In the last chapter, we introduced the CRM basics of accounts, contacts, leads, opportunities, the sales pipeline, as well as the use of a consolidated calendar.
In this chapter, we deal with the expansion of the role of your CRM system within your business, beyond that of basic CRM functions. We will cover a number of other related applications that are most commonly found in modern CRM systems. These applications are frequently added to a CRM system to take advantage of the fact that the CRM system is used by most people at a company and already contains all the information about the customers, partners, and suppliers of the business.
These advanced CRM topics include the following:
Removing sample data: Resetting the database to eliminate the default data
Marketing campaigns: Creating and running e-mail marketing campaigns