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CRM 구축 완료 보고서

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상현 이

on 3 May 2016

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Transcript of CRM 구축 완료 보고서


CRM(Customer Relationship Management)

1. CRM 진행과정
- 구축기간 및 비용
2. 영업활동
-
약속
,
연락처
이메일,
3.
예상수주
- 예상수주금액, 진행단계
4.
수주입력
- 수주확정,
수금내역,
목표대비 매출액,
5. 보고서 및
대시보드
- 업무보고서,
출장
보고서, 회의록작성
CRM 구축 완료 보고서









아웃룩연동


감사합니다.
CRM 열심히 잘 사용하겠습니다.
6. 기대효과 및 향후 진행방향
https://gigavis.crm5.dynamics.com/
Full transcript