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Dimension CRM FAQs

How do I set up new Sales Targets?
How do I make sure a Team member does not see the leads being handled by a specific Team member?
Do you provide any default proposal templates?
How can Dimesion CRM capture leads from my website?
How does Dimension CRM know which source a particular lead is coming from?
Where can I go to produce sales stats for my sales reps?
Where can I go to view sales targets for my team?
How can I see the entire activity surrounding an opportunity?
Where can I see the sale I just made?
I just converted an opportunity into a sale. How do I record this inside Dimension CRM?
Can I upload a document from my computer instead of creating a proposal inside Dimension CRM?
Can I cut and paste from a word document to a product or proposal template?
Can I add more qualifiers to my opportunities screen?
If I delete an opportunity, does that automatically delete the proposal linked to it?
Can I create a proposal without creating an opportunity?
What is the difference between an opportunity and proposal?

Building Relationships Is Meant To Be Simple

Dimension CRM on its own is a powerful application for the small business owner. However, when coupled with some of our other products (below), Dimension CRM can provide a level of efficiency and visibility that is second to none.

Dimension CRM

Maxmail is a powerful email marketing, sms marketing and online survey software developed by the same team that built Dimension CRM

Maxmail and Dimension CRM have a seamless integration that allows businesses to leverage from both tools at the same time.

For example: Within Dimension CRM you can see the number of campaigns sent to any of your contacts, how many times they've opened the campaign, clicked on links, opted out and lots more.

More about Maxmail
Comet SEO
 

Comet SEO is a search engine optimization tool we built during our 12 hour hackathon back in September 2010.

Its sole purpose is to simplify search enine performance measurement for small business owners and website marketers.

 
Filo HQ
 

Filo HQ is an online file sharing service that makes it simple for small businesses to share files within their teams from anywhere, anytime using any device; PC, Mac or a Smartphone.

Filo is also very powerful as an online backup solution that automatically backs up all your data onto our cloud servers instantly.

   
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