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CRM Opportunity plan

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CASE STUDY

Gregoris

The goal achieved is the full integration of the configuration process with the management software Ideale2005

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SOFTWARE - CRM Opportunity plan

Resource Management

Resource management allows to draw the resources in the sales process.  It is necessary to identify them, profile them and indicate their suitable characteristics and potential.  The first crucial step is their hierarchical allocation, correctly sizing a tree diagram in which responsible figures will be identified and defined in their role.  OpportunityPLAN allows, then, to create categories of resources to identify the various roles: Sales Management,  ManagerArea, Agent, Signalman etc.

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