Concepts Overview

Before you implement and use Ajera CRM, it is important to understand the fundamental principles of the application. The Concepts documentation gives you a basic understanding of the principles behind the transactions, processes, and activities that are vital to the work that you perform in Ajera CRM.

See other sections of the Ajera CRM help for step-by-step procedures and for descriptions of options and fields.

Related topics:

  • Customer Relationship Management (CRM) Overview
    Customer Relationship Management (CRM) refers to the set of tools and techniques that you use to manage and monitor the various interactions that occur between your company and your customers.
  • Business Process Management Overview
    Through business process management, you can use standard protocols to call advanced Ajera CRM functionality or third-party applications.
  • Exporting Data from Ajera CRM
    To export data from Ajera CRM, you can print from Reporting, print from grids, use merge templates, or export data to Microsoft Excel.
  • Organization Reporting Overview
    Use the Organization Reporting feature to create individual "organizations" in your company.
  • Project Control Overview
    Project Control helps you keep your projects running smoothly. You can manage project activities and monitor project progress.
  • Proposals Overview
    Project proposals are the principal tools that you use to sell your firm's services and win new business. Proposals contain all the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract.
  • Work Breakdown Structure Overview
    A work breakdown structure (WBS) divides each of your projects into distinct, manageable work elements in a way that balances management needs with the need to collect an appropriate and effective level of project data.
  • Security Overview
    Ajera CRM's security lets a system administrator grant or restrict a user's access to applications, forms, records, and options in Ajera CRM.
Parent Topic: Welcome to the Deltek Ajera CRM Help System