Synchronising Outlook private and shared contacts
If you have any questions about this then let us know by clicking here.
Upgraded to the new iPhone 4S? Why not harness the power of CRM on it – like webCRM
The Apple iPhone 4s has been selling in record numbers globally. Many of these are corporate sales. But why have such technology at your team’s fingertips without harnessing the power of a simple but effective Customer Relationship Management (CRM) system, like webCRM?
Technology is an integral part of business and with sales and customer support teams increasingly needing to find new ways to attract new customers and retain existing ones it’s imperative that they can access the latest company and customer data.
That’s where webCRM is a great tool for businesses large and small. Whether it’s the latest iPhone 4s, iPad 2, BlackBerry or Android-based mobile device or tablet PC, webCRM brings CRM technology to where you need it – mobile, portable, or at your desk.
Create new sales and retain customers with new CRM campaign module
Businesses have the potential to increase sales lead generation and customer retention with a new marketing campaign module launched by web-based Customer Relationship Management (CRM) provider, webCRM.
Launched this month, the new module makes webCRM one of the most comprehensive and yet easy to use online business CRM systems on the market. Delivering targeted sales and marketing campaigns the module also automates client data recording, ensuring businesses have the latest sales and customer information to hand at all times.
“The campaign module builds on the already effective webCRM system. It ensures our clients can undertake a targeted campaign knowing all relevant data and interaction is captured, recorded and acted on,” said James Bogue of Leicestershire-based webCRM.
“It also has the ability to analyse each and every part of the campaign to maximise effectiveness and concentrate investment and resources on winning and retaining new business.”
Key elements to the module include the ability to create newsletters and e-shots, monitor emailed link clicks, the automatic creation of follow-up activities, opportunities and meetings directly from campaigns, event booking, surveys, self-editing and adding of contact details by recipients. Read more
CRM and National Customer Service Week
It’s National Customer Service Week in the UK, but are you giving your existing and potential customers the service they deserve? Have you considered a web-based Customer Relationship Management (CRM) system such as webCRM to build your relationship and retain customers?
Customers are your best asset. They provide opportunities for new sales and act as an endorsement to your products and services when everything’s going well. But if you’re not maintaining your relationship or using an effective business CRM system, you could be losing sales, customers and your reputation.
“CRM systems such as webCRM ensure you maintain a proactive relationship with your customer,” said Stephen Todd of Leicestershire-based webCRM.
“From recording activities and enquiries, following-up sales opportunities, sending e-mails and arranging meetings which can synchronised with Microsoft Outlook, webCRM is a valuable business tool.”
Businesses are “too reliant” on spreadsheets
Businesses are too reliant on out-of-date, un-secure and often inaccessible spreadsheets, according to web-based Customer Relationship Management (CRM) provider, webCRM.
The Leicestershire-based online CRM company is urging businesses to consider the implications of using spreadsheets for sales and customer data – such as losing sales opportunities, having inaccurate data and sales staff duplicating on leads.
“It’s important for a company of any size to have instant and up-to-date access to sales lead details, customer information and other data, otherwise everyone’s working on different information, most of which will be out-of-date before they begin a task,” said James Bogue of webCRM.
“Businesses are often too reliant on spreadsheets. Every sales lead is vital – not to mention expensive. Managing these leads can mean the difference between success and failure or even profit and loss. That’s where a good CRM system can make the difference.
“Existing spreadsheets can be imported to web-based systems such as webCRM meaning data can be refreshed and updated easily. That means sales teams on the road can access and update customer data or sales leads and colleagues have real-time access to it.”
Consider a CRM system in National Franchise Week 2011
Franchises are one of the UK’s continuously growing sectors, with a turnover of £12.4 billion in 2010.
Whether you’re a franchise owner or brand, sales leads and customer retention are critical for business growth – and an online Customer Relationship Management (CRM) system like webCRM is critical to manage both.
To mark National Franchise Week, which culminates in the National Franchise Exhibition at the NEC, Birmingham, this Friday (30 September 2011), web-based CRM provider, webCRM, is urging franchises to consider introducing a CRM system to their business.
“Bringing enquiries, sales leads and customer data together into one system is critical for a business,” said James Bogue of Leicestershire-based webCRM that has 7,000 users.
“Franchises often have fragmented systems or spreadsheets in place for the different parts of the business – new sales, existing customers and marketing. This leads to a breakdown in the flow and distribution of communications, often hindering a business’ growth. Read more
Grow your business with webCRM’s affiliate programme
Want to be part of a fast growing web-based Customer Relationship Management (CRM) business providing high financial rewards to its affiliates?
More and more businesses are turning to webCRM’s online CRM system to increase sales, improve customer retention and grow their business.
Easy to use, secure and synchronized between desktop PCs and laptops, iPhone, BlackBerry and Android mobile phones, iPads, tablet PCs and other web-based portable devices, it’s the choice of businesses that want an always on and always accessible CRM system.
Recommend webCRM and get rewarded
Why not be part of our growth and get rewarded for recommending webCRM’s cloud-based system to new customers. A fast growth business with over 7,000 users, webCRM’s affiliate programme provides high financial rewards to its members.
Outlook and webCRM – the perfect CRM match
Microsoft Outlook is a common software package used by businesses for day-to-day e-mail, calendar and contact information.
But why not use that data to your commercial advantage by integrating it into a web-based Customer Relationship Management (CRM) system?
webCRM’s cloud-based CRM system fully integrates with Outlook allowing all or selected contacts, appointments, activities and e-mails to seamlessly integr
ate between the two systems. But why’s this so important?
Whether it’s a small, medium or large business, sharing information internally is critical to ensure good business development and overall commercial growth.
Sales and customer services teams need to work closely together and have access to relevant, accurate and up-to-date information to avoid missed sales leads, customer enquiries, duplicate or even missed appointments. Read more
Convert spreadsheet data into leads with webCRM’s cloud-based CRM
Businesses working from paper and Excel spreadsheets can improve sales lead conversions, customer retention and staff efficiency by converting them into a cloud-based Customer Relationship Management (CRM) system such as webCRM.
CRM databases don’t need to be expensive or cumbersome and webCRM is a good example of an easy to use, reliable and secure web-based CRM system that can help transform business practices and processes.
“We talk to businesses all the time who are reliant on spreadsheets, such as Excel, in their day-to-day operations. Quite often this means teams are chasing leads from shared worksheets which results in duplicated sales calls or customer support teams working with outdated information,” said Stephen Todd of webCRM.
“By converting the data into a CRM system they are able to turn spreadsheet data and notes into valuable sales call lists and customer databases with relevant activity management, valuable sales and pipeline information, and for strategic marketing activities, such as e-mail campaigns direct from webCRM.” Read more
It’s not all CRM talk with webCRM – it’s business talk
Research suggests that more than three-quarters of companies in the UK (77 per cent) use a Customer Relationship Management (CRM) system. The remainder plan to procure one or need more information about CRM before making a decision.
The CRM research carried out by the Institute of Sales and Marketing Management suggests that while many UK companies are ‘satisfied’ or ‘very satisfied’ with their CRM providers, a large number yet to procure a CRM system just don’t know enough about them.
That’s where webCRM can help. We don’t believe in heavy sales patter that doesn’t match the end system. We talk to businesses about their needs and how webCRM can provide the solution.
“We’re not interested in providing a system that isn’t right for a client because we want to retain that business for the long-term,” said Stephen Todd of webCRM. Read more
Text ahead with webCRM
webCRM’s Customer Relationship Management (CRM) system has many functions which we’ll cover on our blog over the coming weeks. Here we focus on the the ability to use SMS to text clients and colleagues from within webCRM.*
Whether it’s part of a marketing campaign, chasing an lead or sending a meeting reminder, texting by SMS is an effective way of contact and it can all be done within webCRM’s web-based system. So no more checking your diary and fumbling on the mobile phone keyboard.
Just think, you’ve had the lead and updated the CRM system. You’ve put that all important meeting with a prospective client in the diary but just to make sure they remember you can set the system to text a reminder.
And it’s not just individual texts. You might have a PR or marketing campaign or even a big event coming up. Connect your campaign so that delegates, clients or prospective delegate get a quick SMS text reminder. You can even send confirmation texts after a sale or enquiry as confirmation. The possibilities are endless but beneficial. Read more
webCRM can help the growth of franchise businesses
The UK’s £12.4 billion turnover franchise industry could create further growth by making greater use of Customer Relationship Management (CRM) systems.
With more than half a million people employed in franchise businesses in the UK and the sector seeing its turnover and number of franchise businesses growing by 15 per cent in 2010, the industry is ripe for further growth with the right tools, according to Stephen Todd of webCRM, a web-based CRM provider.
A survey published by the British Franchise Association and NatWest states that franchise systems grew by 897 to 36,900 last year. Mr Todd said these businesses could develop even more growth by using CRM systems that help them track leads and retain existing clients.
“Franchise licence owners and franchises are often working together but can also be fragmented in their approach,” said Mr Todd.
“A good CRM system can bring the businesses closer together while maintaining the franchises individual business requirements. Tracking leads within each franchise, tapping into customer enquiries and enabling co-ordinated marketing communications can provide greater efficiencies and improved sales opportunities as a result. It’s a win for all involved.”
Planning consultant plans ahead with webCRM
A Customer Relationship Management (CRM) system capable of integrating with Microsoft Outlook, support increased marketing mailshots and improve customer interaction was a key requirement from Nathaniel Lichfield & Partners (NLP).
webCRM met all of its requirements and has helped the business and its 156 CRM users to integrate and consolidate business development processes.
The planning consultancy, which has offices in London, Cardiff, Manchester and Newscastle, was using four shared contact lists in Outlook and monitoring weekly marketing activities on an Excel spreadsheet before it considered a CRM system
“We identified a need to help with our new business development towards the beginning of the recession. We decided we needed better tools to see where our effort was on the marketing side and to improve our targeting,” said Peter Claxton, Technology Manager at NLP.
webCRM launches mobile CRM
At webCRM we are thrilled to announce the launch of the new mobile friendly webCRM interface.
Users are now free to access and update their work via their mobile phones – including Apple iPhone and Android devices – as well as tablet PCs and laptops.
Smaller screen sizes are no longer an issue as webCRM has been carefully rendered to fit and offer user access to all the main functions necessary for mobile users to manage their work.
Users can see all their previous notes, download documents, run reports and even send emails. As all this is live, the system is kept up to date provided users have a mobile signal.
“The company’s web-based CRM system is already used widely by clients via laptops, tablet PCs and on the iPad. Now they can access directly on their mobile phones,” explains James Bogue at webCRM UK
webCRM adds company credit and director searches
webCRM Ltd has added a new ‘company and director search’ module to its web-based CRM system, providing users with access to UK business accounts and directors’ searches filed with Companies House.
Users will have the ability to undertake basic searches on potential and existing clients, including risk scores, credit limits, directors shareholdings, accounts, mortgage and charges and County Court Judgements at additional cost. webCRM is using UK Data as the supplier.
“Searches on potential or existing business customers assist companies when making commercial decisions,” said Stephen Todd, director at webCRM.
“The integration of the UK Data database means users can access this information directly from the webCRM system, making the transition between data systems easier. It also enhances the user experience – cutting time between window and screen transitions.”
webCRM users will be able to click on a search option within webCRM before being taken to the UK Data website where their results will be posted. The user can record the information into the CRM system where necessary. Read more
