tirsdag 25. september 2018

Mustang’er i garasjen, eWay-CRM på PC og mobil

 Nok en fornøyd kunde som har noe å si om reisen mot og med eWay-CRM.


Abernathy MacGregor is a corporate communications firm that provides its clients with strategic advice during times of corporate transition.

Abernathy MacGregor’s senior professionals are trusted advisors to high-level executives, board members and other decision makers, who provide their clients with a diligent hands-on service.

William Dana is their IT Director in NYC.


Hello, I‘m glad you made time for a brief interview.
What can you say about your company?

We are a corporate communications firm that works with companies around the world.  We provide specialized strategic consulting to major companies.  If someone is interested, they can find much more about us at https://abmac.com/.



Why have you chosen eWay-CRM? Who picked it, installed, administrated etc.?

The company had been searching for a CRM solution that fits its needs and prior to my joining the organization they had tried implementing Sugar CRM, but it never was able to function the way they wanted and eventually the project was cancelled due to high costs.
When I joined the firm, we began having many conversations about finding a product that would meet our requirements.  We took the time to analyze what our needs were and developed a list of requirements for the system.
I was given the responsibility to lead the project and review system available to find one that could meet our needs and not be cost prohibitive.

And then?

I started a process of contacting vendors and doing evaluations of each package that seems to have the features and options we wanted.


How did you find them?

Through Google! Of course.
We tried Salesforce, Sugar CRM again…and many others.
And during this process, we concluded that CRM system must be tightly integrated with Outlook.
We also tried Microsoft CRM products and we weren’t satisfied with them either.

And…?

Finally we found and tried eWay-CRM.

What was the story, how did it go?

We found eWay-CRM online and ended up downloading the demo. We tried it and we decided that this is almost exactly what we need.  We continued to evaluate other products to be thorough, but we kept e-Way in our main list of systems to look at more closely.
When we had reviewed over 20 packages we decided to start our second trial of eWay, because we had some specific needs and we customized it together with the help of the eWay people.  We realized at the end of the trial, that the product was able to do most of what we wanted and there was no major customization required.
I felt that if a demo version can do this, we can easily customize this software, when it is not a demo to give us everything we needed.


Did you have any worries then?

Since eWay was not a well-known name here in the US there was some hesitation, but we were impressed with the level of support we got during the trial.  We also had some concern about support knowing that eWay is based in Czech Republic, and not in US.

So, are we able to support you well from Czech Republic to US?

Yes, we were surprised and now we are still satisfied with an excellent support via technical issues. We have no language problems with eWay-CRM support, which combines English native speakers with Czech guys, who also speaks great English.

Your final impression?

We were overall very impressed that we could get all the functionality that we needed at such a reasonable price point.  As an IT professional I was extremely satisfied with the technical expertise of developers who prepared the customization for us.

What steps followed signing the contract?

We just made an initial set up, data conversion and because customization was almost done in the trial period, so we didn’t have a lot of work.

For how long has eWay-CRM been used in your company?

A year and a half.

What do you use eWay-CRM for the most?

Primarily we use the system for contact management and Marketing.  We have over 7500 contacts and 2700 plus company records.  We also heavily use Journal for our notes to each major interaction with clients.
The integrated Marketing Module for email Marketing campaigns is very important for us.
eWay-CRM offers great filtering. It helps us a lot, because we send specific emails to target specifically the contacts we want to communicate with as we have very selective campaigns for specific groups.
And this the perfect thing to do with eWay-CRM.

What is your wish for eWay-CRM improvements?

We are not missing anything big. You are always upgrading every 3-4 months and it brings a lot.
Functionally we are very happy. Just some little things.
But overall it is a very reliable and effective tool, which really does what we expect.

What about mobile application? Is it something for you?

It helps us with quick notes in Journal and Contacts, when you are out of the office. It is improving rapidly through every upgrade.

What is your personal story?

I’m the Director of IT here, I’ve been in IT for over 25 years and the last ten years in IT working in the corporate communications business.
My job keeps me very busy but when not at work I love old cars.
I have a Mustang 1965. It stays in my garage next to my 2016 Mustang.



I also enjoy traveling.  I recently visited the Cayman Islands and have been around the United States and Europe.  My European travels have taken me to Switzerland, Germany, France, England, and Croatia.

Thanks a lot for a pleasant interview.

My pleasure, it was great to speak with someone from eWay-CRM again.

We spoke to William Dana,  the IT Director at Abernathy MacGregor.










fredag 21. september 2018

Talenotat i eWay-CRM

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søndag 16. september 2018

Intervju med en av våre eldste kunder - Martin Mrajca i firmaet Moonlake

I dette innlegget velger jeg å benytte et intervju med en god kunde i Tsjekkia, slik det er lagt ut på Facebook-siden til eWay-CRM i Tsjekkia.
---------------

One of our long-term clients is the company Moonlake. Moonlake specializes in e-shops, websites, and server solutions. Its CEO is Mr. Martin Mrajca who agreed to give us an interview. This is a translation of the interview which was originally in Czech.

THE BEGINNINGS 

Can you tell us about the beginnings of your business? How long has Moonlake already been working?

The company has existed for eight years with its current name and form. I began working in the field during high school. I designed my father’s website at age twelve! He was an attorney so after that, I kept getting requests from other lawyers as well. I was working on one website after another back then. Eventually, I started getting properly paid for my job but things were not easy. Due to my age, the official business person had to be my mother! I was working on websites and later started hosting. That was an expensive thing back then. I bought a server and eventually needed more people to help me do my job. That’s when my business began to grow.
 
THE DECISION FOR A CRM

How did you figure out you needed a CRM? Have you used any other solutions?

We were using a whole bunch of apps, mainly for maintaining a contact database. We were actively calling people in companies and needed to keep track of them. In the very beginning, we sometimes called the same firm twice a week. Therefore, it was absolutely necessary to create some kind of a system. We created an app where we wrote every contact that had already been called. If the company was interested in our services and made an order, we used another app for that.
 
REASONS FOR eWay-CRM

Why did you choose eWay-CRM?

We’ve been using Outlook almost from the start. Outlook tasks were key for us eight years ago. We delegated projects through these tasks but there was no real order to it. The tasks got finished but there was no way to set up a workflow. When a task was done, the next step was sending an invoice.
Everything was pretty messy. About 20% of invoices from that time will never be sent. That led me to search for a solution where we could have an automated process and an order would be followed by an invoice. I was immediately interested in eWay because it is a solution embedded into Outlook. Outlook is something I am used to. I like using drag and drop, emails, and attachments.

Did you customize eWay-CRM a lot?

Yes, we have made a lot of individual changes. We work with business databases as well as an app that collects information about e-shops so that our Sales Reps can contact them with a better offer. Our database consists of more than a hundred thousand companies that need to be kept in one place.

Which of our modules do you use?

All of them except marketing. Deals and Projects are the two most important modules for us. All of the adjustments we do for our clients are registered among Projects. We also deal with complaints within this module. Any adjustment requests go through the Projects as well. We also work with Companies, Contacts, Users, Vacation… basically with everything.





WHAT HAS CHANGED

How has your work changed since you started using eWay-CRM?

It stole a lot of my work! Before eWay-CRM, I had to keep an eye on projects myself. There was no other way to do it. We were using Outlook tasks and there could be no more processes within the program. Making sure everything got invoiced almost made me go crazy! I basically don’t need to interfere now. If the Sales Rep delegates an adjustment, the technicians make the adjustment and change the status into invoicing. The invoices are sent once a week and it is marked as completed.

So you save time as well as money?

There is definitely time and money saved. We are also sure all of our invoices are being sent nowadays.  Most importantly, I think we are now able to deliver to our customers much faster. The system can also show us how busy we are so we can immediately tell the customers when the adjustment will be ready. We are really quick as it usually only takes only a couple of days. That is not a common turnaround in the area of e-shop adjustments. Customers often switch to our solution because their current provider makes them wait for a month or two. We usually only need two or three days. Since I got eWay, I do almost nothing compared to what I had to take care of before. I used to be in charge of projects as well as invoices. It wasn’t even possible to tell someone what invoice to send, whereas now, we join items to our projects. For example, five hours of programming and one hour of graphic design can be assigned to one project. All of this used to be done in my head. I do only 10% of what I used to nowadays. You even had enough time to launch a new company.

What kind of project is that?

Together with a partner, we founded a company that makes air conditioning. This company beat Moonlake in revenue within one year!

Is there anything more you would like to say?

The people working for Moonlake were not very happy about eWay at first. They saw CRM as a waste of time they could have spent working and they were simply full of doubt. Today I am very happy that I convinced them back then and that we have continued to use eWay. They now understand it as well and they are happy with the system.





What do you think is the main benefit for your employees?

The great thing about the system is that the people can immediately see all the information they need for their tasks. Thanks to that, they don’t need to ask each other additional questions. We also have a perfect system of assignments. If someone is assigned to a project, they automatically get assigned to the superior projects as well. This allows technicians to access all the information about a particular project they have been assigned to.

We also have a strict system of rights. Nobody can see more information than needed. eWay secures the data of our customers. We spent loads of time on that. It took us months to set everything the way we have it now and it’s absolutely flawless!

As far as I’m concerned, there is no other system on the market that offers such a perfect setting on the level of columns that is so great to work with. It is absolutely crucial in our business to have all the data secured, ours as well as our customers’. Any mistake in this would be unacceptable. I really trust eWay on this matter – nobody can access the data we store there. On the other hand, nobody misses the information they need.

Thank you for the interview. We wish you a lot of success with both of your companies.

We talked to Martin Mrajca, the CEO of Moonlake.

tirsdag 11. september 2018

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