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Do You Have New eWay-CRM Users in Your Company? The New eWay-Book Will Teach Them the Basics

As they say, no scholar has fallen from heaven. And so we have prepared an eWay-Book for new eWay-CRM users, which will teach them the basics of our system. The eWay-Book is available for free.

 

There are three types of people when it comes to building a new cabinet or, in our case, using a new CRM system.

The first group includes those who start building a new cabinet without looking at the instructions. They rely on their instincts. Because eWay-CRM works in the well-known Outlook environment, most people can handle it without problems. Nevertheless, even the best here and there will appreciate a tip. eWay-CRM contains a lot of tweaks that may not be visible at first glance.

Another group of users will appreciate good advice if needed and prefer to look for tutorials on YouTube, which give the advantage of visual presentation.

The last group includes those users who like to open the good old written instructions and study everything in peace before they start working. Not only for those users, we have prepared a new eWay-Book First Steps in eWay-CRM. Thanks to this eWay-Book, as a user-beginner you will learn the basics of our system and can start using it effectively.

 

First Steps in eWay-CRM

Ondřej Svoboda
8. 6. 2020
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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table

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