eWay-CRM Summer Tune-up Offer
Need a hand this summer? We’re offering 20 % off implementation hours. Let us know how we can help.
WHAT DO WE DO THE MOST OFTEN WITH OUR CUSTOMERS?
Custom automations
- Customer notifications about upcoming deadlines (e.g. annual preventive maintenance)
- Sales rep notifications about drops in sales
- Sending proposals or invoices
- Sending special offers to customers‘ for their birthdays
Custom reports/dashboards in PowerBI
- Dashboards for sales directors
- Weekly goal reports for sales reps
- Display customers on maps
User trainings
- First steps in eWay-CRM
- Filters and conditional formatting
- Email marketing campaigns
- eWay-CRM administration
Custom tweaks
- Customer segmentation (e.g. according to their revenue)
- Automatic transfer of fields from module A to module B (e.g. show Company address on a Project)
- Custom IDs (e.g. custom project IDs, customer IDs, etc)
THERE IS SO MUCH WE CAN DO FOR YOU. WHAT DO YOU WANT TO IMPROVE?
