46
CRM
| Date post: | 29-Nov-2014 |
| Category: |
Design |
| Upload: | natti-eder |
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CRM
Customer Relations Management
FOMO - Fear Of Missing Out
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- follow-up
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CRM
סביבת
העבודה
רעש
הסחות דעת
(לילה/יום)עבודה במשמרות
עמידה ביעדים
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Easy-to-use, fast-to-deploy, feature-rich CRM solution providing enterprise-wide access to vital customer information-anytime, anywhere.
feature-rich
enterprise-wide access
anytime, anywhere
Eric Reiss The ergonomics of needs
Attitude Negative Positive
Expectations Negative Positive
Schedule
Environment
Origin
Urgent Leisurely
Stressful Relaxed
External Personal
The ergonomics of needs
Attitude
Expectations
Schedule Urgent Leisurely
Environment Stressful Relaxed
Origin External Personal
Negative Positive
Negative Positive
Account Info Opportunity snapshot Groups
Common tasks History Additional operations
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+
+
Look up Results
All open
All Opportunities
Closed - Lost Closed - Won
Latest Opportunities
My closed Opportunities My History
My Open Opps
My Open Opportunities
My Pipeline
My opps only My history only
Look up Results
All open
All Opportunities
Closed - Lost
Closed - Won
Latest Opportunities My History
My closed Opportunities
My Latest Opps
My Open Opportunities
My Pipeline
History
Open Closed Won Lost
Latest
Look up Results Opportunities Pipeline History
?
Opportunity
Account
Broker
Reseller
Est. close
Close probability
Status
Opportunity
Account
Broker
Reseller
Est. close
Close probability
Status
Opportunity
Account
Broker
Reseller
Est. close
Close probability
Status
Opportunity
Account
Broker
Reseller
Est. close
Close probability
Status
Payload (Kg)
Quote Currency
Comments
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55
GBP
Opportunity Snapshot Copy to email
BBC – Phase-6
Type of commodity
No. of pieces
Operator
Aircraft type
Aircraft reg
Summary
Route: LGW-LGW-LAX
Date: 23/04/2011
Selling Price: 100 GBP
Opened 21 days ago on 20/04/2013 – 15 days since
last activity
Account: BBC
Broker: Haynes, Keith
Reseller:
Estimated Close
30/06/2011
Quote Ref: A13
Fixture Ref:
Type: Cargo
Charter Type: AOG
Close Probability
1
Quote Currency
GBP
Comments
BBC – Phase-6 Edit
Charter Type: AOG
Search
Help Options Log Off Administrator
Sales
Opps
Leads
Prospects
Marketing
Accounts
History
Timeline
Calendar
Events
Reminders
More…
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Back to Accounts LookUp History (+) Pipeline Opportunities LookUp Results
Services Contacts Products Attachments
Attachments Special additional Info
Status Open
Payload (kg) 650
Requirements
Groups
Common tasks
BBC-Phase-2
BBC-Phase-3
BBC-Phase-4
BBC-Phase-5
BBC-Phase-6
BBC-Phase-7
BBC-Phase-8
BBC-Phase-9
Detail Report E-mail Mail Merge Add Note New Meeting New Phone Call New to do Add sales Order
Sage SalesLogix
Recently Viewed Tools Configuration Reminders (0) New +
Status Open
