DİA'da CRM & GTS Yönetimi Nasıl Kullanılır?

This is a training video explaining how to use DIA Academy - CRM & GTS Management. DIA Cloud ERP offers you a fast, easy, reliable, up-to-date, online (cloud) and mobile service with its Inventory and Warehouse Management, Financial Management, Accounting Management, E-Government Solutions, Retail Management, Mobile System, E-Commerce Management, Hotel Management, Restaurant Program, Production Management, Technical Service Management, CRM and other sectoral software. 00:00:00 How to Use CRM & GTS Management? 00:00:19 How to Define a Potential Customer? 00:02:18 What Operations are Performed on the Potential Customer List? 00:02:35 How to Add a New Offer to a Potential Customer? 00:03:15 How to Revise an Offer Created for a Potential Customer? 00:03:48 How to Activate a New Column in the Potential Customer List? 00:04:18 How to Change the Offer Status in the Potential Customer List? 00:05:15 How to Perform Filtering Operations Related to Potential Customers? 00:05:57 How to Add a New Authorized Person to a Potential Customer Card? 00:06:29 How to Add a New Salesperson to a Potential Customer Card and Create a New Salesperson Card? 00:07:05 How to Convert an Offer Given to a Potential Customer into an Order? 00:08:27 How to Define Opportunities and Opportunity Types in the Customer Relations Module? 00:11:49 What Operations are Performed from the Opportunity Operations Button? 00:12:02 How to Create an Offer Based on an Opportunity? 00:12:48 What operations are performed in the Opportunities tab of the Potential Customer List? 00:13:43 How to send SMS messages to potential customers? 00:14:03 How to set system parameters for sending SMS messages to a single potential customer? 00:15:12 How to create survey forms for potential customers? 00:16:04 What are the reports in the Customer Relations Module? 00:18:57 How to use the Task Tracking Module - How to define the task type? 00:26:59 What operations are performed through the Task List? 00:29:06 How to create a new complaint record from the Task List screen? 00:30:01 How to create a task definition? 00:35:08 How to add a meeting note? 00:37:10 How to Change Task Processes on the Task List Screen? 00:39:51 What Operations are Performed on the Task List Screen? 00:42:31 How to Set User Permissions? 00:43:31 How to Create a New Task Definition on the Potential Customer List Screen? 00:48:25 What is the Interview Notes Screen and How to Use It? 00:48:59 How to Use the Interview Categories Screen? 00:49:11 What are the Reports Related to Interview Notes? You can watch all our videos on DIA Academy: https://www.diaakademi.com/ For more detailed information, you can visit our website: http://www.dia.com.tr You can follow us on our social media accounts. Facebook:  / degisimeilkadim   Instagram:  / diayazilim   Twitter LinkedIn:  / diayazilim   TikTok:  / diayazilim