How to Get Started with eWay-CRM
Get Familiar with eWay-CRM Fast
Get Familiar with eWay-CRM Fast
eWay-CRM is a CRM (Customer relationship management) tool for Outlook. It helps manage Customers, Leads, Projects and contains a professional marketing module. With eWay-CRM, you can share emails, tasks, calendar, contacts, documents and other information across your organization. Outlook transforms into your one-stop shop for all of your CRM needs.
Once you have installed eWay-CRM, run Microsoft Outlook and you will see the new tab named eWay-CRM on the Microsoft Outlook ribbon.
Also, in the Microsoft Windows system tray area, a new icon will appear–eWay Agent.
The icon’s color changes based on the status of eWay-CRM synchronization.
|All items are synchronized. Displayed data are accurate.|
|The synchronization of items with the server is running or eWay-CRM is just now connecting to the server.|
|The connection to the server is not available at this time – as soon as connection is restored, synchronization will run automatically.|
|eWay-CRM is offline at the moment – you can cancel this setting by right-clicking the eWay Agent icon and cancelling the Work offline option. This mode allows you to work with your data even without connection to the internet or to the server.|
eWay-CRM can be found everywhere across your Outlook as well as in your Microsoft Word and Excel programs.
You can convert a calendar event to work report (timesheets) or to journal and tie it with a contact, company, lead or project.
In your Outlook contacts you can find three new buttons: Save to eWay-CRM, Synchronize with eWay-CRM and Open in eWay-CRM.
eWay-CRM is integrated with tasks in Outlook. Tasks created in eWay-CRM will automatically appear in the task list in Outlook. Note two new buttons at the top right corner—New … and Existing… (the name depends on what tab you clicked on in the bottom part of the task window).
The bottom part will allow you to link a particular task to any other item in the eWay-CRM.
eWay-CRM integrates with Microsoft Word and Microsoft Excel. Pay attention to a new button: Save to eWay-CRM in an open file.
eWay-CRM has various modules to meet a wide range of requirements, but we recommend that you pay attention to the most popular modules first:
Have a look at the schemes and descriptions below and decide for yourself which of them is the closest one to your business model.
You have a relatively long sales cycle and need to move your opportunities through the sales pipeline while also differentiating opportunities by stages. Once you win a deal, you convert a lead into a new customer. If you don’t win a lead, you mark it as closed lost. In eWay-CRM, you need to use the Leads module to track prospects/opportunities and all related communication. The lead workflow allows for converting leads into companies and contacts.
You have a number of existing customers and sell them your products/services repetitively. At the same time, each new deal may take some time and you need to follow certain steps to close it. In eWay-CRM, you can create/import companies and contacts in the first place and link new leads (opportunities) as soon as they turn up.
You have a relatevely long sales cycle and once you win a business, you need to deliver your products/services step-by-step. As in the first scenario, you need to use the Leads module to track prospects/opportunities and in addition to companies and contacts create projects while converting leads.
You have repetitve projects with existing customers with a relatively long delivery cycle. In eWay-CRM, you may want to create/import companies and clients first and create projects down the road right on the company or contact cards.
These scenarios are the most popular ones, but you are free to set up relations between items as you wish depending on your needs and preferences.
Once you click on a module, you will see the list of items (provided that you have uploaded sample data or created your own items).
It has the look and flexibility of a spreadsheet. You can add and remove columns, filter and group data or create advanced filters. Once you created a custom layout, you can save it for future use. Learn more here.
eWay-CRM also allows you to use conditional formatting similar to Microsoft Excel. Colors, icons, data bars and color scales will make your data even more well-arranged.
Each item card has sections for basic, contact and additional information as well as a special panel for collecting of history records. Let’s have a look at the lead item card.
There are different ways for you to put data into eWay-CRM. You can:
While saving emails and documents, eWay-CRM copies items into the shared database hosted in eWay-CRM Cloud or on your server. In this case, data stays in the database even if you delete it from your local computers or deactivate Outlook accounts.
* You can delete sample data manually. For that, just select the rows in each module using Ctrl+A, right click on them and choose Delete. Alternatively, contact us at [email protected] and we will delete data for you.
eWay-CRM offer two types of settings – eWay-CRM Settings (applies to a particular user only) and Administration Settings (applies to all users).
Users have options to synchronize contacts in Outlook with eWay-CRM and automatically save emails from/to contacts.
Administrator has a full control over eWay-CRM account and can create users accounts and set up permissions, create custom fields and categories, customize drop-down menus, create new workflows and much more.