nieuwe functies van crm
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Nieuwe functies van CRM. Bart van Wanroij. CRM and the future. Consumenten electronica op de werkplek Up-to-date houden Vanuit de Templates naar CRM terug E-mailings feedback verwerking SCN social networking integratie CRM en Collaboration Communicatie en CRM (MS OCS/Lync, Cisco) - PowerPoint PPT PresentationTRANSCRIPT
Nieuwe functies van CRMBart van Wanroij
CRM and the future
22 juni 2011
Consumenten electronica op de werkplekUp-to-date houden• Vanuit de Templates naar CRM terug• E-mailings feedback verwerking• SCN social networking integratie
CRM en Collaboration• Communicatie en CRM (MS OCS/Lync, Cisco)• SharePoint collaboratie platform
Workflows• CRM als mastertable voor WWFT, New Matter, Conflict checks• Business Development Task (activity tracking, actions)• Leads workflow processing
22-04-2023
Consumenten electronica
Intel will create a Consumer Device Atom processor in the next 18 monthsAll harddrives will become Solid State
Result: more consumer devices in the workplace, with longer battery life and more features
22-04-2023
Up to date houden
Vanuit de Templates naar CRM terugE-mailings feedback verwerkingSCN social networking integratie• Connect to SCN, Import from SCN• New e-mailaddress, search CRM, add to CRM
22-04-2023
Up-to-date
Blinker-Mailplus integratie• Feedback verwerking (opt-in/out)• Aanmeldingsformulieren, webformulieren
22-04-2023
Seminars
22-04-2023
CRM en Collaboration
Communicatie en CRM (MS OCS/Lync/Skype, Cisco)SharePoint collaboratie platform“We are leveraging your existing SharePoint infrastructure, reducing your search crawl processes, integrating workflow, introducing collaboration and possibly communication on ONE standard platform”, source: Clifford Chance, Legalweek’11
22-04-2023
Communicatie
http://www.youtube.com/watch?v=91BX36VzkdY
22-04-2023
Workflows
Business Development Task (activity tracking, actions)CRM als mastertable voor WWFT, New Matter, Conflict checks• Example Passport scanner to start Person record in CRM
Leads workflow processing• Example www.huisadvocaten.nl
22-04-2023
Workflows - BD
22-04-2023
Workflows – WWFT/Passport
Passport scanner -> PersonWWFT workflow after matter creation
22-04-2023
Workflows – lead processing