FAQ's - CRM Software | Sales CRM Software

What is the relationship between Account and Customer?

In Account section, view Customer list and sales amount associated with Account

What is the relationship between Accounts and Deal?

In Account section, view Deal status associated with Account

What is the relationship between Account and Lead?

An Account can have multiple Leads
Go to: Lead – add/edit – Account drop down – select – save

View Leads
Account – Leads

What is the relationship between Account and Contact?

An Account can have multiple contacts
To add Contact, Go to: Contact – add/edit – Account drop down – select – save

View Contacts
Account – Contacts

What is an Account?

Account is a Company with which you have business relationship
All modules – Contact, Lead, Deal, Customer and Sales are connected to Account

What is the relationship between Contact and Customer?

Contact can be converted to Customer
But first convert Contact to Lead
Contact – edit – Convert to Lead
Deals – Import Lead
Then change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Contact and Deal?

Contact can be added to Deal by first converting it to Lead

What is the relationship between Contact and Lead?

Contact can be converted to Lead
Contact – edit – Convert to Lead

What is the relationship between Contact and Account?

Contact can be connected to Account
Go to Contact – add/edit – Account drop down – select – save

View
Account – Contacts

What is a Contact?

Contacts are individual people with whom you have a business relationship
Contact is a centralized address book associated with an Account

What are the benefits of CRM Software?

CRM Customer Relationship Management software automates the workflow process of Lead management, Sales pipeline, Marketing and Customer acquisition giving companies the ability to track performance and increase productivity

What is CRM Software?

CRM software consolidates customer information into a single database and generates value added reports so company can more easily manage and analyze leads, customer and sales data

What is CRM?

CRM – Customer Relationship Management is a business strategy that allows you to manage all your customers, leads and sales information all in one place

What is the relationship between Customer and Deal?

Change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Customer and Lead?

Lead can be converted to Customer
Go to – Deals – Import Lead
change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Customer and Contact?

Contact can be converted to Customer
But first convert Contact to Lead
Contact – edit – Convert to Lead
Deals – Import Lead
Then change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Customer and Account?

In Customer, view Account list and sales amount

What is a Customer?

Customer is an individual or business that purchases the product or services
List of Customers and corresponding Sales is displayed Account wise

What is the relationship between Deal and Customer?

change lead status in Deals section to Customer Won
View – Customer

What is the relationship between Deal and Lead?

Lead can be added in Deal
Deals – Import Lead
As per Lead status it will be displayed in Deals module

What is the relationship between Deal and Contact?

Contact can be added to Deal by first converting it to Lead
Contact – edit – Convert to Lead

What is the relationship between Deal and Account?

In Account, view Pipeline status of Leads/Contacts associated with Account

What is a Deal?

Track and edit status of Sales process such as – date of closing, deal size, Deal stage and closing
Change Deal stage to – Qualification, Proposal, Negotiation, Customer Won, Customer Lost

Can I view Online Demo?

Yes, we provide a Free 30 days trial

What is your refund policy?

There is no refund after the software has been installed on server or after the subscription period is over in case of cloud based option

We need changes in CRM software to suit our needs. Can you do that?

Yes, changes can be done
pl. compile and send us the changes before starting the project

If I start using On-Premise, can I switch to Cloud at a later date? Or from Cloud to On-Premise?

Yes Sure

What is the difference between Cloud and On-Premise?

Cloud based software is hosted on our server and On-premise software is installed locally, on a your company’s own server

How long does it take to set up my site?

If there are no changes in software then the installation can be completed within 1-2 days

How do I migrate my data into DigitalCRM?

You can import data from CSV’s or send us more info on the existing database format

What training does DigitalCRM offer?

We provide easy to understand training Videos

What are the technical specifications?

DigitalCRM is built on LAMP (Linux,Apache,MySQL,PHP) platform
Theme and design is based on bootstrap framework

Where is DigitalCRM software hosted?

It is hosted on your web host

What is the cost of CRM Software implementation?

There are 2 options:
50$ per month for cloud or $1000 one time cost for On-Premise option

What makes DigitalCRM.com unique?

We can provide a custom CRM software based on client specifications
Also we can install the CRM software on client web host/server

What is DigitalCRM.com?

DigitalCRM.com is an online CRM software for managing your company’s sales and marketing data in a single system

What is the relationship between Lead and Customer?

Lead can be converted to Customer
Go to – Deals – Import Lead
change lead status in Deals module to Customer Won
View – Customer

What is the relationship between Lead and Deal?

Leads can be imported in Deal
Deals – Import Lead
As per Lead status it will be displayed in Deals module

What is the relationship between Lead and Contact?