Yammer
Yammer provides a chat function for company-internal communication, which can be integrated in Aurea CRM web on demand.
You need to register your company for yammer at http://www.yammer.com. Depending on which functions you wish to use, you can choose between a free and pay model. Aurea CRM web supports both options.
When registering, you are issued with an ID that can be used to integrate Yammer with Aurea CRM web. Registered employees can log on to the Yammer network using their login data (company e-mail address and Yammer password).
Your company can determine which info areas provide access to Yammer. For example, your company can choose to allow chats to be created for companies and opportunities in Aurea CRM web. News feeds are displayed in both applications as follows:
- The news feed for a record (e.g. a company or opportunity) is displayed in the Yammer tab in Aurea CRM web, see News Feed in Aurea CRM web.
- Feeds are collated to form a project in Yammer, see Projects in Yammer.
Information (e.g. concerning an opportunity) can thus quickly be made available to all employees or members of a project group.
News Feed in Aurea CRM web
The Yammer tab is available in info areas associated with a Yammer project. Only conversations concerning the current record are displayed in this tab:
Projects in Yammer
All registered users’ news feeds are displayed in Yammer at www.yammer.com/<Your Company>.
Daily and Weekly Overview
Yammer includes daily and weekly summaries (digests) that inform users about ongoing conversations. These digests are sent via e-mail.