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    BizAutomation CRM & Business Managment

    By
    eWEEK EDITORS
    -
    May 28, 2012
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      PrevNext

      1BizAutomation CRM & Business Managment

      1

      The Bizform wizard gives administrators a way to customize forms within BizAutomation CRM + Business Management.

      2BizAutomation CRM & Business Managment – Floating project window

      2

      One disconcerting aspect of BizAutomations interface is the new actionwindow–the window cannot be moved.

      3BizAutomation CRM & Business Managment – Master list configuration

      3

      Customizing lists is straightforward in BizAutomation; these lists can apply to any part of the sales process.

      4BizAutomation CRM & Business Managment – Opportunity screen

      4

      The default configuration in BizAutomation makes price quoting central to defining a new opportunity.

      5BizAutomation CRM & Business Managment – Process definition

      5

      Sales stages are defined by milestones, as well as stages within each milestone, allowing for granular processes.

      6BizAutomation CRM & Business Managment – Prospect screen

      6

      Prospects are linked to other relevant data, such as open opportunities and action items, through tabs.

      PrevNext

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