Customer Relationship Management (CRM)
Manage your Prospective Customers
Our CRM component allows you to manage your sales pipeline of trade accounts.
Custom fields allow you to manage data elements for sales forecasting and tracking.
Clients subscribed to the Enhanced Website Plan or the Premier Bundle have access to our Customer Relationship Management (CRM) component. This is available at no additional cost. Major features of our CRM include:
There are inquiry, search and reporting capabilities around all these functions, as well as integration with our other modules, for example:
The CRM component rounds out our service offering and makes WineWeb a complete solution to manage your direct sales channel.
The CRM services supports not only existing customers, but prospects and other types of winery contacts. The service manages assigned tasks by individual, and is integrated with our reporting and import/export routines.