Overview

Aurea CRM web is a web-based application that accesses the Aurea CRM database and that include a large number of standard CRM processes.

Employees can use Aurea CRM to manage customer-related activities, search for and edit their contact persons and check current revenues. Aurea CRM is a fully-fledged CRM solution. The data displayed by the system depends on your role. Access rights are defined by your administrator.

Aurea CRM web's user interface is easy to use. This document provides an overview of the design and the basic function of the Aurea CRM web specific to following businesses:

Industry Solutions International (ISI) - Here the business focus is construction and manufacturing sectors in a B2B model. Sales and Services are the primary process focus in ISI.

Life Sciences International (LSI) - Here the business focus is over the counter sales and pharmacy in a B2B and B2C model. The primary process focus in FSI is sales.

Financial Services International (FSI) - Here the business focus is the financial sector in a B2B and B2C model. The primary focus areas are core financial accounting and sales.

This guide contains a description of the user interface's key elements, as well as descriptions of key functions such as searching, entering data and configuring user-specific settings.