Kylas CRM Questions & Answers

Kylas handle lead qualification and scoring rules by following the tips given below:

• Customizing the lead and, hence, capturing them
• Setting up the criteria for lead qualification based on business requirements
• Setting up the custom scoring system that aligns with the sales processes
• Track the leads and make new leads by users’ footprints
• Assigning scores based on their demographic attributes.

Yes, Kylas can integrate with accounting software like Zoho Books and QuickBooks.

Yes, users can set up automated responses in Kylas that handle numerous scenarios and align the communication with teams and the other members.

To ensure smooth migration from a foreign CRM software to Kylas CRM, follow the tips given below:

• Identify the field that you wish to migrate
• Remove the duplicate elements and create a backup of your current CRM data
• Make a CSV file of your exported data
• Launch Kylas and go to the data import tool
• Upload the CSV file and cross-verify the data
• Make sure that all data has been imported correctly and everything is working properly
• Now, just give your team proper training on how to use Kylas CRM.

Here are some of the essential features that are available for managing sales territories:

• Sales potential forecasting
• Territory Optimization
• Sales performance
• Territory mapping
• Goal Setting

Kylas handle data privacy and consent management by:

• Encrypting the data to ensure its security
• Providing authorized access
• Asking users’ permission before collecting or accessing their data
• Keeping their data only for a specified period
• Providing complete transparency. It makes sure that everything is working as it should be.

Yes, Kylas can be used for event management and tracking. Although its main functionality lies in CRM management, its flexible nature allows it to adapt to new advancements like event management and tracking.

Features that are available for managing customer feedback in Kylas are as follows:

• Gathering feedback from various channels
• Categorizing the data for easy sorting
• Storing feedback for easy analysis
• Using analysis tools and appropriate workflow model
• Automating the process for easy retrieval
• Discuss and update the feedback within the platform.

Kylas provides flexible user roles and permissions through:

• Use predefined roles or make custom ones that qualify all the needs
• Defining access levelling for viewing, creating, editing and deleting the module
• Providing controlled access to different parts of the system
• Easily assigning roles to the respective users
• Managing the subordinate's data and task
• Monitoring changes in the system

To export records from Kylas, follow the steps given below:

• Go to CRM Setting
• Tap on Dashboard and choose Data Management
• Click on Data Export and then click Export
• Choose the type of Record you wish to export and click ‘Export Now.’
• Once the Export has been performed successfully, it will appear under the Bell Icon.