🧩 1. RMA Process Flow — From Case to Approval The RMA process in DreamCRM begins the moment a customer reports an issue: Customer Logs the Case Via call, email, or CRM service portal/helpdesk. . Engineer Diagnoses the Fault. The…
In today’s fast-paced business world, companies need more than just a CRM to manage customers. They need a centralized solution that handles everything — from lead generation to payments, from employee management to customer support. This is exactly where DreamCRM…
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,…
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,…
DreamCRM offers significant advantages to most businesses no matter what your industry or size – or the type of products or service you offer customers are the single most valuable business asset for any industry. They are the only main…
