CLOUD SOLUTIONS

Customer Relationship Management

MICROSOFT DYNAMICS CRM

Microsoft Dynamics CRM 2015 is a fully integrated customer relationship management (CRM) system. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company’s sales, marketing, and customer service processes-along with native Microsoft Office Outlook integration-Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution.
WinMethods has the expertise and resources to help you develop and implement a CRM strategy that meets your business objectives. From automating your sales force, to enabling your customer service representatives, to fully integrating Microsoft into your business processes, WinMethods can help you successfully meet your CRM business objectives.
FEATURES
Sales:
Your customers know more than ever before-making buying decisions before you can even engage. Your sales team must adapt to the new customer journey. We enable you to zero in, win faster, and sell more.

  • Lead and opportunity management
  • Account and contact management
  • Territory and sales quota management
  • Forecasting and sales analytics
  • Offline and mobile device access
  • Sales literature management
  • Sales pipeline and competitor analysis
  • Quick access to products, pricing, and quotes

Service:
Service expectations have changed forever. Customers expect quality, personalized service, on their terms. We help you earn loyalty, empower agents, and drive resolution with amazing service-at any time, via any channel.
Marketing:

  • Marketing needs are constantly changing. You need to engage customers in new ways across new channels, while showing the ROI of investments. We help you engage customers, build
  • pipeline, and demonstrate impact.
  • Customer segmentation
  • Campaign planning and execution
  • Data extraction and cleansing
  • Analytics and reporting
  • Marketing/sales collaboration tools
  • Information sharing portals

Social:
Social insight can inform great customer experiences, ensuring that messages resonate while highlighting trends that impact your brand. But it shouldn’t cost a fortune or be limited to a few-it should be part of everything you do.

  • Account and contact management
  • Case and interaction management
  • Incident routing and queuing
  • Product and contract management
  • service scheduling
  • workflow across teams and groups
  • service reporting and analytics
Read More

SALESFORCE

With Sales Cloud, sales reps get one central place to manage all sales-related activities. That means they will spend less time on administration and more time closing deals. For sales managers, Sales Cloud gives real-time visibility into their teams’ activities, so forecasting sales with confidence is easy. Best of all, Sales Cloud is easy to use and customizable to the way you work. And, because it’s all in the cloud, everyone can access Sales Cloud with just an Internet connection there is no need for expensive hardware or software. With Sales Cloud, you can simply add more seats or upgrade to another edition that has more features when your business grows. There is no disruption to your business because SFDC take care of everything behind the scenes.
FEATURES

  • Complete CRM for any size team and deeply customizable CRM for your business
  • Account and contact management
  • Opportunity tracking
  • Lead scoring, routing, and assignment
  • Task and event tracking
  • Customizable reports and standard dashboards
  • Mobile access, customization, and administration
  • Chatter company social network
  • Outlook Side Panel and sync
  • Case management
  • Campaigns Customizable dashboards
  • Collaborative forecasts
  • Mass email
  • Role permissions
  • Multiple sandboxes
  • Additional data storage
  • Workflow and approval automation
  • Report history tracking
  • Enterprise territory management
  • Profiles and page layouts
  • Custom app development
  • Integration via web service API
  • Salesforce Identity Salesforce Private AppExchange
  • 24/7 toll-free support
  • Features vary with the Plan selected. Available in Enterprise, Professional, Group and Unlimited Plans.
Read More

ZOHO

Zoho’s Sales Force Automation (SFA) solution drives sales force performance and profitability by giving you everything you need to sell smarter. By automating your processes, it frees your people to concentrate on creating leads, closing deals and growing your customer relationships.
ZOHO CRM IS AVAILABLE IN 3 PLANS:
STANDARD

  • Leads
  • Contacts
  • Accounts
  • opportunities
  • Sales Forecasting
  • Reports and Dashboards
  • Document Library
  • Marketing Campaigns
  • Mass Email
  • Product Customization

PROFESSIONAL

  • Leads
  • Contacts
  • Accounts
  • opportunities
  • Sales Forecasting
  • Reports and Dashboards
  • Document Library
  • Marketing Campaigns
  • Mass Email
  • Product Customization
  • Email Integration
  • Social CRM
  • Inventory Management
  • Workflow Automation
  • Unlimited records

ENTERPRISE

  • Leads
  • Contacts
  • Accounts
  • opportunities
  • Sales Forecasting
  • Reports and Dashboards
  • Document Library
  • Marketing Campaigns
  • Mass Email
  • Product Customization
  • Email Integration
  • Social CRM
  • Inventory Management
  • Workflow Automation
  • Unlimited records
  • Territory Management
  • Custom Functions
  • Time-based Actions
  • Custom Related Lists
  • Multiple Currencies
Read More