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CRM

Customer relationship management software.

Contributors in CRM

CRM

Immediate action

Software; CRM

A workflow action that executes instantly when the conditions of a workflow rule are met.

Time-dependent workflow action

Software; CRM

A workflow action that executes when the conditions of a workflow rule and an associated time trigger are met.

Sync

Software; CRM

Sync refers to transferring and merging your data within Salesforce.com or between Salesforce.com and a desktop or mobile application. For example, you can sync data between Salesforce.com objects, ...

Activity history

Software; CRM

The Activity History related list of a record displays all completed tasks, logged phone calls, expired events, outbound email, mass email, email added from Microsoft Outlook®, and merged documents ...

AdWords customer ID

Software; CRM

The AdWords Customer ID (CID) is the unique account number for your Google AdWords account.

Campaign ROI (return on investment)

Software; CRM

The campaign ROI is the return on your marketing investment. Use the Campaign ROI Analysis Report to analyse the ROI. The ROI is calculated as the net gain (Total Value Won Opps - Actual Cost) ...

Channel

Software; CRM

The channel refers to the medium by which an article is available. Salesforce Knowledge offers four channels: *The internal app. Salesforce.com users can access articles in the Articles tab ...

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