Have access to view, edit, or enter your customers into a web based portal.
With your personalized WebCRM (Customer Relationship Management), you can also view and edit orders, read reports, edit your website, and have any other tool you need to operate your business.
A WebCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts. Yet, those are just some of the many features which allow you and your team more time for customers.
Professional task management
A WebCRM gives your sales team more options for task management, so that your company does not lose valuable customers or miss new opportunities. You have all customer data in one place with a WebCRM, and this is also where all the sales work is done. With a simple system where all the information is collected, you can be sure that you won’t lose important information about a customer, and it also makes it possible for all of the sales team to stay updated about customers. If, for example, there are several salespeople in your team working with the same customer, all documents, meetings, deadlines and important notes concerning the customer are available to everyone in the sales team. If it’s time to follow-up, you can easily form an overview of whether there are others who have had contact with the customer recently and what agreements have been made. This makes it easy for you to coordinate and target sales efforts, so customers are never unnecessarily disturbed, and you do not duplicate work. It’s both good for your customer care and it saves you time that can be spent on other important customers.
Analysis tools
Analyze data and produce quick reports which you can present in the sales meeting. Or use the analysis tool to segment e-mail broadcasts.
ERP integration
Get rid of a lot of duplicated work in both the sales team and in the accounting department. Synchronize data from your existing ERP system with a WebCRM.