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WPCRM Features

Here's a closer look at the features and benefits of the suite of WPCRM modules, which is easily adaptable to both small and large businesses.

ERP Integration

WPCRM delivers an unusually high level of ERP integration expertise, due to the fact that several core members of our architecture and development team have extensive experience working directly with and for large global ERP companies.
WPCRM is designed with a proprietary ERP connector that enables rapid integration with [diverse ERP systems], as well as the ability to rapidly integrate with other third party software. Simply contact us if your ERP system is not on the list. The end result? Increased visibility and immediate access to relevant business data--at all levels of the organization.

Mobile Business Intelligence

Using the right supporting materials can greatly empower and enhance a smart sales force. But you need actual data to make sound decisions that could alter performance and improve customer satisfaction.
WPCRM transforms your company's quantitative data and performance metrics into actionable reports, dashboards, and executive-level reporting that drive decisions. In the office or on the go, users can access the data from any location simply by using a smart phone, tablet, or laptop.

Integrated Marketing

WPCRM makes it easy to improve marketing processes. By using powerful tools that fine-tune efforts and further segment customers, better results are achieved. WPCRM helps with the management of email marketing campaigns and makes it possible to target them to a specific group based on actual sales data. The ability to integrate at this level is rare, but WPCRM is a powerful tool with far-reaching capabilities.
Advanced Marketing capabilities include: 
  • Measuring ROI for e-marketing efforts
  • Detecting and responding to buying patterns
  • Addressing “white space” cross-selling opportunities
  • Recognizing and correcting stoppages in customers’ buying behavior
  • Setting up drip campaigns
  • Social Media integration

Outlook/Exchange/Lotus Notes Integration

Sales professionals who maintain a high level of efficiency typically experience equally high levels of success. But managing customer expectations is a time-consuming task that requires organization and ongoing communication. Integration with day-to-day messaging applications such as Microsoft Outlook makes these increased efficiencies possible while simultaneously decreasing the amount of time spent on administrative tasks. Likewise, managers can use this feature to keep their sales teams organized and accountable by scheduling tasks, managing schedules, and monitoring performance.

Collaboration Tools

Cross-departmental collaboration is essential within an organization to provide a consistent and sustained level of value to your customer base. WPCRM provides your organization with the tools to share visibility to customer-related activity using the proprietary Activity Feed. Managers can use this to keep track of the inner workings of the sales team. Likewise, all departments benefit from increased communication within the organization, which saves time and effort while simultaneously improving the overall customer experience.

Full List of WPCRM Features

  •  Account Management
  • Contact Management
  • Opportunity Tracking
  • Sales Pipeline Management
  • Sales Planning / Goal Setting
  • Integrated Sales Analytics
  • Customizable BI Dashboards
  • Marketing Campaign Management
  • Customer Support Management
  • Active Directory Integration
  • Full User/Role System Security
  • Activity Feed
  • Automated Alerts/Notifications
  • Customizable Business Workflows
  • Quote Creation and Management
  • Task Management
  • Training Course / Event Management
  • Social Media Integration
  • Infor ERP Integration
  • Bi-directional Exchange Sync
  • Outlook Productivity Add-In
  • Mobile CRM
  • Sales Activity Reporting
  • Project Management
  • Multilingual Support
  • Product Recommendations
  • Promotion Management and Reporting
  • Customer Pricing and Availability
  • Vendor Rebate Analytics
  • Phone System Integration
  • Sales Incentive Tracking
  • Full Product Customization
  • SQL Reporting Services Integration
  • Excel pivot table integration
  • Enterprise usage analytics
  • Proven implementation roadmap