Book Image

The Small Business' Guide to Social CRM

Book Image

The Small Business' Guide to Social CRM

Overview of this book

Table of Contents (17 chapters)
The Small Business' Guide to Social CRM
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
Preface
2
Social Business – the Foundation of Social CRM

Typical SCRM configurations


SCRMs are typically organized into modules, which is one way to group records that are related to each other. For example, a Sales module may include multiple record types, which are as follows:

  • A contact record (person) will have that individual's contact information such as their names, e-mails, and so on

  • An account record (company) will contain the company website, headquarters' address, and so on

  • Deal records, which contain information that is unique to that specific opportunity

Your Customer Service module might have records for individual support cases and Marketing may have record types that correlate to campaigns.

Within each record itself, you will also likely find subsections for specific datasets that are associated with this record. Examples might be tasks and activities, notes, meetings, or individual opportunities.

All of these modules and individual records will typically be connected in some manner. For example, an opportunity will be linked to the...