Deskera CRM Plus
Articles on Deskera CRM Plus
How to use Contacts Module in Deskera CRM Plus?
The functionality of the contacts on Deskera CRM+ system is almost similar to the phone directory. It's a record of information about your prospects, deals, customers, and also vendor. You can add your customers, vendors, or even prospects using Deskera CRM+ to oversee them at one glance. A good contact
How to use Deals Module in Deskera CRM Plus?
Having the ability to close a hefty amount of deals is not easy, but it doesn't mean it's impossible. And, if you are running a business, this should be your number one goal - closing as many deals as possible. The higher the value, the better. So, what are deals?
How to use Campaign Module in Deskera CRM Plus?
Running an email campaign is one of the best ways to reach out to your prospects, leads, or even existing customers. In this data-driven age, businesses can make full use of customers' data to advertise, sell, promote, or even convert an interested prospect to a customer using email marketing. That's
How to use Landing Page Module in Deskera CRM Plus?
A landing page is a stand-alone web page created about a specific topic. The goal of a landing page is to convert visitors into leads by funneling traffic toward a call to action. With Deskera CRM+, you can create professional-looking beautiful landing pages that generate leads without any help required
How to use Funnel Module in Deskera CRM Plus?
Sales funnel needs no introduction as it is a popular term among marketers and salespersons. Every company has its own set of sales funnel as it adds to the structure of a company's backbone. What exactly is a sales funnel? A sales funnel is a consumer-focused marketing model that outlines
How to use Segment Module in Deskera CRM Plus?
Segmentation is essential when you’re sending mass email marketing to your contacts. You can send different types of email templates to different contacts based on your segmentation. You certainly do not want to send similar email marketing to every contact because it simply shows zero effect and sincerity. With
How to use Forms Module in Deskera CRM Plus?
Having a form on your landing page is the gateway that connects you to them. When visiting your website, your leads will fill in their details through the form section if they wish to connect with you. You can quickly connect with your potential customers using the information provided. Let
How to use Activity Module in Deskera CRM Plus?
Having a CRM system that allows you to create, save, monitor, and track your daily work tasks is crucial for your sales team. With Deskera CRM Plus, you can plan your schedule and ensure that you complete your tasks before the deadline given by your manager. If you wish to
How to use Automation Module in Deskera CRM Plus?
In the age of digitization, automation plays an influential role for every organization in achieving greater heights. Automation can significantly help organizations reduce manual work tasks and simplify the nitty-gritty chores at work. With the power of automation, organizations can improve their overall work efficiency and productivity to achieve their
How to setup your CNAME in Deskera CRM+?
What is a CNAME? If you are unsure what CNAME is, we will explain to you in detail what it is all about. CNAME, in short, stands for Canonical Name. It’s a type of Domain Name System (DNS) record that maps an alias name to an actual domain name.
How to integrate chatbot on my landing page using Deskera CRM Plus?
With the advancement of technology, businesses can utilize technology to capture leads from various platforms. One of the beneficial features for every business is the chatbot feature. With the chatbot feature, users can immediately reach out to an organization if they are keen on their products and service. Real-time engagement
How to create a quotation or an estimate using Deskera CRM Plus?
Sales reps' responsibility is to ensure that they increase sales revenue to a business. Sales reps will have to oversee, track, and convert potential customers to customers as part of their KPIs. With Deskera CRM Plus, a salesperson can now create and send quotes, known as estimates, to potential customers.
How to generate reports in Deskera CRM Plus?
Higher-ups can now generate important reports using Deskera CRM Plus. These reports allow managers to have an overview of their employees' workload and keep track of customer support provided. There are three types of reports that you can generate Deskera CRM Plus. Follow the steps below to generate these reports:
How to invite users to Deskera CRM Plus?
You can invite internal users to your organization using Deskera CRM Plus so that your team can collaborate easier using a single platform. To invite users to Deskera CRM Plus, follow the steps below: Login to your Deskera CRM Plus account.2. Click on the profile icon at the top