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    Analyses and reports (CRM process)
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    An essential aspect of CRM is the evaluation of available information. The analyses and reports offer a series of different possibilities for “displaying” data from update.seven.
    Video: 02:59
  • Call Reporting (CRM process)
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    All call-related data can be entered quickly and easily. The integrated analysis and reporting functions allow for the extensive monitoring of all call-relevant success factors (KPIs).
    Video: 04:11
  • Campaign management (CRM process)
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    Campaign management assists you with the planning, execution, and monitoring of single and multi-stage campaigns. This allows you, for example, to map a complete event from the invitation to the event itself as well as the follow-up to the event.
    Video: 04:03
  • Activity reports/expense management (CRM process)
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    In the activity reports area, your employees' activities and expenses can be recorded and managed. The individual values are calculated automatically.
    Video: 02:46
  • Item main data management (CRM process)
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    Basic information about individual items can be recorded in the CRM system. A photo and a description (package insert) can be linked to each item.
    Video: 02:23
  • Customer base (CRM process)
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    In a CRM system, everything revolves around the customer. The customer base enables the central recording of the company data (name, address, etc.).
    Video: 03:21
  • Call planning and management (CRM process)
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    Call management fulfills all requirements of call-related activities – call planning, call execution, and call documentation. All call-related data can be entered quickly and easily.
    Video: 03:22
  • Core data merge (CRM process)
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    The most valuable capital for successful financial service providers is instantly-available information about customers and potential customers. This includes: main data and contact information, the membership in associations, relationship hierarchies, and a clear display of customer interests.
    Video: 04:09
What is update.revolution?
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CRM for Construction & Manufacturing

 

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CRM for pharmaceutical and medical technology industry

 

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