MARKETING, SALES & CUSTOMER SERVICE

Provide Outstanding Customer Service

Provides the best support to your customers

Maintain Stronger Relationships

Delivering strong marketing and sales messages are important and play a role in customer service. With the WorkWise ERP marketing, sales and customer service suite, our world class CRM software is designed to help businesses build and maintain stronger relationships with their customer base through marketing automation, storing customer purchasing history and streamlining standard procedures.

Our CRM can be implemented in two different ways to best fit your company’s needs, on-premise and through the cloud. Whether you own an ecommerce business, a brick and mortar, or both, this suite is designed to create a seamless customer experience.

WorkWise ERP - Marketing, Sales and Customer Service Suite

BUILD CUSTOMER LOYALTY, DECREASE DATA ENTRY ERRORS WITH A CRM/ERP INTEGRATION THAT UPDATES IN REAL TIME AND AUTOMATES DAILY MARKETING PROCESSES WHICH CUTS DOWN ON TIME CONSUMING TASKS.

WorkWise ERP Suite Features

CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Strengthen the relationship between your business and its customers with the CRM software integration, which stores customer information, can be used on mobile and hand held devices and works seamlessly with WorkWise ERP.

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ECOMMERCE GATEWAY

Perfect for online stores, this feature enters information (customer information, inventory levels, shipping details and order information) from your store into your ERP data, which gives access to important up to date ecommerce data.

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QUOTATIONS

Handle quotes faster with the ERP Quotations application, which saves users time and effort by converting quotes to orders through a streamlining process. Create accurate quotation content including pricing, notes, availability and images.

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ELECTRONIC DATA INTERCHANGE

EDI replaces paper mail, email and fax by electronically exchanging business in a standard format between business partners. Facilitating order entry, invoicing and Advanced Shipping Notice processes by removing paper forms and filings.

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ESTIMATING

Develop a better understanding of how to price items with the estimating application, while the WorkWise ERP customer order estimates handles creation, maintenance, shipping and invoicing of customer orders.

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SERIAL & WARRANTY CONTROL

Gain more control and develop an effective way to handle regulatory compliance while also maintaining accurate records for each warranty and serial number purchase and sale as well as service records and management notes.

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CUSTOMER ORDER ESTIMATES

Manage creation, maintenance, shipping and invoicing of your customer orders for goods and services. It accepts orders from a variety of inputs and prices items from a choice of discount and markup rules.

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RETURN MERCHANDISE AUTHORIZATION (RMA)

The return merchandise authorization (RMA) feature allows users to manage all returns and RMA requests as well as send replacement goods, approve or deny claims and print RMA’s for internal use.

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See It In Action