Customer Relationship Management
Segment customers, Create deal pipelines, Track customer histories and interactions, analyze customer data to target sales, automate sales tasks to reduce time and effort, create landing pages to reach more customers.
Track accounts and contacts.
Segment customers for targeted marketing.
Manage sales pipelines.
Create landing pages for campaigns.
Create customized marketing forms.
Automate processes with rule-based protocols.
Create drip sequences for email campaigns.
Send targeted emails to customers.
Track user interactions with emails.
Monitor customer feedback.
Analyze customer behaviors.
Create custom dashboards.
Generate reports for better decision-making.
Provide role-based access to data.
Monitor customer service levels.
Deskera CRM for your business
Deskera ERP has powerful CRM features to help you manage your accounts, contacts, and segments. It helps you build relationships with your customers by providing sales pipeline management, landing pages, marketing forms, and rule-based automations. You can facilitate customer engagement and retention with drip sequences, email campaigns, and track customer data, segment customers, and create automated workflows to streamline and improve customer engagement. Deskera ERP can help you build strong customer relationships and drive sales with an all in one platform for sales and marketing automations.
Streamline Sales Process
Automate sales processes and drive efficiency.
Monitor Sales Performance
Monitor sales performance and identify opportunities for improvement.
Generate Reports
Generate detailed sales reports for better visibility.
Key Features of CRM
with Deskera ERP.
Deskera CRM
What is Customer Relationship Management (CRM)?
Customer Relationship Management (CRM) is a software system that helps manage customer relationships and interactions. It allows companies to track customer interactions, store customer data, and provide customer service. It also helps companies leverage customer data to improve their marketing and sales processes.
What are the benefits of using CRM software?
CRM software allows companies to better understand their customers, build relationships, and increase sales. It helps them better track customer interactions, allows for more efficient customer service processes, and helps generate more leads. Additionally, it can help companies organize and analyze customer data to improve their marketing strategies.
What is Marketing Automation?
Marketing automation is a software system that automates marketing processes, such as email campaigns, social media campaigns, and content marketing. It allows companies to streamline their marketing processes and improve their customer engagement.
What are the benefits of using Marketing Automation?
Marketing Automation can help companies save time and resources. It can also provide better insights into customer behavior, allowing companies to better target their campaigns and increase customer engagement. Additionally, it can help companies measure the success of their campaigns, allowing them to make informed decisions about their marketing strategies.
How does Marketing Automation work?
Marketing Automation works by automating repetitive tasks, such as sending emails, creating social media posts, and managing campaigns. It also allows companies to track customer engagement and measure the success of their campaigns.
How does CRM software integrate with Marketing Automation?
CRM software and Marketing Automation work together to provide companies with a comprehensive view of their customers. CRM software stores customer data, while Marketing Automation helps companies leverage this data to better target their campaigns. Additionally, they can be used together to automate customer service processes and measure the success of campaigns.
What are the key features of CRM software?
The key features of CRM software include contact management, lead management, customer service, and analytics. Contact management allows companies to store customer contact information, lead management helps generate more leads, customer service helps provide better customer service, and analytics helps companies better understand customer behavior.
What are the key features of Marketing Automation?
The key features of Marketing Automation include email campaigns, content marketing, social media campaigns, and analytics. Email campaigns allow companies to send automated emails, content marketing allows them to create and manage content, social media campaigns help them better engage with customers on social media, and analytics helps them measure the success of their campaigns.
How does CRM Software Help Companies?
CRM software helps companies store and organize customer data, track customer interactions, and gain insights into customer behavior. This data can be used to inform marketing and sales strategies, and to provide a better customer experience.
How does Marketing Automation Software Help Companies?
Marketing Automation software helps companies automate common marketing tasks, such as email campaigns, lead generation, website personalization, and social media engagement. By using automation, companies can increase efficiency and reduce manual effort, freeing up resources to focus on strategy and customer engagement.
Use Cases
