Marketing campaigns generate leads. If these leads are not existing customers, they are added to the Contact Master. Otherwise, the information is added to the Customer Master. The Call Center follows up on those leads in an attempt to convert them into qualified prospects for follow up by Sales. The results of these telephone calls are posted to the Contact Master or the Customer Master. Details of each contact with the customer including date, employee, contact person, and activity are stored in the Contact Master or the Customer Master.

If the enterprise in involved in direct marketing, the Call Center may be involved in creating orders using Order Processing. Only large ERP packages have a Call Center module.

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Tables

Data Exchange

Transactions