Quick Start Guide with CRM in Viindoo
In Ebook Quick Start Guide with CRM in Viindoo, we show you the most important steps to optimally set up your CRM. Download this guide today!
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Everything you need to get started Viindoo
INTRODUCTION
GETTING STARTED WITH VIINDOO
- Create a new instance
- Install the right applications for your business operations
- Use Viindoo on mobile devices
- System management
- Log in and configure personal account
- Prepare initial data
PERFORMING DAILY OPERATIONS IN VIINDOO
- Sales Teams Management
- Building a customer relationship management (CRM) process
- Recording leads/opportunities
- Planning for customer care activities
- Convert a lead to an opportunity
- Create and send a quotation to a customer
- Visual reports of business performance
GUIDELINES CONTACT SUPPORT
More about Ebook Quick Start Guide with CRM in Viindoo
Viindoo introduces the Quick Start Guide for the Customer Relationship Management (CRM) features to help businesses define where to start, what to do, and how to implement the Viindoo Enterprise Management Software for their business.
Each business will have a unique pipeline depending on the sector and actual requirements. This document shows you how to implement common business processes in customer relationship management.
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Viindoo Customer Relationship Management Software
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Manages all customer information from contact, customer characteristics, and transaction history to reports.