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What is a Management Dashboard?
The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives. What is a Management Dashboard?
 
 
 
 
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Money Management Action Plan

In this Money Management Action Plan you can read a range of tips and suggestions that will help you manage your money in an effective manner.

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Home » Solutions » Articles » Small business CRM software - purposes, functions, alternatives
Small business CRM software - purposes, functions, alternatives  

Small business CRM software - purposes, functions, alternatives



 
 

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new CentriQS -15% OFF
Business management software
for small & midsize enterprises

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VIP Task Manager
Task management software
for teams & small offices
Play Demo / Download

All Travel Checklists

new CentriQS -15% OFF
Business management software
for small & midsize enterprises

Play Demo

VIP Task Manager
Task management software
for teams & small offices
Play Demo / Download

Small business CRM software (Customer relationship management) helps organization to manage interactions with its current and prospective customers. Main objectives of that software is to collect information about customers in order to identify their needs, to improve servicing and achieve better targeting of marketing and sales efforts. To automate and improve this field of management enterprise owners seek for efficient small business CRM software that would have acceptable prise and functionality. It can be described as a database that includes valued information such as data about current and prospective customers, status of relationships in sufficient details and tracking of interactions with them. Typically the main purpose is to help managers with customers contact management, tracking sales, orders, organizing opportunities and managing marketing campaigns.

Nowadays there are a lot of solutions available on the market and it seems to be an intricate task to choose proper and easy system. A successful product selection depends strongly on well-defined requirements. Vendors of solutions can offer really powerful systems that provide complex integration of different modules such as billing, finances, forecasting etc. Such systems can appear very effective, but at the same time they can be very expensive and cannot be considered as really solutions that some of enterprise managers seek

Small business CRM software - purposes, functions, alternatives

. Besides, many of that software are web-based and sometimes this cannot be considered as an advantage (owing to problems with Internet connection), so you need to consider all pros and cons and decide if you really need small business CRM software or it is expedient to use products for better business planning and personnel management. Ultimately small CRM system is supposed to improve sales control and improve efficiency of Sales and Marketing. 

VIP Task Manager is task and time management groupware that can also operate as a simple package for small business. Owing to custom task attributes that can be created by users, it can be designed and used simultaneously with ordinary functions of this software (task management).

A database created with help of VIP Task Manager can perform primary management functions such as making entries that reflect customers and their details, tracking statuses of customers, searching for customers by names and attributes, grouping, sorting and filtering entries, making entries about revenues, studying number and types of customers etc. Owing to capabilities of VIP Task Manager can provide Sales team with real-time collaboration, document sharing, simultaneous work of multiple users in one database, and other possibilities, such as planning and tracking marketing campaigns, scheduling contacts with clients, assigning and controlling sales plans etc. Thus VIP Task Manager can work for small business like two in one - both as a solution and as effective team management groupware.

Read also a new article about process management - project management client-server software for Windows

     

All Travel Checklists

new CentriQS -15% OFF
Business management software
for small & midsize enterprises

Play Demo

VIP Task Manager
Task management software
for teams & small offices
Play Demo / Download

 
 
 
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