eWay-CRM est un plug-in de gestion de la relation client (CRM) pour Microsoft Outlook qui combine des outils pour le marketing, la gestion de projet, les ventes, la gestion client et plus encore. L'application est adaptée aux entreprises commerciales ou orientées projet, quelle que soit leur taille, qui utilisent Microsoft Outlook.
eWay-CRM permet aux utilisateurs d'importer leurs données existantes sur les clients et les opportunités d'affaires en utilisant un modèle intégré qui peut être rempli avec des données et téléchargé par glisser-déposer. Les détails de tous les clients, partenaires, fournisseurs et concurrents sont stockés dans une base de données unique et peuvent être organisés en catégories personnalisées, triés et filtrés selon l'importance, le potentiel, le type de relation, la taille, l'emplacement ou tout autre champ personnalisé. Les historiques de communication complets sont stockés, y compris les e-mails, les appels téléphoniques, les réunions, les factures et les documents et sont diffusés lorsque les projets sont créés à partir des leads. Les rappels automatisés sont synchronisés avec les tâches Outlook et générés pour les paiements en retard, les anniversaires des clients, si un client arrête de commander, etc.
Grâce au module marketing d'eWay-CRM, les utilisateurs peuvent envoyer des campagnes d'e-mail ciblées à des clients potentiels, avec des modèles d'e-mail, des caractères génériques pour la personnalisation des messages et un suivi automatique des commentaires. Le module Leads permet de gérer des cas d'affaires individuels en utilisant des flux de travail personnalisables et la génération automatique de tâches. Les sources lead peuvent être suivies et les utilisateurs peuvent créer des devis, planifier des réunions et afficher une série de statistiques sur les ventes. Différents rapports standard sont intégrés dans eWay-CRM et les utilisateurs peuvent exporter des rapports sous forme de fichiers Microsoft Word, Excel et PDF.
eWay CRM is the most important management tool in our business. It enables us to be in control of our supply chain, operations as well as our valued customers. Their support is excellent and very friendly, in such a way that we became friends over the years. eWay is part of our business since January 2013. With their frequent upgrades eWay keeps up with the newest technology and market trends. Definitely the best investment we have made in our business. I would strongly recommend eWay and can't imagine been without it - an excellent product, with an outstanding support team.
1. The way it is fully integrated in Outlook.
2. The flexibility to customize workflow, add fields and form layouts, conditional formatting of user views, customizing and filtering views etc.
3. Automated assignments of document and emails etc to "deals", "projects", clients, suppliers etc.
4. The frequent updates.
5. Excellent support team and online documents and training videos.
6. Cloud Hosting of the server database. This feature enables us to be mobile and flexible. As long as we have internet access we can work from anywhere in the world. We are no longer office restricted. With Cloud hosting no more downtime due to power or data disruptions.
7. Our employees can work from home.
8. Easy accessible history records of all our clients, suppliers, deals and projects.
9. Task management and marketing tools - although we don't use it to its full potential.
I can't think of any. If I must add something maybe the fact that it can't make coffee.
I own a small home based sales business with two employees including myself. Many years ago the company I worked for used ACT as their CRM software. As the national sales manager for that firm I was able to make it work but I had to learn to use Crystal Reports to properly mine the data we were gathering.
in 2006 when I left to open my own company and I kept ACT because that is what I was what I knew. But after several hard drive failures that cost me many days of downtime reloading and trouble shooting software I decided to move my CRM data to the cloud. At that point I started working with "Prophet" by Avidian. It worked great for me and was pretty inexpensive by comparison. 2 years ago Prophet converted it's database and wanted to charge me dollars to convert what little data I had. After being a customer for so many years I saw that $ dollar demand as an act of war and went back to using ACT. Again ACT works but it is clumsy for me to keep bouncing back and forth between two software packages ACT and Outlook.
Last year I started working with Eway. It is very similar to Prophet in that it is cloud based and Outlook integrated but Eway offers a FREE version that works wonderfully. The customer service and technical training is second to none and the software works GREAT! And while I am sure I will convert to the pay version before long the free version does everything that I need in a nice concise easy to understand package. I highly recommend this company for small or start up sales offices.
Does everything a small sales office needs in the free version. Very flexible and getting better all the time.
I needed a couple of hours on the phone with Eway to get the hang of what goes where and why but once I had that figured out implementation has been full steam ahead.
An excellent product which integrates into multiple office programs as well as multiple versions. The ability to customise workflows, add fields and now even change the look and feel of each form is brilliant. We are a niche business with specialized workflow, eway now integrates into out internal tracking system so sales staff have real-time customer data. the team have helped develop custom reporting and solved any technical issue very promptly. their updates are full of new features and improvements which are designed for users and managers. a well thought out product with great progression.
Well done, keep up the great work.
ability to customise, integrates into outlook, new mobile app and automated objects.
Out of the box reporting is a bit limited, relational hierarchy can be a bit tricky to get your head around at first, however has some excellent advantages once you do
I did a lot of research looking for a replacement to the now-defunct Microsoft Business Contact Manager that our office had been using. Most of them were much more sales-driven and feature heavy than what I needed, not to mention astronomically expensive. For our small company with just 2 sales and support people, we needed something that allowed us to track not just our sales but also our existing customers and their support issues that wouldn't cost us an arm and a leg. What first struck me was the option to do a one-time buy and host the database on our server, which we were already doing. Having it integrated directly into Outlook was important to me as well, I didn't want to have to completely re-learn a new piece of software.
Now that we have been using eWay, I can tell you it was the best decision I have ever made. They were very patient with me as they transferred our old data into the new system and got it set up on our server. They made sure everything was right before we went live and spent a lot of time getting it just so. The transition itself went smoothly for us. Their support has been outstanding and their documentation and knowledge base are fabulous! We did a one hour training session via TeamViewer to help familiarize ourselves with the flow and the differences in how we could use it compared to BCM. That was all it took. I have been able to customize the forms and workflows myself with just a little help from the knowledge base. I am really enjoying using the software and I'm sure that I'll find other great features as I use it more. It looks like it has everything!
Thanks eWay, this has been a great experience for me and your people have been fantastic to work with.
Ease of use, integrated into Outlook, one time license fee.
Its affordable. Easy to implement and teach.
There is mobile app for android and ios.
People behind customer support are skilled and kind.
User experience: you can customize some stuff, like adding fields of different types, conditional formatting, possible to disable parts you don't use
Custom changes are pricey.
Mobile app doesn't have all function like in OT.
Customer support can take sometimes few days to get to your problem.
User experience: not very user friendly entering attendance, added custom fields are mostly not visible in filters across system (which can be pain to find what you are looking for), Reports are mostly useless, while moving to another pc not all settings are moved
Voici quelques-unes des questions fréquentes sur eWay-CRM.
Types de licences disponibles pour eWay-CRM :
À partir de: 28,00 $US/mois
Type de licence: Gratuit, Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de eWay-CRM.
Utilisateurs habituels du logiciel eWay-CRM :
Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, PME
Langues dans lesquelles eWay-CRM est disponible :
tchèque, anglais, allemand, norvégien, russe
Types de licences disponibles pour eWay-CRM:
Appareils pris en charge par eWay-CRM :
Android, iPhone, iPad
Applications s'intégrant à eWay-CRM :
Microsoft Outlook, Office 365, Poll Everywhere, Tableau, TeamViewer
Ressources d'aide disponibles pour eWay-CRM :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo