Contacts journal crm alternative software#
You don't have to worry about switching to new CRM software as we are able to migrate all import data from BCM such as contacts, accounts, business notes, emails, opportunities or projects. Luckily, other eWay-CRM customization options allow you to create your own custom fields, customize the appearance of forms, or set custom categories for individual items. Finding a software that will help with data organization and still meet your basic needs is a challenge. You may have encountered this problem while working with BCM. When you store data in the wrong fields, you'll not remember what each field means. Workflow can automatically generate tasks, send email notifications, check for mandatory fields or make sure all proper documents are attached.Īnother reason for customizations is that many companies work with a specific type of data. It also helps reduce errors and make sure you don’t miss a step. This helps everyone on your team know what they need to do and when they should do it. For example, setting up your own workflow allows you to automate business processes. Summarized views on projects, in particular, help you progressing toward their goals, monitor project’s profitability, invoice status, and plan human resources.įor CRM to really make the most of all companies, customization options are available for them.
It’s also important to evaluate work regularly. When working on a project, everybody should follow a set of steps that correspond to organization’s internal processes to finish a project. eWay-CRM will automatically attach all of the relevant history-emails, documents, and phone calls-to the project. Once you've successfully completed the deal, you can easily convert it into a project. You can also set auto-reminders to make sure your company stays in contact with customers. Everything is clear, under control, and every member of the team knows what to do and when to do it. Sales data is available to everyone who needs it. Just connect the CRM with your website and you can use web forms, too. You can enter them manually just as easily. Don't worry if you get deals through phone calls or recommendations, too. You can convert an email to the deal, project, contact, journal or task in just two clicks. Everyone can access the database and client history anytime they need them.Ī variety of features make customer management easier. No more wasting time asking around for information. You can collect, organize and share all of the information important to your business with your team. With eWay-CRM, you can get the most from Outlook. You have one workspace to work in and you don't have to switch between multiple applications.
Contacts journal crm alternative how to#
If a user already knows how to use Microsoft Outlook, they already know how to use eWay-CRM.
If you want to keep using a solution integrated with Outlook interface eWay-CRM can do the same job and even more.īCM alternative that sits right within your Outlookīy being embedded within Microsoft Outlook, eWay-CRM makes it easy to learn.
Since BCM is no longer supported, lot of companies are still looking for a proper alternative. But Microsoft discontinued the project, and it’s no longer available since Office 2016. It helped them manage their contacts, address sales and marketing issues, and keep track of projects. Outlook 2010 with Business Contact Manager was designed to meet small-business needs. Small businesses and individuals don't need complicated CRM software.
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