General
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If your question is not addressed below, contact us through our feedback form and we will get back to you shortly. |
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How do I get started with IDrive® CRM? |
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What is the IDrive® CRM dashboard? |
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Why IDrive® CRM? |
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Can I access and manage my IDrive® CRM account from anywhere? |
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What information do I find under 'Analytics'? |
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How does IDrive® CRM keep my sensitive data protected? |
To get started, create an IDrive® CRM account and sign in to your account using the credentials. Once you have signed in, set up your sales process for creating stronger customer relations. Explore the FAQs below to effectively use your IDrive® CRM account.
The Dashboard gives an overview of the tasks and meetings, along with their POC name, status, and priority. It also displays your sales data, KPI’s, and other CRM metrics in one place.
IDrive® CRM is a tool designed to streamline sales processes for businesses by providing insights into customer preferences. It helps optimize operations and enhance customer relationships.
Yes, you can securely access and manage your IDrive® CRM account from anywhere via the web or the iOS and Android apps. Using our easy-to-use web console you can easily create, access, and manage your leads/deals from wherever you are.
The Analytics page displays a graphical representation of the statistical information as well as the status of all the leads, deals, meetings, and calls in your account with the help of easy-to-understand charts and graphs.
Sign in to your IDrive® CRM account and navigate to Analytics to view the following information:
- Lead analytics - Displays the statistics of leads by source, status, converted leads, and the top lead owners.
- Deal insights - Displays the statistics of deals by source, stage, ongoing deals for the current month, and the top deal owners.
- Meeting status - Displays the statistics of meetings by status, meetings created and scheduled for the current week and month, and the top meeting owners.
- Call status - Displays the statistics of calls by purpose, calls created and scheduled for the current week and month, and the top call owners.
IDrive® CRM uses industry-standard robust AES-256-encryption that is ideal for higher security needs of Financial, Healthcare and Government organizations to secure your sensitive data in storage from any loss.
Data is stored at our world-class data centers equipped with state-of-the-art security and surveillance systems to prevent unauthorized access.