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BizAutomation CRM & Business Managment

BizAutomation CRM & Business Managment
Written By
eWEEK EDITORS
eWEEK EDITORS
May 28, 2012
1 minute read
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BizAutomation CRM & Business Managment

BizAutomation CRM & Business Managment

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


BizAutomation CRM & Business Managment – Floating project window

2

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


BizAutomation CRM & Business Managment – Master list configuration

3

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


BizAutomation CRM & Business Managment – Opportunity screen

4

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


BizAutomation CRM & Business Managment – Process definition

5

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


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BizAutomation CRM & Business Managment – Prospect screen

6

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

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