webCRM integrates website contact forms with CRM
Potential clients are more likely to use a company’s website contact form than call direct with an enquiry about a product and service.
Wouldn’t it be great if that information was automatically captured on your CRM system without the need to manually transfer or input the information from the form or the automated e-mail it produces?
Well, with webCRM you can now capture the information straight into your CRM system, ensuring an immediate response to the lead from your sales or customer services team.
The web forms support standard fields, for example ‘Name’ and ‘E-mail’, plus your preferred custom fields, such as ‘Products of Interest’ and ‘Timescales’. Use this to seamlessly create follow-up activities with all the enquiry details. Read more
Handling Accounting data in your webCRM system
Should you wish to store and update monthly sales figures by customer in webCRM you can use the Products features for this. You can change the Products terminology to Monthly sales and then add the fields you need.
A monthly import from your ERP system will record sales figures for each customer for easy analysis and access by your sales team.
To switch Products on access Configuration/Main settings/Main functions. To add the relevant customer fields access Configuration/Custom fields/Products and create the fields you need.
