Outlook CRM Background

eWay-CRM Summer Tune-up Offer

Summer is knocking on our door and plenty of companies use the calmer months to move with internal projects.

We in eWay-CRM are obsessed with efficiency and want to help you get ready for the following season. That’s why we prepared this special offer:

Let’s revise your eWay-CRM and tune it up as much as we can. To make it more optional…

WHAT DO WE DO THE MOST OFTEN WITH OUR CUSTOMERS?

Custom automations

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
PowerBI

Custom reports/dashboards in PowerBI

  • Dashboards for sales directors
  • Weekly goal reports for sales reps
  • Display customers on maps
User trainings

User trainings

  • First steps in eWay-CRM
  • Filters and conditional formatting
  • Email marketing campaigns
  • eWay-CRM administration
Custom tweaks

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?

Andy

America, Australia

Andy

Customer Success Manager

Book 30 min free call

Marek

Europe, Africa, Asia

Marek

Customer Success Manager

Book 30 min free call