The CRM Activity module for Sage ERP X3 enables the user to improve management of customer relations. The marketing function can use it to organize and monitor marketing campaigns, manage direct mailing and telemarketing, and set up trade shows and press campaigns. This module can be used on a daily basis to monitor jobs and organize tasks.
CRM Activity module of Sage ERP X3 has a sub tree:
- Tasks (Customer relation > CRM Activity > Tasks):
The Tasks management groups all the commercial actions. Task feature of Sage ERP X3 allows us to keep the track of task done and also to schedule the future task as well. They offer characteristics and simplified behavior in order to take into account the widest range of different actions.
We can synchronized the task with the Outlook, when tasks are synchronized with outlook the x3 tables get updated in parallel on creation or modification of records concerned and stored the information coming from the Outlook tasks.
- Calls (Customer relation > CRM Activity > Calls):
Calls help us to scheduling of calls to be carried out and to save a summary of those which are carried out. We can save the details of calls like contact person, priority of call, date and time, call objective, call duration etc.
The call management takes the control of two types of actions carried out on a daily basis:
>> Incoming calls record
>> The scheduling of calls to be carried out
Unlike tasks we also can synchronize the Calls with Outlook. Its works same as that for the Tasks.
- 3. Appointment (Customer relation > CRM Activity > Appointment):
The management of appointments has as its objective the scheduling of appointments and meetings to be carried out and to save a summary of those carried out. We can save the various details related to appoint like meeting date, time, contact person, location, key persons of the meeting etc. It stored the all the details of appointment.
Unlike Tasks and Call we also can synchronized the Appointment with Outlook.
This blog will help you in guiding yourself through the CRM Activities, we will be bringing some more important topics on CRM Activities on our blogs.