tirsdag 30. oktober 2018

Livet blir roligere med eWay-CRM

Enda en fornøyd kunde og hans tanker rundt implementering og bruk av eWay-CRM.

Executive Jet Support is a world-leading provider of commercial aircraft, engines, and airframe components to almost 200 operators in over 40 countries across the globe. EJS is currently implementing eWay-CRM. We asked the CEO, Simon Browse, about how it’s going.

Hello, Simon. Firstly, could you say something about your company? It’s quite a cool business you have!

Hello! So, we are a company that supplies air components to airlines around the world. We have a warehouse in England with a large stock of components and we primarily support airlines with 70-100 seat capacity, regional aircraft.
How did you get into this kind of a business? Have you studied something connected to planes?
No, not at all. I used to be a computer programmer. I earned a degree in computer programming in the 80s. While I was at university, I created a simple database for a company who was doing exactly what I do now, supplying components. I went on to write a database on the original IBM XT, the very first PC! Four years later, I joined that company after I finished my degree and had been in programming for a year or two.
Why did you decide you need a CRM system? Did you have one before?
No, we didn’t have CRM before. I wanted something to record all the customer interactions, all of our projects, and have a centralized database for the companies we deal with and for the contacts within those companies. CRM is a very good database HUB for this information.

How did you choose eWay-CRM? How many CRMs did you test?
I wanted a CRM that was as simple as possible, something relatively easy for people to use.
I didn’t want to have a third program, as my staff are already using an ERP plus Outlook. All staff have two monitors, one with ERP, other with Outlook, so Outlook integration was important.
How did you find us?
I remember it not being that easy to find. A lot of review sites mention the biggest ones. I remember doing quite a lot of reading and reviews. I probably found you because I searched for CRM inside Outlook. For me that was the biggest plus – the Outlook integration.
The implementation hasn’t been finished yet, how do you find the process?
I am in the middle of the process. I am the one who understands the computing inside of my company the best.
I am very much a person who wants to make sure we do it correctly at the start, before we implement it, so that the data is extremely clean and good. You have to give maximum thought to the processes you need in place to help the people while trying to keep it as simple as possible and ensuring that the data is entered in a very structured way.
Most importantly this is so that you can find the data when you want it, via search or via filters. To me, that is one of the most important aspects: there is no point having a big bucket full of data which is hard to sort and doesn’t make it easy to locate the data you are looking for.
We want to be able to narrow down information by many different categories – by aircraft type, manufacturer of aircraft, type of component – so there are a number of different categories we are trying to integrate within the CRM system so that the search facility works very well. The thing is a CRM is a one size fits all program, it’s very broad. It’s inside of Outlook, which makes it quite broad, and it is fitting all different companies in the world and we are just one type. One size fits all means you have to work very hard at the start, think about how you are going to use it, and decide what you are trying to get it do for you. So, I am not rushing it.
Once it’s finished, which modules are you going to use?
As I said before, it will definitely be the HUB, for recording everything. We will be using it to run Projects, larger scale items, buying aircrafts, etc. I hope to be using the Marketing module, but I haven’t looked at that section yet. I might integrate it into our VOIP system, so the calls are made from CRM so we can monitor and track all the calls. It will encourage people to make Journals, too.
What about our Mobile App?
Definitely! I am already using it now. At the moment, it gives us access to the Companies, Contacts, and Projects, and I know that the number of functionalities is going to grow. If you are on the road, you can look into a Project, add a Journal, etc. That is a very good addition.
How familiar are you with eWay-CRM already? Have you read some of our how-to articles, watched our YouTube videos?
I’ve watched some of them and read most of your Knowledge Base. I’m pretty familiar with it. I would say that one thing I like a lot is the interaction with your people. When you are setting up something like this, you can read all of the knowledge base stuff, but it does not provide you with every view on how to use it best. So, interaction with somebody from eWay is a very good thing. I like the fact that you are a smaller company, a team ready to help.
What are your main expectations from eWay-CRM?
For me, the primary focus is to provide a good searchable repository for all our information coming in and provide the visibility of information to the main Sales Managers and Directors so that they have a place to record and share.
We are becoming less office-based, we have Managers in different parts of the world. You don’t want to be on the sharing info on the phone all time. I am hoping this is a good way for people to put in information they have learned in a meeting or phone call and share it with other people. Everybody then knows who had a phone call with whom and what the contents of that phone call were without the need to bring it up in a sales meeting. And of course, the simple long term effect of that piece of information being attached to a contact or a person can be used in the next meeting.
Does it mean when you are in the airplane industry that you a passionate traveler?
I travel a lot, as all our Sales Managers do. It’s not a hobby though. I have spent a lot of my life traveling, as my father was a pilot. I was always around aircraft with him. I do like travel, but I have done a lot of it in my life and I am trying to cut back.
So now you are trying to live a calmer life?
Thank you very much for your time.

We spoke with Simon Browse, the CEO of Executive Jet Support.

Her finner du mer informasjon om eWay-CRM.

søndag 21. oktober 2018

Hvordan mestre eWay-CRM - Salg



Alt er klart. La oss rulle opp ærmene og selge.

eWay Lady

Create a deal
Steg 1 - Ha oversikt over salgsmulightene dine.

Modulen hvor du har oversikt over potensielle kunder kalles Salgsmuligheter. Bruk den slik at du ikke mister lovende kunder.

Schedule a Meeting
Steg 2 - Avtal et møte

Du har avtalt et møte eller en telefonkonferanse. Legg det inn i kalenderen slik at du ikke glemmer det.

Organized Notes
Steg 3 - Husk hva du sa på møtene dine

Du forstår det grunnleggende. Ta det ett skritt videre og bruk journaler som møtereferat .

Send a Proposal
Steg 4 - Send et tilbud

Send et tilbud når kunden er klar. Opprett det i eWay-CRM og send det med e-post. Legg inn en påminnelse. På den måten kan du følge det opp om noen dager.

Convert to Project
Steg 5 - Konvertér en salgsmulighet til et prosjekt

Kunden er overbevist og har akseptert tilbudet. La oss konvertere salgsmuligheten til et prosjekt og starte arbeidsflyten.

fredag 19. oktober 2018

eWay-CRM - Alternativ til Microsoft Business Contact Manager (BCM)

Business Contact Manager er ikke lenger støttet av Microsoft og kjører ikke i nyere versjoner av Windows og Office.

eWay-CRM tilbyr ikke bare en myk overgang til BCM, men tilbyr også mange tilleggsfunksjoner. Ta en titt på hva denne fornøyde kunden, Andrea Heise fra D.A. Loss Associates, Inc, har å si.

D.A. Loss Associates, Inc. is a manufacturers‘ representative and building specification consulting firm.

Their goal is to connect companies in the commercial building process with industry leading products as well as provide them with exceptional customer service. Since 1968 they have worked closely with the manufacturers they represent in order to better promote the programs, goals, and sales initiatives established by their management.
Their business focuses on three primary types of customers:
– The end user, including public and private schools, colleges, universities, and hospitals, where they work to establish a market for the products they represent.
-The architectural community where they have been successful in specifying their product lines and have written over 4,500 specifications.
– The Division 8 and 10 distributors who purchase products from the manufacturers and sell them to end users and general contractors.
Hello Andrea, just very briefly: Why were you looking for a new CRM?
We previously used Microsoft Business Contact Manager (BCM), which functions as an add-on in Outlook. Microsoft stopped supporting BCM and we found ourselves incurring more and more costs with our IT Consultant just to keep BCM functioning.  So, we began looking for a new CRM solution that could integrate with Outlook.
How did you find eWay-CRM?
We simply Googled ”replacement for BCM.”  We also considered a few other CRMs recommended by our IT consultant, such as Freshsales, Insightly and ZOHO.
Why did you decide to go with eWay-CRM?
It is similar in use and appearance to what we were used to and could perform all the functions we needed. It also has features like professional marketing emails and workflow automation that BCM did not.
While we had signed up for a trial of another CRM and were very close to choosing it, we found it was lacking in one feature that was very important for the type of business we have.  Since we have long term relationships with our contacts and work on multiple deals per year with each of them, we needed to be able to choose individual emails to link to specific contacts or deals.  Many CRMs allow emails to be linked to contacts and deals, but it is often an “all-or-nothing” choice. ALL emails from a specific contact would be saved to the database, and ALL emails from that contact show up under only the most recent deal that contact was linked to.  We had to abandon our initial choice CRM for that reason, but were so glad when we found that our requirement could be met with eWay-CRM.
It was also important for us to have the flexibility to create different types of custom fields for companies, contacts and deals. Through eWay’s administration console, I was able to create our custom eWay environment. As our team gets more familiar with eWay, I will be able to modify that environment and adapt to their needs by adding or changing fields, and editing workflow stages and drop down lists.
So after testing eWay in a free trial, we decided to move forward and purchase it. We appreciate that we had the option to purchase eWay outright, incurring no monthly subscription fees.
And how long have you been our client?
About eight months. I wanted to bring a lot of custom fields and data over from BCM, so decided to do the field customization first in eWay and then performed the database migration. Even though database set-up and migration can be quite complex and time consuming and I had very little previous experience in migrating databases; I was able to find instructions in eWay’s online “How-To” articles  that made the process manageable. I then trained everyone in our office on the basics and we have been up and running now for a few months.
What do you use CRM for the most?
So far it is mainly a comprehensive database to look up our contacts and their account details.
I added custom fields for tracking which product lines to market to each architect, distributor or end user. We use these fields to filter the list of contacts, so we can send our customers product specific emails. This feature was available in BCM as well, but you had to run reports each time you changed a filter, so it was not as quick and easy as eWay. We also really like the option in eWay to send out professional marketing emails that look like newsletters, with pictures and links!
Recently, I also added custom fields to the projects and deals modules, and we are planning to utilize our service contract with eWay to have their knowledgeable technicians help us develop some automated workflows. We are excited about this new way to stay on top of the sales process in the various phases of the construction projects in our territory.
What about our mobile version?
This is a great feature that we did not have with BCM. Our sales people appreciate the ability to look up companies & contacts while they are traveling and can also look up other details -like their customer’s discount structures. Conveniently, they can also find other contacts to visit while in the same area, saving us time and money. eWay also allows our traveling sales force to easily access a list of deals associated with each contact they are visiting, increasing our rate of follow up on each project.
So, you seem satisfied at the moment.
Yes!  At first, the idea of replacing BCM was overwhelming, and the process of finding a CRM among all the choices available became a bit grueling. eWay not only allowed us to maintain our data from BCM, it has also given us additional features that will allow us to expand our marketing and team collaboration abilities moving forward.  Finally eWay was also less expensive than the other CRMs we looked into, so it was a good decision all around.
Thank you for your interest in eWay-CRM.

We spoke with Andrea Heise at D.A. Loss Associates, Inc. www.daloss.com
Sjekk vårt online webinar om migrering fra BCM HER.

torsdag 11. oktober 2018

Hvordan mestre eWay-CRM - Firmaer og Kontakter


Firmaer og Kontakter

La oss ta en titt på hvordan du skal arbeide med kundene dine.

eWay Lady

Create a contact
Steg 1 - Opprett firmaer og kontakter

Lag en kundedatabase manuelt eller importer den fra Excel.

Write Down Notes
Steg 2 - Ta notater

Ta notater rett etter en telefonsamtale eller et møte.

Create Tasks
Steg 3 - Opprett oppfølgingsoppgaver

De fleste møter eller telefonsamtaler resulterer i en oppfølgingsoppgave. Hold orden på oppgavene dine slik at du alltid vet hva som skal gjøres.

Send Mail
Steg 4 - Send e-post

eWay-CRM hjelper deg med å holde oversikten over kommunikasjonen med kundene og salgsmulighetene dine.