blessingscrm

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Blessings Inc. http://iastron.com/crm Login: admin Password: astro0611 Call now on: +91-7303 05 1828 Email: [email protected] 1

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Page 1: blessingscrm

1Blessings Inc.

http://iastron.com/crmLogin: adminPassword: astro0611

Call now on: +91-7303 05 1828Email: [email protected]

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2Welcome to Blessings CRM

SIMPLE TO USE EASY TO HANDLE

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3What is Blessings CRM Blessings CRM is more than just a CRM. With built-in solutions

that range from email marketing, to activity and project management and beyond, Blessings CRM truly is a one-stop organization management solution for most businesses

The Basic features are : Email Marketing Project Management Customer Portal Calendar and Task Management Reporting Document and File Management Teams & Access Control Inventory Management

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4Email Marketing In just 4 steps, target, build, and send beautiful, relevant

emails to your leads and customers that drive action, then view audience engagement to see what grabs their attention and build increasingly successful future campaigns. Finally, empower prospect and customer facing teams with engagement information and insights to help them better identify interests and drive new revenue opportunities.

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5Project Management

Create projects associated with customers or support cases. Set project milestones and assign tasks to users or user groups. As the project progresses, use the comment system and file attachment to keep everything together, and along the way, keep track of progress and recent events on the summary page.

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6Customer Portal

Professionalize the customer experience by providing customers with access to a tailored customer portal. Use it to maintain a channel of communication and to share records and files. Customers can also submit customer service requests through the portal for more professional case management.

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7Calendar and Task Management

Use the calendar to create, assign, and manage tasks and events associated with opportunities, customers, cases, or other records. Set calendar visibility between employees and managers, and configure event alerts, from in-window pop-ups to emails.

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8Reporting

Pull data together from any field of any record in Blessings using reports. Segment the data using conditional filters, and perform basic calculations directly within Blessings, or export the data via CSV or XLS for further analysis.

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9Document and File Management

Store and organize files using Blessings CRM's document management system. Associate files with opportunities, projects, or other records, and disseminate files directly through emails or from within Blessings CRM.

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10Teams & Access Control

Control the organizational hierarchy and team structures. Use it to enable managers to see employees' calendars, and to determine who can access various CRM areas and see, edit, and delete records.

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11Inventory Management

Organize and keep track of your product volumes and services, use price books to set different pricing rules for different customer groups, use purchase orders to place orders for products from associated vendors, and send and track e-payment and other payment requests for goods and services.

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12Blessings Inc.

http://iastron.com/crmLogin: adminPassword: astro0611

Call now on: +91-7303 05 1828Email: [email protected]