Deskera Sales has functionality that is similar to Customer Relationship Management a.k.a CRM that helps your organization to manage, track, and maintain the relationship with your prospects and existing customers.
By accessing to Deskera Sales Dashboard, you can now view all the information about your prospects and customers at your fingertips. There’s no need to search for nitty-gritty details for hours and not knowing where all those information if you do not keep the details in any CRM software.
On the Deskera Mobile App's dashboard, select the “CRM” module to track the performance of your sales team, oversee the number of deals in the company, and also the number of deals won and lost.
Under this module, users can read, understand, and analyze all the information updated on the Deskera Sales system.
The different types of features you can see on the dashboard are:
- Total contacts created under organizations and person
- Deal won
- Contact and Organization added
- Upcoming Activities
- Open and won deal statistics
Congratulations! You have successfully learned the different functionality in the Sales Module.
In the next article: Learn more about creating upcoming activities in the CRM Module.