If you use other web apps apps with Deskera – here’s some good news for you.
You can now import your project details from other Project Management applications like Microsoft Project and Basecamp to Deskera Project Management. Here’s how:
Deskera also works with Zoho CRM and Google Accounts.
Let us know if you have any questions by sending us an email at import@deskera.com. Have fun with Deskera !
Deskera CRM let’s you create & assign goals for your sales team. These goals can be effectively tracked using performance appraisal easily.
All you need to do is to assign goals to your sales team using the link “Assign Goals” from the CRM Dashboard. The Goal settings page appears where you can assign goals in terms of number of leads generated, total revenue from closed leads and more.
View the goals assigned to the employees with the targets to be achieved, target(s) achieved by the employee and also the percentage completion of the target.
Employees can view the goals assigned to them through the ‘My Goals’ link.
As soon as the goals are assigned to your sales team, the same is reflected in Deskera HRMS Application where you can view a detailed description of the goals assigned like their priority, context, due date and more. You can evaluate the performance of your sales team through goal evaluation and manage performance appraisal easily.
Click here to view Deskera CRM Live Demo.
Here’s how the integrated Deskera Application Suite can really help as opposed to using multiple independent applications for managing various business processes.
You managed campaigns, tracked leads and converted interested customers into accounts using a CRM Software. You are providing one of your Accounts with an Accounting Service – a project for your company which would be executed by your project team for several months and managed using a Project Management Software. What if these applications cannot talk? You may have to switch between these applications for accessing complete details to track project progress and updates for each of your customer account. You may also waste time in updating duplicate customer and project data in these applications bringing down your efficiency in managing these business processes. Deskera offers you an easy and effective alternative.
Deskera CRM allows you to integrate Project Management with your Accounts in CRM effortlessly. You can easily view project details for any account with a single click. The access and viewing permissions to project details are easily configurable for various set of users in the organization.
Let’s take a Quick Tour
Step 1: Create Project for your Accounts
Step 2: Click to access project details with just a single click – no further login required.
View Project details including project members, project planning, discussions, project calendars and more. The access to these details can be configured by the administrator easily.
Try Deskera Live Demo Now!
Deskera CRM allows you to save time in easily locating previous communication (email/phone) and recent activities, with your leads, contacts or accounts, each time you contact them. It simplifies your job by giving you all the required information – complete profile details including phone call details, email communication, contact information, assigned owners, recent activities, comments and more – on a single page. It automatically sorts out all your email communication with your leads, contacts and accounts and includes this information in the profile page of the respective lead, contact or account.
The profile page for leads, contacts and accounts have the following details:
Try Deskera CRM for effectively tracking your leads, contacts, accounts and more now!
Deskera CRM allows you to easily integrate your contacts in Deskera CRM with your email client – Microsoft Outlook in a single click. Deskera makes it convenient for you to easily sync contacts between your desktop application and web-based application with amazing simplicity.
Just follow the following steps to get started:
Step 1: Click here to download the Deskera Sync plugin.
Step 2: Run Deskera Sync setup file on the desktop where you have configured Microsoft Outlook.
Step 3: Click ‘Next’ and continue following the instructions to install the Deskera Sync plugin.
Step 4: Open Microsoft Outlook after successfully installing the plugin. Enter Deskera Account Settings through ‘Deskera Account Set up’
Step 5: Click ‘Sync Contacts’ to sync contacts between Microsoft Outlook and Deskera CRM.
Contact us at support@deskera.com, if you require further assistance. We are happy to help!
Your favorite Customer Relationship Management software – Deskera CRM can now be easily accessed from your iPhone. Deskera launches an easy-to-use yet powerful CRM application for your iPhone to enable you to connect with CRM software even on the move. Get an instant access to your campaigns, leads, accounts, cases and more anywhere, anytime. Click on the badge below to download iDeskera CRM from the App Store.
It will help you to drive productivity for your field sales representatives, sales executives, mobile workers and more through the following key benefits:
Let’s take a quick screenshot tour:
We would love to hear your feedback. Add your comments to this post or reach us at feedback@deskera.com
Calculating and maintaining Depreciation Schedule can be a mind-boggling exercise, particularly with a wide range of fixed assets purchased over a large time period. Now, Deskera Accounting simplifies this task by automatically calculating and updating depreciation schedules which enables you to easily post depreciation for all fixed assets of your organization. You can keep track of the present values of all fixed assets and receive Financial Reports updated with depreciation records.
Follow the two simple steps listed below to view Depreciation Schedule and post depreciation for all Fixed Assets of your organization.
Step 1
Click on ‘Fixed Asset Depreciation’ on the dashboard to create a new fixed asset. Click on ‘Add New Fixed Asset’ and specify fixed asset details such as Asset life, Asset value and Salvage value. Depreciation Schedule for this asset gets calculated automatically. Straight line method is used for the Depreciation calculation in Deskera Accounting.
Step 2
You can view depreciation schedule for an asset by selecting it and clicking on ‘Fixed Asset Depreciation’. The depreciation schedule shows you month-wise depreciation values, accumulated depreciation amount , present asset value (or net book value) and more. You can select entries from the Depreciation Schedule and post it for including it in accounting records. Accordingly, these entries are automatically reflected in your Financial Reports.
Click here to view Deskera Accounting Demo.
Deskera CRM makes importing contacts from your Google account an easy task. Now, you don’t have to worry about copying and pasting your Google contacts or importing/exporting CSV files in Deskera CRM anymore. Use ‘Import contacts from Google account’ to directly import your contacts with just a few clicks. Just provide your login details for Google account in Deskera and either choose selected contacts or import the whole contact list easily.
Quick Tour
Step 1: Provide your Google account details in Deskera CRM. Your account details are not stored in the system and are completely secure.
Step 2: Import only the relevant contacts by simply selecting them from your contact list.
Click here to view CRM Demo
You can easily import huge Target lists, with as many as 15,000 records and more, in Deskera CRM. Deskera Team has successfully imported more than 15,000 records at once and is currently working to raise the bar even more.
With Deskera CRM, you can launch E-mail Marketing Campaigns and reach all your targets at one go. You don’t need to waste time in entering voluminous data and sending personalized e-mail marketing campaigns to all your targets and prospects. Deskera CRM allows you to personalize and handle mass marketing with utmost ease.
Quick Tour
Import CSV file for adding any number of targets to your Target List.
Map headers of your CSV file with headers of the table columns in Deskera CRM by an intuitive drag and drop interface. Click ‘Submit’ to import.
Click here to view CRM Demo.
Deskera is a Deloitte Fast 50 company and #1 SaaS vendor in key Asian Markets. Deskera is growing at a phenomenal pace in North America and we need Sales Superstars like you to be a part of our growing success in North America.
Company Overview
Deskera[www.deskera.com] is a SaaS suite of Enterprise Applications which includes a full featured CRM, Project Management, Financials, Inventory, Human Capital Management, Recruitment, Payroll, Appraisals, Training Management and more. Deskera has been #1 SaaS vendor in key Asian Markets like Singapore, Malaysia, India etc. Click here to see Deskera’s growth rate for few previous quarters. Deskera is profitable, self funded and cash flow positive.
From Fortune 500 front-runners like Starbucks to small startups – Deskera serves more than 5,000 paying customers every month. If you have followed the success of Salesforce, you know Deskera is going to be the next big thing in Enterprise Software. We are now expanding our North American operations in Bay Area and looking for go-getters to join our team here.
Position Overview
We are seeking a sales professional with a proven track record who can become an immediate contributor and leader within our small organization. The ideal candidate will understand how to position Deskera in new and existing channels and will be a passionate product advocate, a team builder, and a great communicator.
Primary responsibilities will include Sales, Cold Calling, Business Development, and Account Management. Secondary responsibilities could include hiring staff, ensuring customer success and ensuring the team is on track to meet targets.
Requirements
Prior experience in working with a startup would be a good ‘nice to have’.
Compensation
Are you slowed down by cumbersome tax computation while generating sales or purchase transaction receipts for your customers or vendors? Gain a fresh perspective in streamlining tax calculations and incorporating them with effortless ease using Deskera Accounting.
Adding tax information in Deskera Accounting is easy. Just select the applicable tax from the drop down while creating sales or purchase transaction receipts such as invoices, cash sales receipts, cash purchase receipts and more. The system automatically applies your pre-defined tax settings to the current transaction.
The best part is that you can add new tax information on the fly. So, while creating an invoice, if you feel the need to incorporate a new type of tax – just click on the ‘+’ icon alongside the tax drop-down and add new tax details in an intuitive spreadsheet interface. You need not navigate away from the invoice screen, go through a bunch of menus and fill forms to define a new tax. It’s quick and simple with Deskera Accounting.
Having trouble in maintaining the right work balance among your project members? Deskera Project Management allows you to strike a perfect balance by identifying resource conflicts (i.e. multiple tasks allocated to a single resource at a given point of time) and easily resolving them.
With Deskera Project Management, you can easily manage resource conflicts in two simple steps. Here is how it works.
Step 1:
Monitor the tasks for each resource in the ‘Resource Conflict’ window displayed on clicking the ‘Resource Conflict’ icon in your ‘Project Plan’. All tasks having conflict with other tasks are highlighted in red color. You can click on the task to view the list of tasks assigned to the resource at the same time.
Step 2:
Click on ‘Resolve’ button to view the ‘Resolve Conflict’ window. Resolve the resource conflicts by either assigning the task to another resource or by changing the task schedule.
Click here to view Deskera Project Management Demo
Does your business transcend in multiple geographies having different currencies? Keeping track of the latest exchange rates and maintaining corresponding accounting records can be a nightmare. Deskera Accounting makes your job simple through ‘Multiple Currencies’ functionality with just a few clicks.
With Deskera Accounting, you can configure multiple currencies for all your vendors and customers easily. No need to download any software or check online currency converter. Deskera Accounting does it all for you with a single click.
Configure currency preferences for each of your vendor and customer. Configure default currency in which your company records needs to be maintained.
Generate sales or purchasing transaction receipts according to the saved currency preferences for your customers or vendors.
Easily download and apply latest currency exchange rates. New transactions are automatically updated with the latest currency exchange rate.
Maintain previous records of exchange rates for each currency.
With Deskera CRM, you can choose to capture only the relevant details of all your customers, prospects and more according to your business requirements. ‘Add custom column’ in Deskera CRM allows you to create customized columns for CRM modules such as Campaigns, Leads, Accounts, Cases and more.
You can easily add a custom column, select the columns you want to display, simply click and type to enter relevant details in an intuitive spreadsheet interface.
How to add a Custom Column?
Adding a custom column is easy. Just click on the downward arrow in a column header and click on ‘Add custom column’ as shown below.
Fill in the required details such as column heading, maximum length of column, field type and more. Mark your desired column as compulsory by selecting the ‘Is essential’ option. You can even incorporate data validation for the custom column by defining the type of data to be entered. If the user enters any other field other than your specified ‘data type’, the entered data will not be accepted.
Click here to view Deskera CRM Demo
Deskera Accounting allows you to compare the accounting records against those shown on your bank statement through the ‘Bank Reconciliation’ functionality. It allows you to easily identify discrepancies between these records and their probable causes. It enables you to quickly determine whether the discrepancies have resulted due to:
Sync all your accounting records with bank statements easily with ‘Bank Reconciliation’ in Deskera Accounting – Ensure accurate and effective accounting records.
Quick Tour
Click on ‘Bank Reconciliation Link’ on the Accounting dashboard to view ‘Begin Reconciliation’ window. Specify bank account details and the ending balance as per your bank statement records.
A new window will appear showing you all the transactions (such as checks and payment transactions, deposits and other credit transactions) related to the selected account. You can compare these transactions with your bank statement; select all the transactions present in the statement and monitor the difference in Ending Balance and Clearing Balance. The difference should ideally be zero. If not, it indicates an unsettled or missing transaction and needs further analysis. Click on ‘Reconcile now’ when the difference is zero.
Click here to view Deskera Accounting demo.
