Easily import all of your existing data
- Export the template from eWay-CRM.
- Fill it in with your customer and business opportunities data.
- Drag-and-drop it back to eWay-CRM.
New marketing campaign
and choose your target group
- Select just the target group you need.
- Targeted marketing campaigns based upon specific customer information.
- Make sure that the right message reaches the right people.
Prepare your Marketing message
- Stay right in eWay-CRM through the whole process.
- Use advanced, user fiendly editor similar to Word or import your own HTML templates.
- Use wildcards to further personalize your message.
- Include attachments with your products such as promo offers or additional information.
- Utilize our integration with Google Analytics.
Evaluate the feedback
- Automatic tracking of the feedback
- See what emails were sent, delivered, read, who cliecked on hyperlinks and when and who unsubscribed.
- View concise statistics to make educated decisions.
- Check financial rentability of your campaigns.
Track sales leads from all sources
- Created as a product of marketing campaigns.
- Converted from incoming e-mails.
- Entered manually either from telemarketing, online advertisments, recommendation etc.
- Inserted automatically from web forms (through eWay-CRM API).
Utilize the workflow
- Use your company best practices to turn business opportunities to projects effectively.
- Generate tasks automatically to save time and effort.
- Make sure sales reps enter vital data by making some information recommended or mandatory.
Manage your business cases
- Create a quotation in just a few clicks directly from your pricelist.
- Export it and create a quotation using company template.
- Attach all important e-mails and telephone calls.
- Use integration with Outlook calendar to plan your meetings with the customer.
Quick and accurate overview on company sales
- Where do my sales reps spend the most time?
- What is their success rate?
- Why are customers choosing competition over us? Statistics by rejection reasons.
- Goals – turnover and profit.
- Substitutability of sales reps.
- Data is available to everyone who needs it.
- Single database for all your customers, suppliers, partners and competitors.
- Your own categories will help you keep the companies and contacts well organized.
- Sort and filter by the type of relationship, geography, importance, potential, size or your own custom fields.
- Easy to navigate, simple and effective way to find just what you need, when you need it.
- All contacts readily available in your Outlook CRM.
- Business communication history (leads, projects, Outlook emails, phone calls, invoices, documents, etc.)
- Customer state.
- Custom fields for tracking additional information.
- Everything shared among employees.
Auto Reminders Synchronized with Outlook Tasks
- If payments are overdue.
- When you didn’t get in touch with particular customer for a while.
- Customer suddenly stops ordering.
- Come up with your own!
Other Interesting Outlook CRM Features
- Professional bulk e-mails embedded right inside eWay-CRM. Email contacts in few clicks.
- Synchronization of contacts with your cell phone.
- Automatic tracking of Outlook emails.
- Custom reports.
- Administration app will help you customize Outlook CRM even more.
Convert lead to a project
- Make all data collected through the sales process available for your delivery department.
- Copy all the communication history (meetings, phone calls, e-mails) along with important documents.
- No need to send anything manually anymore.
- eWay-CRM creates a relation between sales lead and the just starting project. Sales department has access to up-to-date information on how is the project going even after sale was made.
Different project workflows for different types of business
- Set up different workflows for each of your business types. Promote consistency within your organization.
- Automatically generate tasks at appropriate stages.
- Check for important milestones.
Create a project and set up all required attributes
- Select people for your project team and assign roles and responsibilities.
- Set up the project scope – deadlines, budgets…
- Start your tailor made workflow and let the rest on your team and eWay-CRM.
Project management right in Microsoft Outlook
- Create important documents in just a few clicks using templates.
- Plan tasks using both eWay-CRM and Microsoft Outlook. They are the same.
- Project calendar is directly linked to your Outlook calendar. All the important events are shared and synchronized automatically.
- Constant time and finance comparison between your plan and reality.
- All the important information shared easily among your team (notes, meetings, calls, e-mails, documents).
Use notifications to keep an eye on all your projects
- Any changes made on the project (new document, note, e-mail…)
- Deadline is getting close.
- Profit plummets below certain value.
- Custom notifications, tailor made to address your specific needs!
Helicopter view of all your projects
- Goals / targets for project managers.
- Projects profitability.
- Invoice plan.
- Human resource planning.
- Financial efficiency by project types.
HUB? You Bet It’s Here
- Available in Contacts, Companies, Leads and Projects.
- All communication history sorted chronologically. Just scroll with your fingers.
- Emails available even without Microsoft Outlook.
- Download any attached document.
- Go through all journals made by you or your colleagues.
- Look over tasks.
- Check out who already scheduled a calendar event.
Add Journals & Documents to Keep Everything Under One Roof
- On a meeting with a client? No worries, type down your notes into your tablet or smart phone.
- Do you have any important document you want to attach? Do it easily from the eWay-CRM app.
- Don’t forget to set up a reminder so that you can get back to it in the office.
- Just one more thing… eWay-CRM can automatically send a pop-up notification to make a note right as you finish a phone call.
- On a plane or experiencing slow internet? Don’t worry about the connection. eWay-CRM even works offline.
- The database will be automatically updated as soon as you get online.
Data always readily abailable – even when offline
- your CRM data is always available, even without internet.
- No need to synchronize manually , eWay-CRM takes care of it automatically.
- Confidently rely on security policy. eWay-CRM lets you see what you need to see, when you need to see it.
Different types of reports
- Sales efficiency
- Project oriented view
- Customer related information
- Employee timesheets
- As us for custom reports we do!
Easy to export
- Export to Microsoft Excel, PDF or Microsoft Word.
- Everything print ready.
Let us show you how eWay-CRM is right for you.
Call your consultant at(816) 286-4322