CRM Clause Samples
The CRM clause establishes the requirements and responsibilities related to the use of Customer Relationship Management (CRM) systems within the context of the agreement. It typically outlines how parties will access, update, and maintain customer data, and may specify standards for data security, sharing protocols, or integration with other business systems. By clearly defining these expectations, the clause ensures that both parties manage customer information efficiently and securely, reducing the risk of data mishandling and promoting effective collaboration.
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CRM. The Customer Relationship Management (CRM) tool developed in WP2 will be used to collate event data from LES Enablers through the Eventbrite platform. This will be used to gather data on number of people attending LES activities and who they are, so that their impact journey can be linked to their event attendance. In addition, the CRM has an impact tool function, whereby LES Users can tag impact themes for each individual LES User. This includes:
(i) Closed quantitative field – tick boxes for skills, networking, business innovation, other; plus a clickable ranking for impact on the User from 1 (not at all) to 5 (a lot).
(ii) Open qualitative field - text field to describe the impact that the Enabler has tagged in the CRM. These open text fields will be used as a reference point for LES Enabler interviews, to gain more insight on LES Users’ individual impact journeys.
CRM. The term “CRM” shall mean the Customer Relationship Management system. This is the public facing system Orange County Public Works uses for relationship management.
CRM. The Marketing 360® CRM is a customer relationship management system within the Marketing 360® platform that is designed for small and medium-sized businesses. The CRM is included in both DIY and DIFM plans with the Marketing 360® Base Platform Fee payment. You may use the Marketing 360® CRM to manage up to 25,000 leads, contacts, or customers, additional contacts require additional resources and fees. You may add as many team members as you need, create up to 20 custom fields at no additional charge, assign tasks, track deals and sales pipelines, assign contacts to specific team members, and use your CRM on your phone or desktop computer from anywhere with internet access. Once you sign up for the Marketing 360® CRM, a CRM specialist will contact you to walk you through the product and answer any initial questions you may have. Going forward, either your Marketing Success Manager or a CRM specialist can assist you with any questions via email or via phone during our normal business hours. Access to the Marketing 360® CRM is included through the DIY Plan of the Marketing 360® Base Plan. Your access to the Marketing 360® CRM may be suspended or terminated if you dispute any payment or fail to make a required payment. We are under no obligation to store and maintain your CRM records if your Marketing 360® CRM account has been terminated. If you have signed up for the free Marketing 360® CRM trial, you will have full complimentary access to the CRM for the free trial period. After the free trial period, you will need to pay either the DIY Fee or the Marketing 360® Base Fee monthly to have access to the CRM. All fees paid for the Marketing 360® CRM are non-refundable. You may log into the system and export a .csv file of your CRM data at any time, as long as your CRM access is not currently suspended or terminated. Please contact your CRM specialist for more information about exporting CRM data. You are fully responsible for the information that you upload to the CRM. The CRM is not intended to store sensitive, protected, proprietary, health, or financial data, and you agree not to use the CRM to store this information. You acknowledge that the Marketing 360 CRM is not PCI compliant, and you agree not to store financial data, social security numbers or payment processing data within the CRM. You acknowledge that the Marketing 360® CRM is not HIPAA compliant, and is not designed to be used by any health services provider. You agree not to store any HIPAA protect...
CRM. A comprehensive call based CRM with a workflow driven module
CRM. CRM is the soGware module that interfaces with the virtualisation hardware available at each domain so as to create virtual machines. This component was developed fully by i2CAT and brought as well from previous FP7 projects. Within ▇▇▇▇▇, it was subsequently extended by i2CAT and also by AIST, the latter adding interfaces and developing required extensions to allow creation of VMs on top of KVM-enabled servers. Therefore, there are two flavours, according to the equipment provided by the domain of each organisation: XEN-CRM (the original version, deployed by i2CAT, PSNC and EICT) and KVM-CRM (the version extended by AIST, currently deployed in AIST and to be placed in KDDI as well). The case of iMinds is a bit different, as its infras- tructure runs with VirtualWall, an alternative to the combined CRM and SERM. In this domain, thus, they use VirtualWall along with its implicit stitching technique. The source of XEN-CRM is available under the ocf branch (vt_manager folder) and instructions are provided in the corresponding section of the GitHub public wiki page. In a similar way as SDNRM, both flavours of CRM provide a sample configuration Python file (mySettings-example) to be later copied and filled by the island admin- istrator into a new file (mySettings.py). That file will contain details such as the access for the MySQL database, administrator e-mail for notifications and so on. The second step of configuration requires the installation of the module in the server and accessing the ad- ministrator GUI to set up the ranges of IP and MAC addresses that are assigned under her domain, as well as basic information about each server machine to be used for VM provisioning (e.g. name, OS, and more importantly, the location (that is, address and port) of the agent soGware to send petitions, bridge interfaces and connection of each server with the OpenFlow-enabled switches. This information is, among others, appropriately translated from the physical, real configuration, into the network logical conformation that the users are aware of and which is of use for their experiments. Specifically, the details provided to the experimenters contain which interface of their VMs are connected to every switch, and are provided to them via the GENIv3 API (i.e. a ListResources call). As with SDNRM, and SERM, a new sample configuration file (crm.json.example) was added in the resource- orchestrator branch to include the information required for monitoring access, which is not provided ...
CRM o Seller will export DSD-specific data (accounts, contacts, opportunities, quotes, etc.) to SQL Server or Access format. Seller will export DSD-specific entity and report customizations in standard XML format. Seller will forward export files to Buyer.
CRM. The Marketing 360® CRM is a full-featured customer relationship management system within the Marketing 360® platform that is designed for small and medium-sized businesses. The CRM is included with the Marketing 360® Base Platform Fee payment. You may use the Marketing 360® CRM to manage leads, contacts, and customers all in one place. 25,000 leads, contacts or customers are included with your plan, additional contacts require additional resources and fees. You may add as many team members as you need, create up to 20 custom fields at no additional charge, assign tasks, track deals and sales pipelines, assign contacts to specific team members, and use your CRM on your phone or desktop computer from anywhere with internet access. Once you sign up for the Marketing 360® CRM, a CRM specialist will contact you to walk you through the product and answer any initial questions you may have. Going forward, either your Marketing Executive or a CRM specialist can assist you with any questions via email or via phone during our normal business hours. Access to the Marketing 360® CRM is included through the DIY Plan of the Marketing 360® Base Plan. Your access to the Marketing 360® CRM may be suspended or terminated if you dispute any payment or fail to make a required payment. We are under no obligation to store and maintain your CRM records if your Marketing 360® CRM account has been terminated. If you have signed up for the free Marketing 360® CRM trial, you will have full complimentary access to the CRM for the free trial period. After the free trial period, you will need to pay either the DIY Fee or the Marketing 360® Base Fee monthly to have access to the CRM. All fees paid for the Marketing 360® CRM are non-refundable. You may log into the system and export a .csv file of your CRM data at any time, as long as your CRM access is not currently suspended or terminated. Please contact your CRM specialist for more information about exporting CRM data. You are fully responsible for the information that you upload to the CRM. The CRM is not intended to store sensitive, protected, proprietary, health or financial data, and you agree not to use the CRM to store this information. You acknowledge that the Marketing 360 CRM is not PCI compliant, and you agree not to store financial data, social security numbers or payment processing data within the CRM. You acknowledge that the Marketing 360® CRM is not HIPAA compliant, and is not designed to be used by any health services ...
CRM. PrestoCentre holds a large contact database with around 1500 international organisations and 2500 contacts. This database might be used to send out invitations and other direct communications. This can either be by email or by post.
CRM
