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CRM-Text-01
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Customer Relationship Management (CRM)

The free CRM forms the basis of the Worldsoft Business Suite. You can use the CRM to manage your contacts, communicate with your customers, create selections and import/export addresses. The CRM enables the structured and automated collection of all contact and customer data. The EMS, Factura and Affiliate modules all build on the CRM. All components work together and are cast from a single mold!

All information at a glance: Having an overview of all the relevant customer data simplifies management and sales activities. All processes are documented in one place. Your employees always have up-to-date information at their fingertips. Assign user rights to employees to specify which information is made available to them.

Individual CRM parameters can be changed in the settings. Please configure these settings before using the CRM:
Continue to the instructions ...

Activate your free CRM now or order one of the premium packages with many additional features:

Activate your free CRM Order premium packages1

Video tutorials

The CRM video tutorials offer a quick overview of CRM functions and features. You can find the video tutorials on the following page:

Video tutorials1
CRM-Uebersicht-Bild
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CRM-Anleitung
CRM-Anleitungen-Titel
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CRM instructions

CRM-Anleitungen-Generelle-Einstellungen
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Generelle Einstellungen
Settings - general

(Click on the cogwheels)

Before working with the WBS and the CRM primary module, you need to make certain settings, which are important for all areas of the WBS. This will also familiarize you with the software. Here you can configure:

  • your WBS,
  • the user admin,
  • the CRM,
  • your calendar.

Continue to the instructions ...

 

CRM-Anleitungen-Kundenverwaltung
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Kundenverwaltung
Contacts management

In the contacts management you can enter contacts, search for contacts, communicate with your customers and find all the relevant contact information.

Instructions:
Creating contacts
Quicksearch
Multi-function menu
Customer information and management
Detail pages
Setting up reference buttons (settings)
Managing appointments (calendar)

CRM-Anleitungen-Gruppenverwaltung
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Gruppenverwaltung
Group management

Group management is closely linked to selection.

Group management is used to define the groups to which your contacts are assigned. Groups can be used for communicating with a defined subset of contacts in a targeted manner, e.g. through newsletter marketing or with the lead manager of the Customer Relationship Management.

Instructions:
Using groups
Group hierarchy
Setting up groups

CRM-Anleitungen-Automatische
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Automatische Prozesse mit Gruppencodes
Automated processes with groups

Automated processes save management time. Information about products or services can be emailed automatically after a purchase or information request. Leads can be added to a project, etc.:

Automated processes

CRM-Anleitungen-Selektion
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Gruppenverwaltung
Selection - a central contacts management tool

Selection is closely associated with group management.

Selection determines who or what belongs to a group. In the WBS, contact selection criteria include group affiliation and data field content.

Instructions:
Selection strategy
Basic group selection
Create search (advanced selection)
Selection according to groups
Selection according to affiliate networks
Selection according to newsletter subscriptions
Selection according to data content
Combined selection
Selection filters
 


 

CRM-Anleitungen-Vorlagen
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Vorlagen für E-Mails und Briefe
Templates for emails, letters (PDF), Factura documents

You can create email and letter (PDF) templates and organize them according to categories. Templates are included.

Email categories / Letter categories
Email templates
Letter templates
System emails

Factura document templates (Factura)
Basic document settings (settings)

CRM-Anleitungen-Anbindung
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Anbindung an Ihre Website
Website integration

Website contacts are added to the CRM directly via forms. Inquiries and orders are automatically stored in your database. Fully automated processes such as email confirmations, proper encoding in the database or automatic invoicing save a great deal of time and effort. The WebConector can be used to easily create custom forms for inquiries, newsletter registrations and orders. These forms are integrated into your website via links.

Creating forms in WebConnector...

CRM-Anleitungen-Kundenbindung
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Kundenbindung durch Kommunikation
Customer retention through communication

Customer retention and communication are becoming more and more important, as the acquisition of new customers can be up to five times more expensive than customer retention. The CRM optimizes the dialog with the customer.

Automatic inquiry response is a necessary function for communicating with visitors to your website. Included is an autoresponder which responds flexibly to special requests and can thus do more than an ordinary autoreply with a standard response to content it cannot fathom.

Continue to the communication instructions...  
Automatic inquiry response (autoresponder) 

CRM-Anleitungen-Leadmanager
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Leadmanager
Lead manager

The lead manager is used to organize your customer acquisition.You can assign your employees specific contacts for processing. The color-coded status messages provide a quick overview of all activities.

Instructions:
Setting up a project for the lead manager (in the CRM settings)
​Assigning and editing leads (contacts)
 

CRM-Anleitungen-Adressen
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Adressen- Import und Export
Address import and export

All CRM data fields are available for import - including additional fields that can be defined individually. You yourself can specify the desired data fields. When exporting, you can also specify which addresses you want to export with which data fields.

Continue to the instructions...

CRM-Anleitungen-Kalender
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Kalender
Calendar (appointment management)

Use the calendar module to manage your appointments. For this purpose, the calendar is connected with the other WBS modules - in particular with the lead manager.

Continue to the instructions...

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