Examples of typical functions and services required for each tool
Posted: Mon Feb 17, 2025 6:20 am
Now, let's look at the typical functions and service names of tools required to improve the increase rate in each department.
Typical functional requirements and tool examples for CRM
The requirements for a CRM that is used across all departments are as follows:
Manage attribute information such as company name, name, email address, and phone number (custom additions are also possible)
Visualization of website behavior history, such as page browsing status
Records of customer interactions, including call logs, notes, and email content
Task management and alert notifications to record next actions for customers, such as deadlines for sending quotes
Linking and managing customer information with customer company information, business negotiation information, support information, etc.
Manage attachments such as PDF quotes/invoices sent to bahrain number data customers
Data integration with other CRM tools (data synchronization)
Representative tools include Salesforce, Microsoft Dynamics365, kintone, and HubSpot.
Typical functional requirements and tool examples for a CMS
The requirements for a CMS that is primarily used by the marketing department are as follows:
Manage the list of public and private pages on your website
Managing common templates and parts used on each page
Management of source code and files such as HTML/CSS/JavaScript/images
Management of multilingual pages, including English, Chinese, and Korean pages
Intuitive page editing and permission management that allows you to modify images, text, etc. without coding
Preview function for each device of created/edited pages, approval, timer publishing
Management of forms and thank you emails used on inquiry pages, etc.
Create, edit and post articles for use on announcements, blog pages, etc.
SSL and domain connection management
Traffic report function such as number of sessions and page views
Guaranteed annual uptime and security
Representative tools include WordPress, MovableType, Drupal, sitecore, HeartCore, and HubSpot.
Typical functional requirements and tool examples for CRM
The requirements for a CRM that is used across all departments are as follows:
Manage attribute information such as company name, name, email address, and phone number (custom additions are also possible)
Visualization of website behavior history, such as page browsing status
Records of customer interactions, including call logs, notes, and email content
Task management and alert notifications to record next actions for customers, such as deadlines for sending quotes
Linking and managing customer information with customer company information, business negotiation information, support information, etc.
Manage attachments such as PDF quotes/invoices sent to bahrain number data customers
Data integration with other CRM tools (data synchronization)
Representative tools include Salesforce, Microsoft Dynamics365, kintone, and HubSpot.
Typical functional requirements and tool examples for a CMS
The requirements for a CMS that is primarily used by the marketing department are as follows:
Manage the list of public and private pages on your website
Managing common templates and parts used on each page
Management of source code and files such as HTML/CSS/JavaScript/images
Management of multilingual pages, including English, Chinese, and Korean pages
Intuitive page editing and permission management that allows you to modify images, text, etc. without coding
Preview function for each device of created/edited pages, approval, timer publishing
Management of forms and thank you emails used on inquiry pages, etc.
Create, edit and post articles for use on announcements, blog pages, etc.
SSL and domain connection management
Traffic report function such as number of sessions and page views
Guaranteed annual uptime and security
Representative tools include WordPress, MovableType, Drupal, sitecore, HeartCore, and HubSpot.