CRM - Customer Relationship Management Expert Training

Expert Training

Module description


The integrated structure of the caniasERP Customer Relationship Management (CRM) module allows the relevant data obtained from all other modules in the system to be centrally kept and managed. 

Thanks to the actions taken in this module, all communications with customers / vendors and potentials can be saved. Additionally, action records can be created from modules such as Opportunity Management, Issue Management, Sales Management, Collaboration Management. With the Planned Actions transaction, it is possible to define an action group and trigger all other planned actions related to this action. Main functions of the Customer Relations Management module include keeping contact information tailored to individual needs, taking special approaches for prospective customers, and responding immediately to developments in customer relations. 

The location of the Customer Relationship Management module in the general system is shown in the graphic.

Training Objective

Training Request

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