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STREAMLINE YOUR CUSTOMER RELATIONSHIPS

Use Microsoft CRM Online to manage and coordinate all steps of the sales cycle – from targeting potential customers to closing deals and managing post-sales relationships. Studies show that a CRM application can decrease sales and marketing costs by 23%.

FOR YOURSALES TEAM

LEADS

Keep track of all your sales prospects and identify your top leads. Create follow-up processes and lead routing. Cross-sell to your existing customers and create perfect sales pitches for new potential clients.

ACCOUNTS

Track activities and interactions for every account. Keep track of customer preferences with notes and easily identify cross-selling and up-selling opportunities.

WORKFLOWS

Automate sales activities, lead handling and lead routing. Organize your customers in territories, manage quotes, orders, price lists and discounts.

ANALYTICS

Analyze sales performance in real-time with dashboards and reports. Track sales pipeline, use reports to forecast sales and identify trends, issues and opportunities.

MOBILITY

Stay connected to your customers while you’re on the road. Keep sales and marketing materials at your fingertips and improve productivity by working from anywhere online or offline.

SOCIAL

Create leads based on social posts and act on buying signals. Analyze sentiment, trends and buzz using Microsoft Social Engagement. Introduce yourself to leads using mutual connections.

FOR YOURMARKETING TEAM

DATA

Predict customer behaviors based on interactions and preferences. Segment customers and leads to gain a competitive advantage and create lists of potential customers.

PLANNING

Plan, execute and optimize each marketing activity. Track multichannel campaigns from lead to sale and measure campaign efficiency and response rate.

COLLABORATE

Sales and marketing works together to qualify and nurture leads, close more deals and cross-sell to existing customers.

ANALYTICS

Optimize marketing activities with real-time performance reports, use strong business analytics reports to respond to emerging trends and opportunities, forecast performance and track KPIs accross all channels.

MOBILITY

Create or update marketing campaigns from anywhere, at anytime. Analyze, update and assign leads while you’re on the road. Give remote workers access to sales and marketing materials.

MULTICHANNEL

Boost customer engagement with tailored multichannel campaigns – email, digital, social, traditional, etc.

FOR YOURCUSTOMER SERVICE

ACCOUNTS

Access customer data through a single application. View customer information at a glance to resolve problem quickcy. Manage across all channels and keep track of case priorities.

SCHEDULING

Always know how many issues need to be resolved and which representative is involved with a specific case. Centralized view available for your team’s calendar.

WORKFLOWS

Automated routing, queuing and escalation of support activities. Workflows let you automatically assign cases to specific agents.

ANALYTICS

Dashboards and scorecards let you monitor your results and track your service performance. Use historical data to raise customer satisfaction.

MOBILITY

Access, send and share data from devices. Improve communication between your sales and support team.

KNOWLEDGE

Transfer knowledge base articles to customers to respond quickly to their inquiries. Analytics show you which knowledge base is being consumed and helps you identify common issues.

GIVE US A CALL TO GET YOUR CUSTOM QUOTE

WANT TO RESELL CRM ONLINE?JOIN SHERWEB’S PARTNERS FIRST PROGRAM

SherWeb’s Partner Program offers MSPs, VARs and IT consultants all the flexibility they need to run their business and benefit from the industry-leading IT services their customers need and want.

Learn more about our Partner Program

Catherine Castonguay Senior Account Executive

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