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Maximise Productivity

Automate day-to-day tasks so you can focus on increasing sales. Your business will benefit from the resulting efficiency and reduced costs.

The success of your business relies on your ability to bolster sales, pursue opportunities and engage customers. But when your team members are saddled with maintenance duties, they cannot focus on the productive tasks that advance your business. Improve efficiency by equipping your team with powerful SkyDesk CRM tools and modules that create value and automate day-to-day tasks.

Sales Forecasting

Forecasts are factual insights for fine-tuning the sales process in your business. The Sales Forecasting module integrates data in the Opportunities module to generate details such as your sales quota, and estimates your business revenue for each fiscal year. You can fully customise forecast reports and dashboards—and you can discover which sales team members have met their targets for the year!

Intelligent Organisational Hierarchy

Exercise more freedom over who gets access to sensitive documents and information with Intelligent Organisational Hierarchy. Identify team members based on their roles in your business and create setting permissions with the “Groups” function and “Data Sharing Rules” function.

Opportunity Tracking

Get a more comprehensive view of all your sales activities. With the Opportunity Tracking tool, you can find out the status of the leads, accounts, contacts and potentials that are important to your business. Dynamic reports and dashboards let you identify the big deals, find out where every customer is in the sales cycle, follow up on inactive leads, and discover opportunities in competitor information.

Macro

Save time and increase efficiency by combining sets of actions for a group of records in a module. These could include sending emails, creating tasks and updating a field in the records with a specific value. You can combine all these actions in a single macro and have them performed on a regular basis.

Deduplicate Data

Avoid overloading your IT system by eliminating duplicate copies of the same information. The Deduplicate Data function of SkyDesk CRM inspects large volumes of data, identifies duplicates and decompresses data to retain one copy—and it does this automatically. Your business will benefit from improved storage and a healthier, more organised platform.

Activities

Keep track of all important tasks, sales meetings, customer calls and other events with the Activities module. Associate activities with the date, time, priority level and notification parameters to make them more useful. Organising activities neatly can help in initiating and tracking pending action items and analysing their effects on your business.

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Go Mobile

Access tools and manage customer information on the go. Because SkyDesk CRM is a Cloud-based system, you can check on sales activities in real time.

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