Wizard Systems

Email Marketing first time user? Mailchimp and Workbooks could be a great place to start - Event 11/12

Email marketing remains one of the most effective ways to reach customers and prospects. If you have never done email marketing before, and need something simple to start with, yet has basic integration with Workbooks then look no further.

We are running an online event to our Workbooks CRM customers on Wednesday 11th December at 2pm UK time to show the basics of the integration.

REGISTER HERE TO ATTEND

The integration between Workbooks and Mailchimp bridges the gap between your customer data and email marketing efforts, eliminating manual data entry and reducing the risk of errors. By automatically syncing your Workbooks contacts with Mailchimp, you can ensure your email lists are always up-to-date and your campaigns reach the right audience.

Key Benefits of the Integration

The Workbooks-Mailchimp integration offers several advantages for businesses looking to enhance their email marketing efforts:

Automated Contact Synchronization: Changes made to contact records in Workbooks automatically reflect in your Mailchimp audience lists, ensuring data consistency across both platforms.

Segmentation Made Simple: Leverage your Workbooks data to create targeted segments in Mailchimp, allowing for more personalized and effective email campaigns.

Campaign Performance Tracking: Monitor email campaign metrics directly within Workbooks, giving you a complete view of customer engagement and campaign success.

Time and Resource Savings: Eliminate the need for manual data entry and list management, freeing up your team to focus on creating compelling content and analyzing results.

Getting Started

Setting up the integration is straightforward. Once configured, you can begin mapping your Workbooks contact fields to Mailchimp audience fields, ensuring that the right information flows between the systems. This allows you to maintain clean, accurate data while taking advantage of Mailchimp's robust email marketing features.

Making the Most of Your Email Marketing

With the integration in place, you can:

Create targeted email campaigns based on customer data stored in Workbooks Track engagement metrics and campaign performance Automatically update contact information across both platforms Use Workbooks reporting tools to analyze campaign effectiveness and ROI

The combination of Workbooks' powerful CRM capabilities and Mailchimp's user-friendly email marketing platform creates an efficient solution for businesses of all sizes. Whether you're sending newsletters, promotional campaigns, or targeted communications, the integration ensures your message reaches the right audience with minimal manual effort.

Ready to enhance your email marketing strategy? Contact Wizard Systems to learn more about implementing the Mailchimp integration for your organization.

QuoteWerks new integration with ACT! for Web!

Are you an ACT! CRM User and have a need for a comprehensive quote solution integrated to your CRM?

Let's explore some of the key advantages QuoteWerks offers (here's the basics):

• Effortless Quote Creation: QuoteWerks empowers you to create professional-looking quotes quickly and easily, enhancing your brand image and making a positive impression on your clients.
• 55+ Seamless Integrations: QuoteWerks seamlessly integrates with over 55 popular platforms, including Act! for Web, streamlining your workflow and ensuring data consistency across your business applications.
• Boost Your Sales Pipeline: QuoteWerks provides insightful dashboards and reporting tools, enabling you to track your sales pipeline effectively and make data-driven decisions to improve your sales performance.
• Streamline Your Quote-to-Cash Process: QuoteWerks simplifies the entire quote-to-cash process, from quote creation to order fulfillment, allowing you to manage your sales operations more efficiently and accelerate your revenue cycle.

And here's how QuoteWerks seamlessly integrates with Act! for Web, further optimizing your sales process:

• Contact Management Made Easy: Search for Act! contacts directly within QuoteWerks, eliminating the need for manual data entry and ensuring accuracy in your quotes.
• Automated Data Transfer with DataLink: This innovative feature pulls essential customer data, such as terms, sales tax rates, and pricing profiles, from Act! into your quotes, saving you time and reducing errors.
• Personalized Quotes with Print Layouts: Customize your print layouts to include specific Act! data fields, enabling you to create highly personalized and informative quotes that cater to each client's unique requirements.
• Effortless Quote Tracking: QuoteWerks automatically generates links to your quotes within Act!, facilitating easy access, organization, and a comprehensive record of your client interactions.
• Enhanced Sales Opportunity Management: When you save a quote in QuoteWerks, it automatically creates a corresponding Sales Opportunity in Act!, providing valuable insights into your potential revenue and allowing you to manage your sales pipeline proactively.
• Seamless Order Conversion: Upon customer acceptance, QuoteWerks smoothly converts quotes into orders and updates the associated Act! Sales Opportunity, reflecting a completed sale.
• Detailed Line Item Tracking: Choose to incorporate individual line items from your QuoteWerks quotes as Products/Services within the Act! opportunity, ensuring detailed tracking and accurate reporting.
• Follow-Up and Scheduling Made Easy: Schedule follow-up calls, meetings, or to-do items directly from QuoteWerks, all linked to the specific quote, ensuring a structured and organized sales process.
• Automated Email Logging for Complete Transparency: Emails sent through QuoteWerks are automatically logged in Act! history, providing a centralized repository for all client communications and maintaining a transparent record of your interactions.
• Dynamic Lookup Lists for Enhanced Flexibility: Leverage macro values within QuoteWerks lookup lists to access Act! data fields, further enhancing flexibility and ensuring consistency across your systems.

QuoteWerks empowers your business to create professional, compelling quotes, gain valuable insights into your sales pipeline, and streamline your entire quote-to-cash process.

Ready to transform your sales process? Contact Wizard Systems today to discover the latest QuoteWerks features and how we can help you harness the full potential of this powerful software.

QuoteWerks announces integration with HaloPSA

As a dealer of QuoteWerks, we are excited to share some fantastic news that many of you have been eagerly anticipating: the early release of our HaloPSA integration!  This integration has been one of the most requested features from our community, and we are thrilled to deliver it ahead of schedule.

Why This Integration Matters

QuoteWerks is already known for its robust integration capabilities with leading CRMs and PSAs, such as Autotask and ConnectWise PSA. However, the demand for a seamless integration with HaloPSA has been particularly strong.  We understand that many of our clients rely on HaloPSA for their business operations, and this integration will significantly enhance their quoting and sales processes.

Early Release Announcement

In response to the overwhelming demand, we decided to release the HaloPSA integration earlier than planned, rather than waiting for the next major version, QuoteWerks v25.  We are still working on fine-tuning certain aspects and implementing the integration in QuoteWerks Web, but users of QuoteWerks Corporate Edition Desktop can start using this feature right away by updating to v24 Build 4.

Key Features of the HaloPSA Integration

• Contact Management: Easily search for and import HaloPSA contacts directly into QuoteWerks.
• Sales Opportunities: Create and update sales opportunities within QuoteWerks that sync with HaloPSA.
• Quote Management: Generate and manage quotes that automatically sync back to HaloPSA.
• Item Database Access: Interact with the HaloPSA items database seamlessly from within QuoteWerks.

This integration not only streamlines your quoting process but also ensures that all essential tools work together efficiently, minimizing data entry errors and improving overall productivity.

Getting Started with the Integration

For those who currently use QuoteWerks Corporate Edition Desktop, simply update to the latest build to access this new feature. Videos are available on the QuoteWerks website about the integration.

For more information about QuoteWerks upgrades, contact Wizard Systems.

Seamless Integration - Workbooks CRM and SharePoint - Event 27/3

If your business utilises both Workbooks CRM and Microsoft SharePoint, you'll be excited to learn about the powerful integration between these two platforms. By connecting Workbooks and SharePoint, you can unlock enhanced productivity, streamlined document management, and seamless collaboration across your teams.

Centralised Document Management
One of the key benefits of this integration is the ability to manage and access SharePoint documents directly from within Workbooks CRM. Whether you need to share sales proposals, contracts, or other critical files with customers and colleagues, the integration eliminates the need to constantly switch between applications. Simply navigate to the relevant record in Workbooks CRM, and you'll find all associated SharePoint documents right at your fingertips.

Streamlined Processes
The Workbooks-SharePoint integration goes beyond just document sharing. It allows you to create and update SharePoint documents directly from Workbooks CRM, ensuring that your team always has access to the most up-to-date information. This tight coupling of systems streamlines workflows and reduces the risk of version conflicts or outdated data.

Improved Collaboration
Collaborating on documents has never been easier. With the integration, you can seamlessly share, edit, and co-author SharePoint files from within Workbooks CRM. Team members can work together in real-time, leaving comments, tracking changes, and ensuring that everyone is on the same page, regardless of their physical location.

Enhanced Security
Both Workbooks CRM and SharePoint prioritise data security and compliance. By integrating the two systems, you can take advantage of robust security features, such as granular access controls, audit trails, and encryption, ensuring that your sensitive information remains safe and accessible only to authorised personnel.

Effortless Setup and Configuration
Setting up the Workbooks CRM and SharePoint integration is a straightforward process. With clear documentation and support from both platforms, you can quickly establish the connection and start reaping the benefits of this powerful integration.  Wizard Systems offer a quick-start implementation service also!

In today's fast-paced business environment, seamless collaboration and efficient document management are key to success. By leveraging the Workbooks CRM and SharePoint integration, you can unlock a world of productivity, streamline your processes, and empower your teams to work smarter, not harder.

Explore the integration today and experience the power of connected systems that work together seamlessly.   Join us for an exclusive webinar where we'll dive into the game-changing integration between Workbooks CRM and Microsoft SharePoint.  The event is on Wednesday 27th March at 2pm UK time.

Register Here

 

Ditch the Middleman: Why Upgrading Your Workbooks CRM Outlook Integration is a No-Brainer - Event 6/3

Workbooks Outlook Connector (WOC) for Outlook integration is being phased out and being replaced with a superior solution,  the Workbooks Exchange Server Sync (WESS).

Join us on our next Workbooks 101 session this Wednesday 6th March 2pm UK, and we'll be explaining all.  Please register for this event.

There are several benefits to moving from Workbooks Outlook Connector (WOC) to Workbooks Exchange Server Sync (WESS) for integrating Outlook with Workbooks CRM:

Improved Reliability:

• Direct server connection: WESS connects directly to your Exchange server, bypassing Outlook as a middleman. This eliminates dependencies on the Outlook application being open and logged in, resulting in more consistent and reliable synchronization.
• Reduced reliance on third-party software: WOC relies on the Outlook Connector plug-in, which can sometimes introduce additional points of failure and require compatibility updates. WESS avoids this dependency, simplifying your IT infrastructure.

Enhanced Functionality:

• Wider synchronization scope: WESS can synchronize more data fields beyond emails and calendars, including tasks, contacts, and notes. This provides a more holistic view of your interactions within Workbooks CRM.
• Push synchronization: WESS offers two-way, push synchronization, meaning changes made in either Workbooks CRM or Outlook are instantly reflected in the other platform. This improves data accuracy and eliminates manual syncing efforts.
• Offline access: With WESS, some data can be accessed and even edited offline within Outlook, offering greater flexibility and productivity when disconnected from the server.

Additional Benefits:

• Increased scalability: WESS supports larger user bases and data volumes more efficiently than WOC, making it suitable for growing organizations.
• Improved security: WESS utilizes secure communication protocols and avoids potential security risks associated with data passing through Outlook.
• Simplified administration: Managing user access and configurations is easier with WESS due to its direct server connection, streamlining IT administration tasks.

However, it's also important to consider that migrating to WESS might require some initial setup and configuration changes. Additionally, compatibility with older versions of Exchange might be limited.

Overall, WESS offers significant advantages in terms of reliability, functionality, scalability, and security for integrating Outlook with Workbooks CRM. If you're facing limitations or challenges with WOC, making the switch to WESS is likely a worthwhile investment for your organization.

Sage CRM + Sage 50: Better Together for Seamless Management

Seamlessly Connecting Sales, Service, and Finance

Businesses today require tight coordination between sales activities, customer service, and financials to succeed. To facilitate this, leading CRM and accounting software providers have partnered to develop powerful integrations that bridge these critical functions.

The best of these integrations link Sage CRM, a top customer relationship management solution, with Sage 50, a popular accounting platform from the Sage Group (formerly Peachtree). Together, they provide complete visibility and alignment between departments through automated data flows and process management.

By connecting Sage CRM natively to Sage 50, companies can automatically synchronize contacts, accounts, opportunities, and transaction data in real time. Customer and sales information entered in Sage CRM flows directly to Sage 50 with no manual re-keying, keeping both systems up to date. Financial figures and billing events from Sage 50 also feed into the Sage CRM system to inform sales and service tasks.

This seamless connectivity eliminates duplication of efforts across departments. With shared visibility, sales, services, and accounting staff have complete, timely information to collaborate effectively. Through its robust functionality, this integrated Sage solution helps companies streamline operations, boost productivity, increase sales, and deliver exceptional customer experiences.

Contact Wizard Systems today about Sage CRM and Sage 50 integration

Why is Email Integration with your CRM system so important?

Email integration is a very important feature for a CRM system. Here are some key reasons why:

• It saves time by eliminating manual data entry. Emails sent and received through your email platform (e.g. Gmail, Outlook) can automatically sync with your CRM records and attach directly to accounts, contacts, leads, opportunities etc.
• It enriches customer data and history. By attaching emails directly to CRM records, you have easy access to past communications that provide context and insight about that customer or deal.
• It enables tracking and workflow automation. Many CRMs allow you to track email opens, link clicks, and automate tasks based on email activity. This helps with lead nurturing and sales follow-ups.
• It centralizes communications. With emails integrated into the CRM along with call logs, notes, files etc. you have a complete 360-degree customer view for personalized and timely interactions.
• It enhances collaboration. Sales, marketing and support teams can all benefit from shared visibility into email history and attachments within the CRM.
• It facilitates reporting and analysis. Integrated emails allow you to better analyse response rates, engagement levels, agent productivity and other metrics.
• It improves compliance. Integration helps comply with data retention policies as emails become part of the CRM record.
• Ensure consistency - Maintain your corporate style with Email Templates to ensure everyone's emails have the same formatting and branding. 

In summary, email integration eliminates silos, bridges communication gaps, provides deeper customer insights, and enables more targeted customer experiences. The right integration can transform a CRM into a true hub for managing customer interactions and relationships.

Improve Lead Capture with Workbooks CRM and 'Web2Lead'

Attention Workbook CRM Users!  Hope you can join us on our next short Workbooks training session on Thursday 7th September at 10am.  This FREE online event will cover the Web2Lead feature.  This is great solution for integrating your web site to Workbooks for Lead Capture!

 

Session will last approx 15 minutes and there's plenty of time for you to ask us questions.

 

Save your spot now at:
https://attendee.gotowebinar.com/rt/6244329273476112991

 

Here are some potential benefits that a "web 2 lead" feature in Workbooks might offer:

1. Automated Lead Capture: It can automatically capture lead information submitted through web forms on your website. This eliminates the need for manual data entry and ensures that leads are promptly added to your CRM.

2. Faster Response Times: With real-time lead capture, your sales team can respond to inquiries and leads more quickly, increasing the chances of converting them into customers.

3. Lead Segmentation: The feature might allow you to segment leads based on specific criteria, such as the source of the lead (e.g., website form, social media, email campaign). This can help you tailor your follow-up and marketing efforts.

4. Lead Nurturing: You can set up automated email sequences or workflows to nurture leads over time. This can help build relationships and guide leads through the sales funnel.

5. Lead Tracking and Analytics: A web 2 lead feature might provide insights and analytics on the performance of different lead sources and campaigns, helping you optimize your marketing efforts.

6. Integration: It may integrate seamlessly with your website and other marketing tools, allowing for a streamlined lead management process.

7. Lead Scoring: Some CRM systems offer lead scoring capabilities, where leads are assigned scores based on their behaviour and interactions. This helps prioritize leads for follow-up.

8. Data Quality: Automated lead capture can reduce the risk of data entry errors and ensure that lead information is accurate and up-to-date.

9. Customization: Depending on the CRM, you may be able to customize the web 2 lead feature to match your specific lead capture and data processing needs.

 

 

Urgent: Action Required for users that have Workbooks Exchange Sync Service (WESS).

If you have the WESS implemented within Workbooks, there has been a development from Microsoft that may prevent you and your colleagues from syncing data between Outlook and Workbooks.

Your WESS implementation may be authorised using Basic Authentication, which has recently been deprecated as communicated here – https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-online

What this means for you?

It may result in data not appearing in either Workbooks or Outlook. 

How to solve this?

If you have been identified as affected, you will shortly be receiving an email with the full steps of how you can switch your authorisation method to one that will fix authentication problems across your user base. Please forward this or work with your IT team to implement these changes as soon as possible to prevent further issues with your WESS synchronisation. 

To get started immediately, the steps are listed here – https://www.workbooks.com/help/how-change-authentication-setup-wess

8 Reasons why using a Sales Quote solution like QuoteWerks, makes sense

How do you do sales quotations at the moment?  In an email, or some sort of Excel template?  Here are X benefits from using a sales quote solution like QuoteWerks:

1. Speed up the time for doing a quote - quick to launch from your favourite CRM, auto-populate the customer details, quick and easy product selection, adjust pricing, save quote and send via email.  Literally within minutes, you can be sending out you quote far faster than using Excel.
2. Branded quotes - A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close
3. Sales pipeline visibility - A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close.  Included Dashboard let you gauge your performance and top line figures.
4. Reduce errors - Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes
5. Standardise pricing and product details - Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation
6. Centralised quote storage - Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, and much more.  What's more, if you integrate to your CRM, they're accessible there too.
7. Create good looking quotes - Create anything as simple as a one page quote to 30 page proposals with our built-in layout designer of Microsoft Word templates
8. Manage products and services - Link to product data sources and import price lists. Create Bundles / Kits of products and services.  It's a great way again of having ONE central place to store and access all the information about your organisation's products, descriptions, technical data, images and more

Do you want to speed up the time to create great looking quotes?  Contact Wizard Systems for a demo!