WiseCRM

Providing More than CRM Supprting Business Processes

WiseCRM Customer Relationship Management

Nowadays, when there is a tough competition over costumers, the strong and smart organization understand that you just have to have a good relation with the
costumer
for increasing sales and efficiency and reducing costs.

Want to do it the best way?

Wise CRM is a pure, friendly, easy to use system, accessible from anywhere and any media without setup that gives you a 360-degree view of all your costumers, marketing, sales cycle, trends and spot opportunities.

Wise CRM is more then a regular CRM systems.

Why our CRM system is better than others?

Wise CRM is an integrated system provides information continuously about customers, web site contact, salesman, marketing, sales, call centers, transportation, technicians scheduling, production floor and more… All these for giving you the ability for comprehensive view and process control.

Includes:

  • Multidimensional presentation of all costumers details:
    trade details, financial details, discount agreements, connectivity and price lists agreements (multi-channel) including special offers and seasonal special discounts on items, ext.
  • Management of all documents of the customer (automated archiving).
  • History of communication with the costumer.
  • CRM Profile and potential & value of client.
  • Converting invitations to the central document.
  • Converting orders to invoices
  • Displaying customer orders from any date range.
  • Orders average.
  • Quotations to customers according to dynamic pricing parameters including customer price lists, customer discount agreements and more.
  • Converting offers to a sales order, including messaging and notification system.
  • Work procedures out of aspects from customer relationships.
  • BI & OLAP reports & Dash Boards including customizable Mini Dash Boards and alerts, closings analysis (offers circumcise orders), sales and marketing reports, sales funnel, warnings.
  • Smart campaign management and analysis including direct e-mails to customers, groups and clubs according to customer mailing lists, Telemarketing.
  • Presale & Cross Sale.
  • Sales analysis, movement and consumption of items against the customer potential and value.
  • Receipts and cash flow report from client card.
  • Call center
  • Multi-dimensional Tariffs array depends on a variety of parameters and sectors.
  • Schedule optimization & control of technicians and trucks.
  • Information retrieving about the technician visit in the customer’s house.
  • Organizational portal: Alerts, tasks and messages between users & departments including live chat.
  • CMS system.
  • Possibility for a full collaboration with our (Wise BPM) – Business Processes Management.

WiseCRM NG is implemented in investment houses and also fits for others businesses in all sizes.