WL CRM - Customer Relationship Management

Workflows automate business processes

In daily data management, WinLine CRM gives you an all-round view of all relevant information on customers, interested parties and contacts in real time. The best prerequisites for individual customer support throughout the entire customer journey process and the basis for successful business.

Optimized customer relationship with CRM

With the integrated workflow management system, tasks with fixed processes can be processed quickly, transparently and with a minimum of errors. Instead of doing tiresome routine tasks, your employees now have more time for more complex or creative tasks.

Main Features

Integrated in the WinLine ERP suite
Integrated workflow management
Set up of individualized, automated processes
Management of all customer processes
360° overview: all information on customers, prospects, contacts, and projects in real time
Optimal access to customer history
Standardization of recurring activities
Introduction of Social Collaboration
Mobile, cross-company processing

Success factor workflow

The integrated workflow management tool is the main component of WinLine CRM. This is where you configure workflow and workflow steps for automating recurring processes in your company by setting up rules, authorizations, forwarding schemes, alerts, etc.

In this manner, you can automate and standardize many kinds of processes from all areas of your company. Recurring activities are thus quickly and securely completed, while at the same time conserving resources and lowering costs.

Your advantages when using a workflow management system

Automation, standardization and streamlining of work processes
Reduce costs and processing time
Improved flow of information
Error reduction
Flexible work processes of high quality
Optimization of event and task monitoring
High transparency at all times through documentation, processing status, and reporting functions

Rethink processes - Usage of WinLine CRM - Examples

Task and event management

Automate your task management and manage events, calls, tasks, sales activities, etc., for yourself, other individuals, or entire groups. Set up automatic follow-up alerts to ensure that no item is neglected.

Extract from the highlights:

Overview of personal and group To-Dos
Follow-up alerts, reminders, escalation dates
Calendar synchronization with Microsoft Outlook
Insertion of To-Dos, Events, Lists, Calendars etc. into the WinLine Cockpit

360° contact information

You can‘t get more information than this: Call up quotes, sales, notes, agreements, contracts, projects, customer conditions and discounts, open items, etc. at the click of a button. Integration with the WinLine ERP modules lets you see up-to-date stock levels and delivery times to assist in replying to requests for information.

Extract from the highlights: :

All customer, vendor and contact person information at your finger tips
Chronological customer history
Simple-to-use search functions
Increased availability of information
Real-time data

Customer aquisition

Using lead tracking you can monitor your customer‘s activities from the first contact to the conclusion of contract, and resulting post-sales activities. Contact persons, contact data, customer history, sales reports, service tickets, and processing status are just a few of he kinds of information that allow you to plan special offers, discount sales, and many other types of followup actions. Sales and marketing campaigns can be organized and monitored with the integrated Campaign Management module.

Extract from the highlights: :

Monitoring of customer/turnover development
Sales opportunity analysis at the press of a button
Seamless lead management
Campaign management and monitoring
Email monitoring with WinLine MTA module (conforming to data protection regulations)
Assisted target group selection
Assisted custom list generation

Customer service

Solutions and products become more comparable, and quicker, more customer-friendly service comes into focus. You can perform customer service, repairs handling, claims management, support and consulting activities, as well as related event planning (external workforce, technicians, etc.) on an individual, speedy and dependable basis.

Extract from the highlights:

Speedy processing of service/warranty requests
Ticketing system configuration
Automatic reminders, warnings, messages
Targeted processing order for tasks
Precise cost calculations through actual work time recording and association
Support for external work force with mobile access

Internal organisation

Tune up the internal processes in your company and maintain a clear overview of projects, contracts, company fleet operations. Further, you can automate internal order processes or manage vacation, training, or budgeting requests quickly and automatically.