management
- Reporting/Analytics
