WinLine CRM
CRM and workflow management
To provide personalised customer service and streamline business processes, WinLine CRM brings together all key information about your customers and contacts with integrated workflow management. This allows you to maintain a clear overview at all times and automate recurring processes within your organisation.
WinLine SMART SHARE and WinLine ToDo are also available to support your day-to-day collaboration. Share information within your team and organise tasks and appointments.
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.
Well organised and perfectly connected
With WinLine CRM, you have two integrated tools at your disposal that make your day-to-day collaboration easier: WinLine SMART SHARE and WinLine ToDo. Share information, coordinate tasks and keep track of your appointments at all times – all directly within your WinLine.
Communicate more effectively
Exchange information with colleagues, share documents and keep everyone involved up to date. Directly within WinLine and in the context of your business processes.
Keep track of tasks and appointments
Organise personal and shared tasks, plan appointments and keep an eye on upcoming activities. The AI assistant AIDA helps you manage your tasks even more easily.
Main Features
- Seamless integration with the WinLine ERP solution
- Integrated workflow management for the automation of individual business processes
- Support throughout the entire customer journey
- 360° overview: all information on customers, prospects, contacts and projects in real time
- Comprehensive customer history for personalised support
- Standardised processes for recurring tasks
- Direct team communication via the WinLine SMART SHARE messaging tool
- AI-powered appointment and task management with WinLine ToDo
- Mobile and cross-client working
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
Manage your tasks and appointments directly within WinLine CRM. This allows you not only to manage individual appointments and activities, but also to automate the associated business processes. For example, you can assign responsibilities for a customer enquiry or a complaint and define possible follow-up steps to ensure a seamless workflow. With automatically generated follow-up reminders and notifications, you can ensure that all tasks are dealt with on time. As the individual activities mesh seamlessly, your processes remain traceable at all times.
Extract from the highlights:
- Management of appointments, tasks and actions
- Control of workflows with defined follow-up steps
- Automatic follow-ups, reminders and escalation data
- Calendar synchronisation with Microsoft Outlook
- Integration of appointments, tasks and calendars into the WinLine Cockpit
Stay perfectly organised in Teams with WinLine ToDo
Whilst traditional CRM task management focuses on structured processes and follow-up steps, WinLine ToDo emphasises the collaborative organisation and completion of tasks – even across multiple users and user groups.
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
- mobile data 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.
Extract from the highlights:
- Internal order request, management and release management
- Contract management, e.g., for leasing, cell phone contracts, etc.
- Realization of a fleet management or facility management system
- Procurement management
- Application acceptance procedures
Examples from WinLine CRM
