CRM Help

SkyDesk CRM - An Overview

SkyDesk CRM is an On-demand Customer Relationship Management (CRM) software for managing your customer relations in an efficient manner. It is efficient because, SkyDesk CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

Be it multi-channel communication, sales productivity, CRM insights, product customization, or third-party integration, SkyDesk CRM offers a host of features to support the requirements of small businesses as well as large enterprises. Browse through our resources to understand and work with SkyDesk CRM.

Understanding SkyDesk CRM

Read this guide to understand the basic concepts of SkyDesk CRM and CRM terminology.

Getting Started

Getting started with SkyDesk CRM is easy. Set up your account by entering personal as well as organization details. Customize the product according to your needs and learn some of the most frequently performed operations in SkyDesk CRM.

What's New?

Find what's the latest in SkyDesk CRM and explore the new features and improvements.

Page Layouts Create multiple page layouts in your SkyDesk CRM account to implement multiple business processes. Advanced Filters Filter records based on activities, email status among a host of other record parameters.
Reports & Dashboards Generate various reports and use dashboards to visualize comparisons, patterns, and trends in sales, and marketing. Check-in Check-in from the SkyDesk CRM app when you are at client location and associate the check-in to a CRM event.
Setup Navigate through a minimalist Setup screen. Use the predictive search to instantly locate any setting you are looking for. Share records with peers Share records with your peers using the record-level-sharing feature.