CRM Storyboard

CRM Storyboard

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Storyboard Description

Storyboard illustrating key aspects of CRM capabilites.

Storyboard Text

  • Jack needs to keep his business contacts organized with a system that logs communications with contacts.
  • I need a way to keep track of all my business contacts and communications! So busy!
  • The system that Jack's company uses keeps track of contacts, organizes them by type, and keeps of an active record of communications.
  • CRM
  • That's easy with Software Solutions' CRM! Organize all your business's contacts! Keep a log of communications! Maintain a calendar of events!
  • The ticketing system tracks communications with contacts and provides unique details of each communication.
  • Wow, so easy and organized! Exactly what I needed!
  • CRM
  • Create and edit contacts, add contacts to existing business contacts, categorize by type and/or role, track communications with contacts via Ticketing System!
  • Jill needs a way to make a report to present at a meeting on sales growth figures of the last 6 months for American Video Game Company.
  • I need to create a report for a big meeting tomorrow! How will I gather and organize the data I need?
  • The CRM can pull the desired data from the database and organize it into a custom or predefined report. The CRM's easy-to-use interface allows her to filter, format, query, and export the data in a variety of ways fit for her report.
  • CRM
  • That's easy! I can pull relevant data from the database and organize that data into a report with a variety of formats!
  • Jill creates the report, built from the data she needed to present. It is organized and effectively illustrates sales growth. It can be saved for historical archiving and so that users may view it at another time. 
  • CRM Report
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