Wizard Systems

Special Offer on 3 User GoldMine #crm

The best things come in threes and now we're pleased to offer a 3-User GoldMine CRM system aimed at small installations for new users or old users of GoldMine Standard Edition, which was discontinued some years ago.

A New or GoldMine Standard Edition user can now purchase a 3-User system for £930, a saving of £650!

This 3 User offer includes:

• 3 Licenses of GoldMine Premium Edition
• 3 Licenses of Microsoft SQL
• 90 Days Maintenance (renewable at £395 after)

Not included (and these might be important for you to get the most out of your CRM system)

• Other technical support options
• Installation / setup / customisation
• Training

This offer is valid until July 31st 2012.

For more information on the latest version of GoldMine for small business or a demonstration, please contact Wizard Systems.

...The best things come in three!

 

Latest Sage CRM 7.1 sp2 sales brochure hot off the press #crm

CRM - Customer Relationship Management - is more than just a software application. It is a business solution for all customer-centric processes. This brochure details how Sage CRM covers every interaction with customers across the entire business.

Download Sage_CRM_v7.1_Brochure

Find out how Sage CRM can improve internal business processes, enable closer management of new and existing customer relationships, increase revenues and decrease inefficiencies and provide management with timely and reliable insight to guide decisions.

For more information on how Sage CRM v7.1 can benefit your business, please contact Wizard Systems on 01454 316800.

 

QuoteWerks v4.7 Build 6 released. Get up to date with the world's best quote solution

New Inbox Tab on QuoteValet Dashboard 
The new Inbox tab on the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The inbox tab will display only new notifications, which can only be dismissed by the sales rep, giving you the flexibly to see all important notifications in one place.   

Enhanced QuoteValet Reporting
The new Inbox tab on the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The inbox tab will display only new notifications, which can only be dismissed by the sales rep, giving you the flexibly to see all important notifications in one place.   The document activity for each quote on the QuoteValet Dashboard is now color coded to easily distinguish between customer and sales rep activities. In addition to the new reporting filters, quotes can be filtered by "Doc Name contains", "Company starts with", and Source (QuoteWerks or QuoteValet Mobile).  

Tech Data Canada is now supported in Etilize 
The QuoteWerks content subscription, Etilize, now supports Tech Data Canada. Customers that purchase from Tech Data Canada can now bring in product pictures, marketing descriptions, spec sheets, and more into their quote with never leaving QuoteWerks.  

Enhanced salesforce.com integration 
The salesforce.com QuoteWerks integration now retrieves products from the salesforce.com price book up to 100 times faster depending on the number of products. In addition, the Merge Remote Documents feature is significantly faster. 

 

For more information on how to access the latest QuoteWerks software, please contact Wizard Systems.

 

Run Windows Applications from Your iPhone or iPad #crm #iphone #ipad

Now you can run your Windows applications from your iPhone or iPad. Our new GO-Global iOS Client uses intuitive multi-touch gestures to achieve popular mouse and keyboard operations. New features include auto-resize on device rotation, voice-to-text input, plus iPhone and iPad 3 screen display optimization. 

Our new GO-Global iOS Client is available as a free download from the Apple App Store. If you're a GO-Global customer, you can use the iOS Client to access your Windows programs from your iPad, iPhone, or iPod Touch.

For more information on GO-Global and how you can access your offices applications via the web, contact Wizard Systems.

 

NetSuite CRM webinar on growing your business with NetSuite #CRM

NetSuite is well known for its complete business solution encompassing Account, CRM and Ecommerce, but NetSuite can be supplied by us as a 'CRM' only application with of course the option of upgrading to the full solution at a later date.

On Friday 11th May at 10am UK time, Wizard Systems are running a free webinar to any potential new NetSuite CRM user to show you how it can benefit your company and why it is different from the other CRM solutions out there.

Please click below to regsiter:

Learn how to create sales quotations faster and easier with QuoteWerks #crm

 

Are doing sales quotes a chore for your company?  Do they take you a long time to do?  Fed up with using Word or Excel to do your quotes?  Is your product and pricing information all over the place?  Unhappy about the quality of your quotes?  Can't get any management information out?  Is there poor follow up of quotes?

If you answered yes to any of these questions, then attend our Webinar (a live presentation over the Internet) and see how QuoteWerks sales quotation software could revolutionise the way your company creates quotes.  The Webinar is on Thursday 10th May at 10am (UK Time) and lasts approx 30 minutes.  There is no cost to attend this Webinar.

QuoteWerks is a popular, low cost, easy to use system to manage the complete quotation and sales tracking process.  It can run 'stand-alone' or integrate seamlessly with some of the top contact-management programs, such as ACT!, GoldMine, Maximizer, Microsoft CRM, Outlook, salesforce.com, SalesLogix, and TeleMagic, allowing fast quote generation for customers already in your database. QuoteWerks can track all your products and services, and has a number of ways of defining how those items are priced.  It also works with different currencies. You can also create bundles of items, see product price history, enter volume discounts, use the product configurator and link similar products together to offer substitutions.  You can print, or email (in a secure PDF format) a quote by customising your output or using a variety of pre-existing templates. 

For more information on QuoteWerks, click here.

Register now by clicking the link below...

 

Nimble announce more options on Field look up values #crm

Nimble have made the default fields even better!  You now have the ability to edit, add or delete the field look-up values within Lead Type, Lead Source and Lead Status.  Check out this new feature by visiting your Settings then clicking on Data Fields.

Click here to regsiter for a free trial of Nimble for CRM integrated with your Social Networks.

 

Sage CRM v7.1 SP2 released #crm #sagecrm

We are delighted to announce that Sage CRM v7.1 Service Pack 2 (SP2) has been released today! The theme of this release is Cross Browser Compatibility, which has been a major customer requirement. 

Sage CRM v7.1 SP2 Feature Overview:

 
Cross Browser Compatibility
Access Sage CRM across all modern internet browsers and work efficiently through the modern, intuitive interface.

Document Attachment Enhancements
Attach and upload multiple files in a single transaction and benefit from a new intuitive drag-and-drop solution.

Mail Merge Enhancements
Launching a new server side mail merge solution with no plug-in requirements plus mail merge for custom entities.

Library Management
Manage library storage from within Sage CRM and get a full overview of your storage limits.

To find out more about how you can access the latest Sage CRM version, please contact Wizard Systems sales or support teams.

 

Sharing information about your products & services more efficiently with QuoteWerks

How does your organisation share information about products and prices?  All on an Excel spreadsheet?  Locked away on the company billing systems, or even on a hard copy price list?

QuoteWerks, the leading Sales Quotation software solution has a great way of sharing detailed Product information with your colleagues, and with customers on your quotes.

QuoteWerks comes with a ready-made product database with areas setup for large descriptions, custom fields, storing links to additional sales literature, a web site location for the product (this URL can be automatically included on all your quotes, thereby driving more traffic to your website!), a picture of the product which can be printed on the quote, links to related items, keywords to help with searching and of course various pricing options.

The QuoteWerks Report Writer also you to print out your product/price list in a very professional format for internal usage.

For more information on how you can improve your sales quotation process, talk to Wizard Systems.  Wizard Systems have 10 years experience with QuoteWerks and are one of the top five suppliers worldwide.

 

Sending out automatic surveys and how to gauge Customer Satisfaction

Staying in touch with customers is a difficult task for those charged with delivering customer service, and it's not always easy on a busy help desk to get feedback on how your customers perceive you are performing.  The HEAT Survey module offers an easy way to monitor how well the team is perceived and help identify opportunities to make improvements or change processes.  This helps lead to happier and more productive customers – and can even reduce the overall cost of service delivery.

HEAT Survey is a web-based solution designed to enable service organisations to quickly create, host and populate surveys across the enterprise – helping managers track user responses to individual topics or gauge the overall level of customer satisfaction.  Surveys are sent automatically by the HEAT system.

Responses from surveys taken using the HEAT module can then be linked to corresponding call records, creating a strong paper trail of issues and helping the service team to analyse issues and implement improvements moving forward. The HEAT Surveys can be initiated on an individual customer support issue using various sampling methodologies or can be performed across the entire customer base on a periodic basis. 

HEAT also comes with a number of reports to allow the manager to get an overview of those survey by User, Customer or even type of call.

For more information on how HEAT can transform your customer service or if you're already a HEAT user and want to know how to use the Survey Module, contact Wizard Systems.