Table of Contents
"'For the english version of our wiki please click here"' table of contents
- 1 The first contact with the WICE cloud based CRM: The first ten steps as a user
- 2 Features of WICE cloud based CRM
- 3 Workflow management ==
- 4 Order processing ==
The first contact with the WICE cloud based CRM: The first ten steps as a user
If you are working with WICE cloud based CRM for the first time, you should read the chapter getting started. Learn how to completely set up the system, import data, and add the other users.
Features of WICE cloud based CRM
The log in screen.Her daily we betrayed entry when working with WICE - important tips and instructions how you can log into your client:
The home area / dashboard.The home area or Your dashboard is so to speak your personal Commando in your day-to-day work with WICE. Here, you get all the information you need fast and structured. If now an overview of the latest figures from the sales area and direct access to your to do lists. All other options as you use your home area properly, see
The heart of WICE is a central customer database for a systematic and continuous management for customer loyalty and new customers. Unlike traditional groupware solutions are not email client or schedule, but the addresses of your customers, prospects, or partner at WICE in the Center. Here you will find all notes, documents, operations, projects, current account data, invoices, documents, etc. that you have associated with the address.
One of the outstanding features of WICE is the universal process management with the all worker processes in sales, marketing, and service can be mapped.
Within process management are many tasks and functions integrated and holistically mapped, used in different independent programs:
Creating reminders for yourself or other employees, receive notifications, when a responsibility within the ticket changes or desired a renewed contact with the customers or prospects - you and all other members of your team know at all times what has been done here already or still to be done.
Workflow management ==
With the built-in workflow Builder, you can standardize work processes according to your needs and automate. So, WICE optimises your processes, making them kontollier-and evaluable. Your company is more powerful and flexible.
What about your company, talk to what revenues you can in the current month or quarter expect? How good is your sales funnel filled? The selected target groups have proven themselves for your campaigns or the success was hardly measurable? Or would your open items and payments gain an overview? Where must the sales manager intervene again helping so that a planned sales can be implemented as quickly as possible? The module provides you with all of this information and the corresponding numbers
Order processing ==
WICE cloud based CRM offers an excellent Office integration. You can create letters, faxes and more arbitrary documents with WICE directly from a ticket by using previously stored document templates. These documents can then locally with your Office application opened and edited or sent directly from WICE out or be faxed.
WICE helps the format .rtf (rich text format) and .odt (open document text).
In your Office application directly to invite .odt documents that you have created with WICE, you need a plugin, which is directly from the pages of the manufacturer of OpenOffice, SUN Microsystems, here down load can.
With the functions for managing the WICE cloud based CRM appointment, it is possible to manage you your and the dates of your colleagues or partners. For all further information in the module
WICE cloud based CRM offers you a simple but effective way to manage your internal and external projects. Projects include in contrast to operations planned structures. While operations in WICE consist of action and reaction, which are represented by action with or without a reminder, a project consists of tasks, which in contrast to actions can be assigned to multiple employees to the editing or processing. Projects can be defined in a clear time frame, i.e. have a start and end date, while operations theoretically infinite subsets. Projects plan, coordinate, capture services and redirect appropriate revenues to the accounting. All this offer
WICE cloud based CRM allows from the varied and freely customizable Kategoriesierungsmöglichkeiten the addresses to create your address lists contacts and tasks quickly and easily. From these you can generate your printed mailings or e mailings in a few steps. The shipping of your printed mailings as a fax or letter can be performed optional paperless through our partner Fax.de. The reworking of these mailings is integrated on the production of a campaign, so you can also immediately see the status of the processing in the tracking. All of these functions, see the module
=== Knowledge Base ===.
To manage structured and find information of any kind, WICE offers the K-base say knowledge-base, which offers all possibilities to store templates, datasheets or additional information about your company. Of course, it is again possible to protect the information from unauthorized access with a flexible right assignment.
WICE can be used to manage proprietary resources. Was it the fleet or rooms and their facilities such as projectors, laptop or other equipment. You can book either dates or even regardless of resources together.
See the CommCenter WICE cloud based CRM all necessary communication tools like your integrated email client, the fax Inbox where, can apply directly to your incoming faxes when using the Fax.de plugin to check the relevant addresses / operations, as well as the WICE messaging and chat features, and discussion forums. Here in the CommCenter converge all forms of communications.
In your profile you can make settings to help you with your daily work with WICE. In addition, you define your personal data, which are reflected also in the address space under your name of the employee here. You can also manage your password and make more perfect setting for your email account. We recommend you to visit her right when first entering WICE and define the data and settings.
WICE cloud based CRM is set up via a private administration interface. Here, you can set user groups, users, categories and filters. You can also configure your available plugins in administration. In order to betretzen the administration of WICE cloud based CRM, you must be free switched as administrator. This is a special right which will be awarded separately for each user. To still to be able to get an idea about the features and capabilities of the Administration, you find all the information here
WICE cloud based CRM can be extended with plugins offered by us. From the contact form plugin with advanced Statiskfunktionen to well-engineered shop system, we offer powerful plugins for many applications.
This section provides answers to questions about the WICE in-house operation on your own or leased hardware.
WICE tips & tricks
How you can work together with WICE cloud based CRM and your browser, we will tell you here in our collection to the tips & tricks that will help you work and how to deal.
FAQ here to you, sorted by all modules and areas, BB´s WICE cloud based CRM and thus a faster answer your most frequently asked questions.