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Web Cliento is not just online CRM software - it's an online CRM solution. This means that it helps you handle your customer
relationship management, but also offers organizational and analysis tools. There are four major components to Web Cliento:
The contacts section is where you'll manage the people and organizations with whom you do business. You can store telephone, address, e-mail
contact information for each person. The calendar tool allows you to plan meetings, set reminders, and record customer interactions that
have already taken place. The opportunities section is your lead-tracking software - you'll manage the people, organizations, events, and statuses for
each prospect that you're keeping track of in Web Cliento. Finally, the relationships tool is your account-management software - you'll use it
to plan, record, and save information pertinent to current customers.
Once you begin recording customer data in Web Cliento, customized analysis tools will help you
organize and improve your customer sevice. This tool analyzes your
interactions with leads and accounts to find those that might need your attention - cold leads, neglected accounts, etc. In addition, you can
see how your business week breaks down in terms of business activity, which will help you plan events on days when you're not as busy.
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