Implementing CRM Technologies Into Busine-ss Processes of a Company and Structuring CRM System Elements

Olga Goremichina

Intellectus, 2018, issue 3, 49-55

Abstract: Key concepts of CRM software, such as lead, deal, opportunity, account, company, contact, etc. are described. Recommendations for working with CRM software elements are formulated. The importance of using automation of work with leads and deals with the help of robots, triggers, Kanban mode, etc. is shown. Examples of work in the CRM software Bitrix24, implemented by the author in the company Elpo SRL are given.

Keywords: customer relationship management; CRM software (search for similar items in EconPapers)
Date: 2018
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