WinLine CRM

WinLine CRM: The module for sales, marketing, and service

Inhaltsverzeichnis

WinLine CRM software for customer relationship management is a complete system for sales, marketing, and service, making it the perfect solution for customer loyalty in your company.

Customer relations are the key to success for every successful company. WinLine CRM (Customer Relationship Management) software supports you in your daily data management and provides all the important information you need for successful new and follow-up business.

The preconfigured start screens, known as “cockpits,” are specially tailored to the various tasks in sales, marketing, service, and management by compiling the necessary data and functions (e.g., tasks, addresses, evaluations, or reports) in a role-based manner. You can manage your cockpit individually, adapt it according to priorities and tasks, expand it, or design additional cockpits.

Using the mobile Connect to WinLine CRM via smartphone or tablet, you can respond quickly to inquiries while on the go or enter data into your WinLine ERP/CRM system. And all this in real time via specially programmed apps. By integrating your mobile business processes into your IT strategy, you gain increased flexibility, productivity, and cost reductions, thereby strengthening your competitive position.

In addition to the WinLine programs for ERP, the WinLine CRM system is another core product of our comprehensive business software solution. CRM supports you in your daily tasks in sales, marketing, and service:

Integrated into the WinLine ERP solution
Maximization & optimization of customer loyalty
Increase customer loyalty
Build long-term customer relationships
Acquire new customers
Optimal information options about existing customers and prospects
Sales support through consistent campaign management
Standardized processes in service management
Central access to all customer and project data

Sales

Analyze your customers' buying behavior, identify potential for additional and complementary sales, and ensure not only greater customer satisfaction but also higher sales! WinLine CRM software supports your sales staff across the board. You have access to all relevant customer data at all times, enabling you to exploit opportunities for success in a targeted and consistent manner. Thanks to integration with WinLine ERP programs, information such as article stock levels, delivery times, customer discounts, and conditions, etc. can also be accessed.

Contact history and acquisition

Contacts are the most important asset for the sales department. That's why WinLine CRM gives you constant access to the current status, the entire history, the responsible contact persons, etc. Based on this data, you can control further actions and processes, such as special offers for supplementary or additional sales, discount campaigns, and much more.

With the help of the TAPI connection, the system establishes a telephone connection to the desired contact person with a single click. Using so-called “quick functions,” notes can be recorded during the call and then saved with the respective contact. This ensures that no information is lost.

Lead tracking

The control and monitoring of leads is a decisive factor in everyday sales. This is where sales are generated and opportunities explored. In WinLine CRM, you can track the entire process step by step, from contact entry to quotation creation to closing the sale. During the ongoing acquisition process, you evaluate the sales opportunities and decide which customers should receive the most attention.

Appointments, lists & tasks

Want to wish your customers a happy birthday, invite them to an open house, or offer them a replacement model for an item? With the integrated list wizard, you can define your selection criteria and create your lists and overviews step by step. You can display these on the screen, export them to Microsoft Excel for further processing, or save them in your cockpit for regular access.

You can create your personal to-do list based on your defined appointments and tasks. This ensures that you are always reminded of the tasks that need to be completed.

Selected functions:

Improved contact quality
Access to customer history
Identification of sales potential (cross-selling, upselling, new sales)
Customer and sales development
TAPI connection for telephone campaigns

Marketing

With a CRM program in marketing, you can seamlessly control and monitor your marketing activities. Through continuous customer contact, you have the opportunity to create, recognize, and ultimately meet demand. The use of a CRM system in marketing thus serves to effectively prepare and support your sales activities.

In addition to sales, CRM plays an important role in marketing. The targeted control and monitoring of campaigns, campaign implementation, and contacting customers and prospects via newsletters, form letters, or email are just some of the possibilities offered by the WinLine CRM program.

Target group selection

Create selections based on personal accounts, contacts, contact persons, representatives, and/or employees to prepare your campaign. A selection wizard guides you through the rest of the selection process. Here you define the criteria according to which the target group contacts are to be compiled. Several criteria can be combined (e.g., customers from postal code area X who have purchased product Z within a period of time Y).

Campaign management

Once the addresses have been selected, you can control your mailings via campaign management. Write your texts directly in the system or select an individual template and send your personalized information directly online to the selected addresses via the integrated outbox. With campaign management, you can create, send, print, and save serial emails and letters, lists, and evaluations.

Press relations

Send your latest press releases with WinLine CRM. Decide whether you want to use the entire press distribution list or only address specific contacts.

Selected features:

Campaign planning and execution
Target group selection
Design your own campaigns/promotions
Send serial letters and emails
Manage press distribution lists

CRM in service

Put your trust in the CRM solution for service, because services and products on the market are becoming increasingly comparable. This makes fast and customer-friendly service all the more important.

The WinLine CRM software offers many possible applications in service: as a help desk system for handling customer inquiries, for field service to record service reports and orders, or for automated complaint management with escalation warnings. This makes the mesonic WinLine CRM system a real asset for your customer service too!

Helpdesk & ticketing

Handle inquiries, complaints, service contracts, and support activities via WinLine CRM. Defined workflows control which steps are to be taken next on a case-by-case basis. Automatic notification functions and warnings ensure that no inquiry is forgotten. You can record the time spent on each inquiry for accurate cost calculation.