Automating CRM tasks easily and painlessly

Some of the challenges during a CRM implementation include automation of some of the mundane tasks like:

  1. Literature Fulfilment
  2. SMS/E-mail alerts
  3. Archival of e-mails
  4. Sending out welcome packs, gift coupons and other marketing material.

This is true of most CRMs I have come across- Microsoft Dynamics, Sage CRM, Sage Saleslogix CRM and a couple of others.

I was very impressed with what Orbis Software’s TaskCentre solution could achieve so easily and at a very affordable price. We are very excited about TaskCentre based on some of the discussions and walk through’s we have done for our prospects.  Here is a link to their page on Business Process Management (BPM) Software for CRM Applications. You can  download some cool white papers as well.



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