CRM Scenarios

This topic describes the steps required for different scenarios using the CRM functionality. Some scenarios include using the Microsoft Outlook add-in piece. See the CloudSuite Industrial Microsoft Office Integration User Guide for more information about the Outlook add-in functionality, including any installation information that may be required as mentioned below.

Click one of these scenarios to learn how to create it:

• Scenario 1: A customer calls about your new product line. Return the phone call from the prospective customer.
• Scenario 2: A customer is interested in getting more information about your new product line.
• Scenario 3: Customer meeting went well. This has now turned into a sales opportunity.
• Scenario 4: Your manager is requesting a forecast of opportunities.
• Scenario 5: The deal has been won.
• Scenario 6: Create and manage a campaign.