How WebCRM Harnesses the True Power of Customer Data

A complete understanding of a client or prospect is the key to efficiently managing key business relationships and maximising customer lifetime value. Every time you call or visit a customer or potential lead, you learn something new and potentially valuable about them. However, recording new information in notebooks, laptops, or even as mental notes leave important information exposed to risk of loss. Customer Relationship Management (CRM) systems address this issue by retaining important customer and prospect data. They allow your company to fully understand and manage its key relationships.

WebCRM from Primetics acts as a canopy over your other Primetics business systems, such as Gold, Generation, or Open Accounts. It consolidates all of the customer data from these systems into one place and eliminates information silos, so you don’t need to worry about losing important data or keeping and referring to erroneous and out-of-date information. WebCRM encourages complete transparency by placing crucial customer and supplier data, such as address details, credit limits, trading history and much more, in the laps of all users. Real-time access to data, thanks to offline functionality, enables your mobile workforce to capture orders, stay updated, and be empowered to make informed and quality decisions based on accurate, real-time data, even while on the go.

WebCRM Features

Click through the tabs below, to find out more about some fo the features that WebCRM has to offer.

View information such as company and team notice boards, favourite accounts, accounts last viewed, as well as saved filters and preferences.

Organise key customers in an easily accessible ‘Favourite’ menu for quick access to their important data.

Find records relating to contract comments and customer complaints and so on. Keep track of contracts and back-office personnel for events that are made for your records. Create new events for yourself and others, categorising them according to type, and upload and manage documents in your document store (with DocStore integration). Integration with Outlook email enables the creation of Outlook events as well as the option to switch between individual and team diaries to keep everyone up to date.

Capture conversations, visits, complaints, and notes related to a specific account with integration to Gold Diary and own email.

Store information about prospects specific to your business with information such as names, addresses, VAT numbers, and main contact information.

Categorise information about customers and prospects to organise them how you wish (e.g., Farmers with 100 acres’, ‘Grain Traders’).

Look at old invoices, manage claims documents, look at contracts and much more with DocStore integration.

Look at laboratory solutions as well as the quality of products from customers and suppliers.

Look to future plans such as when you’ll make site visits to collect or deliver materials.

Create and review new orders or contracts using templates to organise important information such as products, prices, quantities, and comments.

Traditional methods of storing this data mean that choosing which leads or prospects to focus on can be a guessing game rather than a methodical activity based on facts. Worse, if a person with access to important consumer information leaves the business, all of their knowledge leaves with them. The value of customer data increases when it is readily available. WebCRM enables every new interaction with a customer to be personalised, relevant, and up to date. You have the opportunity to manage contacts and to keep the information you have about them up to date and accurate.

Adopting a CRM system may be a significant change, but WebCRM’s straightforward design enables a smooth transition into handling customer and prospect information in a mobile manner, assuring key employees are ready to use it. WebCRM is easier to use and maintain than other CRM systems as it allows you to focus on particular details and enquire about the information you already have. With WebCRM, you can harness the true power of your customer data.

If you’d like to know more about WebCRM, or chat to us about it, please do get in touch with us today!