Top 10 Features of a CRM – Try FileMaker Video Series – FMTraining.TV – 7093

In this video, I want to talk about the top ten features that customers asked me for when trying to build out a CRM system. The number one most obvious feature is contact management. Now the important thing with contact management is that you need to track all the communications with that person, so all the phone calls and emails etcetera should be tracked. Now to make this simpler, you should be able to send e mails directly out of your CRM system. And typically this could be made even better by using some pre can templates that your team has written for specific situations that are common. For example, someone contacts you about asking for some sort of information on one of the widgets that you sell or one of the services that you provide. Well, you probably have an email that you would bring up. Ideally, you customize it a little bit to show that it’s not a robot doing the work, and then you send that e mail out.

Introduction To TryFileMaker – Try FileMaker Video Series – FMTraining.TV – Video 1
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Take Your Business to the next level with Software Innovation that is easy-to-use, with many tools to streamline your Organization’s Work Flow,Team Collaboration, Customer Relationship Management, Accounting Package and Custom Project Management.

This software Solution allows you to pick and choose the functions you really need. You can customize it to your business needs to get to the result you want for your company’s day-to-day tasks. Beyond that, the software will work for you in the Office and in the Field on many devices; so everyone has live progress updates of the current projects being worked on.

FileMaker is a cross-platform relational database application from FileMaker Inc. https://en.wikipedia.org/wiki/FileMaker

FileMaker Pro is simply a powerful software used to create custom apps that work seamlessly across iPad, iPhone, Windows, Mac, and the web.

Customer Relationship Management – this is a process implemented to manage a company’s interactions with customers and prospects. https://en.wikipedia.org/wiki/CRM

Richard is the Product Manager for FM Starting Point, the most downloaded **Free FileMaker CRM Starter Solution**.

Get your free copy of this CRM Software at http://www.fmstartingpoint.com.

RCC http://www.rcconsulting.com/
Contact us at support@rcconsulting.com

Top-Rated TryFM Video Series by FileMaker Pro Expert, Richard Carlton, at FMTraining.TV

RCC also provides one on one FileMaker Pro Coaching
https://www.youtube.com/playlist?list=PLjTvUZtwtgBRLb-Hvn5jQRlKDg_7LwX4e

Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top-tier FileMaker consultancies worldwide.

RCC, FileMaker Videos, and FMTraining.TV are headquartered in Santa Clara, CA.

RCC’s staff: A team of 28 FileMaker developers and supporting web designers, With offices in California, Nevada, and Texas.

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