1. Take control of your customer data
In webCRM, you have all your customer data gathered in
one place online, where you can always access it. Task management, overview of
meetings, quotes, overviews, orders and personal relationships are classic CRM,
and you get that delivered in a simple and clear way in our CRM system. You can
customize the system based on user level, so you see what’s relevant to you when
you log in.
Give the sales team the tools they need to gather
information about your customers in one place. This way, they can concentrate
on what they do best, namely creating strong customer relationships.
2. Increase your sales
Perhaps the most well-known area of use, but how does
it actually work? With webCRM, you find out how much of the sales work in your
team leads to orders. Management and production need to receive answers to that
question on an ongoing basis in order to, together with their salespeople,
prioritize and streamline the work.
We are happy about this focus and apparently our
customers are too because today we have over 20,000 users worldwide and 70
percent of these experience increased sales after the day they became a
customer with us
3. Gain full visibility into data and
With webCRM you will never forget to follow up again.
Neither will any of your colleagues. webCRM collects all important tasks on the
home page of each user. It’s easy to create new tasks – both for yourself and
others in your team.
tasks/contacts that are carried out are logged, which gives a quick insight
into what the status is for the customer. With the help of the logging
function, it is possible, for example, to make a note that “the customer
has accepted the quote by e-mail” and at the same time link to the e-mail
itself. It provides a simple and quick overview.
4. Analyze the data
Your customer database contains valuable knowledge.
For example, is there a pattern to the customers who leave you? Which
salesperson is best at selling to a particular industry?
You can do that and much more quickly and easily in
webCRM with reports and graphs that you can present at the sales meeting.
5. Segment your customers
A must for increased sales and not least additional
You can use all the data in webCRM to segment and
categorize your customers for almost any purpose.
For example, it could be for an email that you want to
send out to all customers that you have not been in contact with for over a
year. When it’s time to follow up with the customer, the individual salesperson
can see exactly which part of the message the contact person has clicked on in
the email. This makes the conversation with the customer more relevant and
6. Use graphs and dashboards to visualize
What is the goal and how far do we have to get there?
Presenting your key figures in charts on a large screen creates motivation
among the team.
But it doesn’t have to be just the sales goals that
are visualized. It is also common to show the aggregate status of support cases
or other measurable parameters.
It all gives a good overview – without endless updates
of Excel sheets.
7. Design PDF and email templates with
This means that you can combine e.g. recipient’s name,
nice product images, correct prices and the individual seller’s signature in
your templates. You can of course use the material that is already in your
Give the newsletters, quotes and documents you use in
sales a uniform and professional look. Design your own e-mail and PDF templates
in webCRM, and everyday life will be a little easier.
8. Import data from Excel
This benefit includes more than just your customer
data. It can also be new products from the supplier, the result of a conference
or an effective ring list.
webCRM is open to any new data that can help you and
your team. For larger or more complex tasks, webCRM will be happy to help you
with consulting services for importing data.
9. Utilize data from your existing
financial system (ERP)
There are many advantages to integrating webCRM with
your ERP system, such as Fortnox, C5 or NAV. When you regularly synchronize
information between the systems, you avoid a lot of duplication of work. A new
customer needs e.g. only entered once. When you or a colleague need to create a
quote, you can do so with fully updated items from your ERP system with the
correct prices, standard discounts and currency calculation. webCRM naturally
also provides insight into stock levels, so you can always keep what you
promise. Once the quotes become invoices, they can also be seen on the customer
It all provides an overview and efficiency that is
difficult to surpass.
10. Assign different access permissions to
This advantage is important, because there is nothing
worse than when data is accidentally deleted.
Therefore, it is important to decide: Who in your
sales team should be authorized to import or delete data? Should everyone be
able to see each other’s sales figures? Who will cow nna change in a budget?
Competencies, levels of confidentiality and
responsibilities differ from person to person. In webCRM, you can therefore
have several different authorization levels than just “administrator”
and “user”. With the help of user groups and access levels, you can
ensure that everyone on your team gets a profile that suits their needs – no
more, no less.
11. Keep in touch with your customers
directly via your CRM
Because you can book meetings with your customers
directly in webCRM and synchronize with your regular calendar. And of course it
also works the other way around – when your colleagues access a customer card,
they can see if you have a meeting with the customer. In this way, webCRM
provides an extra overview – without duplication of work.
The calendar in webCRM also makes it easier to see
which colleagues are free. It makes it possible to book meetings for others.
12. Access your contacts anywhere
If you synchronize your mobile phone with the calendar
and contact book, you also get access to all the phone numbers in webCRM when
you’re on the go.
This also applies to all the customer cards available
in webCRM. This means that all information is available when, for example, you
write to a customer from your regular email program.
13. Create and customize fields according
to your needs
This is so incredibly important in a crm system. In
fact, that’s why webCRM was created in the first place – because the systems
available on the market weren’t customizable enough. So our owners decided to
create a system, with customers’ needs in focus.
Start with the most necessary, then you can add
fields, change field names or content in the drop-down menus. You can also add
advanced features to the fields – such as calculations or specific options in
14. Get sales forecasts and keep track of
How much of the sales work leads to orders? Management
and production need to receive answers to that question on an ongoing basis.
webCRM automatically performs calculations using the
pipeline function. In each phase of the sale, the individual salesperson
assesses the likelihood of success in a potential sale. Then webCRM takes care
of the calculations and creates a report. So the endless updates of Excel
sheets are over. The budget function in webCRM also uses the calculations. This
allows you to react in time if your team is behind budget targets.
15. Use multiple languages and currencies
The orders come in from Germany, Sweden and other
countries. The prices from the supplier are in dollars and your pipeline and
budget targets are in Swedish kronor. It quickly becomes complicated to manage
sales to several countries.
webCRM therefore includes currency in all functions.
The currency function and ERP integration ensure that you never have to spend
energy on currency calculations.
Do you have employees in other countries or foreign
salespeople with you? No problem. webCRM can be set up in more than 10
16. Send SMS and call via IP telephony
directly from the customer card
Sending SMS and calling via IP telephony directly from
the customer card makes your work more efficient.
For example, when a customer calls in, webCRM
recognizes the phone number and with a single click you can display the
customer card on the screen. When you then want to “call out”, it is
enough to click once on the number to call.
With our system, you can also send text messages to a
client or to an entire segment of recipients – for example, a “day
before” reminder before an event.
17. Products and product lines for
database in webCRM collects all information about your products and services.
Whether it’s machinery or consulting, it’s an advantage for your sales team to
know all the details. We will fix that.
The product database also makes it easy to create
quotes and when it’s time to upsell, knowledge of previous purchases can create
the perfect ring list. You can of course synchronize the product database with
your ERP system or import product information from an Excel sheet.
18. Stay in touch with customers via your
webCRM makes it possible to manage registration and
deregistration of your newsletter and get the updated information directly on
the customer cards.
Likewise, webCRM can handle event registrations,
brochure orders, call me messages and much more.
You can also create a special subpage for one of your
customers, where their employees can see the status of your collaboration and,
for example, create support cases.
19. Get leads by seeing who visits your
Only a few visitors to your website will eventually
contact you. If you integrate your CRM with Leadfeeder, you can contact them
The smart software collects information about the
visitors and provides your sales team with the names of the companies that have
shown interest. You also get knowledge of which subpages have been visited,
which search terms led them to you website.
20. Register personal relationships in
several customer cards
If a potential customer already knows your company,
your product or has a personal relationship with one of your colleagues, this
should be stated on the customer card.
webCRM keeps track of all important relationships and
makes the accumulated knowledge available to your sales team. The function can
of course be used to keep track of who plays golf together, but there are also
many other networks and relationships that are interesting – for example, a
customer who sits on the board of several companies, a customer in a department
with relationships to sister departments or interesting networks with former
colleagues. You are sitting on a lot of knowledge.
The flexible fields in webCRM make it possible to use
21. Integrate support and follow cases all
the way to the finish line
Because good service is the best basis for additional
sales and long-term customer relationships.
Therefore, webCRM has systematized the support with,
among other things, a ticket system to ensure your team always follows up.
At the same time, the sellers can follow the support
cases through the customer card. Here it is possible to register information
about each purchase and associated support history, for example recent service
and model number.
Another tool to support the module is an FAQ feature
that can be used by both the support and sales teams. From here, it is possible
to combine effective standard responses in the emails to customers.
22. Manage events and questionnaires from
start to finish
Courses, conferences and seminars are effective sales
tools, but also require a lot of resources. Therefore, it is important to
follow up on all business opportunities.
webCRM puts all this into a system – from segmentation
of the participants to follow-up after the event. It gives you more energy to
plan the event itself.
In the same way, you can use webCRM to handle all the
practical things when you send out surveys. You can use the answers in further
You can e.g. compile a list of dissatisfied customers
based on the answers to a survey. Or call the participants of an event to say
thank you for the last time.
23. Register time with a single click and
get everything on the invoice
How are you doing now? Is all the time you spend on
support recorded? Or do the many small details disappear from the invoice or
the internal time report?
webCRM starts the time accounting for a customer or
task with a single click. In this way, you get a fairer picture of the time you
spend on a customer. webCRM has a number of other useful features for
timekeeping, mileage and other customer-driven costs.
24. Plan the route for customer visits and
arrive on time
The customer addresses in webCRM give you direct
access to the map function on your smartphone, desktop or computer.
You can therefore quickly find out how long the
journey takes and get directions all the way. When you are going to several
customer visits, you can use the function to plan the best route. webCRM places
a red dot on the map for each address. The result is more efficient days on the