Ten Basic Functions
of a Customer Relations Management (CRM) System

There are many CRM systems on the market, and they have 10 basic functions in common.

1. Add & Enter Contact names, addresses, phone, email
2. Page & List View with custom fields
3. Scheduling Activities on the Calendar & ToDo List
4. History of Activities accomplished
5. Notes about the contact or company
6. Searching and
7. Sorting & Grouping of Contacts
8. Writing letters, envelopes and emails
9. Sales Opportunities
10. Reports

Popular Contact Managers

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ACT!		 access.jpg (1135 bytes)
 Access		 goldmine.jpg (1426 bytes)
Goldmine		 Maximizer_icon.jpg (1183 bytes)
Maximizer
NetSuite		 outlook.jpg (1020 bytes)
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Q&A		 wpeE.jpg (1052 bytes)
SalesForce.com		 Sharks.jpg (1250 bytes)
SharkWare		 telemagic.gif (2200 bytes)
TeleMagic

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