Some CRM use cases

Marketing Campaigns/Territory Rebalance

  • Run multiple simultaneous campaigns efficiently
  • Lead nurturing, engagement, conversion, follow-ups, etc

Sales Pipeline Management

  • Targeted resource allocation
  • Optimize ‘deal velocity’ by optimizing time and cost for prospecting, qualification, proposal, commitment, sale

Auto-Responding

  • Efficient salespeople assignment for follow-up after auto-response