Deskera CRM
On Demand Customer Relationship Management Software
Deskera offers a web based CRM solution that provides an organization with a single view of its customers, helps automating critical sales processes from leads qualification to promotional campaigns and enables decision makers to easily implement customer centric strategies and ensure effective sales management.
Deskera CRM offers:
- Collaborative platform for managing sales, marketing and customer support efforts through efficient tracking of Campaigns, Leads, Contacts, Opportunities, Accounts, Products and Cases
- Real-time customizable CRM Dashboard. Learn more
- Click & Type functionality to ensure that all your tasks get completed in three clicks or less Learn more about Click & Type
- Additional Features including Collaborative Document Management, Deskera Email and more.
Campaign Management
- Central repository for all your marketing campaigns including activities, resources and expected responses
- View and manage campaign details like campaign objective, status, type and more
- Manage effective e-mail marketing campaigns with user-defined target lists and e-mail templates
- Export your Campaign list in multiple file formats like .pdf, .csv & more
Lead Management
- Efficiently record and track lead details like status, source and rating
- Leverage powerful tools to convert and search existing leads
- Define lead activities - Tasks, Events and more – for accurately carrying out sales process
- Import all your leads from a CSV file in Deskera to get started instantly.
Account Management
- Track and manage your accounts along with product, opportunity, activity and case details
- Add relevant documents in multiple format related to each account
- Advanced search filters within accounts based on Industry, Product, Revenue and more
- Track recent account activities through regular updates on your dashboard
Case Management
- Assign process owners or resources to each customer case
- Track pending and resolved cases with real-time status updates
- Allocate multiple activities to each customer case and track its completion status
- Add priority to cases based on timeline and level of significance
Product Management
- Maintain a record of each product or service including relevant documentation
- Assign Product owner, select product category and allocate vendor to each product
- Get instant information about any product through advanced search features
- Maintain complete vendor details to help better product management
Contact Management
- Easily record all contact details, including contact activities
- Add relevant documents in multiple format related to each contact
- Import all your contacts from a CSV file in Deskera to get started instantly
- Define contact activities - Tasks, Events and more – for accurately carrying out sales activities
Opportunity Management
- Maintain comprehensive record of the most promising leads as opportunities
- Record opportunity stages such as qualification, prospecting, closed, won, open, and need analysis, among others
- Record all related contacts and activity details for each opportunity
- Closely track opportunities till they convert into revenues
Reports
- Gain insights into customer preferences and demand patterns based on historical sales reports
- Determine lead conversion ratio and up to date business statistics through intuitive graphs and tables
- Get a snapshot of key accounts, leads by status, leads by source and more
Get More from Deskera CRM. Check out the Additional Features