What is a case in a CRM?
March 29th, 2018. Cases in Dynamics 365 / CRM are commonly referred to as tickets or incidents. These cases provide a way to track incidents or issues that may arise from your customers, whether they are external or internal.
What does Capsule CRM do?
Capsule CRM features extensive contact management, tasks and calendar functionality, a sales pipeline tracker, as well as ample reports to beef up data-driven decision making. Similar to Insightly CRM, Capsule CRM provides a range of customization features to suit an SMB’s requirements.
Does Capsule CRM have an app?
The Capsule mobile app can be used by any User and is available for both iPhone and Android users with:
- iOS 10+
- Android 6+
What is Dynamics case management?
With Case Management in Dynamics 365, a case is started at the beginning of a customer issue or problem. All notes and actions taken to resolve the problem are notated so that when you get a new support person, you don’t have to explain your issue or the steps already taken over again.
Does Microsoft have a case management system?
Microsoft Dynamics 365 Cases are commonly used in help desk scenarios, where a customer has an issue with a product or service. When a customer contacts support with a question or problem, it can be quickly verified if there is an existing case or open a new case and start tracking the issue.
Is capsule a good CRM?
Capsule is a solid, easy-to use CRM system which is a good solution for small to medium-sized businesses, and its free plan is great for startups. However, it is one of the more basic CRM tools currently available and lacks some key features, notably where conversation tracking and email marketing are concerned.
What’s the difference between a capsule and a pill?
Tablets have a longer shelf life and come in a variety of forms. They can also accommodate a higher dose of an active ingredient than a capsule. They tend to be slower acting and, in some cases, may disintegrate unevenly in your body. Capsules act quickly and most, if not all, of the drug is absorbed.
What is capsule database?
About Capsule Capsule from Zestia is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pipeline.
What is the capsule app?
Capsule is a customer relationship management (CRM) software-as-a-service web application and mobile app developed by Zestia, a privately-held software company headquartered in Manchester, United Kingdom and founded in 2009.
How do I email a capsule?
Attaching an email to a specific opportunity If you’d like to attach the email to an Opportunity that already exists, just open the Opportunity in Capsule and then from the Actions menu and select Attach an email action and Capsule will provide you with a specific Drop Box email address to use.
Where do I find cases in capsule CRM?
When looking at an Opportunity all linked Cases will be listed under the Cases tab. You can create and link a brand new Case directly from an Opportunity record. The Case list view allows you to filter for only the information that you need. As standard, Capsule has a number of Case lists you can use.
Why do you need a case in CRM?
Cases allow you to keep all of your meeting and call notes in one place, painting a picture of the whole project or event from a glance. Ideal for recalling the outcome of your own meetings and for keeping your colleagues aligned when multiple people are collaborating on a project.
How are cases used in a sales process?
Winning a sales deal can often be the very start of a project. Using Cases allows you to manage the next stage in the process. You can link a Case with an Opportunity in order to bridge the gap between pre and post-sale activities. Once selected click to Link.