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You are browsing the posts tagged Deskera CRM

How-to: Territory-Based Lead Routing in Deskera CRM

How-to: Territory-Based Lead Routing in Deskera CRM

Simply put, sales team structures are not always simple. You’ve spent hours scouring through data to assess market size and product-market fit. You’ve mapped every NAICS code to a sales vertical. Your team has debated endlessly about where to draw the lines among Emerging Markets, Corporate, and Enterprise accounts. All this effort has resulted in painstakingly equitable sales territories, hand-crafted and personally tailored for each rep. Then leads start flowing into your CRM and you’re still routing each one by hand. Your hard work and planning goes out the door and your morning routine reverts back to looking up area…
Case Management using Deskera CRM

Case Management using Deskera CRM

Though businesses have changed over time, the way of doing businesses has transformed completely one old adage still have stood the test of time – Customer is the king! And you cannot ignore it and move on. It becomes very essential, especially in today’s times of social media which has really empowered the customer to vent out his frustration with a faulty product / service to the entire world. A customer complaint can quickly go viral throughout the Internet and spoil the company’s image if not attended properly. Deskera CRM gives the company the ability to better serve the customers…
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, Facebook, Yahoo etc with a Rolodex! A Contact Management tool should allow you to capture, monitor, store and track all critical information on your key stakeholders i.e. customers, prospects and partners. Furthermore, it should enable you to maintain up–to–date data on all activities happening for each of your contact, keep you updated on each of your account via real-time alerts…
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 feature of Deskera CRM. It allows you to reach out to your audience, identify people who respond, and close business with them. Key advantages of Deskera CRM - Campaign Management include: Easy to build and manage marketing campaigns. Build targeted marketing campaigns that address each customer segment with the products and services they need.…
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 dashboard design techniques, incorporating all the features of the previous generation dashboards in a real time customizable format) that is designed keeping only one thing in mind - you. It can be customized to look the way you want it to and displays relevant and real-time information. The widgets could be moved around…
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 and configuration of a new software application. Fortunately for Deskera users, this has never been a problem. In addition to the help available through our 24x7 email support, telephone support, and the support website, we also have a product that has been consistently rated by our users as one of the most intuitive and…
Deskera CRM – October Release

Deskera CRM – October Release

We are pleased to share with you the new enhancements to Deskera CRM in the October release. Let us take a quick look at the new features: Import existing Product Lists. No need to spend time in creating the product list from scratch Permissions can be granted at "user level" for accessing custom reports builder. This ensures greater control and security while also allowing relevant access based on roles and responsibilities Quotations can be created directly from CRM. There is support for templates which can be configured within the system, which means that you can prepare and send quotations in…
Deskera CRM – August Release

Deskera CRM – August Release

We are delighted to share with you the latest release for Deskera CRM. The new enhancements are aimed at giving you greater control over how you use Deskera CRM to make your business better, easier, faster. New Features in Deskera CRM Custom reports are available in Lead, Account, Product & Opportunity modules. You can read more about this exciting feature here. A new optimized spreadsheet component has been added in Leads module, which leads to further speed optimization while entering and accessing data. We'll be rolling this out to other parts of the system as we make further optimizations Extending…
Building Custom Reports in Deskera CRM

Building Custom Reports in Deskera CRM

Business challenges differ with time, requirement and industry. While certain reports might be relevant to certain organizations, e.g. Geographic distribution of Sales might be important for a company which operates in multiple areas, an organization with centralized operation might not find it as relevant. Similarly, with changing business priorities, certain reports might be required at certain times. We understand that with changing business priorities, the kind of data that decision makers look at is going to change. To address this, Deskera CRM contains Custom Report builder, allowing creation and generation of relevant reports on the fly. Custom reports allow the…