OrderWise CRM
OrderWise CRM OrderWise CRM enables businesses to target the right customers and prospects at the right time to build stronger and more profitable relationships. From marketing to sales and customer service, OrderWise CRM provides the tools, structure and control to manage every interaction with customers across your business, enabling staff to easily access the information needed to perform effectively.
Easy To Use, Fast To Set Up OrderWise CRM can be set up and tailored to match your individual business needs, is highly customisable and can easily adapt to changing requirements. Processes to meet the requirements of each role or department within the business can be configured, ensuring the right information is captured and prescribed workflows are followed.
A Focused Sales Team Sells More OrderWise CRM provides your sales staff with a central source of information
“We have seen an instant result in the speed at which our sales team can process quotes and sales enquiries. Tracking of orders with OrderWise is a lot easier to use and follow compared to our previous system.”
A.Perry & Co. (Hinges) Ltd
to help them achieve sales objectives effectively and efficiently. Workflow, task and pipeline management tools focus staff on who they should be contacting, when and why, prioritising opportunities and tasks so the best possible outcomes can be achieved.
Key Facts nn nn nn nn nn nn nn nn nn nn
Easy To Set Up & Use Structured Workflows Calendar Management Central Customer Contact Increased Productivity Prioritise Tasks Marketing Insight Team & User Analysis Pipeline Forecasting Service Control
From Enquiry To Order & Beyond CRM is integrated with the main OrderWise system to provide complete visibility and a seamless workflow for maximum efficiency, accuracy and productivity. Staff can quickly check stock, pricing, quote & order history, manufacturing times, opportunities as well as raise quotes and update current pipeline forecasting. Quote conversion takes
seconds with details passed to relevant areas of OrderWise for rapid fulfilment.
Workload & Schedule Management The CRM calendar provides diary management and visibility by user and team ensuring double bookings are eliminated, appointments are not missed and tasks are prioritised accordingly. Staff can see existing workloads, outstanding tasks and manage schedules. The CRM activity timer allows the time spent on each task to be recorded and analysed for detailed productivity and workload control. Using these powerful tools, managers can easily identify where staff workloads are too low or too high and ensure the right balance is achieved to deliver the best service possible.
Wise Software (UK) Ltd, Newton Court, Saxilby Enterprise Park, Skellingthorpe Road, Saxilby, Lincoln, LN1 2LR Tel: 01522 704083 | [email protected] | www.orderwise.co.uk Registered in England: Company Reg. No. 04633298
Key Features Of OrderWise CRM Evaluate, Improve & Target OrderWise CRM provides insight into customers and prospects, creating an invaluable tool for marketers. Relevant information can be captured from point of entry and throughout the opportunity to completion. Combined with full customer order history and account information from the main OrderWise system, an outstanding ability to plan, execute and evaluate marketing campaign success is provided. This wide range of recorded information can be used to extensively filter and segment data to create and monitor targeted campaigns.
Customer Service & Retention The effort and cost of generating customers makes it vital to maintain a long and profitable relationship. CRM provides access to account details, history and current opportunities for effective issue resolution. Procedures, workflows and handling structures can be managed to ensure issues are swiftly processed
Courier Systems External Warehouse & Third Party Fulfilment
Picking & Despatch
Accounts Manufacturing
Blueprint for an Integrated Business Secure Access Via the Internet
Goods Inwards
Sales
Marketplaces eBay / Amazon EDI Web Sites
Marketing Purchasing Trade Counter/ Retail Shops
Mobile Sales
Key Features Include nn Multiple Track Creation & Management nn Record Success & Failure Reasons with Source & Entry Point Creation & Control nn Chart Analytics With KPI Dashboards Module & Target Management with Business Intelligence Module nn Assign Opportunities & Tasks with Effective Task Prioritisation nn Automatically Schedule Opportunities, Copy Tasks & Assign Multiple Tasks On Activity Completion nn Team & User Calendar Functionality nn Manage Opportunity Values, Conversion %, Expected Close Dates & See Margin Information nn Create Bespoke Fields To Meet Exact Data Capture And Analysis Requirements with Powerful Data Filtering & Sorting nn Identify Revenues At Each Stage of The Pipeline
Management
Warehouse Management
Customer Services
External Depots Offices, Shops & Branches
with a positive outcome achieved and no task overlooked. Regular customer contact can be maintained to maximise satisfaction and drive customer loyalty.
Insight, Analysis & Pipeline Visibility OrderWise CRM enables invaluable analysis into customer, staff, sales and business activity, allowing you to make informed strategic decisions. The OrderWise KPI Dashboards module is a perfect partner for CRM, providing real time charts on a range of criteria including sales pipeline forecasts, open opportunities, opportunity progression and other key indicators including a full range of sales performance metrics. Identify customer attrition points, conversions, process bottlenecks and cost of sales to achieve true business insight with speed, confidence and accuracy.
Work Smarter With Business Intelligence Utilising the OrderWise Business Intelligence module alongside CRM adds a rich depth of insight which is invaluable, particularly for businesses handling account customers and repeat business. Staff can quickly identify potential opportunities using Business Intelligence to enable more relevant and profitable conversations. In addition, Business Intelligence can be used to identify customer leakage and potential issues with follow up actions created in CRM at the click of a button from within the Business Intelligence module. This proactive approach aids customer retention and maximises profitability.
Wise Software (UK) Ltd, Newton Court, Saxilby Enterprise Park, Skellingthorpe Road, Saxilby, Lincoln, LN1 2LR Tel: 01522 704083 | [email protected] | www.orderwise.co.uk Registered in England: Company Reg. No. 04633298
Easy To Use, Fast To Set Up OrderWise CRM can be set up and tailored to match your individual business needs, is highly customisable and can easily adapt to changing requirements. Processes to meet the requirements of each role or department within the business can be configured, ensuring the right information is captured and prescribed workflows are followed.
A Focused Sales Team Sells More OrderWise CRM provides your sales staff with a central source of information
“We have seen an instant result in the speed at which our sales team can process quotes and sales enquiries. Tracking of orders with OrderWise is a lot easier to use and follow compared to our previous system.”
A.Perry & Co. (Hinges) Ltd
to help them achieve sales objectives effectively and efficiently. Workflow, task and pipeline management tools focus staff on who they should be contacting, when and why, prioritising opportunities and tasks so the best possible outcomes can be achieved.
Key Facts nn nn nn nn nn nn nn nn nn nn
Easy To Set Up & Use Structured Workflows Calendar Management Central Customer Contact Increased Productivity Prioritise Tasks Marketing Insight Team & User Analysis Pipeline Forecasting Service Control
From Enquiry To Order & Beyond CRM is integrated with the main OrderWise system to provide complete visibility and a seamless workflow for maximum efficiency, accuracy and productivity. Staff can quickly check stock, pricing, quote & order history, manufacturing times, opportunities as well as raise quotes and update current pipeline forecasting. Quote conversion takes
seconds with details passed to relevant areas of OrderWise for rapid fulfilment.
Workload & Schedule Management The CRM calendar provides diary management and visibility by user and team ensuring double bookings are eliminated, appointments are not missed and tasks are prioritised accordingly. Staff can see existing workloads, outstanding tasks and manage schedules. The CRM activity timer allows the time spent on each task to be recorded and analysed for detailed productivity and workload control. Using these powerful tools, managers can easily identify where staff workloads are too low or too high and ensure the right balance is achieved to deliver the best service possible.
Wise Software (UK) Ltd, Newton Court, Saxilby Enterprise Park, Skellingthorpe Road, Saxilby, Lincoln, LN1 2LR Tel: 01522 704083 | [email protected] | www.orderwise.co.uk Registered in England: Company Reg. No. 04633298
Key Features Of OrderWise CRM Evaluate, Improve & Target OrderWise CRM provides insight into customers and prospects, creating an invaluable tool for marketers. Relevant information can be captured from point of entry and throughout the opportunity to completion. Combined with full customer order history and account information from the main OrderWise system, an outstanding ability to plan, execute and evaluate marketing campaign success is provided. This wide range of recorded information can be used to extensively filter and segment data to create and monitor targeted campaigns.
Customer Service & Retention The effort and cost of generating customers makes it vital to maintain a long and profitable relationship. CRM provides access to account details, history and current opportunities for effective issue resolution. Procedures, workflows and handling structures can be managed to ensure issues are swiftly processed
Courier Systems External Warehouse & Third Party Fulfilment
Picking & Despatch
Accounts Manufacturing
Blueprint for an Integrated Business Secure Access Via the Internet
Goods Inwards
Sales
Marketplaces eBay / Amazon EDI Web Sites
Marketing Purchasing Trade Counter/ Retail Shops
Mobile Sales
Key Features Include nn Multiple Track Creation & Management nn Record Success & Failure Reasons with Source & Entry Point Creation & Control nn Chart Analytics With KPI Dashboards Module & Target Management with Business Intelligence Module nn Assign Opportunities & Tasks with Effective Task Prioritisation nn Automatically Schedule Opportunities, Copy Tasks & Assign Multiple Tasks On Activity Completion nn Team & User Calendar Functionality nn Manage Opportunity Values, Conversion %, Expected Close Dates & See Margin Information nn Create Bespoke Fields To Meet Exact Data Capture And Analysis Requirements with Powerful Data Filtering & Sorting nn Identify Revenues At Each Stage of The Pipeline
Management
Warehouse Management
Customer Services
External Depots Offices, Shops & Branches
with a positive outcome achieved and no task overlooked. Regular customer contact can be maintained to maximise satisfaction and drive customer loyalty.
Insight, Analysis & Pipeline Visibility OrderWise CRM enables invaluable analysis into customer, staff, sales and business activity, allowing you to make informed strategic decisions. The OrderWise KPI Dashboards module is a perfect partner for CRM, providing real time charts on a range of criteria including sales pipeline forecasts, open opportunities, opportunity progression and other key indicators including a full range of sales performance metrics. Identify customer attrition points, conversions, process bottlenecks and cost of sales to achieve true business insight with speed, confidence and accuracy.
Work Smarter With Business Intelligence Utilising the OrderWise Business Intelligence module alongside CRM adds a rich depth of insight which is invaluable, particularly for businesses handling account customers and repeat business. Staff can quickly identify potential opportunities using Business Intelligence to enable more relevant and profitable conversations. In addition, Business Intelligence can be used to identify customer leakage and potential issues with follow up actions created in CRM at the click of a button from within the Business Intelligence module. This proactive approach aids customer retention and maximises profitability.
Wise Software (UK) Ltd, Newton Court, Saxilby Enterprise Park, Skellingthorpe Road, Saxilby, Lincoln, LN1 2LR Tel: 01522 704083 | [email protected] | www.orderwise.co.uk Registered in England: Company Reg. No. 04633298
