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The dashboard may provide client information, past sales, previous marketing efforts, and more, summarizing all of the relationships between the customer and the firm. Operational CRM is made up of three main components: sales force automation, marketing automation, and service automation. [20]
OTRS (originally Open-Source Ticket Request System) is a service management suite. The suite contains an agent portal, admin dashboard and customer portal.In the agent portal, teams process tickets and requests from customers (internal or external).
CRM – Implements the use of ERP systems, emphasis is on the back-end. eCRM – Geared more toward front end, which interacts with the back-end through use of ERP systems, data warehouses, and data marts. System overhead (client computers) CRM – The client must download various applications to view the web-enabled applications.
HubSpot has integration features for Docusign, salesforce.com, SugarCRM, NetSuite, Microsoft Dynamics CRM, and others. [31] There are also third-party services such as templates, and extensions. [32] Additionally, HubSpot offers consulting services and an online resource academy for learning inbound marketing tactics.
A freelancer specializing in creating subscription-based templates (e.g., Notion workflows, Canva designs, Excel dashboards) can carve out a steady income stream.
Simply printing out dashboard graphics on paper and displaying them in a central location can have a positive effect on internal goals. [4] The process of manually creating and posting paper dashboards, however, can become cumbersome to maintain on a regular basis. This is also a simple dashboard approach that often gets out of date quickly.
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