Introduction to the CRM

Introduction to the CRM

Introduction to the CRM

The CRM is a unified platform that helps you juggle multiple business activities efficiently. It's designed to help you sell, market, analyse, manage better and collaborate with customers and employees. You can gather powerful insights from customer interactions through various communication channels like email, phone, social media, and more. It lets you extend a personalised environment to your customers or partners by customising the user interface to suit their business's unique requirements. Besides, you can easily get rid of conventional tools like spreadsheets and other single-purpose applications and manage your business processes like a pro with easy-to-use features.

Our cloud-based application lets you create, update, and store data in a secured environment that goes a long way in fostering a lasting engagement with the customers. With our advanced features like Workflow rules, Blueprint, Functions, and more you can experience an overall increase in business productivity.

Know the CRM Basics

Before you begin setting up your account, know a few important things about the CRM editions, system requirements, number of languages supported by the CRM and the file storage space provided in your account.

 

Understand The CRM

Once your account is set up, go around and explore your options, navigate the interface thoroughly to make best use of the CRM. Get a hang of the CRM terminologies that you will start using more often. 

 

Begin Your Admin Journey

As an administrator you will have truck load of settings to do to tweak the CRM per your industry needs and to make it more user friendly. Begin with adding your company details and personal information, securing your account, adding users, creating roles and profiles. Customise your account based on your business requirements, automate sales processes, and also learn ways to manage your data. 

 

The CRM Mobile App

Get an insight on the CRM mobile application and the supported devices.




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