webCRM: CRM Solution Explained + webCRM Uniconta Integration by Wedoio

Automation has long ceased to be the privilege of only large-sized businesses. IT technologies have evolved to such an extent that development or subscription to CRM systems has become financially available to small and medium-sized companies. There’s especially great interest in cloud-based CRM and ERP systems.

Today we’re going to talk about what a CRM system is exactly, and guide you through an amazing solution called webCRM. Let’s dive right in!

What is a CRM system?

CRM stands for Customer Relationship Management. With the help of workflow automation, CRM helps to build a dialogue with the customer more efficiently, avoid mistakes in work and, as a result, get higher profits by selling more products.

Where do you store your clients' data? On a piece of paper, on your phone, in your diary, in Excel? You were offered a CRM system before, but you didn't have a complete understanding of what it is, how it works, and you don't even today?

The information Wedoio will provide you today is not for developers, IT specialists, or others from the IT sphere. It is for business owners who want to understand what a CRM system is. Most of the information on this topic is written in a very simple language, so every one of you can easily understand this system and get the best out of it. 

So, what does a CRM system refer to in business overall? Sales. What do we need for sales? Clients. Therefore, the first two most important things that we should have are the customers and sales. And where do you store your clients' data? On a piece of paper, on your phone, in your diary, in Excel?

You can confirm that all these options mentioned above are not convenient or comfortable to use, because:

• phone, email, address, and other important information about the client can be lost, just as the client himself,
• it is not easy to find the right client. Just try to find the right clients among the heaps of papers or files in 10 seconds,
• it is difficult to keep the entire history of communication with this client. Have you tried to write in detail about each of your clients in a notebook or phone notes? It's difficult.

Remember the card index boxes accountants were keeping in the good old days? Nostalgic, right. But the drawback here is - speed! Speed of finding someone, or just entering/writing new information on the card.

Just like the card index boxes, we create a "card" for each client in the CRM system. In this card, we store all the information on the client that we have. As we enter the information, everything is in full view and accessible at any time, from everywhere, and in a matter of seconds.

There are mainly 2 types of information about the client in the CRM system: one for basic customer information, like name, phone, location, email, etc, and the other for the information on interaction with the client.

And we don't have just one client, but we have many of them, maybe thousands of clients. How are we going to enter all of the information? In the card index, all cards are simply arranged alphabetically. In our case, in the CRM system, nothing better than a list has yet been invented. If you go to any CRM system, you will see a list of clients, and each client has a card with information about him, and also there's usually a search bar with a filter to find anyone. 

Now let’s move on to the next part - the webCRM solution, and see what exactly it is and how it can help your business grow and save a lot of time and money.

What is webCRM?

webCRM is integrated business growth and a customer relationship management solution (CRM) created for any kind of business. It supports the sales process from start to finish: finding new leads, sending follow-ups, targeted emails or newsletters using webCRM's built-in templates, etc. You can monitor visits to your website and get leads through that function. 

Watch this 2-minute introduction video and get to know webCRM software even better :)

With webCRM, you can have up to 70% increased sales! Products and prices from your financial system can be included in your webCRM platform. The system continuously estimates future sales on all leads. This means that your company's special departments can work on providing everything customers need at any time. 

webCRM has a support module that organizes all the services, giving your sales team useful knowledge about cases in process. webCRM helps in managing questionnaires and events to gather important information and knowledge about your customers.

Each system has its own way to analyze data inside it. When all of the information and data about customers and sales are gathered in webCRM, it becomes easier to determine the priority areas, report, and work on them.

Have you ever heard about the webCRM - Uniconta integration solution?

The webCRM - Uniconta solution keeps your customer data updated in both systems. This way you always have the relevant data available not only in your accounting systems but your salespeople are also provided with customer contact data and contact person information.

Item information and orders are automatically retrieved from Uniconta to webCRM, and deliveries are transferred as orders in Uniconta ready for invoicing. Deliveries are updated automatically and set as completed when the order is invoiced in Uniconta.

Uniconta is a modern cloud-based ERP system that keeps track of finances, inventory, projects, production, and logistics, which helps your business become more digital. It provides time savings on your daily routines, searches, document retrieval, and business management. All of your data and documents are safely stored and always accessible in the Uniconta cloud. 

Do you want to try out the webCRM Uniconta integration for your business? Contact us to schedule a meeting with our professionals and discuss the opportunity to automate your webshop and business processes. 

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