Casecamp provides a platform to prepare and track interaction with potential or existing shoppers, partners, agents and alternative contacts.Also forms a contact base wherever the interaction and therefore the history of contacts are managed and hold on. All new events (phone calls, messages, meetings) connected with a contact or company are simply logged and any interaction will be planned, as well as by mistreatment integrated tasks.And Provides On-demand client Relationship Management (CRM) package for managing your client relations during a higher manner. That helps contour your organization-wide sales, marketing, client support, and inventory management function during a single system.
Business processes within the casecamp
Leads and Deals are often processed with substantial automation exploitation business processes. A business method will contain any and every one doable actions with CRM elements: causing email, assignment responsibility, setting tasks, etc.Business processes will modification the standing of components, fill in fields, and make new components comparable to deals.
The Cascamp contains instruments to make reports, import/export contacts, carryout analysis, and to perform segmentation of the audience as precisely as needed. Incoming contacts or leads are often divided among sales managers, promoting campaigns are often analyzed, and access permission to any deal or lead are often varied depending on its standing or different parameters.
The interface within the CRM is convenient and intuitive, and it includes a CRM-only activity stream. This stream could be a universal interface that allows actions (notes, emails, tasks, conferences and phone calls) to be initiated on any object or objects within the CRM from one purpose. Most significantly, cascamp enables you to decide whether or not to store knowledge in cloud or on your own server.
Emails to clients
Send individual or cluster emails to an inventory of leads, contacts, or firms.every CRM manager will use a separate email account otherwise you will assign one email address to be utilized by all. Message templates, mail merge and integrations with preferred email selling platforms ar out there in addition.
Whether you utilize casecamp, email shopper, webmail or mobile email app to send emails, all messages are synced with the CRM and appended to the suitable CRM object.
Access Rights and Roles in CRM
You can assign access to CRM parts during a very versatile method, dividing them among company workers at any stage of the client engagement method. Any group, department or separately chosen user within the computer network is also allotted a ‘role’ comparable to sales manager, team leader, administrator, etc. These roles will then be allowed access to parts of the CRM.
Casecamp keeps a close log of that workers accessed your CRM records and what they did with them. As an associate degree administrator, you’re ready to read this info and restore previous values if necessary.
Integration together with your web site
If you receive leads from your web site (if there’s an order form or some reasonably feedback form), you’ll feed the leads generated on to the CRM.