CRM: Customer Relationship Management

Sales Management: A Dynamic Repository of Relationships and Opportunities
The DreamApps Sales Management module integrates a robust sales database with tools to track relationships between organizations, individuals, events, and activities, helping you identify and exploit opportunities effectively.
Key features include:
- Prospect Profiles: Monitor evolving opportunities within the same organization.
- People Profiles: Track individuals’ roles and influence in decision-making processes.
- Affiliations: Leverage existing relationships to uncover new opportunities.
- Event Management: Align events as steps toward achieving goals.
- Opportunity Tracking: Discover hidden opportunities from inactive customers to unknown prospects.
- Segmentation: Classify organizations across multiple dimensions for targeted campaigns and sales evaluation.
- Partner Management: Extend reach by managing and evaluating partner effectiveness.
- Activity Management: Track and monitor all activities linked to prospects and opportunities.
Streamline sales and maximize potential with this comprehensive module.
Customer Support: A Multi-Faceted Support Infrastructure
The DreamApps Customer Support module streamlines customer service with the following features:
- Customer Self-Service: Provides an easy-to-use interface for accessing FAQs, knowledge bases, bug databases, and support requests.
- On-Site Service: Manages scheduling and monitoring of on-site services, including personnel and materials.
- Problem Resolution: Tracks and manages cases, automates escalation for unresolved issues, and ensures timely resolution.
- Contracts & Entitlements: Monitors support contracts, handles expirations, and facilitates additional support sales.
- Service Commitments & Costs: Tracks commitments, revenue, and costs while providing analytical reports for program evaluation.
- Customer History: Stores all interactions, including pre-sales activities, for improved customer relationship management.
Enhance customer support with efficient and insightful tools.