The Infinity Approach to Onboarding
Onboarding was a simple matter in the earlier days of software. The customer company purchased licenses, onboarding occurred, followed by setup, and that was it. End of story.
Onboarding was a simple matter in the earlier days of software. The customer company purchased licenses, onboarding occurred, followed by setup, and that was it. End of story.
Digital transformation has particular meaning for today’s companies. It’s an environment in which an organization’s departments work together instead of existing in completely independent silos
Data security is a prime concern today, any company in the market for a CRM solution will have questions. Here are answers to specific questions many have about data security in Coevera.
At Coevera, we chose to go with AWS over a decade ago and have remained with them ever since. Why have we done so? Continuing in our series on Coevera security, here is our path and reasoning.
Through this series we’ve called Coevera Concepts, we’ve gone over Coevera’s basic concepts, as opposed to simply listing out its technical details. In this final article, let’s touch on the crucial points of Coevera, and CRM in general, for the future.
Coevera concepts, let’s now look at yet another remarkably efficient Coevera administration approach: fields and forms.
Another first for Coevera, no other vendor has anything like the Common Lists. They are directly correlated to putting the “R” back in CRM.
As we continue our series on Coevera concepts, we’ll now cover another totally unique function: product and price lists.
A sales process, or other types of process, is represented within CRM as a pipeline. Coevera was the first CRM to enable multiple pipelines within CRM.