• What is CRM
• CRM Expertise

• Training agenda
• Training Costs

CRM software for business services

CRM Business objectives

	Single source for customer interactions history

	Advanced project management, reduced routine operations cost

	Financial management

CRM Business objectives:

Single source for customer interactions history:

1. Customer data.
2. Sales history.
3. Documents.
4. Calls, meetings, letters.
5. Email correspondence.

Advanced project management, reduced routine operations cost:

1. Using automated business processes to track the project tasks:
• Automatic task generating for task-owners;
• Project terms control.
2. Team work organization:
• Forming a project team;
• Planning using the Gantt Chart;
• Tasks distribution;
• Project cost calculation.
3. Project documents flow automation:
• Forming standard documents and reports;
• Document visa control;
• Document version control.

Financial management:

1. Automatic project profit calculation basing on the man-hour and overhead expenses.
2. Time sheets.

Featured CRM project description