CRM Information Workflows

Benefits

Our customizable application enable teams to get more done with less time and effort. Workflows (e.g. Sales Step Builder) empower sales managers to virtually "coach or guide" their sales team members through each step. Empower your customer support team to create satisfied customers. Enable your organization to leverage superior customer service as a competitive advantage.

Managers track each vital step through the work process; how step is structured, who performs them, what their relative order is, how they are synchronized, how information flows to support the tasks and how tasks are being tracked. Our workflow reports add the dimension of time with workflow's to create "throughput" as a distinct measure creating an efficient, optimized organization.

EBSuite will completely automate your business. You will have more time to develop and refine your business strategy and tactics and less time managing people and processes.

Coach and guide each member to be their best
Automate Your Sales Pipeline
Automatic Email Messages at each Sales Stage
Automatic Appointments / Tasks / Alert Reminders
Work as a team
Ensure your Best Practices are followed

Highlights

Marketing & Sales Step Builder Work Flow

Our tight integration between each module enables managers to generate and automatically route sales leads to each sales team member. For example, easily deliver an email campaign with links to your "landing pages" where our online lead capture will track your prospect's feedback, delivery a personalized email, and alert the sales team member about this new "hot prospect". Each "hot" lead is delivered to a sales team member to begin the sales process.

Our Sales Step Builder is where each sales manager can automate and design each sales step. The Sales Step Builder creates the workflow and acts as the "virtual coach" to guide the sales person through each sale.

Manager may design multiple sales workflows each based on a specific criteria. Each The Sales Step Builder can be used to automatically deliver emails, create appointments / tasks and update sales opportunity field metrics. The Sales Step Builder can be configured to run on auto-pilot to deliver a "drip" email campaign to customer through-out the sales process.

Sales Steps can automatically alert sales staff at each sales stage with on-screen, text messages or emails notifications. Sales Steps can alert post-sales teams of upcoming new business that will demand their attention. In short, a complete automated system designed with your "Best Sales Practices" from initial lead to customer.

Customer Support — Help Desk WorkFlow

Empower you customer support team to create satisfied customers. Personalized email templates and our customer support portal deliver complete automated communication between you and your customers. Customers are always relaxed and informed about the status of their case. Case alerts and escalations ensure cases are never lost. Configure alerts to support your team's service level agreements (SLA). Each portal can be customized to each clients service needs to ensure accurate case information. Enable your organization to leverage superior customer service as a competitive advantage.

Post-Sales Product / Service WorkFlow

Facilitate team work and provide one resource for your team to manage post-sale product or service installation. Extend the workflow from the sale to alert your project team for the upcoming new business. Use our project wizards to quickly and easily create an entire project with just a few clicks. Assign each task and track the time and completion. Manage all the documents and dialog in one organized resource. In short, empower teamwork between sales and delivery.

Case Escalation to Engineering WorkFlow

There are times when support cases require more engineering or development. Re-classify and route cases to an engineer for resolution and to apply a "Patch to that Bug". Cases are automatically tracked and managed from their initial assignment to an engineer. Who can provide a solution back to those customers who were effected. Seamlessly integrated to create satisfied customers, automatically.