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advice please

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Paula G

02 Nov, 2017 10:55 AM

Hi,

I've been asked to find a tool for our customer services team to use. We need it for sales projects, keeping notes on customer enquiries and following up customers / potential leads. We would also like to monitor what the team is doing so we can asses the progress of the projects. Could you give me some more information on dooster?

Thanks,
Paula

1. Support Staff 1 Posted by Sue on 02 Nov, 2017 11:10 AM

   

   Hello Paula,

   Thank you for contacting us.

   I think dooster could definitely help out your
   customer services team :)

   Dooster's Projects allows your to manage all
   of your tasks under one roof - this would be
   great for managing your sales projects and
   customer enquiries.

   To see how Dooster Projects could benefit
   your team, please see the link below:

   https://dooster.net/wp/projects/dooster-project/

   Following up customers and keeping track
   of potential leads is easy, as you can use
   dooster as a simple CRM system.

   You can add your customers and leads as
   contacts and if the contact is a sales prospect
   you can set a date to call them.

   You can use the various Overview screens to
   see which member of your team will be dealing
   with it.

   See this article below:

   https://dooster.net/wp/contacts-crm/dooster-simple-crm-system/

   Monitoring your team's progression is easy with
   dooster, you can simply use the overview screen
   and select 'My Team' to see task assigned to
   others.

   Click here for more details:

   https://dooster.net/wp/getting-started/dashboard/

   Feel free to reach out if you have any other
   questions.

   Best wishes,

   Sue

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2. 2 Posted by Paula G on 02 Nov, 2017 11:31 AM

   

   Thanks for your quick response you've been helpful. I will take a look at the articles as suggested. Thanks again.

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3. Support Staff 3 Posted by Sue on 02 Nov, 2017 11:33 AM

   

   No problem :)

   Let us know if you need any further
   information.

   Best wishes,

   Sue

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