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Keep a record of your discussions with other companies
Every business must have relationships with other companies or individuals, as customers or suppliers
if it is to succeed. Having a record of each time you make contact helps you manage your business
and ensures you know what has been discussed and agreed.
Project Level
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Each topic of discussion with another Company is recorded as a CRM Thread,
and is associated with one of your Projects. |
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You may have as many threads as you like between a Company and Project. |
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Record company details - address, email, website etc. and individual contact details. |
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Group companies by Type and define the the statuses that may apply to each type. |
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Build and Event History of your discussions with each company. |
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Build an inventory of Products and Services that you offer or require
and assign them to relevant CRM Threads |
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View a change history, record factors relevant to deciding whether to progress a Thread
and various other pieces of information as you need to. |
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Assign users specific actions relating to a Thread.
These will be included in the person’s and the project's list of actions. |
