Deskera CRM Articles

Articles on Deskera CRM

What is CRM?

CRM is a hot and popular term amongst businesses today as more businesses are incorporating the CRM system into their daily business operations. CRM stands for Customer Relationship Management, a technology that helps to manage your company's relationship and interaction with existing customers and even prospects. The philosophy of CRM

The importance of CRM for your business

We cannot deny the fact that for your business to last, you will need to have a well-planned strategy for the future. Just like playing chess, you will need to know the rules and plan your moves carefully to win the game. How can you gain up-to-date data from sales,

How do I create a contact in Deskera CRM?

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 system to oversee them at one glance. Recording your

How do I bulk import Contacts in Deskera CRM?

You can bulk import your contacts and the custom field to Deskera Sales. Follow the steps below: Login to your Deskera account.Click on the Switch To icon at the bottom left of the page >> Select Deskera Sales.3.   This action will direct you to Deskera Sales main

How do I edit, change, and delete Contacts in Deskera CRM?

After you have created a contact successfully in Deskera CRM, next you will need to learn on how to edit and delete the contact in the system. Follow the steps stated below: Go to your Deskera CRM account.Go to Contacts via the sidebar menu.Select the contact's checkbox to

How do I view the contact's profile in Deskera CRM?

Once you have created a contact, click on the respective contact so that the system can direct you to the Contact Profile window. You may also make changes to the Contacts details by updating the fields on the left-hand side of the window. Click on the edit iconHover your cursor

How do I add new users in Deskera CRM?

Adding users to the Deskera CRM system is very simple. You will be an Admin by default if you are the first user of the system, and your name will be reflected in the user management list in Deskera Cloud. Follow the steps below to grant system access to your

How do I create a Team in Deskera CRM?

As your business grows and you're hiring more employees, you will need to segregate them into different teams to manage and track their performance more efficiently. You can organize your users into different groups to get a better insight into how well each team is doing. To create a team,

How do I edit, change, or delete users in Deskera CRM?

By default, the first user is the admin of the system. Admins have the authority to edit, amend, and remove other users. There are two layouts you can select to view the lists of users you've created. First and foremost, you can choose the horizontal design (the list icon on

How do I edit, change, and delete Teams in Deskera CRM?

The next step you will need to know after creating a Team is how to edit, change, and delete teams. There are two layouts that you can choose to view a team - horizontal design, and the card view layout. For the horizontal layoutClick on the edit icon to change

How do I assign members to a Team in Deskera CRM?

After knowing how to create a team, you can now learn how to assign members to different groups. Add users to team using quick team assignmentFollow the steps below on how to assign users into the team: Click Settings at the sidebar menu and select the 'Quick Team Assignment' tab

What is a Pipeline?

Do you want to increase your revenue exponentially? Or, do you want to track how many deals closed on a daily, monthly, quarterly, or yearly basis? Well, let us introduce you to Deskera CRM system, where you can plan out your pipelines to track the number of leads received and

The benefits of a sales pipeline

The reason why we need a sales pipeline is pretty obvious. Sales pipelines enable business owners, sales leads, and sales representatives to oversee the entire customer journey from the start to the end. You can create multiple pipelines depending on your business strategy. One of the benefits of sales pipelines

Difference between contact and deal

Previously, you have gone through the articles on ‘How to create contacts?’ and ‘How to create a deal?’. And if you are still unsure or confused with regards to the meaning of contacts and deals, we are here to help. Fret not, as we will explain to you the differences

Difference between deals and pipelines

We create a deal when a contact shows great interest in buying your products and services. In another word, deals are basically sales opportunities. Let us give you an example if you are still unsure what it means. Imagine you are tasked to make ten phone calls a day. You

How do I create a Pipeline in Deskera CRM?

Having covered what a Sales Pipeline is in the previous article, you can now proceed to how to create a Pipeline using Deskera CRM system. Add pipelineClick Deals on the sidebar menu. By default, you will view the Default Pipeline in the system. You can navigate between the different types

How do I create a Deal in Deskera CRM?

A deal can also be known as a leads or sales opportunity to sell your products and services. You'll need to assign your deals to the right pipelines you have created. Pipelines help you to track the progress for every prospect until they have been successfully converted into customers. You

How to convert a contact into a deal in Deskera CRM?

Create a deal directly in the contact pageFollow the steps as stated below to convert a contact to a deal: Click on the Contact on the sidebar menu.You’ll see the contact list and click on the individual Contact.Next, you’ll be directed to their profile page.Click

Edit, change and delete deal in Deskera CRM

Follow the instructions stated below to make changes to the deal: 1. Select the 'Pipeline' tab on the sidebar menu. 2. You'll see multiple deals you have created in different stages of pipelines. 3. Click on the arrow sign at the right end of the individual deal card. 4. You

Edit, change and delete pipeline in Deskera CRM

Pipelines are the sales process stages that a prospect will go through until they become your customers. You may add multiple pipelines as per your preference. Follow the steps as instructed below to amend the existing pipelines: 1. Click on the drop-down arrow and click on the 'Edit' icon next

How to categorize your contacts in Deskera CRM?

Previously you have learned on the definition of contacts; let us guide you through on how to manage the contacts in the system. Since you get your contacts from various resources, it will be great if you keep track of every contact effectively. You can create different labels using Deskera

What are the different types of visibility in Deskera CRM?

If you’re the first to sign-in to the system, you’ll be the admin by default. Once you have signed in, the first thing you’ll need to do is to create contacts. Click on the drop-down arrowChoose from the visibility options as shown While creating a contact, you’

How to create an activity in Deskera CRM?

Proper planning and segregation of work will save so much of your time, helps to increase productivity as well as efficiency at work. With Deskera CRM system, users can now create their activities, view the tasks they are assigned to, update their calendars, and get their job done upon completion

Edit, change, and delete activity in Deskera CRM?

You can manage your activities and plan out your time accordingly using the Deskera CRM system. If you're caught up in an emergency and would like to re-schedule your activity to a different time or date, you may do so in the system. Follow the instructions stated below on how

Different types of dashboards for your business in Deskera CRM

Are you feeling frustrated with your cluttered, complicated, and messy CRM dashboard? Well, if you are, it's time to switch to Deskera CRM software and fully utilize the functionality in it. The brand new dashboard design that we have created is modern, sophisticated, easy to view, and pleasing to the

Introduction to Deskera CRM dashboard

With Deskera CRM dashboard, you can now access all the information you want at your fingertips. There’s no need to search for nitty-gritty details for hours and not knowing where all those information are stored. Have a look at our intuitive CRM dashboard! Deskera CRM DashboardIn this window, users

How to Create a Custom Field in Deskera CRM?

Using Deskera CRM, users can create their own kind of custom fields in addition to the existing fields shown in the system. Once they have created the new custom fields, you can apply the new fields in the Contacts, Deals, and Activities Modules. To create custom fields on Deskera CRM,

How to Apply Custom Fields on the Modules using Deskera CRM?

After creating the Custom Fields Master, you may now apply the custom fields you have assigned to specific Modules previously. Make sure that you have enabled the visibility of the fields created in the Custom Field Master to apply those fields in each Module stated here. Contact ModuleApply custom field

What's an audit trail in Deskera CRM?

The Audit Trail on Deskera CRM is a tool that allows site administrators to view actions performed by users and administrators or by end-users to their own accounts. All actions performed from within the system are captured in this module. To view the audit trail on Deskera CRM, follow the

How to create a new campaign in Deskera CRM?

According to the Cambridge Dictionary, a campaign can be defined as "a planned series of activities that are intended to achieve a particular aim." Organizations and political bodies around the world organize campaigns now and then. The objective of each campaign is definitely to win their followers' and customers' hearts

How to view and track email campaigns in Deskera CRM?

Right after you have learned how to create a campaign on Deskera CRM, the next thing you will need to view and track your campaigns. Campaign Launched LaterClick on the scheduled later campaign to preview itYou can view the campaigns that you have scheduled for later timing and date under

How can I Configure The Email Settings in Deskera CRM?

If you don't feel comfortable to use the default server on Deskera CRM, you can always configure your organization's server to send out the emails. You will need to set up your server in the Email Settings before you proceed to send out the mass emails. connect your email hereRead

How can I Create Segments for the Contacts in Deskera CRM?

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 create a new email template in Deskera CRM?

Crafting an email template can be fun. You can unleash your creativity and create a new design of email templates that suits every campaign launch in your organization. It’s advisable that you’ve prepared a pleasant-looking email template and craft relevant and meaningful content for your contacts that you

How to connect email account using Deskera CRM?

With Email Sync in Deskera CRM, you can automatically capture your messages to and from your Contacts to your Account Activities. Once set up, any messages exchanged between your Deskera CRM Users, and Contacts will record to the account timeline. It means you have a full record of all your

How do I Set-up my Help Center in Deskera CRM?

Businesses that have sign-up for Deskera Sales account and access to the Guide feature available in our CRM software. So, what is a Guide feature? The Guide feature in Deskera CRM is a Help Center that includes: Support ArticlesPublishing self-service contentFor example, the marketing team can use this platform to

Create, Edit and Delete Articles in Deskera CRM Guide

Once you have created the sections in your Guide, you can park your support articles in the sections available. In this article, we will guide you on how to create, edit, and delete your articles. How to create a guide article?Stated below are the steps that you can follow

How can I Create, Edit and Delete a Section for Help Center in Deskera CRM?

Section is the collections of the related articles grouped under the same umbrella. Why do you need to create sections? Creating different sections enables the end-users to sort their articles based on a different category. This enables the end-users to manage, track, and oversee the articles more effectively. Once you

How to connect an email under Deskera Ticket system using Deskera CRM?

IntroductionYou likely need the help of desk ticketing system that helps you manage, organize and execute on customer support tickets if you provide with customer support. The most common challenge faced by customer support teams is an inability to respond to support cases promptly, which has a detrimental impact on

How to Edit the Ticket View on Deskera CRM?

The administrators on Deskera CRM can always modify and customize the ticket view based on their preferences. To modify the ticket view on Deskera CRM, follow the steps guided below: Go to Settings.Click on Ticket >> Select Ticket Views tab.The list of ticket views will be shown

How to Create a Ticket in Deskera CRM?

Running a business isn’t always a smooth sailing process. At times, you received compliments from your happy customers praising your products and services. And some other time, your inbox is flooded with emails full of complaints, and feedback, from your customers, venting out their anger and frustration to you.

How to create a form using Deskera CRM?

Your landing page is the bridge between you and your potential customers. But the question is, how do you connect to your lead via your landing page? One of the ways is by creating a form section at the end of the landing page. Having a form on your landing

How to sync my contact from Deskera CRM to Deskera Books?

Synchronizing your contact details from Deskera CRM to Deskera Books can be done with just a few simple clicks. Follow the steps mentioned below: Login to your Deskera account.Click on the Switch To button at the bottom left of the page and select Deskera Sales.3.   This action will

How can I integrate Microsoft 365 account with Deskera CRM?

You can integrate your Microsoft 365 account with Deskera CRM with a few simple steps. Follow the steps mentioned below: Login to Deskera accountOnce you have logged in, click on the Switch To button at the bottom left of the screen.Next, click Deskera CRM.This action will direct you

How to Track Sales Web Forms with Google Tag Manager using Deskera CRM?

Google Tag Manager is a tool that allows you to quickly and easily adjust tracking and marketing automation scripts for your pages from one centralized place. For more info on Google Tag Manager check out Google's documentation here. The step-by-step guideAdd the steps involved: Get your google tag manager container

How can I remove Deskera branding from my email templates and forms?

Whenever you send email marketing or embedding Deskera Form on your website, you will come across Deskera branding at the email's footer. You can remove Deskera branding from your email campaign or form by disabling this option in Deskera CRM. However, this option is only available depending on the subscription

What are the different roles available in Deskera CRM?

As a business owner, you might wonder about the roles available in Deskera CRM to assign the correct position to your employees accordingly.. As an owner, and if you already have an existing account with us, you can start adding users to Deskera CRM if your group is expanding. When

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