New OrderWise CRM Delivers Improved Usability & Mobile App Functionality


It’s vital for businesses to build and maintain strong relationships with their customer base and it’s important to have a structured method of managing these relationships in place. To this end, CRM systems are an efficient way for businesses to manage their customer interactions, tasks to be undertaken, and more. However with many businesses choosing to deploy standalone CRM solutions that aren’t linked to their back office Sales, Marketing and Reporting systems, having all the right information available for effective pipeline management can prove difficult.

Working in this way, businesses can find staff having to pull information from multiple sources and platforms in order to confidently progress sales opportunities and projects. In addition companies deploying standalone CRM systems end up paying for multiple solutions instead of one, adding on costs rather than maximising profitability.

Introducing The All New OrderWise CRM

With the new OrderWise CRM, businesses are provided with the ideal solution for maintaining positive customer relationships and for targeting the right customers and prospects at the right time, in order to build stronger, more profitable relationships.

Unlike most CRM systems, OrderWise CRM is not a stand-alone application. Instead it is fully integrated with the main OrderWise Business Management Software, providing a complete workflow management tool and central hub for all customer interactions, ensuring your business can grow without the need to increase overheads. OrderWise CRM can be configured and customised to match the needs of each role or department within the business so that the right information is captured and prescribed workflows are followed effectively.

Benefit From Advanced Workflow And Pipeline Management Tools

OrderWise CRM has been designed for usability, providing a simple set up process and an easy user interface for fast staff adoption. By selecting a company defined track, be it for managing new sales enquiries, account management, projects or services, OrderWise CRM offers your staff one central place for managing all their customer activities both accurately and efficiently within your own defined procedures.

Using the simple drag and drop functionality, staff can move records along their CRM pipeline as they progress, allowing for structured management and analysis during each stage. Colour-coded records that show overdue, scheduled and unscheduled activities ensures daily communications can be managed easily and leakage from overdue or incomplete tasks can be quickly handled. Workflow, activity and pipeline management tools focus staff on who they should be contacting, when and why, giving them access to vital information such as outstanding quotes and current stock levels, for effective prioritisation.

Harness The Power Of An Effective Lead Generation & Sales Cycle Built On Data Integration

But that’s not all. The newly improved OrderWise CRM has also been specially designed to offer the same highly useful sales tools both in-system and on the OrderWise App, allowing staff to keep on top of their sales pipeline from their desk and out-on-the-road. By utilising the OrderWise App, users will have quick and easy access to all the same functionality available with the desktop version of OrderWise CRM, giving the added benefit of being able to conduct business anywhere, anytime.

The true power of OrderWise CRM comes when combining this module with OrderWise Marketing, Business Intelligence and BI Alerts for further efficiency and profitability benefits. From directly within the timeline view of CRM, OrderWise provides a powerful insight into your customer’s interactions across the entirety of your business, from the initial marketing campaign click to that scheduled follow up call, all the way through to an order placed and everything in between. With this knowledge at your fingertips, staff are provided with an extensive understanding of their prospects. Displaying as an alert against the customer name in the CRM pipeline, BI Alerts will notify staff of key sales information in an instant meaning businesses can actively target their right customers at the right time, ensuring potential leads are optimised and maximum sales are achieved. When a sale is closed, Business Intelligence can then be used for analysing these results and drilling down to unlock greater sales potential. By drilling down into this data, businesses can use the Marketing module to create even more dynamic and targeted campaigns.

By harnessing the power of OrderWise CRM and using it alongside the OrderWise Marketing and Business Intelligence tools, businesses are provided with a flawlessly integrated all-in-one customer relationship management solution to suit even the most diverse business requirements.

Existing users can contact our Client Account Management team, and to discuss your requirements in more detail please call 01522 704083.