Deskera CRM – June Release

With this release, Deskera CRM has become more robust and feature rich. Let us take a look at all the new features which will help your business become Better, Easier, Faster.

New Features & Enhancements:

Campaign Management:

• A new functionality now allows for targets who have opened or viewed the emails to be converted into leads for follow up.
• Leads can be captured from campaigns directly, making the entire transition from campaigns to lead follow-up seamless.
• More fonts have been added to the system to ensure that you have the tools to create the kind of content that will grab attention.

Case Management:

• Comments can be now exported with a simple click.
• You can see a chart view for Contacts with High Priority Cases.
• Reports of customer contacts could be sorted by priority and status among other things.
• A pie chart is now available to show newly added cases by priority.

These measures would ensure appropriate focus and follow up for high priority cases.

Lead, Opportunity & Account Management:

• You can now see “List View” & “Chart View” for Leads Pipeline report.
• The Opportunity by Stage report now includes pie charts and bar graphs for both “Opportunity by Stage” and “Stage by Sales Amount” report to show the complete picture.
• Opportunities could be sorted and reports generated by the Opportunity Type.

These enhancements ensure that the complete picture is always available for management to make quick and informed decisions.

Please let us know your views and thoughts on the new features. Your feedback is important to us.

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