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.

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