CRM Event Wizard - Customer Relationship Management Introduction

Customer relationship management (CRM) is a field of customer relations that has been widely adopted and implemented for managing a company’s interactions with their customers, clients and sales prospects. CRM is usually implemented as a technology solution which then automate and synchronize business processes—principally sales activities and this can be extended to marketing, customer service, and technical support. The objective of CRM is to find, attract, and win new clients, nurture and retain those the company already has, entice former clients back into the fold, and reduce the costs of marketing and client service.

Supported CRM Technologies

There are many CRM Vendors, K2 blackpearl offers support for the following two services:

CRM Vendor / Service	Level of Support
Microsoft CRM Server	The system requires access to a Microsoft CRM Server either in the local network or as a distributed resource. *
Sales Force	SalesForce is an online CRM service which is supported by K2 blackpearl.
^{Run As is not supported as the CRM server is unable to impersonate a user' s credentials. If the CRM server is configured as a distributed resource, Kerberos must be implemented.}