In the last chapter, we introduced the CRM basics of accounts, contacts, leads, opportunities, and the sales pipeline—as well as group calendaring of activities including meetings, calls, and tasks.
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 commonly found in better CRM systems. These applications are frequently added to a CRM system to take advantage of the fact that the CRM system is in use by most people at a company and already contains all the information there is to know about the business’s customers, partners, and suppliers.
These advanced CRM topics include:
Marketing campaigns: Creating and running email marketing campaigns.
Document management: Filing version-controlled documents in a repository of operational, sales, and administrative reference material.
Project management: Tracking...