Summer is knocking on our door and plenty of companies use the calmer months to move with internal projects.
We at eWay-CRM are obsessed with efficiency and want to help you get ready for the following season. That’s why we prepared this special offer:
Let’s revise your eWay-CRM and tune it up as much as we can before August 31, 2023.
WHAT DO WE DO THE MOST OFTEN WITH OUR CUSTOMERS?
Custom Automations
- Customer notifications about upcoming deadlines (e.g. annual preventive maintenance)
- Sales rep notifications about drops in sales
- Sending proposals or invoices
- Check our success stories
PowerBI Reports/Dashboards
- Dashboards for sales directors
- Weekly goal reports for sales reps
- Display customers on maps
- Don't miss our free dashboards: Sales Executive Dashboard and CFO Dashboard
User Trainings
- First steps in eWay-CRM (Free)
- Filters and conditional formatting
- Email marketing campaigns
- Admin Center
Custom tweaks
- Customer segmentation (e.g. according to their revenue)
- Automatic transfer of fields from module A to module B (e.g. show Company address on a Project)
- Custom IDs (e.g. custom project IDs, customer IDs, etc)