FAQ

FAQ

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CRM software, or customer relationship management system, is a software application that enables businesses to manage and track customer interactions and data throughout the customer lifecycle.

CRM provides a centralized platform where teams can store and access customer data, track sales activities, manage marketing campaigns, and improve customer service. CRMs can be used by marketing, sales, and operations teams to improve customer engagement, increase sales conversions, and optimize business processes.

Improved Customer Relationships: With CRM software, businesses can truly get to know their customers on a deeper level. By analyzing customer data, companies can customize their offerings to meet individual preferences, communicate in a personalized manner, and forge stronger connections.

Enhanced Customer Service: CRM is an excellent tool for businesses looking to provide top-notch customer service. By accessing complete customer profiles and historical interactions, customer service representatives can offer personalized support, address issues promptly, and provide a seamless customer experience.

Streamlined Sales Process: CRM streamlines the sales process by automating tasks such as lead generation, opportunity management, and sales forecasting. It enables sales teams to track and manage their interactions with prospects efficiently, prioritize leads, and close deals faster.

Increased Efficiency and Productivity: By centralizing all customer interaction data, CRM eliminates the need for manual data entry and reduces administrative tasks. This frees up valuable time for employees, allowing them to focus on more strategic activities, resulting in increased productivity and efficiency.

Data Centralization and Accessibility: CRM software provides a single, centralized database where businesses can store and access customer data, including contact information, purchase history, and communication preferences. This ensures that all relevant information is readily available to employees across different departments, enabling them to provide consistent and personalized customer experiences.

There are many different types of CRM tools in the market, each offering various features. One of the key features to consider in a CRM is marketing automation, which allows businesses to automate repetitive marketing tasks such as email campaigns, lead nurturing, and social media posting. This feature can save time and effort for the marketing team while ensuring consistent and targeted communication with customers.

When considering a CRM, look for other critical factors like:

  • Ease of integration
  • Data synchronization
  • Workflow automation
  • Scalability
  • User-friendliness
  • Marketing automation
  • Lead management
  • Opportunity tracking
  • Reporting and analytics
  • Contact management
  • Lead management
  • Opportunity management
  • Pipeline management
  • Sales forecasting
  • Quote and invoicing
  • Campaign management
  • Multi-touch revenue attribution

How To Use - User Manual (Step By Step)
* Login to - www.mydialers.com - Login ID and Password - Sign up with Details, Then Verify your Email.
* Then Click Add New Button Under "Staffs" - then click "add new" to create new staffs.
* After this click "setting" button to set up company profiles then click "System Settings" and update all.
* Now click "Access Control" to give permisstion to your Team, then select Role to give permisstion one by one.
* Then Click "CRM Setting" & then click "Disposition" as Required.
* Then Click "Lead Sources" click "Add New" to create Lists.
* Then Click "CRM" "Imports" - Download Sample File.
* Select "Disposition" & "Lead Source" & then select "Assinged" and then select file which needs to be upload.

Thank You
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