CRM Demo

The demo version of Effector can be accessed by clicking here.

This is a demo which demonstrates the basic functionality of a CRM and which emphatically uses the information cards for displaying the data. The demo contains the following working methods:

Management

The default working method of the sales lead.

Screens:

  • Sales cases overview.
  • Sales agents overview.
  • Forecast graph.

Management

Management

Sales

The default working method of the sales agents.

Screens:

  • Task and event overview for the sales agents.
  • Sales transactions overview.
  • Company overview.
  • Forecast graph.

Sales

Sales

Workflows

It describes the workflow handling using a contracting business process.

Screens:

  • Task list. It shows all of the tasks that are assigned to the current user. The open tasks are uppermost. The complete tasks are grouped by week.
  • Workflow overview. It provided an overview about the progress of the individual workflows.

Task list

Workflow overview

Workflows

Marketing

It demonstrates the event organization related to marketing.

Screens:

  • Marcom. It provides an overview about the current events/organizations or the invitations related to the events, the registrations and the participation.
  • Companies. It demonstrates the entire company database of the CRM system with exporting function.
  • People. It represents the entire contact database of the CRM system with exporting function.

Marketing

Marketing

Document store

Company documents with searching and displaying functions.

Document store

Document store

Training

Displaying training materials that are related to Sales, including interactive tests.

Screens:

  • Video tutorials. Online video tutorials.
  • Tests. Single-selection tests.

Training

Training