CRM Campaigns

Trivaeo offers a module to manage the email and “snail-mail” campaigns and to track the success of other Marketing campaigns. undertaken and the aim is to keep the contacts (targets) in CRM and integrate with a suitable email bulk sending…

CRM Comms

CRM Communications History and email Integration Great control and sharing of communications are the essence of service. Trivaeo has integrated a module dedicated to the control and sharing of communications. This is in addition to the…

CRM Companies

CRM Companies Just as CRM / Contacts has a list view, so does the Companies you hold in your CRM. See CRM / Contacts for more information. A Company in Trivaeo CRM is any organisation you might want to store information about, (apart from…

CRM Contacts

Note CRM Contacts uses links from CRM / Admin to establish Groups and Account Type. Whilst these are not mandatory, you will find it harder to locate individual contacts and to note what sort of contacts they are without using this drop-down…

CRM Coversheet

Select Trivaeo CRM by clicking on the CRM square on the main company coversheet. Or by selecting CRM from the expanded left menu. CRM Coversheet Every Trivaeo module has a coversheet of its own. The coversheet is to show the main modules within…

CRM Leads

No need to re-input information IF the contact or company you want to add as a lead is already in the system. Simply open the drop-down list at list view of Contacts and select “Create Lead”. CRM Leads is designed to separate enquiries…

CRM Orders

CRM Orders You can create, manage and process orders (Sales Orders) as part of the Trivaeo CRM. Sales Order Processing (SOP) is designed to be an integral part of the CRM Sales process and is linked to every single part of the CRM suite of…

CRM Overview

See your own CRM modules by either selecting “CRM” box from coversheet or by closing the coversheet and selecting CRM from the left-hand menu. Note that sales teams and targets and product lists and sales process items and dictionaries…

CRM Quotes

The ability to quote for Products and Services you wish to sell is an important part of a Sales process. The Quote tool provided here picks up your company Logo / branding and states clearly what you propose to supply and at what price. It also…

CRM Opportunities

Part of the sales best practice when managing sales processes that take a longer time or require input from several people or require intense Account Management is to upgrade Leads to full “Opportunities”. These Opportunities hold much more…