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- CRMByWeb Review - Best Small Business Web Based CRM solutions
Warning: Emails sent to CRMbyWeb are bouncing back so we are wondering about the viability of this company. If anyone has updated information on CRMbyWeb kindly let us know. Find out what other Small Business CRM solutions are available:
CRM
by Web is more than a web-based customer relationship management
(CRM) or sales force automation software. Unlike similar systems, CRM by Web
provides a united framework of customer-related, sales force automation and
professional services activities. These activities include pre-sales, sales,
post-sale customer support, accounting and management overview. From first Customer self-service area allows customer to submit data
to your CRM by Web database and access relevant account information online (such
as order history/status, invoices, status of service cases), providing better
organization of information and reducing load on your customer care personnel. Customer Maintenance is linked to: Calendar/Scheduling area for a customer-related activity.
This module keeps track of all activities, from sales calls and meetings to
service visits and interview. Sales people and customer care personnel use this
area for maintaining personal calendar/schedule, tracking their activities,
reviewing activities of other team members, fast creation of activities / time
spent reports. Sales forecasting allows sales people and managers to create
and track projects that are in pipeline, their progress and probability of success. Quotes area allows to create quotes, e-mail or print out and
fax a quote to a customer, track existing quotes, convert quote to an order. Ordering area is located at an intersection of sales activities, accounting (invoicing and payment), and a service center (post-sales support and maintenance). Orders can be entered by various means, for example, by a salesperson or telephone order clerk, imported on a regular basis from your web e-commerce site or internal ERP, etc. As soon as order is entered into the system, it immediately becomes available to all relevant parties:
Invoicing/Payment area allows accounting to create, e-mail
and print out and fax invoices to customers, keep track of payments and overdue
invoices. Customer Service area allows customer care personnel to keep
track of technical support cases, immediately review and respond to open cases,
search knowledge base and submit new cases into the knowledge base, create reports,
review history/statistics on cases for a specific item or customer. Management has access to general reports and statistics that can be reviewed from a variety of prospectives:
Submit new service case (submitted case goes directly to your CRM by Web database
where service representatives can review and pick cases)
They offer a free trial version (as they should). Try CRMByWeb out for yourself. To read more or download, visit their site, click here.. CRMbyWeb Review |
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