CRM Business Tools CRM Software Business Tools Information News
Introduction
Welcome to our comprehensive guide on how to use eWay CRM! eWay CRM is a powerful tool that can streamline your business processes and help you manage your customer relationships more effectively.
In this article, we’ll take you through everything you need to know about using eWay CRM, from getting started to advanced features, tips and tricks.
Whether you’re a new user or an experienced one looking to take your skills to the next level, this guide will have something for you.
So let’s get started!
What is eWay CRM?
eWay CRM is a cloud-based customer relationship management (CRM) software that helps businesses manage their customer interactions and streamline their sales process. It provides a range of features that can help you keep track of your customers, manage your leads, automate your workflows and more.
Some of the key benefits of eWay CRM include:
- Centralized customer database
- Lead and opportunity management
- Automated sales process
- Customizable workflows
- Flexible dashboards and reports
Getting Started with eWay CRM
If you’re new to eWay CRM, the first step is to sign up for an account. You can do this by visiting the eWay CRM website and clicking on the “Sign Up” button.
Once you’ve signed up, you’ll need to download the eWay CRM app to your computer or mobile device. You can do this by visiting the “Download” section of the eWay CRM website and selecting the appropriate version for your device.
Configuring Your Settings
Before you start using eWay CRM, it’s a good idea to configure your settings to match your business needs. To do this, click on the “Settings” button in the bottom left corner of the eWay CRM app.
Here, you can configure your general settings, user settings, and email settings. You can also set up your integrations with other tools like Microsoft Outlook, Gmail, and Zapier.
Your eWay CRM Dashboard
Once you’ve set up your preferences, you’ll be taken to your eWay CRM dashboard. This will be the hub of your CRM activities, where you can manage all your customer data, leads, and opportunities.
At the top of the dashboard, you’ll see a menu bar that gives you access to all the main features of eWay CRM, including your contacts, leads, opportunities, and activities. You can also access your custom dashboards and reports from here.
Managing Your Contacts
Your contacts are the heart of your business, and eWay CRM makes it easy to keep track of all your customer interactions in one place. To manage your contacts, click on the “Contacts” button in the menu bar.
Here, you can add new contacts, view and edit existing ones, and manage your contact lists. You can also use filters and tags to segment your contacts and create targeted marketing campaigns.
Managing Your Leads
Leads are potential customers who have shown an interest in your products or services. eWay CRM makes it easy to manage your leads, from capturing their contact information to nurturing them through the sales process.
To manage your leads, click on the “Leads” button in the menu bar. Here, you can add new leads, view and edit existing ones, and track their progress through your sales pipeline.
Managing Your Opportunities
Your opportunities are your potential sales deals with your customers. eWay CRM makes it easy to manage your opportunities, which can help you close more sales and improve your revenue.
To manage your opportunities, click on the “Opportunities” button in the menu bar. Here, you can add new opportunities, view and edit existing ones, and track their progress through your sales pipeline.
Working with Your Activities
Activities are tasks that you need to complete to manage your customer relationships effectively. eWay CRM makes it easy to manage your activities, from scheduling appointments to following up on leads.
To manage your activities, click on the “Activities” button in the menu bar. Here, you can create new activities, view and edit existing ones, and mark them as completed when you’re done.
Automation with Workflows
One of the most powerful features of eWay CRM is its ability to automate your workflows. Workflows are a series of tasks that are triggered automatically when certain conditions are met.
To create workflows, click on the “Workflows” button in the menu bar. Here, you can create new workflows, add triggers and conditions, and specify the actions that should be taken when the workflow is triggered.
Using eWay CRM: Advanced Features
Now that you know the basics of using eWay CRM, let’s take a look at some of the advanced features that can help you get even more out of this powerful tool.
Customizing Your Dashboards
eWay CRM allows you to create custom dashboards that give you a snapshot of your business performance at a glance. To customize your dashboards, click on the “Dashboards” button in the menu bar.
Here, you can create new dashboards, add widgets and charts, and customize the layout to suit your needs. You can also share your dashboards with other members of your team.
Generating Reports
eWay CRM comes with a range of pre-built reports that can give you insights into your business performance. To generate reports, click on the “Reports” button in the menu bar.
Here, you can choose from a range of pre-built reports, or create your own custom reports using the report builder tool. Reports can be exported in a range of formats, including PDF, Excel, and CSV.
Integrating with Other Tools
eWay CRM seamlessly integrates with a range of other tools to help you streamline your business processes. Some of the popular integrations include Microsoft Outlook, Gmail, and Zapier.
To set up integrations, click on the “Settings” button in the menu bar and select “Integrations”. Here, you can choose from a range of integrations and configure them to match your needs.
Using Mobile Apps
eWay CRM has mobile apps available for Android and iOS devices, which allow you to manage your customer relationships on the go. You can download the mobile app from the App Store or Google Play.
Setting Up Custom Fields
eWay CRM allows you to set up custom fields that can help you capture the specific information that’s important for your business. To set up custom fields, click on the “Settings” button in the menu bar and select “Custom Fields”.
Here, you can create new custom fields, edit existing ones, and set permissions for each field. Custom fields can be used in your contacts, leads, opportunities, and activities.
Frequently Asked Questions (FAQs)
1. Is eWay CRM suitable for small businesses?
Yes, eWay CRM is suitable for businesses of all sizes, including small businesses. Its flexible pricing plans and range of features make it an excellent choice for businesses looking to streamline their customer relationship management processes.
2. How much does eWay CRM cost?
eWay CRM offers a range of pricing plans to suit different business needs. Prices start from $28 per user per month for the Basic plan, up to $85 per user per month for the Premium plan. Custom pricing is also available for enterprise users.
3. Can I import my existing contacts into eWay CRM?
Yes, eWay CRM allows you to import your existing contacts from a range of file formats, including CSV, Excel, and vCard.
4. Can I customize my eWay CRM dashboard?
Yes, eWay CRM allows you to create custom dashboards that give you a snapshot of your business performance at a glance. You can add widgets and charts, and customize the layout to suit your needs.
5. Can eWay CRM integrate with other tools?
Yes, eWay CRM integrates seamlessly with a range of other tools, including Microsoft Outlook, Gmail, and Zapier.
6. Does eWay CRM offer mobile apps?
Yes, eWay CRM has mobile apps available for Android and iOS devices, which allow you to manage your customer relationships on the go.
7. Can I set up custom fields in eWay CRM?
Yes, eWay CRM allows you to set up custom fields that can capture the specific information that’s important for your business. Custom fields can be used in your contacts, leads, opportunities, and activities.
8. How secure is eWay CRM?
eWay CRM takes data security seriously and uses industry-standard encryption to protect your data. All data is stored on secure servers and backed up regularly to ensure maximum protection.
9. Can I cancel my eWay CRM subscription at any time?
Yes, you can cancel your eWay CRM subscription at any time. You can also upgrade or downgrade your subscription at any time to match your business needs.
10. How does eWay CRM handle customer support?
eWay CRM offers a range of customer support options, including email support, phone support, and live chat support. You can also access a range of online resources, including user guides, video tutorials, and a knowledge base.
11. Is eWay CRM easy to use?
Yes, eWay CRM is designed to be user-friendly and easy to use, even for beginners. Its intuitive interface and range of self-help resources make it easy to get started and master.
12. Can I try eWay CRM before I commit to a subscription?
Yes, eWay CRM offers a 14-day free trial that allows you to try out all the features of the software before you commit to a subscription.
13. How does eWay CRM compare to other CRMs?
eWay CRM is known for its ease of use, flexibility, and range of features. It’s also priced competitively compared to other CRMs on the market. Ultimately, the right CRM for your business will depend on your specific needs and preferences.
Conclusion
In conclusion, eWay CRM is a powerful and flexible tool that can help you streamline your business processes and manage your customer relationships more effectively.
By following the steps outlined in this guide, you’ll be able to get started with eWay CRM, master its advanced features, and take your business to the next level.
If you haven’t already, we encourage you to sign up for a free trial of eWay CRM and discover its full range of features and benefits for yourself.
Thank you for reading, and we wish you all the best in your CRM journey!
Closing Disclaimer
While we’ve done our best to provide accurate and up-to-date information in this guide, please note that eWay CRM is a complex and ever-evolving tool, and some features and functions may have changed since the publication of this article.
We encourage you to visit the eWay CRM website and consult their official documentation for the latest information and updates. Additionally, we cannot be held responsible for any errors, omissions or damages that may arise from the use of this guide.
Thank you for your understanding.
