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CRM Educational Webinar

Amel Consulting

Wednesday, 18 March 2015 from 16:00 to 17:00 (GMT)

Registration Information

Type End Quantity
CRM Ended Free  

Event Details

A number of our customers have IFS CRM as part of their current suite of modules but are still using external packages or spreadsheets to manage their opportunities, marketing campaigns, sales quotations and customer service issues, i.e, CRM works in silo to the rest of the business.

IFS APPS 8 has changed the way CRM is done in IFS – more capabilities, more integration and more communication channels to engage the sales force and customers.

AMEL functional Consultant (E-Helper) will will touch on the following topics and how businesses could be using key functionalities, such as those listed below, to target their marketing investment to increase their revenue and manage cases and customer service issues successfully. Please note that AMEL is an independent UK consultancy firm specialised in helping organisations implement IFS ERP improvements, upgrades and rollouts quickly and cost effectively.


3rd Party Integration:
• Microsoft® Office
• Mail Merge
• Export To Excel
• TAPI (Outbound phone calls)
• Microsoft ® Outlook email Add-in
• Microsoft ® Exchange Server
• Lotus Domino Server

Opportunity Management:
• Lead management
• Control of your sales process
• Pipeline and forecasting
• Quotations
• Revenue forecasting

Campaign Management:
• Planning
• Prospect selection
• Execution
• Generating mass activities
• Response management
• Follow up
• Statistical analysis

Contact & Activity Management:
• Manage Contact interactions
• Multiple communication channels
• Manage and analyze sales activities
• Analyze and categorize contacts
• Share information within the organization
• Document Management
• Outlook Integration
• CTI Integration

Account Management:
• Comprehensive customer care
• Analysis
• Business decision support
• Case handling

IFS APPS CRM Implementation Approach & Effort:
• Mobilize
• Design
• Build
• Test
• Live

Wed, Mar 18, 4:00 PM GMT Standard Time



Do you have questions about CRM Educational Webinar? Contact Amel Consulting

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