| | | News and Blog from webCRM | | We welcome your comments and questions. | |  Contact us | |
|
| |
| | | |  | webCRM UK now running more web seminars | | | | Owing to the success of our webCRM Introductory Training webinars for potential customers, we are now holding more each week.
Held on-line as a group session each event is a none sales, no nonsense workshop designed to help you rule webCRM in or out as a potential CRM solution for your business.
Commented John Davis from UK Leads "We're a telemarketing company and don't have the time to sit down and learn all the different offerings available to us. We wanted a quick way to understand what webCRM could and importantly could not do. Having attended an event we knew within half an hour that webCRM would fit. The point though was that we could make an informed decision without being sold at".
To join an event click onto "web seminars" and select your prefered date. You'll receive confirmation plus reminders and a link to your chosen event. | | | | | | | | Record Quarter for webCRM | | | | This quarter has seen a record number of new customers and users subscribing to webCRM. In addition our web enquiries increased significantly along with a sharp increase in referals from customers and third parties. More companies are now looking for hosted solutions and avoiding the high costs of implementing and supporting installed solutions. "We expect this trend to accelerate as more companies realise the benefits of hosted CRM solutions in both cost and flexibility" commented Erik Maltby - Director webCRM. | | | | | | | | Generate pdf documents and send as email attachments | | | | The new PDF generator in webCRM means you can create PDF documents to store and email.
Features include:
Purely browser based. No need for a Word or PDF converter to be install on your computer.
Create PDF merge templates
Insert merge fields and images from a drop-down list in the editor
Supports merging with uploaded images for example logos and photos
Save merged documents directly as a PDF file (ready to attach to emails) - no need for conversions from Word.
Edit the merged PDF document directly before saving. No need to download the file, edit, save locally, convert to PDF and then upload back to webCRM. | | | | | | | | New budget module | | | | A powerful budget module with graphics is now available at no additional license cost. Simply activate from the Configuration menu.
Easily show sales opportunities combined with performance to budget along with both weighted and unweighted revenue and margin forecasts.
Design monthly, quarterly and annual budgets across the company, by territory, sales person, products, industry type and specific customers. | | |
|
| | |
|
|
| | |