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ACT! 2007 Act! Training Course by Terinea IT Business Solutions
[object Object],[object Object],[object Object],[object Object],Overview
What Is Act 2007? ACT! increases the productivity of your team while providing your organisation with scalability, centralised administration, advanced security, and deployment options required to drive your business. www.sage.co.uk/act   ,[object Object],[object Object],[object Object],[object Object],[object Object]
Customer Relationship Manager
What is Customer Relationship Manager Relationship Management concerns the relationship between the organization and its customers. Customers are the lifeblood of any organization be it a global corporation with thousands of employees and a multi-billion turnover, or a sole trader with a handful of regular customers. Customer Relationship Management is the same in principle for these two examples - it is the scope of CRM which can vary drastically Business Balls CRM systems enable businesses to actively manage customer relations in an organized and strategic manner. In practice that means developing a company's methodologies, internal operations, software and Internet capabilities to be able to better address customer needs and, as a result, make customer relationships more profitable. Strategis Customer relationship management  ( CRM ) covers methods and technologies used by companies to manage their relationships with clients. Information stored on existing customers (and potential customers) is analyzed and used to this end. Automated CRM processes are often used to generate automatic personalized marketing based on the customer information stored in the system. Wikipedia
Customer Relationship Manager ,[object Object],Contact Relationship Manager Database Marketing Community Relationship Manager Predictive  Analytics Customer Intelligence Sales Force Management System Customer Experience Manager Business Intelligence On-Demand Telemarketer Customer Reference Management
Other Companies View
Information Organisation Without Customer Relationship Manager With a Customer Relationship Manager
Act, The Business Platform AWC BUSINESS DATA ACT  Your Customers AWC Staff
Some Act’s Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ACT!
ACT Hierarchy & Features
A Closer Look At ACT! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contacts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Companies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Companies Screen (ii) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Groups ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reports ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Report Types ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Report Designing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Calendar ,[object Object],[object Object],[object Object],[object Object],[object Object]
Task List ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Opportunity List ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Additional Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Advance Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Additional Information
Further Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Credit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
History of ACT! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM Components ,[object Object],Enhance Company Relationship with Customer Front Office Operations (sales, marketing, service etc) Interaction With Customers (email, letters, phone, meetings, fax etc)

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What are Customer Relationship Managers

  • 1. ACT! 2007 Act! Training Course by Terinea IT Business Solutions
  • 2.
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  • 5. What is Customer Relationship Manager Relationship Management concerns the relationship between the organization and its customers. Customers are the lifeblood of any organization be it a global corporation with thousands of employees and a multi-billion turnover, or a sole trader with a handful of regular customers. Customer Relationship Management is the same in principle for these two examples - it is the scope of CRM which can vary drastically Business Balls CRM systems enable businesses to actively manage customer relations in an organized and strategic manner. In practice that means developing a company's methodologies, internal operations, software and Internet capabilities to be able to better address customer needs and, as a result, make customer relationships more profitable. Strategis Customer relationship management ( CRM ) covers methods and technologies used by companies to manage their relationships with clients. Information stored on existing customers (and potential customers) is analyzed and used to this end. Automated CRM processes are often used to generate automatic personalized marketing based on the customer information stored in the system. Wikipedia
  • 6.
  • 8. Information Organisation Without Customer Relationship Manager With a Customer Relationship Manager
  • 9. Act, The Business Platform AWC BUSINESS DATA ACT Your Customers AWC Staff
  • 10.
  • 11. ACT!
  • 12. ACT Hierarchy & Features
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