CRM On Demand (MOSC)

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CRM On Demand - Administration (MOSC)

Questions about tools that are designed to give administrators the ability to configure, customize, and maintain the CRM application to meet the specific needs of their organization. Common tasks and features found in the CRM On Demand Administration section may include: User Management: Add, remove, or modify user accounts, assign roles and permissions, and manage user access to different parts of the CRM system.  Data Management: This includes tools for importing, exporting, and organizing data within the CRM database.  Customization: CRM systems often allow for customization to tailor the software to the unique processes and workflows of an organization. Security: Administrators can set up security settings and access controls  Automation: CRM systems often include workflow automation features that allow administrators to create and manage automated processes for tasks such as lead assignment, email notifications, and follow-up reminders.
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CRM On Demand - Reports and Dashboards (MOSC)

Questions for: Reporting: generate various types of reports to analyze their data. Dashboard Creation: create personalized dashboards that consolidate key metrics and visualizations in one place; Add components such as charts, graphs, gauges, and tables to visualize different aspects of their business performance. Visualization Tools: Various chart types, including bar charts, pie charts, line charts, and more. Drill-Down Capabilities:  Navigate from high-level summaries to detailed data with just a few clicks. Scheduled Reports: Schedule reports to run automatically at specific intervals and be delivered to designated recipients via email. Customization: Customization options for reports and dashboards. Integration: Reports and dashboards in CRMOD may integrate with other modules and data sources within the CRM system, as well as with external applications and databases.
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CRM On Demand - Supplemental Applications (MOSC)

Supplemental Applications section of CRM On Demand, which typically refers to additional software tools or modules that extend the functionality of the core CRM platform. These supplemental applications are designed to address specific business needs or requirements that may not be fully met by the standard features of the CRM system. Ex: CRM On Demand Desktop v5.2 and Desktop Lite v5.2.
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CRM On Demand - Web Services Integration (MOSC)

Web Services Integration refers to the capability of the CRM system to communicate with other software applications and systems via web services. Web services are a standardized way of enabling interoperability between different software applications over the internet. Web Services Integration in CRMOD include can include: APIs (Application Programming Interfaces), SOAP (Simple Object Access Protocol) and REST (Representational State Transfer) APIs, Data Synchronization, Custom Integrations, Real-Time Integration, Security and Authentication and Error Handling and Logging.
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