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  •     QAD Glossary

  • Overview
    This section contains an overview of QAD Customer Relationship Management (QAD CRM). It discusses the following topics:
    Introduction
    Discusses the different sections of CRM and how they are used.
    Sales Management
    Explains how Sales Management works and lists its functions and modules.
    Marketing Management
    Discusses the functions of Marketing Management and lists its modules.
    Remote Sales
    Discusses the uses of the Remote Sales function.
    Integration with QAD Enterprise Applications
    Discusses how CRM can be integrated with other modules and lists them.
    Working With Multiple Domains and Business Units
    Explains how CRM connects to other domains and programs.
    Integration with Microsoft Exchange Server
    Explains how to use the Exchange Server Integration module.
    Introduction
    QAD CRM helps streamline business generation, and improves salesperson productivity with communications and scheduling tools, pipeline and forecast management functionality, and customer service capabilities. It shortens the sales and marketing cycles by automating your daily activities, promotes business growth by letting you store opportunity details, and aids in marketing endeavors by helping plan and execute campaigns.
    QAD CRM is fully integrated into core QAD ERP application functions such as Sales Orders/Invoicing and QAD Service and Support Management. This allows field processing of orders and updates on status of service and support issues.
    The system consists of the following functional areas:
    Sales Management
    Marketing Management

    QAD CRM Functional Areas
    The Sales Management layer forms the core layer of the product. Enterprises can add the Marketing Management layer to the base layer, depending on evolving business requirements and budget.

    Core and Integrated Functions