Adding CRM capability to EZ Publish 3.0

Thursday 08 May 2003 6:18:20 am

I am beginning the planning process for a corporate portal that needs to have an integrated CRM (customer relations management) capability. I am new to EZ Publish, can anyone give me some ideas on how this could be accomplished using EZ Publish 3.0?

Friday 09 May 2003 7:10:43 am

The client is a manufacturing firm with a large and diverse group of customers and potential customers. The client has identified the following features they would like incorporated into the system:
·Consolidated account information
·Contact management
·Sales opportunity management
·Newsletter management
·Calendars
·Consolidated marketing materials
·Corporate communications interface

The ultimate goal is to bring together information from a variety of data sources within an organization (and where appropriate, from outside the organization) to give one, holistic view of each customer in real time.

Best regards,