Customer relationship management (CRM)
- Campaign Management
- Lead Management
- Opportunities & Customers Database Management
- Sales Pipeline Management
- Quotation, Invoices, Sales Order Management
- Sales person Management
- Activities and calls management
- Sales Pipeline Customization
- Modern Interface Dashboard
- Log your calls with customer with PBX function
- Leads & Opportunities Status Reports
- Sales Reports Generation
1. Campaign Management
A. Comprehensive Campaign Details
View and manage comprehensive campaign details like the campaign’s objective, status, type, expected responses, cost of campaign, campaign start date and end date.
B. Add E-mail Marketing
Create target lists for your campaigns by importing prospective customers from your leads, contacts, and accounts, or quickly adding them as your target contacts.
C. Email Click Tracking
Monitor your CRM campaigns in real time to know which links were clicked by which prospect.
D. Add Documents
Add/update documents for each campaign and maintain a central repository of documents for all your marketing campaigns to help you organize and gyrate your sales force.
E. Export Campaigns
Export your campaign 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.
The aim of Campaigns is to achieve closed-loop reporting, which helps with campaign management. With Campaigns you can capture campaign details, the audience you have targeted, the leads and contacts that have responded, and the converted opportunities/leads/contacts lists. Campaigns can be used as a direct mail program, and for seminars, printing advertisement, emailing, and many other types of marketing initiatives. You can run email marketing campaigns and monitor the effectiveness of your marketing campaigns in real time.
2. Lead Management
A. Because some leads are important than the rest
Create custom web and CRM inquiry forms to collect specific customer requirements. This helps you create automated custom quotes that increase your
lead to sales conversion ratio.
B. Comprehensive Lead Details
Record and track complete lead details like status, source, type, lead creation date, lead creation time, rating and more. You can easily view details related to each lead.
C. Convert Leads
Leveraging powerful tools to search and convert existing leads into opportunities enables you to filter out leads. By doing so, you can comprehend and amend sales plans accordingly.
D. Add an Activity
Define lead activities, tasks, events and more, for accurately carrying out sales processes related to a lead. Get regular updates of the upcoming activities on your dashboard.
E. Add Documents
Add/update documents for each lead and maintain them in a central repository. This will help you to be organized without any complications while passing documents within your team.
F. Export Leads
You can download lead lists in multiple file formats like .pdf, .csv and more. Exporting lead lists to XLS helps you ensure that the right sales reps follow up on leads while they are hot.
G. Import Leads
Importing all your leads from a CSV or XLS file from various sources is now available under the lead list function. With the help of this feature you can find all your leads with a single click.
4. Contact Management
Get in touch with your customers – anywhere, anytime. Get an outright view of your customers with Contact Management.
A. Comprehensive Contact Details
Efficiently record and track complete contact details and correspondence. Contact details such as first name, last name, title, email address, phone, mailing address, etc., can be viewed and edited.
B. Import Contacts
Import contacts easily from MS Outlook, Gmail, Yahoo, MSN, and more. Contacts which you have collated from various sources are now available under the contact list.
C. Add an Activity
Define contact activities, tasks, and events for consistent contact relations. You can also keep track of phone calls and emails to keep a record of ongoing discussions with each contact.
D. Add Documents
Add/update documents for each contact and maintain a central repository of documents for all your contacts. This will help you to organize documents related to contacts for any reference.
E. Export Contacts
Export your contact list in multiple file formats like .pdf, .csv and more, for every contact that exists in the system in one convenient spreadsheet.
Maintain comprehensive address book details through CRM easy-to-use Contact Manager System. Deepsa CRM Contact Management provides your sales team with clear visibility into your key contacts. It allows you to manage critical relationships, customer profiles, key communication status and contact history. Contact Management enables you to segment available customer data and gain knowledge about your customers in order to personalize the relationship.
5. Opportunity Management
Enables you to prioritize leads so you can focus on customers with the highest potential to close a deal.
A. Comprehensive Opportunity Details
Efficiently record and track complete opportunity details such as opportunity name, source, region, and referrer, including related account name, stage, closing probability, and more.
B. 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.
C. Add an Activity
You can define an activity or a contact related to an opportunity. You can also keep track of phone calls and emails and keep a record of ongoing discussions with the contact person’s details.
D. Add Documents
Add documents for each opportunity and maintain a central repository of documents for all your opportunities to help you organize and gyrate your sales force.
E. Export Opportunities
Export your opportunity list in multiple file formats like .pdf, .csv, and more to help you follow up on information required for leads while they are hot.
Deepsa CRM Opportunity Management enables you to monitor the movement of opportunities through the sales cycle and easily identify stalled and neglected opportunities. With Opportunity Management, you can proactively monitor the volume and quality of sales opportunities, which results in better conversion rates. Opportunity Management also provides you with regular notifications on sales opportunities in real time.
6. Sales Forecasting and Reports
Get a quick overview of your sales, marketing and support efforts, as well as export reports through CRM reporting.
A. Standard Reports
Select the module and simply drag and drop it on the fields that you want, and you will get an immediate real-time view, with instant drill-down to the data you need.
B. Intuitive Graphs
Determine the lead conversion ratio and up-to-date business statistics through intuitive graphs and tables. Intuitive graphs are easily understood and are the perfect means to represent data.
C. Export Reports
Export CRM reports come in multiple file formats like .pdf, .csv and more. You can export data from individual modules or make a backup of all your CRM data.
Use Deepsa CRM Sales Forecasting and Reports to gain insights into customer preferences and demand patterns based on historical sales reports. Determine the 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. Custom reports for better reporting and decision making can be generated in Sales Forecasting and Reports.
7. Support and Service
We cannot shut our eyes to the vital part of any business. Be a great support to your customers with superior service.
A. Comprehensive Case Details
Efficiently record and track complete case details including case status and priority. You can view case creation date, time, assignee, and assignee status for case.
B. Assign Cases
Assign process owners or resources for each customer case. You can also change the assignee of the case depending on the availability of resources.
C. Add an Activity
Allocate multiple activities to each customer case and track the issue resolution status. You can also keep track of phone calls/emails to help keep a record of ongoing discussions on the case.
D. Set Priority Levels
Add a priority level to cases based on the timeline and the level of criticality. This helps the assignee of the case to prioritize their work and the order of dealing with the case according to their relative importance.
E. Spreadsheet Functionality
With the familiar look of a spreadsheet, adding, updating and navigating information is easy. It ensures that all your tasks get completed in three clicks or less.
F. Add Documents
Add/update documents for each case. Maintain a central repository of documents to help you keep past records of cases, which can be helpful in the future.
G. Export Cases
Export your case list in multiple file formats like .pdf, .csv and more, to help you view a combined case report in one convenient spreadsheet.
Deepsa CRM provides a positive user experience and resolves issues quickly with real-time support and complaint management. It gives reps the tools they need to retain valuable customers and drive engagements. Assign SLA (Service Level Agreements) and track progress of cases created by each customer in DeepsaCRM. With Deepsa CRM you can track pending and resolved cases with real-time status updates. Achieve total customer satisfaction by managing a complete service life cycle of each customer.