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 This tight coupling of systems streamlines workflows and reduces the risk of version conflicts or outdated data.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!

QuoteWerks - 2019 Review

In 2019 QuoteWerks added 172 new features including version 5.5 just released including the new QuoteValet Customer Uploads, Two-Factor Authentication for QuoteWerks Web, Etilize Search and Speed Enhancements, support for ConnectWise Projects, Line Item Quantity Change for QuoteValet, Bundle, Configuration, and Email Template enhancements, and much more! We also added support for ConnectWise 2019.5, GoldMine 2019.1, QuickBooks USA and Canada 2020 (Desktop), SugarCRM 9.2 and support for SugarCRM Ultimate.

Contact Wizard Systems for more information on QuoteWerks sales quote CPQ software.

Speed up address entry into your CRM system by 4 times!

Latest short demo by us on the Workbooks CRM and Capture+ integration for address verification and postcode lookup.  Works in over 240 countries!

Free trial available

QuoteWerks version 5.4 released with 41 new features and support for latest ACT!

A major new release of QuoteWerks has been released, version 5.4 build 1.08.  Here's a run down of the new features.  To get access to the latest version of QuoteWerks, you must have an Upgrade Maintenance Program from Wizard Systems. Please contact us for details..

 

New Features - Build 1
	1. Microsoft SQL Server 2019 is now supported! [Service Release: 1.08]
	2. ACT! version 21 is now supported! [Service Release: 1.08]
	3. Maximizer CRM 2019 is now supported! [Service Release: 1.08]
	4. SugarCRM 8.2 is now supported! [Service Release: 1.08]
	5. Integration to ShareWerks web-based collaboration and communication system! With ShareWerks you can collaborate on this quote with your team, keeping all the communication in a single place rather than spread out over unstructured emails or chats. All the files and conversations relating to this quote will all be in one place where you can easily access them. At any time you can invite additional people into the discussion and immediately they will have access to all the previous messages and file uploads making it easy to get those people up to speed on the quote. Just use the [Discuss with ShareWerks] button on the Notes tab of the Quote WorkBook. [Service Release: 1.08]
	6. You can now manually override the automatically calculated Grouped Bundle Price. This is useful when, for example, your grouped bundle total is $5,043.23 and you would like to present it to the customer as a "cleaner looking" $5,000.00". Just type in the manual amount into the Grouped Bundle's Unit Price column and QuoteWerks will distribute the $43.23 difference across all the line items in the bundle in a proportional way. During this process any PriceModifiers for the bundle items will be cleared. [Service Release: 1.08]
	7. There is now a Find feature that lets you search the line items in the currently open quote. There are several ways to use this. First you can select the Edit->Find menu (or press CTRL-F) which launches the find window and sets the Find Column to which will search all the columns. While on that window you can choose to just search a single column. Alternatively, you can CTRL click on the column heading to search that specific column. You can search for things like, search for lines with a profit margin less than 10, search for lines with an empty cell, search for dates greater than specified date. When the search is run, it will find and highlight the first match, then you can successively press the [Find Next] button to highlight the next match. As matches are found, this is also a great opportunity to press the highlight button to set a highlight color for the row the match is on. [Service Release: 1.08]
	8. You can now sort Line Items on the Document Items grid. Just select the rows that you would like to sort and then click the column heading you want to sort the rows by. You can hold down the SHIFT key to do a reverse sort. Since quotes can have different line item types that are purposely meant to stay together, the sort will only sort the selection if it contains Product/Service, Comment, Heading, or Summary lines. You can select a contiguous range or lines, or can single select multiple lines. [Service Release: 1.08]
	9. For QuoteValet users, with the recent introduction of QuoteValet payments that can apply surcharges or discounts based on the payment method, we've added refinements to make it easier to understand the total amount of payments made vs the Surcharges/Discounts, and the balance remaining. These additional breakdowns are on the payments area of the QuoteValet tab, the Payments tab of the QuoteValet Dashboard, the main QuoteValet page (once a quote has been accepted), and also on the QuoteValet Payment page. [Service Release: 1.08]
	10. For Autotask users, bi-directional data linking is now supported for Autotask opportunity fields. Field information can be copied from QuoteWerks into the Autotask opportunity and then fields can also be copied from the Autotask Opportunity into QuoteWerks. [Service Release: 1.08]
	11. For MS CRM users, bi-directional Data Linking is now supported for MS CRM opportunity fields. Field information can be copied from QuoteWerks into the MS CRM opportunity and then fields can also be copied from the MS CRM opportunity into QuoteWerks. [Service Release: 1.08]
	12. For MS CRM users, retrieving the existing opportunities on the opportunity window is significantly faster. [Service Release: 1.08]
	13. For MS CRM users, the opportunity name can now be changed on the create new opportunity window. [Service Release: 1.08]
	14. For MS CRM users, the opportunity name now supports the Default Opportunity name Generation macro from the Misc tab of Tools->Options. [Service Release: 1.08]
	15. For MS CRM users, if a follow-up call was created, the link is now displayed under the links tab. [Service Release: 1.08]
	16. For MS CRM users, more than 250 users can now be loaded on the opportunity window. [Service Release: 1.08]
	17. For MS CRM users, the DataLink now retrieves a list of all the Contacts, Accounts, and Opportunities fields available from MS CRM. [Service Release: 1.08]
	18. For QuoteValet users, there is now a [Dismiss All] button on the Inbox tab of the QuoteValet Dashboard. [Service Release: 1.08]
	19. For QuoteValet users there is now a [View QuoteValet Users] button on the Logged In Users window that will show you the users that QuoteValet licenses are currently allocated to. [Service Release: 1.08]
	20. The Etilize subscription no longer requires that you enter an S License Key each year as the annual subscription expires. QuoteWerks will check with the Aspire Licensing Server to obtain Etilize subscription information. [Service Release: 1.08]
	21. Under Utilities->License Manager menu there is a new [Redeem Code] button that can be used to replace or add License Keys into QuoteWerks with a single Redemption Code. Especially useful and time saving for Edition Upgrades, License Relinquishments, and Fresh Installations. [Service Release: 1.08]
	22. For ConnectWise Manage users, the DataLink can now copy information from QuoteWerks into ConnectWise Manage opportunity fields when QuoteWerks creates or updates a ConnectWise Manage opportunity. This can be done on the opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating ConnectWise Manage opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in ConnectWise Manage you can setup a DataLink mapping to copy information from the ConnectWise Manage opportunity back into the QuoteWerks quote for fields at the opportunity level. This functionality also is available when creating a new QuoteWerks quote from a ConnectWise Opportunity via the QuoteWerks Opportunity Dashboard or via the Quote button on the ConnectWise Manage Opportunity. As an example, At the Opportunity Item level, this new functionality enables you to control what QuoteWerks Line item field is mapped to the ConnectWise Manage Description and Customer Description fields. While At the Opportunity Header Level, this new functionality enables you to populate the ConnectWise Manage Opportunity Notes field from a QuoteWerks field and also exposes the Opportunity Custom Fields to be mapped as well. [Service Release: 1.08]
	23. For QuickBooks Online users, when searching for a QuickBooks Online Item from the QuoteWerks Product Lookup by Manufacturer Part Number, results will be returned by both the QuickBooks Item MFG Part number and the Item Name. [Service Release: 1.08]
	24. Added the Manufacturer field to the POItems table which can now also be used when emailing POs from the Purchasing window. [Service Release: 1.08]
	25. For QuoteValet users, support for the "Stripe" Payment Gateway has been added. [Service Release: 1.08]
	26. For QuoteValet users, the ability to view license allocation errors has been added to the QuoteValet Insight Usage Monitor. [Service Release: 1.08]
	27. For QuoteValet users, template support now includes [DH_&PreparedByFullName] and [DH_&SalesRepFullNameOrUserName]. [Service Release: 1.08]
	28. For QuoteValet users, the ability to receive email notifications indicating the total number of times a customer has viewed the quote is now available. Contact Technical Support to activate this feature. [Service Release: 1.08]
	29. On the Quote Workbook, the drop-down menu for Sales Rep and Prepared by will now seek the first matching name when pressing the first letter of the name on the keyboard. This enables you with a key press to select a name in the list. This is helpful when there are many names in QuoteWerks. [Service Release: 1.08]
	30. Added option "When adding or inserting a Comment Line, place cursor in Description column" under the Misc.General tab of the Tools->My preferences menu. You can uncheck this if you want the cursor to be placed in the Description Column of the Quote Workbook when inserting or adding a Comment Line to the document. [Service Release: 1.08]
	31. When using Microsoft Word documents with QuoteWerks, you can select DOCM files in addition to DOC and DOCX. [Service Release: 1.08]
	32. For ConnectWise Manage Users, when clicking on the Quote Button in the ConnectWise Manage Opportunity to create a new Quote in QuoteWerks, the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified. [Service Release: 1.08]
	33. For ConnectWise Manage Users, on the My Summary tab of the QuoteValet Dashboard, when clicking on the "Create Quote for ConnectWise Opportunity", the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified. [Service Release: 1.08]
	34. For ConnectWise Manage users, the ConnectWise Opportunity will now have a link to open the QuoteWerks document in QuoteWerks Web. [Service Release: 1.08]
	35. For ConnectWise Manage users, when setting up the DataLink for Retrieving SoldTo, ShipTo, or BillTo contacts, the Custom Field Names will now be returned for both the Company and Contact to map. Previous to this change, you would need to manually type in the custom field name in the datalink setup. [Service Release: 1.08]
	36. For the DataLink Setup, Added InternalNotes, IntroductNotes, ClosingNotes, and Purchasing Notes as fields that can be mapped when mapping to a "QuoteWerks Field as a Destination." [Service Release: 1.08]
	37. Added new "Remove Optional Attribute for Selected Items when converting." option on the Installation tab under the Tools->Options menu. This is used to remove the "Optional - SELECTED" attribute for items that the customer did select in the quote when converting the quote to an order. [Service Release: 1.08]
	38. On the Payments tab of the QuoteValet Dashboard, dbl-clicking on a payment now opens the document the payment is for. [Service Release: 1.08]
	39. Added new user settings to control when overriding the automatically calculated Alternate Unit Price. UserSettings\UserConfig\AlternateCurrencyPriceOverrideDisablePrompt=-1 UserSettings\UserConfig\AlternateCurrencyPriceOverrideDisableColoring=-1 UserSettings\UserConfig\AlternateCurrencyDefaultSelectedTotals=-1 [Service Release: 1.08]
	40. License Key addition, removal, and creation is now logged in the event.log [Service Release: 1.08]