CUSTOMER RELATIONSHIPS Β· PLATFORM SOFTWARE

π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ CRM

A relationship-first CRM connecting contacts, organisations, leads, opportunities, activities, communications and business workflows.

π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ / CUSTOMER RELATIONSHIPSLIVE VIEW
PRODUCT STATUS

In development

VERSIONDevelopment
ACCESSCONTROLLED
STATEREADY
π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ ecosystem connectionOK
OVERVIEW

Customer relationship and business engagement infrastructure.

This product is presented as part of the π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ ecosystem. The page is the product's operational home: introduction, capabilities, requirements, access, documentation and support are kept together instead of being scattered across the site.

CAPABILITIES

What it provides.

01

Contacts and organisations

Designed as a connected capability within the wider π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ system rather than a standalone feature.

02

Leads and opportunities

Designed as a connected capability within the wider π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ system rather than a standalone feature.

03

Activities and tasks

Designed as a connected capability within the wider π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ system rather than a standalone feature.

04

Requests and relationship history

Designed as a connected capability within the wider π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ system rather than a standalone feature.

05

Communications integration

Designed as a connected capability within the wider π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ system rather than a standalone feature.

06

Automation foundation

Designed as a connected capability within the wider π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ system rather than a standalone feature.

PRODUCT LIFECYCLE

From introduction to support.

01DiscoverUnderstand the product and its role.
02AssessCheck requirements and fit.
03AccessDownload or request controlled access.
04InstallConfigure within the supported environment.
05SupportGet assistance as the product evolves.
NEXT STEP

Need access, implementation or support?

Tell π‘Žπ‘ π‘ π‘’π‘‘π‘–π‘ β„’ what you need. Your request is routed to the appropriate product, sales, support, licensing or technical function.

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