DreamCRM
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The document details DreamCRM's deployment options, lead automation, and management features, including methods for capturing leads from various sources like email and web portals. It highlights capabilities such as communication through email, SMS, WhatsApp, and telephony integration, along with sales activity tracking and reporting functionalities. Additionally, it emphasizes lead prioritization, user security based on territories, and comprehensive reporting tools for sales performance analysis.
DreamCRM
- 1. DreamCRM
- 2. Deployment Options On Premises Online/Cloud
- 3. Lead Automation & Lead Management System
- 4. How do you bring in Leads ? There are lots of ways to identify prospective customers for your product or service.
- 5. Email to Lead Email to lead will Forward your leads to CRM and creates leads, assigns to user and send Email/SMS/whatsapp to customer & user automatically from CRM. Example :info@dreamertecs.com
- 6. Website to lead When someone fill up the website contact form it will directly capture forms as emails and create lead in CRM automatically and auto assigned lead to CRM users based on business logics.
- 7. Web portals to Leads Forward your portal leads to CRM, it will automatically map the lead information with CRM lead .
- 8. Website to Lead Auto Assignment Assign leads to sales team automatically based on lead source/product etc. The sales user will get notification in CRM, Email/SMS on lead assignment.
- 9. Timeline View View lead history with status and updates along with timeline.The timeline shows lead ageing issues.
- 10. Territory Management CRM supports location & product based sales territories. User security based on territory rules can be applied to CRM.
- 11. Attach Documents Attach documents related to lead or customer. Store all relevant marketing material in centralized location.
- 12. Lead Prioritization Prioritize leads based on sales stages. Focus on hot leads with better probability of closure.
- 13. Excel Import/Export Import, Export CRM data in excel sheets,CSV. Configure Excel headers to suit your existing excel templates.
- 14. Communications using DreamCRM Amit Singh Founder & CEO Dreamer Technologies www.dreamertechs.com
- 15. Email Communication 1. Send Email using templates. 2. Send manual email from detail view of contact etc. 3. Easy send attachment, or document from CRM. 4. Incoming Email Sync to Contact, Account & Leads. 5. Complete history of sent and received email. 6. Send email from list view of contact, leads etc. 7. Send reminder or assignment email alerts using workflow to customers, sales team, service team etc.
- 16. Whatsapp Communication 1. Send whatsapp using templates. 2. Chat with one to one contact or Lead. 3. Single Conversion view 4. Send Bulk whatsapp from list view of contact Lead etc. 5. Easy send attachment like img, document, video etc. 6. Complete History of sent and received whatsapp. 7. Send reminder or assignment message using workflow to customers, sales team, service team etc.
- 17. Voice Communication Enable Telephony Integration to call customers directly from DreamCRM. 1. Click to Call. 2. Call logs 3. Recordings. 4. Incoming and outgoing popup. 5. Call disposition. 6. Notes & description 7. Call transfer or hangup of Calls from CRM. 8 complete call history.
- 18. SMS Communication 1. Send SMS using templates. 2. Chat with one to one contact or Lead. 3. Single Conversion view 4. Send Bulk SMS from List View. 5. Complete history of sent and received SMS. 6. Send reminder or assignment SMS using workflow to customers, sales team, service team etc.
- 19. Lead Activities planning, Tracking & reporting
- 20. Sales, calls & visits Tracking Plan Sales follow up calls, meeting, visits activity updates & generate automatic sales reports.
- 21. Activities & Reminders Sales team will get email, crm notification, SMS reminders for the planned activities 30/15 minutes before the due date time.
- 22. Daily, weekly Activity Planner Use activity planner with daily, weekly calendar for planning sales activities to your sales team.
- 23. Daily Sales Reports Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
- 24. Daily sales Team Productivity reports Daily, Weekly calls/visit count. Reports on leads, opportunities, orders and sales team performance.
- 25. Daily Sales Reports Lead Activity Tracking View the lead history with sales team's calls/visits against the lead along with timestamp.
- 26. Daily Sales Reports Dashboard,Reports & Analytics
- 27. Daily Marketing Channel Performance Source wise lead count along with status. Filter data based on dates, source, status, etc.
- 28. User Wise Lead Status User wise lead count along with status. Filter data based on dates, source, status, etc.
- 29. Lead Ageing reports Leads that are not updated for the last 3 days & beyond are shown with ageing details.
- 30. Lead Escalation reports Leads are assigned to user, but the user has not called or created any activity on the lead for the last 3 days.
- 31. Lead Activities reports Sales team's calls, visits against a particular lead along with status, date & time.
- 32. Sales Funnel Reports Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.
- 33. Thank you So Much Presented by: Amit Singh | Dreamer Technologies Founder & CEO Mob| Whatsapp: +91 9722611830 Skype: dreamertechs www.dreamertechs.com