Deskera Product Management
Efficient Management of your Products and Services
Product refers to items or services that you sell to your customers. You may be dealing with different product category and associated vendors. Deskera Product Management ensures that all your product offerings are recorded in the CRM system, enabling you to store all relevant information about the product such as name, price, category, vendor, and description, among others.
Deskera CRM Product Management also allows you to maintain comprehensive records for each product or service including relevant documentation, product owner, select product category and allocate vendor for each product, and get instant information about the product description.
Key Features of Product Management
Comprehensive Product Details:
Efficiently record and track complete product details including related vendor details and product category.
Spreadsheet functionality:
Adding, updating and navigating through the sheet is as easy as using a spreadsheet. It ensures that all your tasks get completed in three clicks or less. It incorporates 'Click and Type' functionality that allows you to select, edit and manipulate any data as per your requirement, without the need of navigating through any additional tabs or menus. Learn more about Click and Type
Add Documents:
Add/Update documents for each product and maintain a central repository of documents for all your products. Learn more about Document Management
Export Products:
Export your product list in multiple file formats like .pdf, .csv and more. You can even customize the format of the files by defining templates before exporting them.
Key Benefits of Product Management
- Maintain complete information on all your products and services offered easily to help you associate it with campaigns, leads, contacts, opportunities, accounts and more.
- Maintain complete vendor details to help better product management.
Additional Features of Product Management
- Quick Search allows you to get results as soon as you type the keyword.
- Advanced search functionality enables you to search for multiple search terms.
- Maintain a repository of inactive products in 'Archived Products' list.
- Track recent activities associated with all your products through updates on your dashboard