THE BEST CRM AROUND
MANAGE AND GROW NEW BUSINESS
GROW EXISTING CLIENTS
WALKIN CRM

The best option for small and medium business
Managing to improve your revenues takes focus, and work.
Many modern businesses have adopted web based crm software which supports the sharing of knowledge among staff, of exactly what activities have been completed - and what remains to be done. 

The online CRM is the start of what you need to help you source and target new companies to use your products or services.
Our web based CRM software is specifically constructed to help you primarily target your existing customers - if 80% of your business growth comes from existing customers - why spend a great deal of time elsewhere?


Customer relationships start with knowing exactly who you wish to talk to.

Using the online Walkin CRM allows you to upload your targets, and to validate them name, job title and address of the person with whom you wish to speak. This process is crucial. 

The CRM system allows you to record all your contacts, emails, letters, send-outs, meetings, follow-ups and results from the potential clients. You can see your Sales Funnel - you can see fantastic graphs and stories in your Dashboard.

The best and quickest way to get more new customers is to use the Walkin CRM.
Using the Walkin CRM to develop existing clients is a must - this will simplify and ease the work you need to do in order to increase your revenues as an organisation.

Whether you simply need to manage your service management process with existing customers, or to implement a process which will drive and deliver greater sales growth, the Walkin CRM is the best option for you.

The activities are all stored in the system - the results available to everyone - and the graphics allow you to use the information as business intelligence immediately. You can see the direct relationship between activity and result, as affected by time - immediately.

If you operate a business or organisation that needs more income from customers - Use the Walkin CRM
Maximise the knowledge of your staff and colleagues concerning what is going on with your potential and actual customers.


Your toolkit for working with your customers - old, new and potential...
The Walkin CRM has a whole host of customer management relationship tools - and we are working on more, all the time.

The basic tools you need for your Existing Customers are:
- Email updates - with automated word recognition.
- Online updates - so it is easy to do the job at work at home, or on the move.
- Intelligent Sales Funnel data - see the work to do, activities completed with full detailed reporting.
- Superb personal Dashboard - see progress graphically - visualisation is an effective tool for managers.
- Simple options to manage your staffs 'Budgets, Targets and Reminders'.
- Clear distinction between Potential and Existing Customers

Your toolkit for working with your customers - old, new and potential...
The Walkin CRM has a whole host of customer management relationship tools - and we are working on more, all the time.

The basic tools you need for your Potential New Customers are:
- Email updates - with automated word recognition.
- Online updates - so it is easy to do the job at work at home, or on the move.
- Intelligent Sales Funnel data - see the work to do, activities completed with full detailed reporting.
- Superb personal Dashboard - see progress graphically - visualisation is an effective tool for managers.
- Simple options to manage your staffs 'Budgets, Targets and Reminders'.

We can help you with:
- Email accounts - so the activity is monitored and counted.
- Telephone numbers - so the activity is monitored and counted - and ROI may be managed.
- Domain names you may need - even web sites, Google advertising, hard mails and other supporting activities.



Using the CRM is easy...

When you speak with a client, simply add an item into the CRM. 

The system will know whether they are an existing client or potential - if there is an open item for them, you update the record with the activity you are engaged in - and then tell the system you want another member of staff to follow up to your activity.
The history section shows you the history of contact with the client - there you can see all the conversations with the target client and any related individuals. 
The Walkin CRM is a Client Centric CRM system

This means that the whole system is based around the person with whom you speak. Their employer name is useful - and their job title is important - but the person is at the heart of the system. If the target person moves job - just change their job title - if they move company, just change their company name and address details. 

If a new person comes into your discussions - set them up as a new target: with job name and company and address. So long as they have the same email domain, they will be easily tracked. You can move entire business discussions between different targets very easily.
The online system is very simply updated by email

Your Walkin CRM has its own email address that you blind copy all important emails you send to clients. The system will automatically scan your text, find key-word phrases, and then save the item into the correct status automatically.
This will update the sales funnel automatically, means the user will only need to add in any follow up activity.


Seeing your progress (and checking on others) is simple

We recognise that knowing your progress is crucial: your work is hard, and you need to know how far you have progressed, and how far there is yet to go before you finish.  
You can have a great Dashboard showing all of the key information that you want - for yourself, or reviewing others. This is a new facility launched in 2014, and is customisable and extremely powerful. Talk to us about what you want to see in yours!


Tracking, Monitoring - Evidence of progress

When you and your colleagues use the Walkin CRM you will see progress:

As you develop potential clients, items progress through the Sales Funnel, from left to right, with calls, meetings and quotes until they become clients.

Track and develop your opportunities with Existing Clients using the separate thread in the Sales Funnel.  
You can see all the efforts you have put in by viewing your Sales Funnel with individual searches of person, company, dates, or campaign name.

For further analysis, administrators can even download the activity data as an Excel spreadsheet.


Potential Customers
Existing Customers
Potential Customers
Existing Customers
Importance of CRM
Email Updates
Email updates -  phrase recognition

When you email your client, simply BCC the CRM email address a copy of the email you send to your business clients, and a copy will be placed into the history section - and the system will automatically update your sales funnel.  Anyone may update the system - it automatically recognises the "target" email address.
Developing Customer Relationships Professionally

All businesses know the importance of customer relationship management to their future revenues. The WalkIn CRM allows you to do this easily and quickly with or without a dedicated customer relationship manager.Your sales staff, telemarketing, project office and other business managers use the system day by day.

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© 2014 Walkin Business Software

Head Office: The Old Courthouse, Hughenden Road, High Wycombe, Bucks, HP13 5DT, UK

Tel: 0203 012 0053


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