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1. Kickoff Meeting and Project Initiation Schedule Meeting: Arrange a kickoff meeting involving key stakeholders, project team members, and the client. Introduction: Introduce the project objectives, scope, roles, responsibilities, and expected outcomes. Agreement Confirmation: Review and confirm the project scope,…
DreamCRM brings you complete order management Software solutions to simplify your business process. Product catalog/Inventory: A product includes details about each product or service, such as product name, description, pricing, specifications, and images. The catalog may also include information about…
Helpdesk modules are an integral part of DreamCRM software that helps businesses manage and resolve customer inquiries and support requests. Some of the key benefits of helpdesk modules in DreamCRM include: Streamlined ticket management: With a help desk module, businesses…
Quotation automation in a DreamCRM system can provide several benefits, including: Streamlining the sales process: Quotations can be created and sent to potential customers quickly and easily within the CRM, reducing the time and effort required to close a sale.…
Feature & Benefits of using AMC module in DreamCRM: Every service-based industry provides service to their customers to retain them by taking AMC/Contracts. Company charges some percentage of the amount from their customer for the specified products for a fixed…
Customer Relationship Management (CRM) is used to manage your interactions with customers and prospective customers. When CRM is implemented correctly, it is proven to build valuable relationships that will drive revenue and growth of the Company. With CRM you will…
Project Management help managing resources, tasks, budgets, and schedules. A project management system tracks information on a project-by-project and client-by-client basis. DreamCRM project management helps you to keep employees on task and ensure that work is completed on time. Through…
A dashboard is an easy to read, one page summary of the analysis of the information. It is an overview of your system at a glance. There are many advantages that result in the utilization of this tool. Some of…
Market segmentation allows you to target your content to the right people in the right way, rather than targeting your entire audience with a generic message. This helps you increase the chances of people engaging with your ad or content,…
The short answer is that any company that finds difficulties to maintain a relationship with his new prospects or its existing customers can benefit from using a CRM system. To get into more specific, there are two groups of companies…
