Overview of Casecamp

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.

Managing Interaction

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.

Casecamp Demo

In the Casecamp demo you can login as a Sponsor, Manager, Employee, and Customer:

A Sponsor and a Manager are able to look at the same settings for example: Home, company settings, users reports, users, time sheets, status report, project reports, and user settings. While an employee can only look at: Home, users, time sheets, status report, and user settings. On the other hand a customer only can see user settings and status report.

Overall the website is supposed to show reports on each project they have. How well they are doing and the revenue they are getting from each project.

Casecamp is basically to keep track of your projects advancements and decide whether or not to make a new version, report and issue, or add a new project. A user can also archive projects or inactivate them. Sponsors and Management users have more options but are more aimed for their employees and users.

Customers can see the exact same thing as a Sponsor or Manager when clicking on a project. A manager and an employee have an interface where they can communicate with each other to set up a starting date.

7 Tips for Becoming a Successful Project Manager …

1)project management

          Staying committed to your profession suggests that investment the time and energy into staying current with new thinking and techniques in project management.It doesn’t got to be full coaching courses; You may possibly get all the data you wish from seminars; Trade journals and on-line resources.Maintaining so far suggests that not solely can the new techniques weave their means into your delivery vogue,It might conjointly mean new opportunities within the future.

2. Take accreditation

          Find the proper balance between accreditations that the marketplace demands and what you would like for skilled growth.Project managers get progressively annoyed once bound accreditations are asked for by using organisation seven supposing those accreditations are not any replacement for real expertise.The sensible answer is to provide your customers what they (need|they require) while listening to what you furthermore might need.

If you’ve not taken some quite skills gap analysis in recent years now could be the time to require a glance at a number of the project management ability frameworks (available from Association for Project Management (APM) and Project Management Institute (PMI) for example). The talents gap analysis is probably going to point a number of the lot of activity aspects of project management that require attention therefore don’t dismiss coaching courses that address these however don’t carry a proper certification standing.

3. Keep your mind open to new experiences

               The direction your career takes contributes to the success you’ll reach.The nice factor a few career in project management is that the direction isn’t extremely that clear.New product,new services, business sector changes will all impact the direction our career may take.Bear in mind of in operation among your temperature and actively search out new opportunities that may give stretch goals.Equally be open once approached regarding opportunities which will appear a touch left-field.Dismissing them out of hand while not investigation more might be an excellent chance incomprehensible.

4. Expand your repertoire

               Being a project manager doesn’t mean your data should stop at project management.Project managers area unit operating to bring amendment to AN organisation – at a small level among a product or service based mostly project or at a lot of macro level like business transformation.It stands to reason that a project manager Un agency has a lot of understanding of the business And of wherever their project fits into the larger image of an organisation can delivera lot of with success.Areas appreciate advantages realisation,business analysis; company strategy and business coming up with area unit areas that ought to be explore any.


5. Be self-aware

               The importance of the behavioral aspects of a project manager’s job are well documented.Your temperament and approach to the work you are doing has extensive consequences – on your immediate team; stakeholders and senior management.Being conscious,understanding however others see you and the way you influence their work is one in all the primary steps to recouping at communication and other people management.This naturally results in understanding a lot of regarding the complexities of people.

6. Develop listening skills

             A flourishing project manager is one that is aware of the reality of the quote, “We have 2 ears and one mouth so we will listen double the maximum amount as we tend to speak.” Epictetus.It shouldn’t would like rationalization but it’s a reminder that the project manager is that the supporter of project success and the way will they hope to create a practical image of what wants delivering from others if they’re talking all the time?

7. Remember the answers are in the grey bits – it’s not always black and white

             If project management was black and white, all comes and project managers would achieve success. The trick to being a lot of sure-fire than others is recognising that it’s ne’er that simple or easy, that the answers that create the distinction square measure invariably within the gray areas.