WiredContact Browser based Online CRM database systems
     

WiredContact Enterprise Introduction

Introduction

WiredContact is an industrial strength low cost simple to use CRM system that users will want to use.

As with any software training is going to be important; because WiredContact is so flexible it is worth investing time to discover what makes it so simple to deploy.

  • What are your reasons for investing in CRM ?
  • Who is responsible for owning the project and training in house ?
  • How will you Monitor the success of the system ?
There are a few simple concepts behind WiredContact - the system works the way our Clients work and the answer is usually yes so you will not need to compromise.

Unlike off the shelf systems designed with the mass market in mind - WiredContact has a uniquely flexible architecture able to adapt with ease from one industry to the next.

  • What are your objectives ?
  • Who is responsible for owning the deployment and usage ?
  • How will you Monitor the success of the system ?
  • Be sure to collate any customisation ideas through one person ?
  • Who will be the key person to engage with WiredContact on Support issues ?

As long as you have a written plan that is understood by your team and an agreement to support that plan with time, energy and budget then you will quickly reap the rewards of using one of the most Flexible CRM solutions available.

Profile of a User

Permissions are assigned to Users regardless of the Licence assigned to the user, with this approach the users experience can be highly configured to support their job description, the function of the department and the level of security that needs to be applied at record level or field level.

Administrator
May need absolute access to NEW business read only access to enquiries about to close
Sales Managers
May require read only access to new enquiries in their sales teams with reporting facilities on newly submitted business
Sales People
Ability to see their own records, to have stale leads brought to their attention and notified of anniversaries as they fall due
Directors and CEO
Require summary reports on a daily basis

Users can access the system using most devices, and can be assigned up to 9 levels of access as standard. The level of access can determine the features they have available to them. Line managers can easily be copied on the users activity levels during training periods.

Permissions

Basic permissions are quickly set up for a user as show in the example below - however WiredContact is far more granular than standard CRM systems. Flexible and comprehensive permissions can be also be deployed when needed please call to discuss your specific scenario.

WiredContact Permissions

Click here to see a larger image


A users Permissions can increase or be restricted during a session depending on the type or records they are looking at, certain conditions about the record such as if it belongs to another department or if the person viewing has no need to see certain elements of the record.

The Permissions aspect of WiredContact is extremely flexible and robust enough that Banks are happy with it.

Franchises
Single database - multiple companies have clearly defined levels of access
Financial Services
Shared Client data across multiple divisions

Layouts

The Layouts in your business will differ from every other Company using WiredContact, you can have as many Layouts as you need to support different stages of a Clients engagement with you from Suspect, when the marketing department want to profile the entry, Prospect when they start to show interest in your service and finally as a Client when you need to track your service delivery.

Layouts can alter as a condition changes on a Contact or Company record to reveal additional "Tabs" to specific users.

Licences

How many do I need Only buy what you need there is no minimum or maximum

Named One key Assigned to a specific person who must always have access

Concurrent One Key Assigned to a Multiple people who may require occasional access - asigned to large numbers of people this approach significantly reduces the cost of ownership.

Conclusion

You have invested in a CRM system that can be made so simple anyone can use it - at the same time others in your team could be be performing the most complex tasks. Whether you are a Company of 2 or 2,000 WiredContact is robust scalable and extremely flexible

As long as you have a written plan that is understood by your team and an agreement to support that plan with time, energy and budget then you will quickly reap the rewards of using one of the most Flexible CRM solutions available.

Support and Training

UK

  • support at wiredcontact.co.uk
  • Tel 020 8099 3032

USA

  • support at wiredcontact.com
  • Toll Free: 888.433.2891
  • Direct: 215.641.8585

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