Plan your meeting
- You will plan your meetings as you are used to – in Microsoft Outlook calendar.
- eWay-CRM will automatically add some important information to the note – company and project name, contact information, location and your most recent notes.
- You can open the calendar event in your cell phone or tablet and find all the vital data right there.
- You can make your meeting report while you are still at the client. Simply type your notes down to the calendar event (if you don’t your notebook with you) or directly to eWay-CRM journal.
- Instantly plan follow up tasks.
- When you leave the client’s office, your head is clear. All the important information is safely in eWay-CRM, for you and your team to see.
Automatic e-mail tracking
- E-mails can be saved to eWay and attached to contacts automatically.
- eWay-CRM can easily link e-mails to leads and projects too.
- Messages from all your colleagues are available either one the contact or on the project. Nice and clear.
Create a quotation
- Prepare a quotation right in eWay-CRM.
- Export it to Microsoft Word template and send it by e-mail in just a couple of clicks.
- Select goods and services for your quotation from centralized pricelist.
- Everything even though you are in your car, sitting in a parking lot after a sales meeting. The e-mail will be sent as soon as you go online.
Business cases under control
- All leads and business opportunities are in one place, organized and sorted to your liking.
- Find all important e-mails, phone calls, meeting reports and all documents from everybody on your team in one place.
- You can see next follow up step and it’s deadline at first glance.
- Workflow will guide your through the business case. Step-by-step.
- Do what you are paid for. Your boss will generate all the reports by himself / herlself.
Prepare the project plan
- Choose proper workflow that will help you through this specific project.
- Set up deadlines and finance analysis.
- Assemble your team and give out responsibilities.
Single work environment
- Use eWay-CRM as one single place to keep all your project data (documents, e-mails, notes etc.)
- Assign tasks, create calendars and send emails.
- Keep an eye on project finance. Check the project profit.
- Spend all your working time comfortably in one application.
Manage all your projects
- Check for all running projects.
- See current statuses.
- Plan follow-up activities.
- Monitor actual profit.
- Compare Plan vs. Reality.
Data always readily abailable – even when offline
- Visiting your client?
- Working while on a slow hotel internet?
- Sitting on a train or on a plane?
- No problem, eWay-CRM works offline.
Potential clients and the current ones
- Keep them separate, have an order.
- Workflow helps you automatize the process of a client aquisition.
- Client activity readily available at first glance.
- What are my “live” clients?
- When did I contact them last time?
- Do they order regularly?
- Does anybody need immediate attention?
- Keep your notes and custom fields here – birthdays, hobbies, notifications…
Plan your phone calls / meetings
- Keep working with what you are already using – Microsoft Outlook calendar and tasks.
- eWay-CRM extends this functionality and lets you automatically see your recent activity.
Meeting reports right in the field
- You can make your notes in your smartphone while in the field and convert it to eWay-CRM later when you are in the office.
- Works like a charm.
Helicopter view of your data
- Everything available even when offline.
- Individual goals for employees and their fulfillment.
- Predefined reports
- Sales efficiency
- Project planning vs. reality
- Invoice statuses
- People efficiency
- Export to Excel / PDF / Word.
Dig deeper you need to
- All the information readily available for when you need to find the cause
- Find out all the whats and whys in just a few clicks
- Oversee the product manager’s work
- Investigate customer behaviour
- Look through other variables
- Take action
- Modify your workflow in eWay-CRM
- Set up different reminders
- Mark crucial information as mandatory – you need to work with it later
- Plan an automatic report for yourself
Focus on what is important for the company
- People management
- Key clients
- Making sure your strategic plans come alive
Let us show you how eWay-CRM is right for you.
Call your consultant at(816) 286-4322