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CRM Reports

CRM Reports

A CRM should provide at least the following as a part of its reporting capabilities to reduce friction in usage: Quick access to all CRM reports Real Time Availability of CRM reports “Live” Dashboards showing data from CRM reports Ability to save CRM...
Account Management in CRM

Account Management in CRM

We saw in this post how a CRM should incorporate lead management capabilities. Since a successful sales-force would convert many leads into accounts, account management is of paramount importance in the sales cycle. It is accounts that generate revenue for any...
Lead Management in CRM

Lead Management in CRM

Lead management is an important activity and often differentiates an ordinary CRM application from an excellent CRM application. Lead Management helps businesses to find customers and continue making money. It is an essential part of sales and marketing success. When...
Deskera CRM – Contact Management

Deskera CRM – Contact Management

We have come a long way from the time when a Rolodex was considered the “last word” in contact management! Fortunately – we have software tools available to manage contacts now. Imagine managing all your contacts from the phone-book, Google,...
Deskera CRM – Better Campaign Management

Deskera CRM – Better Campaign Management

Sometime ago, we had written about designing effective email campaigns. Today we will take a look at how we can use Deskera CRM to not only design and manage email campaigns, but also to track and manage all kind of campaigns. Campaign Management is an important...
Deskera CRM – Using The Dashboard

Deskera CRM – Using The Dashboard

Studies show that the an ergonomic user interface can increase efficiency multiple times over. There is a lot of research that has gone into it as well – as can be viewed here. Deskera CRM has a Mashboard (the next generation of dashboards with new, and hybrid...
Deskera CRM – Configure Users & Company Details

Deskera CRM – Configure Users & Company Details

Configuring any software for the first time could be a daunting task. The user at times may feel like Alice in Wonderland – confused in a whole new world. Tech Support forums are full of highly intelligent people who find it impossible to comprehend the setup...