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CRM Module Mapping

The document outlines various modules for managing different sales and operational aspects of a business, including Enterprise Sales (B2B), Retail Sales (B2C), Marketing, Inventory Management, and Sales Force Automation. Each section lists key features such as dashboards, leads, contacts, and specific tools for managing sales processes and inventory. The focus is on providing a comprehensive overview of functionalities to enhance sales and marketing efforts.

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dev.himanshu146
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4 views2 pages

CRM Module Mapping

The document outlines various modules for managing different sales and operational aspects of a business, including Enterprise Sales (B2B), Retail Sales (B2C), Marketing, Inventory Management, and Sales Force Automation. Each section lists key features such as dashboards, leads, contacts, and specific tools for managing sales processes and inventory. The focus is on providing a comprehensive overview of functionalities to enhance sales and marketing efforts.

Uploaded by

dev.himanshu146
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

1.

Enterprise Sales (B2B)

Dashboard
Leads
Deals
Contacts
Companies
Quotes
Sales Order
Invoice
Return Order
Documents
Templates
Appointments
Fees & Franchise

2. Retail Sales (B2C)

Dashboard
Leads
Contacts
Customer 360
Household
Loyalty Program
Offers & Coupons
Cart Management
POS Terminal
Returns
Complaints
Store / Dealer
Organization Setup
Lookup Master
Currency Settings
Upload Management
Price List
Marketing Terminal
Appointments
Fees & Franchise

3. Marketing
Dashboard
Campaigns
Leads
Contacts
Templates
Documents

4. Inventory Management

Inventory
Replenishment
Transfers
Appointments
Fees & Franchise

5. Sales Force Automation

Field Sales

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