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CRM

Customer relationship management software.

Contributors in CRM

CRM

entitlement template

Software; CRM

Entitlement templates are predefined terms of customer support that you can quickly add to products. For example, you can create entitlement templates for Web or phone support so that users can ...

entitlement

Software; CRM

Entitlements help you determine if your customers are eligible for customer support so you can create cases for them. A customer may be eligible for support based on a particular asset, account, or ...

search

Software; CRM

Feature that lets you search for information that matches specified keywords. You can enter a search from the Search section of the sidebar column, or perform an Advanced Search by clicking Advanced ...

field update

Software; CRM

Field updates are workflow and approval actions that specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the ...

connect for outlook

Software; CRM

Force.com Connect for Microsoft Outlook is an add-in for Microsoft Outlook that allows you to interact with Salesforce.com conveniently from Outlook. Connect for Outlook adds buttons and options to ...

revenue forecasting

Software; CRM

Forecasting based on projected revenue amounts.

quantity forecasting

Software; CRM

Forecasting based on the projected number of units sold.

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