Thursday, 7 June 2018

SMB: staying efficient and organised


We all know the struggle

First and foremost, MONEY. This includes salaries, bills, invoices… It can be really challenging to always keep an eye on all those cash flow issues.
Apart from that, there’s plenty of late tasks you need to finish while communicating with your clients and making sure everyone on your team is doing their job.
And there’s always more!

Be the brains, not the diary!

Dealing with all the organizational tasks, that may even seem minor but are actually crucial for keeping your business running, sometimes tend to take so much time that we can’t really concentrate on the actual purpose of our business. And that may be a beginning of an end.
A common advice maybe – get an assistant! But we say – you need CRM!

No more errors in communication

CRM refers to Customer relationship management, „an approach to managing a company’s interaction with current and potential customers. It uses data analysis about customers‘ history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.“ Thank you, Wikipedia!
In other words, CRM is the guy who is desperately waiting to remember and automatically do certain stuff for you. Not only does he never get tired and dilatory, he also doesn’t need sick days or vacation.

This is what I need!

Feeling like you‘ve put your sweat and blood into building successful, mutually beneficial relationships with your clients? Then it would be a big shame not to take care of them properly, is that right?

Which one do I choose?

There are tons of CRM systems out there and if you have just realized that this is the thing you need, make sure you take a closer look at all of them and decide wisely for the one that will fit your needs the best. Don’t forget to check the credibility of the company, go through the reviews their customers might have left on Capterra or other relevant websites, and make sure you checked the price! You sure don’t want to fall in love with your new CRM solution at first sight, without really comparing the potential benefits with the costs.

Your left hemisphere in Outlook

In case you are one of the small or medium-sized businesses, you identify yourself with the issues already mentioned and – most importantly – you are used to Microsoft Outlook, we might be having just the right thing for you.
eWay-CRM is an actual extension of Outlook, therefore rather intuitive for Outlook driven workspaces. The last thing you need is for your team to spend long weeks learning how to work with something that was supposed to boost the efficiency. That would be more than contra – productive, right?

Thursday, 31 May 2018

Getting rid of chaos was never easier!








Meetings, clients, overheads – all of them in a complete anarchy. Does that ring a bell? Here’s the good news – you are not alone!
Most small and medium-sized business people agree to be overwhelmed by the same issues. Ever heard of CRM? Let’s have a look!

We all know the struggle
First and foremost, MONEY. This includes salaries, bills, invoices… It can be really challenging to always keep an eye on all those cash flow issues.
Apart from that, there’s plenty of late tasks you need to finish while communicating with your clients and making sure everyone on your team is doing their job.
And there’s always more!

Be the brains, not the diary!

Dealing with all the organizational tasks, that may even seem minor but are actually crucial for keeping your business running, sometimes tend to take so much time that we can’t really concentrate on the actual purpose of our business. And that may be a beginning of an end.
A common advice maybe – get an assistant! But we say – you need CRM!

No more errors in communication

CRM refers to Customer relationship management, an approach to managing a company’s interaction with current and potential customers. It uses data analysis about customers‘ history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.“ Thank you, Wikipedia!
In other words, CRM is the guy who is desperately waiting to remember and automatically do certain stuff for you. Not only does he never get tired and dilatory, he also doesn’t need sick days or vacation.

This is what I need!

Feeling like you‘ve put your sweat and blood into building successful, mutually beneficial relationships with your clients? Then it would be a big shame not to take care of them properly, is that right?

Which one do I choose?

There are tons of CRM systems out there and if you have just realized that this is the thing you need, make sure you take a closer look at all of them and decide wisely for the one that will fit your needs the best. Don’t forget to check the credibility of the company, go through the reviews their customers might have left on Capterra or other relevant websites, and make sure you checked the price! You sure don’t want to fall in love with your new CRM solution at first sight, without really comparing the potential benefits with the costs.

Your left hemisphere in Outlook

In case you are one of the small or medium-sized businesses, you identify yourself with the issues already mentioned and – most importantly – you are used to Microsoft Outlook, we might be having just the right thing for you.
eWay-CRM is an actual extension of Outlook, therefore rather intuitive for Outlook driven workspaces. The last thing you need is for your team to spend long weeks learning how to work with something that was supposed to boost the efficiency. That would be more than contra – productive, right?



Thursday, 24 May 2018

Ondrej: eWay-CRM Helpdesk loves to help!




Well, every day is a bit different, yet the basics stand.
I arrive at the office, sit on my chair and check what’s new. Based on that information I start doing my thing, this means helping to solve problems that eWay-CRM users encounter. This is basically what my job is – Customer Support.
The tasks are varied and there are many things I’m responsible for; migrating servers and helping with our internal infrastructure to name a few.
In what seems like no time at all, the day is over, quicker than a flash, I’m back in the office making my morning cup of coffee!


Do you have a Top 10 list of the most common problems you solve?

We could definitely make that a thing! However, eWay-CRM keeps evolving quickly, so it’s constantly changing.
We have our in-house “repair” mechanisms in place, so most customer issues are actually external factors rather than eWay-CRM related. A typical example could be unsuccessful communication with a client server, etc.

How do customers make contact with you?

People call us or send emails, it really depends. Probably I would say that I receive more emails as our customers often send us logs.

What is a log?

An error log, this is automatically generated by eWay-CRM. In order for customers to generate this report, they simply click twice on the taskbar and all the relevant information is sent to us. More often than not, customer phone calls just result in me requesting for an error log.
With this log we’re able to assess the situation and literally check what went wrong. Once we actually have the log, we get to the solving part of a problem. Theoretically, it can be solved by many people, either myself or other customer support team colleagues. If it is a technical issue which I cannot solve by myself, (or if it is time consuming), it may be referred to my colleagues from the Development Team.

What does ‘the solving part of a problem’ look like?

The majority of problems raised can be resolved by referencing our documentation sources. In reality, this means that we often refer the customer to a specific URL that talks about the problem from past experience. Documentation is a place where you can check your“problem” and find the solution. Also, there are screen shots to make you comfortable in how to solve it by yourself. We’re keeping the documentation up-to-date and user friendly which takes a lot of time and effort, yet it pays out every single day. Multiple times!
Unfortunately, some things are a bit more difficult to solve. Our answer wouldn’t be to just “click here and there”, this would be too much for the average user. To be honest, reading a lengthy instruction manual is something not all clients want to do, then we have to agree on a convenient future date so that we can connect remotely. Half of our clients are eager to solve problems immediately, the other half are happy to agree on a future date.

How many phone calls are just about giving a little help and guidance? (Just like the classic “Phone a Friend” scenario!)

One in ten, but this is what the Helpdesk does and is actually my ideal vision of the job. In an ideal world, eWay-CRM is working as it should with no problems at all, then the Helpdesk would be speaking to clients in a manner of, “click here and see, there it is! Have a good day!”

What about online chat?

On chat I usually have just receive normal questions regarding how to use eWay-CRM. Online chat generally works very well for eWay-CRM in the Sales and Project Departments. Potential customers contact our company and ask about the software, pricing and implementation, etc.

We’ve already touched the topic, but what exactly is classed as an ‘error?’

There is some sort of error or inconsistency. Suddenly, your Agent goes red and a pop-up message appears. With the two clicks as I’ve mentioned earlier, you are able to send us the error log and it makes its’ way to our helpdesk as a ticket. The tickets are sorted automatically, the priority level is determined and then assigned to one of the team to resolve accordingly. After assessing the situation and reading the log, I’m able to say “Oh, here we go, this is the problem or I have to connect remotely to investigate further”.
Once I connect remotely, I can assess the situation, solve the problem, and then document it. In case it is the first time, I also contact our Development Department. They work with the case for future reference.

What is the meaning of “problem solved?”

Well, we can say that it is “in progress”. The Problem only stops to be a problem when the Development Department finds a solution. Only at this point does the customer ticket problem “disappear”. This means that the user is no longer experiencing any problems and eWay-CRM works as it should.

What does it mean for me in the meantime, am I able to work with eWay-CRM?

Sure thing! eWay-CRM has the incredible advantage of working offline as well. Even though most people get spooked by the red agent icon, I simply reassure our clients that they can, (and should), keep working as usual; all data will be automatically synchronized afterwards.

Which reminds me! Are you an IT guy?

Oh! That can’t be meant as a good thing! (Laughing)
I made my way through F1 on the keyboard. Everything I know, I’ve learned in the Help section, I’ve also searched a lot on internet! (Bearing in mind that there have been occasions when the internet didn’t have the answer)
Previously, I also worked for a different company where I was a Head of Department and became responsible for IT as well. At this point, I slowly inclined to it. I like puzzles and solving them.
I always like to work with people and I can work under pressure. Working within IT Support is about understanding others; you have to understand people and how they perceive their working problems. If you work this way, this job is a great service for customers! Just love people and eWay-CRM and then you will always stay cool! That’s it!

Now we get to the unhappy customers, the ones that feel they have an urgent need when something doesn’t work, their’ expectations are high and so on…

I’ve been waiting this topic.
I’m compassionate with each customer who is on the other side; frustrated, banging his head against the wall, etc. I look at the situation from his/her point of view and it’s quite understandable for me. I know why he/she is nervous, unhappy or even angry. My job is to find where the problem is and to help. Customers mostly find out that I´m on their side and I´m trying hard to solve their’ problem.
I’m a calm person, so even if it is sometimes stressful, I can take it.

What’s most difficult about your job?

Unresponsive clients. For example, I set a deadline directly with the head of a company, but solving the problem means to be in contact with some other department. Unfortunately, it takes a lot of time for that department to answer each of my emails. In the end, this creates a stressful situation for me as I have to remind the point of contact to answer my email.
Sadly, that happens quite often!

But not all of them are like this, are they?

No, of course not! I usually deal with three groups of people:
First, there are those who report a problem then go silent for two months and then expect it to be “solved right here, right now!
Second, there are people who are eager to have a problem solved in one communication but can’t make any time for it. These people just postpone and postpone as they don´t have a time for anything.
The third group of people are over-thinking everything so it takes a bit of time, because it mostly can´t work like they think. (Laughing again)

What do you think is the most important attribute of a customer support employee?

To pass on all the information. From client to me, from me to colleagues and then back to client. The more difficult the project is, the more people share the data, obviously. Fortunately, even we use eWay-CRM for the entire process. So, after the completion, I just have to make sure everyone working on it puts all the information into eWay-CRM. Not only for me, but for future references.
And, as I´ve almost said before, Helpdesk is about loving to help.



Friday, 16 March 2018

Understand The Value Of CRM Tool In Marketing And Sales Department



You have to be very sure of the CRM Tool you are actually planning to use, before you get to spend money on it. The market houses so many similar kinds of tools, with the basic function remaining the same, but with some additional pieces. Depending on the use of the tool, the prices are subject to change a lot. So, for the experienced professionals, it is always a clever deal to go and check out more on the tool first before actually paying money for the same. It is really important to know about the tool and the feature it holds.

Getting along with the features:

For the section of marketing, this particular form of CRM Tool is what you should be looking for. Through this tool, you get the opportunity to plan marketing activities and also use the mail merging option. You can further collect feedbacks and get to the point of evaluating the same in an efficient manner. You get the opportunity to generate leads well, which is indeed a must have feature for the most promising CRM based tools you have come across.

Perfect for the sales department:

The reliable CRM based tool has not restricted its services towards the marketing plans only but have infused the sales ratio within the list. You get the chance to track sales and even attach notes, emails and documents to it. You can also get the chance to plan follow up tricks and even use workflow for automatizing the pipeline. Read More..

Friday, 23 February 2018

How To Get A Perfect Outlook CRM Software?



Managing your business without dynamic CRM software will lead you no place. The focused business environment today generally depends on CRM tools and software enhancements in managing transactions. Customer relationship management (CRM) is the current dependable system most organizations actualize in managing people, information and business forms for further achievement. 


1. Adaptability of Choice - Microsoft Dynamics CRM gives a wide assortment of organization options to meet the consistently changing business requirements. Salesforce control information send out in light of subscription. 

2. Cost - The entry expenses of Salesforce is generally lower than its counterpart is. However, you should pay for more features if you want to get more extensive access of information send out and other CRM functionalities. On the contrary, Outlook CRM gives you a chance to pay a one-time expense with all the CRM features completely stacked into it. 

3. Information Ownership - Salesforce, as a SaaS supplier, outsource information to Equinix. Microsoft Dynamics CRM gives its customers full information control for both the accomplice facilitated and in-house options. 

4. Ease of use Ease - Microsoft Dynamics CRM is made to mingle with the various Microsoft products and projects splendidly well, particularly with Outlook and Microsoft Office. The graphical interface of Salesforce is fairly current and a few clients may guarantee this is additionally simple and convenient for them. If you are a fan of Gmail, Salesforce may work best for you. 

5. Email and CRM Access - You can get to Microsoft Dynamics CRM from your web program, a cell phone or a MS Outlook module. Read More..

Friday, 2 February 2018

CRM For Company Growth And Survival



A customer will only continue to conduct transactions or have any sort of relationship with the business if he or she is satisfied with its working. The business must lay emphasis on customer satisfaction in order to stand in the competition and have a good customer base. 


For the purpose of retaining customers and attracting the new one, the business can use the offerings of Outlook CRM. With the tool, the business can enhance the customer relations through organizing the resources of the company and its information related to the customer. It can be accessed by giving out positive changes in the customer relationship management and achieve the specific needs of the company with ease.

The company can reach many goals related to the customer satisfaction and growth without going over the budget. The software syncs perfectly with the company’s structure and processes allowing the company to work as well as plan ahead without any trouble. The interface of the tool is user-friendly and can be easily utilized for any particular function. The customer database is accessible by almost anyone in your company without any trouble when Outlook CRM is present in your company.

When your aim and actions are towards making the company successful, then it is important to have good CRM software in the company. The CRM tool is available in diverse budget allowing you to get the perfect one with ease and without over boarding the decided budget. Read More..