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  •     QAD Glossary

  • QAD CRM Components
    This section provides an overview of the following components that constitute the QAD CRM application:
    QAD Sales Force Automation
    QAD Marketing Automation
    QAD Remote Sales
    For more information about these components, refer to User Guide: QAD Customer Relationship Management.
    QAD Sales Force Automation
    QAD Sales Force Automation is the core of QAD CRM, and enables salespeople to generate business and manage customer relationships. This layer of the QAD CRM application appears as Sales Management on the application menu.
    QAD Marketing Automation
    QAD Marketing Automation is an optional layer that integrates with the QAD Sales Force Automation layer to provide features for managing and maintaining marketing campaigns. This layer of the QAD CRM application appears as Marketing Management on the application menu.
    QAD Remote Sales
    QAD Remote Sales is an optional application that can be installed on the stand-alone machines of remote sales personnel to enable interaction with the QAD CRM central (host) database.
    Remote users can synchronize the data on their remote machines with the central database to ensure that both remote and central databases contain the latest data.
    QAD Remote Sales interacts with both the QAD Sales Force Automation and QAD Marketing Automation layers.
    Typically setup configuration of QAD Remote Sales is performed by a system administrator. For details, see QAD Remote Sales Integration.
    Synchronizing data between remote and host databases is typically performed by salespersons as part of their everyday activities; for details, refer to User Guide: QAD Customer Relationship Management.