TACRM1 Part 1 of 2 -Activity Management

 

nActivity Management is an important component of Customer relationship Management (CRM) and manages all activities, on which your enterprise's employees have worked. All data, which is stored in an activity consists of important information sources, to which all relevant employees must have access.

nAn activity is a document for recording information and promotion planning at any time during the Customer Relationship life cycle.

nActivities can be: telephone calls, customer calls, general preparatory tasks - reminders of (private) appointments, and so on.

nThere are 2 types of activity between which we should make a distinction:

ŸBusiness Activities: a Business Activity is an activity type which contains data about an interaction with a business partner at a particular time.

ŸTask: a task is an activity type, which contains information about what one or more employees need to complete by a particular time.

需要能够与mobile 结合在一起。