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

• If you want to work with great people and build a great company – this is the place to be.
• You should have atleast 2+ years or experience in software or preferably SaaS sales
• You should have no issues with cold-calling and closing business over phone.
• You should be sales-oriented and be hungry for sales

Prior experience in working with a startup would be a good ‘nice to have’.

Compensation

• Base Pay + Commissions + Equity
• Commissions: Upto 30% of every sale with no cap
• Equity on Targets

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. Its quick and simple with Deskera Accounting.

Try Deskera Accounting now.

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.

Let’s take a quick tour

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:

• Unsettled transactions such as outstanding checks or deposits in transit.
• Manual errors such as missing accounting records.

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.

‘Conditional Formatting’ in Deskera CRM allows you to change text color and background color of data based on user-defined conditions which enables you to easily differentiate between different campaigns, leads and more through intuitive color coding.

‘Conditional Formatting’ helps to answer various questions by making it easy to highlight interesting cells or ranges of cells, emphasize unusual values, and prioritize work by using different color schemes.  A conditional base format changes the appearance of a cell range based on user-defined condition. It also allows you to set multiple rules for the selected cell, row or column.

How to Apply Rules?

To apply rule on the selected cell, row or column you just have to click on ‘Apply Rules’. A new window will appear where you select and specify your desired condition(s), select text color and background color. Done!

Click here to view Deskera CRM Demo.

External Job Links in Deskera HRMS enables you to simplify and accelerate the Recruitment Management process. Now Human Resource professionals don’t have to worry about entering information about external job applicants. They can easily provide link to the external applicants who can quickly apply for jobs by accessing these links.

It will allow external applicants to easily apply for jobs created within your organization without having access to your HRMS system. This enables your organization to accelerate the entire hiring process from identifying current vacancies, creating job postings, tracking applications, selecting candidates to managing joining process of new employees.

Key Features

• Setup and manage both internal as well as external job postings.
• Build up and source from a qualified, global pool of internal and external talent.
• Set up and maintain all job vacancies in your organization with complete description for each job position and easily display them to external users.
• Enable applicants to maintain comprehensive profile details including skills and qualifications, personal information, educational and work experience details and more.

Quick Tour

‘External Job Link’ for each active job is provided in the Recruitment Management module. The Human resource Professionals can provide this link to all job applicants.

External Candidates can easily access this page on the internet, review job details and apply online.

Job applicants can specify all the details to apply for the job, upload their resume and submit it.

The job application details are now captured in Deskera HRMS which can be reviewed by HR managers.

An email notification is send to the applicants confirming the status of their application.

To get a hands-on experience: Try Deskera HRMS

Run successful Email Campaigns and monitor their performance closely.

Deskera CRM allows you to easily add E-mail Marketing to your campaigns and monitor the effectiveness of your marketing campaigns in real time. This feature provides you with a complete campaign management makeover, which will definitely enhance your business prospects.

Create and manage Email Marketing in three easy steps:

Step 1: Create Target Lists

Create a list of people whom you want to target by using a particular email marketing campaign. ‘Create new target list’ by either adding targets/contacts or importing them from leads, contacts, targets or users easily.

Step 2: Add Email Marketing

Follow the simple steps given below to add an email marketing campaign:

• Enter email marketing details like email marketing name, sender and reply mail and select a target list. Click ‘Next’ to move to the next step.

• Select an email template from the existing templates or add a new one. Click on ‘Next’ to move to the next step.

• Edit email template by selecting a theme from the list and changing the background color of your template. Click on ‘Next’ to finalize adding the email template.

• Get a snapshot of email marketing details to finalize the email campaign. You can carry out changes in any of the steps by clicking on ‘Previous’ or else click ‘Finish’ to add the campaign.

Creating a new email template:

Create a new email template with rich text formatting by embedding pictures, videos and even MS Word documents. Create a new template by following the steps given below:

• Enter the template details like template name, description and subject
• Insert a parameter type and value to personalize your email
• Add the template and carry out the changes as per your requirement.

Step 3: Monitor Email Campaign Effectiveness

Monitor the effectiveness of your email marketing efforts through reports indicating the number of emails sent, actual customer views and email subscribers. Generate interactive bar graphs to view the status of your email marketing.

‘User Specific Tasks’ in Deskera Project Management allows you to easily define access and permission levels for the tasks assigned to each Project Member. These permission levels can be defined by the corresponding Project Administrator. The administrator can easily configure the display of the Project Plan for each Project Member.

Project Administrator can configure the following permission levels for each Project Member

1. Modify Project Plan: The Project Member has access to the complete Project Plan. He can view/edit tasks in the Project Plan similar to the Project Administrator.
2. View Project Plan: The Project Member can view the complete Project Plan but does not have access to modify the Project Plan.
3. Modify Assigned Tasks: The Project Member can only view the tasks assigned to him/her in the Project Plan. Other tasks in the Project Plan cannot be viewed by the Project Member.

We’ve just added process workflows and guides to your Deskera Accounting Dashboard. So if you’re stuck with a process, just go to your dashboard and click on the process you need help with to guide you further.

Deskera 1.1 – Just got even better!

At Deskera, we work round-the-clock to improve product experience. We have recently updated our servers to a new version – version 1.1 – with whole new exciting features – including our next generation Dashboard, Contextual Help, Getting Started tips and more.

To get more hands-on experience, check out the Deskera demo now.

Here is a list of the major features that you will find in the new version:

The New Deskera Dashboard – Mashboard

Deskera 1.1 brings to you the next generation of Dashboards – called ‘Mashboards’- which provide new, and hybrid dashboard design techniques, incorporating all the features of the previous generation dashboards in a real time customizable format. They allow “mashing” or drag-and-drop of content and adding useful applications known as ‘widgets’.

Drag and Drop

The components in the Deskera Dashboard can be moved around and rearranged as per your requirement. This ensures a priority-based unique interface to the dashboard components, for each user of your organization. The users can individually decide the layout of the portal, and add and remove components as per their requirements.

Widget Bar

Add Widgets to your dashboard to access the most important applications directly from it. So, in Deskera CRM you will find widgets to manage your campaigns, leads, contacts and more. Widgets also allow users to lend a more personal touch to their dashboard by allowing them to choose the applications they wish to see.

Quick Add

You can easily add an account, lead, opportunity, contact, case, target or activity from the dashboard using ‘Quick Add’. For that, you need to simply click on the  icon in the corresponding widget to view its simplified form, add relevant information, and submit details for adding information quickly.

Quick View

It provides you with an instant ‘tree view’ of all accounts, leads, products, campaigns and documents. You can easily navigate through this list just as you explore folders in your Operating System. Click on the  icon to expand the list and  icon to collapse it. Click on an ‘entry’ to view details in the adjacent window.

Deskera One Search

You can easily search through all the lists and entries saved in Deskera through Deskera One Search. Just type the term you intend to search and get results instantly without even hitting the enter button.

Contextual Help

Whenever you need any help regarding any link/button, Deskera provides you with a unique feature, wherein you just need to bring the mouse pointer over it and view its details.

Getting Started Tips

If you are new to Deskera, get a useful and quick tour of all major features through the Getting Started Tips. The tour will get you started with Deskera within minutes of logging in. Look out for the  icon on the top right corner of your screen for viewing these tips.

We are excited to hear your feedback. Leave a comment below or send us your feedback on crm@deskera.com.

Deskera Team
wow@deskera.com

We’ll be releasing a brand new version of Deskera – version 1.1 this weekend. Watch this space for features & screenshots updates.

The system will be unavailable from 10pm PST Saturday 14th Nov till 4am PST Sunday 15th Nov as we’ll be upgrading our servers.

Hi all,

Deskera just signed up its 50,000th user ! Its been a long journey since our humble beginnings. We wanted to thank all you users for having faith in us.

It means a lot to us!

Deskera Team
wow@deskera.com

Just because your business management software is on-demand, doesn’t mean you have to give up the feature set of a rich desktop type application – like your favorite spreadsheet. The most basic way to maintain the information you need for customer relationship management is to use a spreadsheet. We all do that. Of course, as your client base grows, you will want advanced, dedicated tools to handle all the data.

That’s when you start using Deskera CRM.

Most CRM packages involve lots of forms, input fields, and connections that need to be set up by hand. Users have to go through a lot of screens just to get a simple task done. Deskera CRM is different: every task is only three clicks long. Our click & type functionality means that every time you see a piece of data, you can select it, edit it, and manipulate it in any way you need – without going through any additional tabs or menus. Much like a spreadsheet, the data is always in your complete control.

Do give it a try.