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CxRM

By keithc17

Added: April 16, 2009 21:39:02

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  • Outline

CxRM

CxRM
1 Sales
1.1 Reports
1.2 Opportunities
1.3 Process Builder
1.4 Territory Alignment
1.5 Scheduled Reports
2 Projects
2.1 Projects
2.2 Bugs
2.3 Patches
2.4 Documents
3 Marketing
3.1 Templates
3.2 Lists (audiences)
3.3 Campaigns
3.4 Reports
3.5 Leads
3.6 Web Forms
3.7 Surveys
4 Support
4.1 Cases
4.2 Knowlegde/ FAQ
5 Time & Billing
5.1 Quotes
5.2 Transactions
5.3 Time Tickets
5.4 Time Groups
6 FranklinCovey
6.1 Prioritized Tasks
6.2 Mission Statement Builder
6.3 Goals
6.4 Weekly Planning
6.5 Compass
6.6 4Disciplines
6.7 Cascading Goals
7 E-Commerce Store
7.1 Store
7.2 Pages
7.2.1 Categories
7.2.2 Sections
7.2.3 Coupons
8 Common
8.1 Contacts
8.2 Organizations
8.3 Customers
8.4 Calendar
8.5 Tasks
8.6 Reports
8.7 Dashboards
8.8 Email