Web design franchise experts realise the importance of web-based CRM systems
UK internet and web design franchise Spoton.net is an expert in its field and when the company wanted to enhance its sales leads and customer service experience it realised that a simple but effective web-based CRM (Customer Relationship Management) system was necessary.
With franchises spread around the UK and Ireland, Spoton.net needed a system that its own in-house team could use to develop sales leads and marketing campaigns, but one that its franchises could also use to grow their own businesses as well. So they turned to webCRM Ltd for a solution after scouring the CRM industry.
“We were a new start-up and knew that we’d need a CRM system to help develop the business,” said Karl Lewins, Franchise Development Manager at Spoton.net. “We searched for the best CRM system we could find. But it had to be simple and easy to use as we’d be rolling it out to our franchises as well.”
“webCRM was a perfect solution,” according to Mr Lewins, because its was “intuitive” and they could develop the system to how they wanted it easily. More importantly, it was web-based, allowing greater freedom and adaptability.” 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.
