With OrderWise CRM, businesses are provided with the ideal solution for maintaining positive customer relationships and for targeting the right customers and prospects at the right time in order to build up rapport and boost profit. With a full suite of functionality to manage customer leads generated from OrderWise, businesses can ensure every sales opportunity is nurtured to support further expansion and growth in the customer base.
Unlike most CRM systems, OrderWise CRM is not a stand-alone application. Instead it is fully integrated with the main OrderWise Business Management Software, providing a complete workflow management tool and central hub for all customer interactions, ensuring your business can grow without the need to increase overheads. OrderWise CRM can be configured and customised to match the needs of each role or department within the business so that the right information is captured and prescribed workflows are followed effectively.
Benefit From Advanced Workflow And Pipeline Management Tools
OrderWise CRM has been designed for usability, providing a simple set up process and an easy user interface for fast staff adoption. By selecting a company defined track, be it for managing new sales enquiries, account management, projects or services, OrderWise CRM offers your staff one central place for managing all their customer activities both accurately and efficiently within your own defined procedures.
Using the simple drag and drop functionality, staff can move records along their CRM pipeline as they progress, allowing for structured management and analysis during each stage. Colour-coded records that show overdue, scheduled and unscheduled activities ensures daily communications can be managed easily and leakage from overdue or incomplete tasks can be quickly handled. Workflow, activity and pipeline management tools focus staff on who they should be contacting, when and why, giving them access to vital information such as outstanding quotes and current stock levels, for effective prioritisation.
Additionally, using the activity scoring feature within CRM, businesses can concentrate sales and marketing efforts on those prospects displaying the most interest, or conversely, identify those who may need increased nurturing and boosting. This means that staff time and resources are utilised in the most effective manner to drive optimum lead conversion rates.
Seamless Integration With Outlook
From directly within Outlook, users can add new activities and records where the email address links to a contact within the main OrderWise software, with the option to mark the activity as complete when required for a seamlessly integrated CRM experience. From the OrderWise CRM module, the inbuilt calendar provides clear visibility of an individual or department schedule by day, by week and by month. With Outlook Calendar integration to keep this accurately and automatically updated, as well as the ability to view appointments only or all arranged activities, businesses can ensure that sales staff time is well organised and appointments are never missed.
Clear Insight & Pipeline Visibility On-The-Go Via The OrderWise Mobile App
OrderWise CRM has also been specially designed to offer the same highly useful sales tools both in-system and on the OrderWise Mobile App, allowing staff to keep on top of their sales pipeline both from their desk and when on-the-move. Users will have quick and easy access to all the same functionality available with the desktop version of OrderWise CRM, giving the added benefit of being able to conduct business anywhere, any time. When visiting clients, staff have the ability to access their customer list, see all previous interactions, and sales history, creating a situation where it becomes extremely easy to speed up the sales order building process, build better relationships and dynamically upsell extra products with the click of a button.
Harness The Power Of An Effective Lead Generation & Sales Cycle Through Simple Data Integration
The real power of OrderWise CRM comes when combining this module with OrderWise Marketing, Business Intelligence and BI Alerts for even further efficiency and profitability benefits. Directly within the Marketing Campaign results grid, you can see who is engaging with your marketing content through the click and open rates visible for each campaign, and from here open a new CRM record using the easy-to-access button provided for your sales staff to then effortlessly follow up.
This new lead can then be effectively nurtured through your OrderWise CRM track, with BI Alerts also able to notify staff to chase up leads when required. Staff can see which records have BI Alerts against them from the alert icon shown next to the customer’s name in the CRM pipeline. When a sale is closed, Business Intelligence can then be used for analysing these results and drilling down to unlock greater sales potential. By drilling down into this data, businesses can use the Marketing module to create even more dynamic and targeted campaigns.
With the capability to combine these modules, businesses can instantly act upon trends, clicks on a campaign and important follow ups, ensuring a better service and maximised revenue in areas that wouldn’t be accessible before. Altogether, this creates an effective lead generation and sales cycle, designed to maximise profitability through simple data integration and well-managed client relationships.
Key Features Include:
- Flawless integration to the main OrderWise system for an all-in-one solution that keeps costs down
- Structured milestones for easy pipeline progression
- Easily customised to meet needs of all departments
- Full visibility of order history within CRM records to stengthen staff knowledge & drive sales
- Accurate staff time management with dynamic activity lists and integrated outlook calendar
- Add new activities & records from directly within Outlook emails to optimise staff time
- Assign activities with effective & clear task prioritisation
- Manage sales values, expected close dates & see margin information to identify revenues at each stage of the pipeline
- Complete on-the-go functionality with OrderWise Mobile App
- Target management with Business Intelligence module & Reporting
- Use with OrderWise Marketing & Business Intelligence for ROI tracking & target management
Nurture leads from start to finish with OrderWise CRM
By harnessing the power of the OrderWise CRM module as the central hub for all communication and using it alongside the rest of the comprehensive OrderWise system, businesses are provided with a flawlessly integrated all-in-one customer relationship management solution to suit even the most diverse business requirements.
For more information call us on 01522 704083.