Deskera for Android – Screenshots

April 19th

You may have read about the release of Deskera Mobile Apps in an earlier post. Well, here we are with the screenshots of the apps on Android.

Please click on the thumbnails below to view larger images.

Deskera CRM for Android:

Deskera Project Management for Android:

Deskera eLeave for Android:

You may view the iOS screenshots here.

To know more about us, please visit Deskera.

Deskera for iOS – Screenshots

April 18th

You may have read about the release of Deskera Mobile Apps in an earlier post. Well, here we are with the screenshots of the apps on iOS.

Please click on the thumbnails below to view larger images.

iDeskera CRMS (Deskera CRM for iOS):

iDeskera PM (Deskera PM for iOS):

iDeskera Portal (Deskera Portal for iOS):

You may view the screenshots for Android here.

To know more about us, please visit Deskera.

Deskera goes Mobile…

April 18th

You are travelling and you urgently need to get an update on the current project your team is working on, or you are at a client site and need to view their previous transactions with your firm, or a team-member applies for an emergency leave that needs to be approved. Sounds familiar?

Now you can do all of the above, and more, with Deskera mobile apps. Your favorite applications like Project Management, CRM and Leave & Attendance Manager are now available on Android and iOS. So all you need is your tablet, or smartphone, and you are always on top of everything.

For Android:

Go to Google Play on your mobile device and search for Deskera, or use one of the following links:

For iOS:

Search for the following within iTunes App Store.

  • iDeskera CRMS
  • iDeskera PM
  • iDeskera Portal

You may view the screenshots for Android here & for iOS here.

To know more about us, please visit Deskera.

Deskera has Twitter Integration…

March 30th

We are pleased to announce that your favorite Deskera Apps are now integrated with Twitter. You can stay connected with your incoming messages from Twitter without having to leave Deskera.

Imagine a prospect is tweeting about your product or company. As soon as the tweet goes on the web, you would be able to see it in Deskera. Moreover, any twitter id could be followed via Deskera — so you could follow anyone — an important customer, a prospect, or a critic.

This is the kind of functionality that may lead to new customers and/or tackle customer grievances at an early stage.

Setting up your account to show twitter feeds is simple:

  • Go to My Accounts

  • Provide Twitter ID
  • Save

Deskera would fetch all twitter updates related to the specified twitter id and display it under “My Feeds”.

Go ahead and give it a shot. To know more about us and the power of web based enterprise solutions, please visit Deskera.

Deskera Apps – March’12 Release

March 20th

Deskera Apps is leading the way when it comes to collaboration tools in the web based enterprise applications field. The latest release builds on the social & collaboration theme and has further strengthened Deskera’s offering.

The product now boasts of the following features following key enhancements in this release, namely:

  • Twitter Integration (new)
  • Like Button (new)
  • Wall Feeds
  • Instant Messenger
  • Group Management
  • Selective Sharing

To know how to integrate Deskera with Twitter, you may go here.

To know more about us, please visit Deskera.

Deskera Accounting – February’12 Release

February 25th

Deskera ERPWe are glad to share with you the latest release of Deskera Accounting. This new release was focused around the mantra of integration and adaptability.

We want our users to have complete control over their data and they should be able to choose how to use it. The new enhancements reflect this philosophy by now giving users more options to choose how they want to manage their data. e.g. export options made available for various reports and accounting statements like:

  • Cash Flow Statement
  • Sales by Item Summary
  • Sales by Item Report
  • Cost Center Summary Report
  • Purchase Tax Report
  • Sales Tax Report

All the above can now be exported to PDF or CSV formats or you could print them directly from the application.

In addition to the above, we have added:

  • Bank and Cash Payment Functionality for fixed assets
  • Functionality for direct removal of assets from business

To know more, please visit Deskera.

Collaborate & Communicate with Deskera Apps

February 24th

A major challenge that any organization faces is integration of the various collaboration tools (instant messenger, chat, email etc.) with the various enterprise applications (crm, project management, HRMS etc.). A side-effect of fast growth is often reliance on disjointed systems that do not talk to each other. Research shows that this becomes a problem once an organization reaches a critical size (usually >50). Collaboration and communication are the two things that take a major hit with growth if integrated collaboration tools are not available to the workforce.

With the new enhancements to Deskera Apps in the February release though, these issues would cease to exist. The collaboration tools that are now going to be a part of standard Deskera offering would ensure that IT managers no longer have to worry about integration between collaboration and enterprise tools. Deskera has integrated collaboration tools with enterprise applications in a web based environment to bring to you a most robust enterprise solution. Let us take a look at the new enhancements then, shall we:

  • Instant Messenger with one click access
  • Wall interface to share, communicate and discuss
  • Groups to control communication
  • Calendar
  • Personalize your profile page
  • Easy access to enterprise and collaboration solutions from one interface

To know more, please visit Deskera.

Deskera Project Management – February’12 Release

February 20th

Ensuring that automatic notifications for important tasks go out on time to the respective stakeholders is an absolutely necessary feature for  any project management application. Delays often happen in a project due to human error. There are certain human errors that could be avoided by clever use of auto-notifications by a project manager during the planning stage.

The February release of Project Management by Deskera, among other things, makes the process of setting up and implementing notifications a lot easier for project managers. Let us take a quick look at the new features which are now a part of the project management application:

  • Updated daily notifications to include overdue tasks as per project management timeline. The project manager can decide if these would be automated or require subscription from the team-members
  • Notifications for overdue tasks can also be sent manually from the project by the project manager. A team member need not necessarily be subscribed for the project manager to request updates
  • Now project managers can get daily notifications as well as milestone updates for various projects created within the project management application
  • The milestone feature now highlights any overdue milestones

Deskera Project Management has got loads of other existing features (in addition to the ones mentioned above) which make it the best choice for managing all kind of projects and related activities (and it is completely web based). To know more, please visit Deskera.

CRM Reports

January 9th

A CRM should provide at least the following as a part of its reporting capabilities to reduce friction in usage:

  • Quick access to all CRM reports
  • Real Time Availability of CRM reports
  • “Live” Dashboards showing data from CRM reports
  • Ability to save CRM reports in popular formats (PDF, Excel etc)
  • Option to print the CRM reports directly from the application interface
  • Ability to customize existing CRM reports
  • Option to create new customized CRM reports

Deskera offers all of the above through the extensive reporting capabilities available in its CRM. Please go through the following video which demonstrates how to use the reporting features available in Deskera CRM.

Also, please go here to see how you may use Deskera to generate custom CRM reports.

Account Management in CRM

December 26th

We saw in this post how a CRM should incorporate lead management capabilities. Since a successful sales-force would convert many leads into accounts, account management is of paramount importance in the sales cycle.  It is accounts that generate revenue for any organisation. The logical next step therefore is to take a look at the account management capabilities that should be an integral part of any CRM.

Accounts are converted leads where business has been closed or an opportunity for business closure exists. Accounts will have details of existing (or prospective) products or services, expected and generated revenue, key contact details and existing opportunities. In addition, all customer cases, queries, complaints etc. should be tagged to the respective accounts and acted upon. It should also allow quick access to relevant documents (if any) associated with the account.

Consequently an effective CRM should have robust Account Management capabilities to help track and manage all accounts along with product, opportunity, activity, contacts and case details. Moreover, a document management system that allows you to upload, tag, store and search relevant documents is essential.

Deskera provides the complete account management solution with its CRM. Key benefits of using an account management through its CRM are:

  • Maintain Comprehensive Account Details
  • Provide Extensive Account Support and Customer Service
  • Add an Activity, Opportunity, Contact or Case to any Account
  • Add Documents to any Account
  • Easy spreadsheet functionality

Please go through the following short video demonstrating how to use Deskera CRM to manage accounts:

Time Tracking Made Easy By Timesheet Software

December 22nd

Tracking time of employees on various projects could be a painful task for organizations. If not managed properly, it could lead to anything from widespread confusion to inaccurate financial accounting. Errors in adding time, projects, WBS elements etc. could lead to issues as stated above. In addition, delays could happen if timesheets are not filled or approved on time, or are rejected but not acted on by the employee. Thankfully, Deskera provides, as part of its HRMS , a timesheet software that does away with all the problems.

In our December ‘11 release, new features have been added to timesheets that allow an organization greater control over how time is tracked and provide them more flexibility in setting up timesheets. Let us take a look at these new features in detail-

Configure Projects & Default Durations

Now you can pre-configure job/project details like name, default duration etc. in Master Configuration. Also, an option can be provided to the employees to add/edit job/projects manually from the timesheets. This is useful if a large chunk of employees have similar projects with default duration that need to be tracked.

This can be easily done by going to Master Configuration, selecting Timesheet Job and adding/editing sub-fields there. Please refer to the image for details.

Notifications for Approval/ Rejections

Now immediate notifications would go to the employee upon approval or rejection of  timesheets by the supervisor. This is in addition to the existing alerts for employees to fill timesheets and for supervisors to approve timesheets.

To know more about how to use timesheets for your business, please visit Deskera.

Deskera HRMS – December Release

December 22nd

Deskera HRMSWe are pleased to announce the latest enhancements to Deskera HRMS, the human resource management system of choice for many. The new features provide greater control over tracking & maintaining timesheets for all employees.

New Enhancements:

  • Option to configure jobs/projects/ WBS elements through Master Configuration
  • Option to define default duration of projects/WBS elements
  • Send alert notifications to employees when action taken on timesheet

You may read more about these updates to the timesheet system here.

Please visit Deskera to know more.

Lead Management in CRM

December 15th

Lead management is an important activity and often differentiates an ordinary CRM application from an excellent CRM application.

Lead Management helps businesses to find customers and continue making money. It is an essential part of sales and marketing success. When leads are not well managed, efficiency of sales decreases and the cost of marketing shoots up, resulting in loss of productivity and inability to achieve critical objectives. Consequently, if lead management is not addressed appropriately by any CRM, then it could nullify the whole purpose of deploying the CRM in the first place.

The Lead Management module in Deskera allows the CRM to make leads simple to qualify, distribute, and follow-up on. Using Lead Management in Deskera CRM, you can:

  • Efficiently record and track lead details like status, source and rating;
  • Leverage powerful tools to convert and search existing leads
  • Define lead activities – Tasks, Events and more – for accurately carrying out sales process
  • Convert leads to accounts and define opportunities
  • Maintain comprehensive reporting

Here is a short video on how to manage leads using Lead Management in CRM:

Please visit Deskera to know more.

Deskera CRM – Contact Management

December 7th

We have come a long way from the time when a Rolodex was considered the “last word” in contact management! Fortunately – we have software tools available to manage contacts now. Imagine managing all your contacts from the phone-book, Google, Facebook, Yahoo etc with a Rolodex!

A Contact Management tool should allow you to capture, monitor, store and track all critical information on your key stakeholders i.e. customers, prospects and partners. Furthermore, it should enable you to maintain up–to–date data on all activities happening for each of your contact, keep you updated on each of your account via real-time alerts and notifications, and give you a quick overview of all your contacts through customized reports and views.

In a nutshell, a Contact Management tool should enable you to segment available customer data and gain knowledge about your customers so that you can deliver the right value proposition to them.

Deskera CRM has an integrated Contact Management application. You may add new contact directly, or get them from existing leads or accounts. Moreover, campaign managers can access the data from the contacts directly to add them to target lists, due to integration with the Campaign Management module.

Key features of Deskera CRM – Contact Management are –

  • Efficiently record and track complete contact details including lead source and account name.
  • Click and Type functionality allows you to select, edit, add in three clicks or less
  • Import contacts easily in convenient file formats from MS Outlook, Gmail, Yahoo, MSN and more
  • Define contact activities – Tasks, Events and more – for accurately carrying out sales process and get regular updates
  • Add/Update documents for each contact and maintain a central repository of documents for all your contacts
  • Export your Contact list in multiple file formats like .pdf, .csv and more
  • Integration with all Deskera CRM modules

Here is a short video on how to use Deskera CRM for Contact Management.

Please visit Deskera to know more.

Deskera CRM – Better Campaign Management

December 5th

Sometime ago, we had written about designing effective email campaigns. Today we will take a look at how we can use Deskera CRM to not only design and manage email campaigns, but also to track and manage all  kind of campaigns.

Campaign Management is an important feature of Deskera CRM. It allows you to reach out to your audience, identify people who respond, and close business with them. Key advantages of Deskera CRM – Campaign Management include:

  • Easy to build and manage marketing campaigns.
  • Build targeted marketing campaigns that address each customer segment with the products and services they need.
  • Provides quick access to campaign status and updates.
  • Allows you to build campaigns and update prospective customers about new offers within no time.
  • Maintain easy-to-manage target lists for selective targeting of prospective customers.

The following videos demonstrate how Deskera makes your campaign management better, easier, faster.

Managing Campaigns

Manage Email Campaigns

Please visit Deskera to know more.

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