Category Archives: What is CRM

Setting Up Your CRM System

Setting Your System Up Transcript This is what we are going to look at now and will be the last slide before we start doing it. Infusionsoft have just implemented a new application, or rather a new look and feel … Continue reading

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CRM the term used for software that run Customer Relationship Management systems

The history of CRM comes from the direct marketing (direct mail) industry (contact management systesm), the utility companies, sales force automation (SFA) products and client name and address systems within the EPR (Enterprise Resource Planning) areana – namely Accounts Recievables, … Continue reading

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What is CRM Screen Layout

This is the front of Infusionsoft when you log in. New Infusionsoft Screen Layout As you look at your screen you will see on your top right hand side tabs for: -Help Log OutFind A Person -Help me with this … Continue reading

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