CRM

Every sale needs keshar Software CRM. CRM systems help you manage your sales revenue, sales teams, and most importantly, increase customer relationships. That's where keshar Software CRM comes in, loaded with features to help you start, equip, and grow your business.

“So, how does CRM integration work”, you ask? At its simplest, we can create a series of web forms and plug them into your website Organize, share, search, and manage content within your organization and across key areas of keshar Software with keshar Software CRM Content. Content includes all file types, from traditional business documents PowerPoint presentations to audio files, video files, Web pages. Rather than keep files in folders that make content difficult to find, keshar Software CRM (Customer Relationship Management)Content stores files in fully searchable file repositories known as libraries. Administrators can create multiple libraries based on any classification, such as department name, job function, or team, then configure user permissions within the library to balance content access with security. Authors assign descriptive labels called tags to help classify and organize content across libraries. You can view a list of all content that belongs to a particular tag or filter search results based on a tag or tags. keshar Software CRM Content also provides private libraries, which allow users to reduce the clutter on their desktops while using content-management benefits such as document search and version control.

Searching:

The powerful keshar Software CRM Content search engine scans the entire body of the document as well as content properties such as the title, description, tags, categorization data, and author name. You can filter searches by featured content, file format, author, tags, libraries, or custom fields and then view the results with various levels of detail, providing an easy way to find relevant content quickly. If Chatter is enabled for your organization, you can also filter your search results by Chatter files. The “smart bar” graphic for downloads, comments, ratings, and subscribers allows you to compare documents within a search result set.

Subscribing:

Once a file is located, subscribing to it ensures that you receive an email notification when new versions are published or changes are made to the file's properties. You can also subscribe to authors, tags, and libraries, thus reducing the time spent searching for new or updated content. Notification emails will arrive real-time or once daily, depending on your preferences.

Contributing:

Uploading new or revised files in keshar Software CRM Content is fast and easy. During the upload process you choose a library and record type for your file or Web link, write a description, assign one or more tags, and fill out any customized fields that help categorize and define your content. Version management does not require checking files in and out, rather, you simply upload a new version of the file and keshar Software CRM Content maintains a version list accessible from the content details page. You can download past versions of a file and read all reason-for-change comments that an author may have included with a new version.

Reviewing Usage and Providing Feedback:

keshar Software CRM Content provides several methods for determining whether content is valuable to readers. Featuring a piece of content increases its visibility in search results. Voting thumbs up or thumbs down on a file, Web link, or Google doc and adding comments allow you to participate directly in content improvement. You can also see who has subscribed to a file, link, or doc and how many times files have been downloaded. The Reports tab allows you to create standard or custom reports on keshar Software CRM Content data. If the content delivery feature is enabled, you can send content to colleagues, leads, and contacts and then track how often the content has been previewed or downloaded.

Sharing Content in keshar Software:

keshar Software CRM Content is also integrated with leads, accounts, contacts, opportunities, cases, products, and custom objects. If keshar Software CRM Content functionality is enabled on the Opportunity tab, for example, keshar Software CRM Content uses the fields on the opportunity detail page to search for files that may be relevant to that opportunity. You can drill down in the search results as needed or run your own search and then attach one or more files to the opportunity. The most current version of the file will be available on the detail page for the life of the opportunity.

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