Category Archives: Relationship Manager

Managing a Complex Sales Process

By admin | Published: May 3, 2011

Presentation Transcript: managing a complex sales process basic sales funnel leads -> sales funnel -> orders complex customer needs => complex sales process a typical process requirements map solutions budget costs configure solution proposal order complex sales process => workflow model workflow model milestones – progress indicators – work hand-over points – business rules roles […]

Also posted in Business Tracking, CRM, Sales Activity Manager, Sales Performance Management, Sales Pipeline Manager, Software As A Service | Leave a comment

Customer / Partner Relationship Management facilities in On2Biz

By admin | Published: January 16, 2007

On2Biz relationship management module provides facilities for managing relationships with companies, including customers, distributors or any other type of relationship. The objective of this modules is to ensure that we are prioritizing our activity across our entire database of companies. Usually activity gets prioritized based on immediate need. However, with the relationship management module, You […]

Also posted in CRM, Feature Updates | Leave a comment