eWay-CRM Summer Tune-up Offer
The 2022 Summer Tune-up Offer is over, but we are still committed to help you grow. If you need help with anything, let us know.
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?
