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Top 3 CRM Functional Modules Overview
CRM Functional Modules
Microsoft Dynamics CRM (Customer Relationship Management) is design with three functional modules.
CRM Functional Modules
• CRM application is separated functionally for various sorts of users.
• Consequently, if an association or agency is using CRM to manage its
procedures. The sales group users would utilize the functionalities that go
under the Sales module. While marketing team would utilize functionalities
that comes under the marketing module.
These three modules meet up to drive the whole lifecycle of picking up another customer, offering them the
services and keeping up the current clients.
To Understand It Stream Betterly
Visit at - https://bit.ly/2Bh1dPs
Sales Module
This module of CRM is intended to drive the whole deals
lifecycle of new client. This module comprises of the
following sub - modules:
Marketing Module
This module of CRM is intended to drive the whole deals marketing
process for its current and potential customers. This module comprises
of the following sub - modules:
Service Management Module
This module of CRM is intended to focus, manage
and track the customer service operations.Service
Management
Module
Cases (Incidents)
Knowledge Base
Contracts
Resource Groups
Services
Service Calendar
Activity Management
In CRM, All these modules are follow the Activity Management
module. An Activity represent to any sort of interaction with the
client, for example, a Phone Call, Email, Letter, and so on and it
can be related to Account, Contact, Lead, Case, etc.
CRM
CRM is a Microsoft product that fully run on Microsoft
technology and one the leading industrial software that
focuses on different business fields like marketing, sales and
customers services, etc...
Microsoft Dynamics CRM Developers are to build powerful CRM software for the bright future to every
businesses and manage company’s interactions with current and future customers.
CRM - Best way to easily connect with your customers
"Royal Square"
1st Floor, Off No. 110, Nr. Shilp Tower, Tagore Road,
Rajkot - 360 001, Gujarat - India
info@aegissofttech.com
https://www.aegissofttech.com/
Aegis Soft Tech
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Top 3 CRM Functional Modules Overview

  • 2. CRM Functional Modules Microsoft Dynamics CRM (Customer Relationship Management) is design with three functional modules.
  • 3. CRM Functional Modules • CRM application is separated functionally for various sorts of users. • Consequently, if an association or agency is using CRM to manage its procedures. The sales group users would utilize the functionalities that go under the Sales module. While marketing team would utilize functionalities that comes under the marketing module. These three modules meet up to drive the whole lifecycle of picking up another customer, offering them the services and keeping up the current clients.
  • 4. To Understand It Stream Betterly Visit at - https://bit.ly/2Bh1dPs
  • 5. Sales Module This module of CRM is intended to drive the whole deals lifecycle of new client. This module comprises of the following sub - modules:
  • 6. Marketing Module This module of CRM is intended to drive the whole deals marketing process for its current and potential customers. This module comprises of the following sub - modules:
  • 7. Service Management Module This module of CRM is intended to focus, manage and track the customer service operations.Service Management Module Cases (Incidents) Knowledge Base Contracts Resource Groups Services Service Calendar
  • 8. Activity Management In CRM, All these modules are follow the Activity Management module. An Activity represent to any sort of interaction with the client, for example, a Phone Call, Email, Letter, and so on and it can be related to Account, Contact, Lead, Case, etc.
  • 9. CRM CRM is a Microsoft product that fully run on Microsoft technology and one the leading industrial software that focuses on different business fields like marketing, sales and customers services, etc... Microsoft Dynamics CRM Developers are to build powerful CRM software for the bright future to every businesses and manage company’s interactions with current and future customers. CRM - Best way to easily connect with your customers
  • 10. "Royal Square" 1st Floor, Off No. 110, Nr. Shilp Tower, Tagore Road, Rajkot - 360 001, Gujarat - India [email protected] https://www.aegissofttech.com/ Aegis Soft Tech Your Trusted IT Partner