CRM Workspace Overview

Overview

This is a walk-through introduction of the CRM Workspace in the CIMcloud platform Worker Portal.

Video Overview

Major Areas of the CRM Workspace

The following is a screenshot of the navigation in the CRM Workspace.

The following major areas are included in the base CRM Workspace:

  • CRM Workspace Home
  • Sales Statistics
  • Customer Timeline
  • Customers
  • Sales Pipeline
  • Orders & Shipments
  • Invoices
  • Payments & Credits

Note: Some optional add-on bundles add additional navigation links and/or sections in the CRM Workspace.

Major Capabilities of the CRM Workspace

Base Package

Many of the features in the CRM workspace can be organized into these five major capabilities that your workers will have when they login to CIMcloud.  Because CIMcloud is integrated with your existing ERP / accounting system, these capabilities use and compliment the data that already drives your business.

Add-on Bundles

Many of the optional add-on bundles include additional tools, data, and online transaction workflows that are added to the CRM workspace.  This includes things like returns, tickets / tasks, inventory watches, customer-to-worker collaboration and workflow with quotes, customer-specific product sku, name, and description aliases, etc.

Additional Videos

1-Minute Overview Video

 

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