Reporting

WebLearningCRM Workplace reporting turns data into actionable information. Managers can monitor business performance across customer segments, marketing campaigns, sales opportunities and customer satisfaction levels. Charts can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying the reports is that actual data, so managers can drill down and explore the opportunities shaping the entire business.

Impact
Segment prospects and customers based on attributes that drive your business
Benchmark campaigns to understand which efforts produce the most revenue
Roll-up and analyse sales opportunities across your organisation
Monitor the customer satisfaction of accounts.

Collaboration

Underlying marketing, sales and support activities, WebLearning Suite collaboration provides capabilities to manage activities and projects, share documents, and integrate third-party information into WebLearning Suite with content syndication. WebLearning Suite collaboration streamlines common tasks and promotes more effective communication across the company.

Activity Management

WebLearning Suite's activity management streamlines the tasks necessary to get the job done. Manage e-mails, meetings, calendars and calls within a central location to ensure teams work together to close more opportunities in a shorter period of time.

Impact
Schedule and assign calls attached to a specific account to ensure a more complete customer record Archive emails and meetings notes to individual accounts
Manage schedule, meetings and calendars in a single location.

Tools and Administration

WebLearning Suite tools and administration allow managers to quickly customise the WebLearning Suite application to fit unique business demands. Change a field, tab or the layout with a simple drag-and-drop user interface in the WebLearning Studio. Design workflow processes within your organization to streamline the information flow within your organization. Access Control Levels allow information to be shared or restricted based on user profile, role or team. Finally, extend WebLearningCRM with hundreds of additional business modules with the WebLearning Module Loader.

Marketing Automation

WebLearningCRM Workplace closes the loop between marketing activities and deal signings. Manage leads from multiple sources, build and track marketing campaigns, manage multiple email marketing offers, and ensure marketing and sales reps have to up-to-date information necessary to close the deal. With WebLearningCRM Workplace, companies are more confident about how their marketing dollars are spent and how campaign activities drive the top-line.

Impact
Close the gap between lead generation and deal closure
Segment customers to target the right customer set with the right message
Generate and monitor campaigns across all customer channels
Understand which campaigns are effective through customizable reports and dashboards.

Lead Management

WebLearningCRM Workplace's lead management gives marketing professionals the tools to manage prospects and existing customers. Qualify and track leans from multiple campaigns and hand them off to the correct sales representative. Ensure prospects lists are valid and marketing offers are coordinated. With WebLearningCRM Workplace lead management, companies have the tools to populate the pipeline with more qualified leads.

Impact
Segment leads based on the attributes that drive your business
Import and export lists from third-parties
Automatically capture leads across multiple channels
Convert leads to opportunities and ensure appropriate follow-up.

Campaign Management
WebLearningCRM Workplace campaign management centralizes the development, execution and monitoring of monitoring campaigns across multiple channels. With WebLearningCRM campaign management, companies achieve better visibility into the effectiveness of marketing spend.

Impact
Provide detailed views into campaign effectiveness across marketing and sales stages
Define campaign routing and approvals to ensure buy-in across the organisation
Benchmark campaigns to understand which campaigns produce the most revenue

Email Marketing

With email marketing, WebLearningCRM Workplace allows marketing managers to design campaigns that convey the brand identity of the organisation and to interact with targets and customers to ensure higher response rates and more respectful communication.

Impact
Ensure campaigns are brand consistent and coordinated across customer channels
Monitor campaign execution to ensure offers reach the targeted audience
Track and assign opportunities to campaign leads

Sales Collateral
WebLearningCRM Workplace's sales collateral management means that marketing and sales people will never be left in the cold when it comes time for an important presentation. Manage multiple format types including Word, PDF, PPT and Excel documents in a central location to ensure reps have the tools to close the deal. Ensure relevance by managing expiration dates and revisions so that the team presents a unified message to the market.

Impact
Present a consistent message to the market
Possess the tools to dazzle customers and close more deals
Manage out-dated materials and presentation revisions

Customer Support

Acquiring new customers is much more expensive than selling to existing ones. With WebLearningCRM Workplace customer support, companies have the confidence that customer cases will be handled quickly and effectively. WebLearningCRM Workplace customer support centralizes customer service requests across channels to allow companies to diagnose bugs, assign and escalate customer issues to resolution. Better customer support with WebLearningCRM Workplace drives repeat sales and lasting customer relationships.

Impact
Centrally manage and share all customer service issues
Understand frequency of incidents to improve product quality
Measure the responsiveness of customer support.

Case Management
WebLearningCRM Workplace case management centralizes the service history of each customer, allowing for a detailed view of customer requests and responses. Case management metrics allow managers to monitor how cases are handled and to escalate issues to ensure customer satisfaction.

Impact
Gain a complete view of customer service request history
Escalate unresolved issues before they become large problems
Monitor the effectiveness of case responses

Bug Tracking
Effective service organizations resolve customer problems quickly and recycle feedback from customers into the next generation of product. With WebLearningCRM Workplace bug tracking, companies gain a complete view of product problems, their frequency and the effort needed to resolve the problem. WebLearningCRM Workplace bug tracking not only ensures that customer problems are solved, but that products are improved.

Impact
Ensure all customer cases are managed based on priority, status and category
Identify and prioritize customer problems
Assign incidents to employees based on availability, expertise or account relationship

Sales Management

WebLearningCRM Workplace drives sales performance by allowing sales representative to track and share opportunities, manage and upsell into existing accounts, coordinate activities across teams, monitor pipeline stages through dashboards, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

Impact
Share sales data across individuals and teams
Focus attention on the most profitable deals
Bring new sales representatives up to speed
Present effective presentations and proposals to customers
Monitor quota progress and business performance

Opportunity Management
WebLearningCRM Workplace allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customise WebLearningCRM Workplace to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.

Impact
Share opportunity information across individuals and teams
Increase sales productivity through standardized sales processes
Ensure effective opportunity handling through collaboration and business process workflow
Tailor sales methodologies to meet your business needs

Dashboards
WebLearningCRM Workplace Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.

Impact
Present user-specific information about sales opportunities and progress Consolidate sales information from across the business for executives Customize charts and reports based on key metrics Drill down on charts to understand account progress and individual performance

Account Management

WebLearningCRM Workplace's account management provides a single view of customers across products, geographies, account, and status. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.

Impact
Understand account status and relationships Improve up-selling and cross-selling opportunities Ensure consistent interactions with customers Share account information across marketing, sales and support departments

Team Management
WebLearningCRM Workplace's Team Management allows complex organizations to define and manage dynamic teams to respond to opportunities. Designate team ownership and assign team members based on product expertise and skill levels. Once the teams are in place, monitor their effectiveness and make the changes necessary to secure more deals.

Impact
Define teams based on market and customer needs
Assign leads to teams based on expertise and existing relationships
Analyze how teams are working together and identify potential gaps in performance.
Change teams based on market or resource demands