CRM
The work before there is a customer, and the work after.
Leads, opportunities, accounts, cases and field work orders. The join to the rest of the platform is sharper than it looks: an opportunity marked Closed Won drafts an AR invoice from its product lines, and a field work order that consumes parts moves real stock and posts a real cost.
Watch for: A credit-limit check stands between a closed opportunity and its invoice. It is a business rule, not an error.
Lessons opened: 0/16
Customers
Who you sell to, who you know inside them, and what they pay.
- Customers Who you sell to, and the people inside them. 2 screens
- Relationships Who knows whom, every touch, and what was agreed. 3 screens
- Pricing Price lists, quantity breaks and category discounts — and one function that answers what a given customer pays for a giv 2 screens
Marketing & Pipeline
Everything before there is an order.
- Prospects & Recruitment Students and businesses before they are either. Converting a student prospect opens an SLCM application; a business one 3 screens
- Marketing Campaigns, events and the segments they aim at. 4 screens
- Broadcast One composed message to the mailing list and every connected social channel at once. 4 screens
- Sales Pipeline from first touch to closed won. 2 screens
Order to Cash
Quotation, order, delivery, shipment.
- Selling Quote to cash: quotation, order, delivery, shipment — each stamped with the location and warehouse it belongs to. 4 screens
Service & Engagement
After the sale: calls, cases, field work, listening, and who is drifting.
- Interaction Centre Calls, chats and meetings with customers: the queues they wait in, who is available to take them, and what each one turn 8 screens
- Service Support cases and the field work they trigger. 2 screens
- Service & Feedback Front-line requests, consent, and what people tell you. 5 screens
- Social Listening What is being said in public, and the closed loop that turns it into work: listen, interpret, correlate, prioritize, act 7 screens
- Engagement & Retention Who is engaged, who is drifting, and what is being done about it. 4 screens
Compliance
The tax on what was sold, worked at the lowest jurisdiction that levies it.
- Tax Where this company is registered, what is due there, and the guided period run that computes it at the lowest jurisdicti 6 screens
Reporting
Pipeline and the catalog behind it.
- Reporting Executive, management, operational and audit reporting over this module’s records. 3 screens
More
- Reachable by link These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or b 9 screens