Chapter 2:- Product Overview

This chapter is specifically aimed for IT and Business executives to have an insight about TDS CRM and how they can use it to meet their specific goals and objectives. The given detailed information about the features and functions of the TDS CRM will help the managers and executives in planning the CRM system. TDS CRM is a web-based system and is compatible with Mac, Linux and Windows. It is a completely secured system with password protected features. Users can access the data according to their assigned rights and privileges. Being an open source system, TDS CRM is easy to deploy. It helps the companies in core business functions such as marketing, sales and customer service, etc. It can be customized to match the exact requirements of the business.

TDS CRM is equipped with all the features and capabilities that can manage and automate the core business functions of any organization. It automates the following business functions:

 

 

  • Sales management
  • Marketing management
  • Customer service and support
  • Inventory management
  • Purchasing/vendor management
  • Analytics
  • Communication management
  • Accounting Portal

 

Along with the listed features, Trade Dynamics CRM is equipped with several other helpful business functions. All these features are fully customizable. Companies can choose the features which they consider useful for them. They can start with limited functions and can gradually move on to more advanced functions. The businesses can also choose to deploy the complete system with proper planning.Here is a brief overview about the TDS CRM features. Refer to the following detail to know these features and how these features can support your business activities. Each feature will be described individually in the coming chapters.