How do I view a default report in the Benchmark CRM?
A report is a listing of your CRM records based on criteria you or someone on your team specify. This same definition can apply to your dashboard views. To help you get started, your Benchmark CRM account is already pre-populated with reports to help you make sense of and be productive with your data. They are contained in report folders for the various record types. To view a default CRM
What is Customer Relationship Management?
CRM is a tool that helps you manage and analyze all of your contacts from one place. You are able to create strategies based on your client's details and even see client history. Here at Benchmark, we provide you the tools to engage smarter with your contacts. CRMs can inform your staff of important information on a marketer’s personal information, such as when the last time was that they purchased
What are the system requirements for using the Benchmark CRM?
Benchmark CRM is cloud-based, so at minimum, you'll need an internet connection, a computer or tablet, and browser to access your records. There will be no records stored locally on you your computer. Following are the requirements to use Benchmark CRM: Browser Google Chrome - most recent stable version Mozilla Firefox - most recent stable version Microsoft Internet Explorer - 10 or 11 Microsoft Edge - most recent stable version
The CRM is comprised of modules A module is basically a type of record. Each record is made up of many fields that hold the information that’s important to the type of module. An example would be leads and contacts are made of fields like: name, address, phone, and company. A support ticket record would be comprised of: ticket number, subject, description, status, priority. Leads Leads are people that you
Why is CRM software better than tracking my contacts and sales information in spreadsheets?
The true power of the Benchmark CRM is that it’s a Relational Database. Rather than having a large spreadsheet of customers and infinitely adding columns for each sale and each problem, the important information is logically separated into different record types in different modules. Input of new information fast and easy. Also, since each module is related to another, it’s very fast to recall, via report or record, all the information
Who is the Benchmark CRM for?
Sales Teams Sales teams can input lead information and decide when they are qualified as important contacts to your business. Any potential deal or big sale can be input as an “opportunity.” This allows the viewing of all potential income for your company at their various stages in the sales cycle. Revenue can be grouped and predicted by probability, region, team, individual member or any custom marker you create. Leads
What is CRM software?
CRM is Customer Relationship Management. The Benchmark CRM is a powerful cloud-based customer relationship software application that you access from your computer, laptop, tablet or larger smartphone. With it, you can: create and manage contact, organization, opportunity (deal), support ticket, task and project records convert leads to contacts and opportunities create and view reports create emails, receive email and relate them to your records As long as you have an internet