Matrix notifications in Corteza workflows
Notification sending to Matrix can be implemented via Corteza workflows. Steps to implement the workflow: create a Corteza eventbus queue in administration area create a new workflow to write message to queue implement a workflow to read from queue and send the message via HTTP request Prerequisites for the Matrix notifications: room ID in Matrix […]
Why is it essential for a company to implement a CRM?
When the number of leads in your company grows, you need a system that helps you manage all data and tasks. This is the moment when a CRM system becomes essential. In a CRM, you can store all data related to a lead, account or opportunity in an organised way. Emails exchanges, calls and visits […]
Why do you need a CRM?
I’ve worked as both a Manager & a Sales Consultant in several different sectors including CRM Suites. My advice to any organisation considering getting a CRM is to start with the following question: What do my team need the CRM to do for them & how will it help them achieve their goals?
How to implement CRM in a company
A CRM implementation must be a comprehensive, cross-department process involving: Buy-in from all major stakeholders Customer-focused approach to needs analysis Great definition of user stories Strong project management Appropriate choice of technology Though the above list is a useful guide as to what order of priority you should follow, addressing this list in reverse order […]
