Page 360 - DMGT308_CUSTOMER_RELATIONSHIP_MANAGEMENT
P. 360
Unit 14: Sales Force Automation
4. Account and Contact Management Notes
5. Activity Management
6. Approvals and Workflow
7. Territory Management
8. Partner Management
9. Analytics and Forecasting
10. Reports and Dashboards
11. Customizable Forecasting
12. Data Quality Management
13. Sales Information
14. Product Catalog
15. Document Management
16. Contract Management
17. Email Templates
18. Asset Management
19. Desktop and Mobile
20. Mobile CRM Solutions
21. Microsoft Outlook Edition
22. Word and Excel Integration
23. Customization and Integration
24. AppExchange Applications
14.1.5 Other Features
Alerts: Messaging facility allows sales representative to receive from as well as send alerts to
central server.
Personal Information Management: These sets of applications allow sales representatives to
manage information on leaves, travel, expenses and salary from the personal devices.
Self Assessment
Fill in the blanks:
1. …………………… refers to automating all the actions related to sales of an organization
or business.
2. A three-tiered architecture is typically used to separate the database, server, and
…………………… to reduce programming demands on clients.
3. The …………………… is the key sub system of the entire solution.
4. Call Plan model given by …………………….
LOVELY PROFESSIONAL UNIVERSITY 355
