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WakeUpSales Opensource CRM Tool

Avatar for Omkar R Omkar R
March 12, 2017

WakeUpSales Opensource CRM Tool

WakeUpSales is a simple Open Source CRM tool that helps you in every phase of your Business Life-cycle. Streamline your Sales Activities, create powerful Customer Relationships & nurture them.

It’s Powerful, Productive & above all, it’s Free!

Avatar for Omkar R

Omkar R

March 12, 2017

Other Decks in Business

Transcript

  1. Introduction was launched in May 2016 to streamline the way

    Customer Relations are managed. Available in both Cloud & Enterprise editions, it’s truly one of the most innovative & easy-to-use CRM tools available with, • Easy-to-use Interface with sales automation • Sales Automation with complete workflow automation • Tons of amazing Plugins, integrations and Premium Features • 24/7 customer support available over VOIP Call, Skype and Email • Listed amongst the Top CRMs of 2017 by The ground-breaking CRM suite, designed for mid-size to large enterprises to automate sales activities - from a new lead to payment made. 2
  2. Enterprise Cloud • You own your data. • Totally Customizable.

    Just ask for it. • Plugins that make it even more powerful. • Active Google Group Forum • 24 x 7 Installation & Support • Hassle free. Just sign-up & roll. • No technical know-how required • Tons of features bundled with it • Amazing monthly/yearly packages • Every information stays on the cloud Both Editions of WakeUpSales are equally good Wakeupsales available in two editions, to make it easier for organizations the way they want it. Both the editions have the same look and feel with features, plugins. The basic differences are - 3
  3. Estimate future sales, make informed business decisions & predict short-term

    performances. There are so many reasons to love Wakeupsales. Its built to make your sales activity processes run smoother without any dependencies or restrains. The most important ones are - Why You’ll love WakeUpSales 4 Choose from two options: Cloud or Enterprise Edition according to your preference. Build it your way and customize it according to your business-process workflow Wakeupsales makes sure you have total visibility on what your team is doing in real-time and their performance with lead statuses Let no deal slip through the cracks. Shift your team into High Gear. 100% ownership: if you’re using the Enterprise Edition – you own the software, code, data and can use it automate your sales customer relationship.
  4. 5 Benefits that make Wakeupsales different… There are tons of

    reasons that make Wakeupsales stand out from the rest. It just makes doing business so much easier… Improve your productivity by stream lining your sales process. Gain more control. Create powerful & lasting customer relationships, don’t miss any follow up emails or a reply, meeting or estimate that your customer might be waiting for. Simplify your lead management. No more confusions and mix-ups. Tasks inside Wakeupsales help to assign leads to users. Control the sales pipeline. Send a quote to customer today, follow-up on the payment with the other, send a meeting invite for a kick-off meeting with a new customer and more. Wakeupsales is enterprise ready – build, customize, formulate according to your sales workflow. Keep your data and build your next sales benchmark.
  5. Invoice Generator Google Calendar Email Tracker Import Gmail Contacts Website

    Integration Zapier Integration Segment Integration Mailchimp Integration Manage Email Inbox + Build Your Own Just ask for it, & we will build it for you. integrate with your contact us / download page with the web integration API Collect user data with one API and send it to hundreds of tools Use the Google Calendar API to interact with my Rails App Monitor the email delivery to intended recipients, track the click/open counts Send invoice to your contacts or a new user, track all payments Import all your Gmail contacts by just one click & convert those to leads. View your Inbox emails without logging into your Gmail account. Create integrations that connect Mailchimp to a CMS, blog, shopping cart, and more. It enables you to automate tasks between other online apps like Basecamp & Gmail. 6 Plugins & Integrations: Enterprise Edition (On-Premises) The plugins and integrations makes enterprise edition more powerful, making your sales process much more easier.
  6. Features (Cloud Edition) 7 Sales Automation Google Calendar Synchronization Emails

    Activity Stream Export to CSV Import from other CRMs Kanban View Funnel View API Integrations Lead management, Emails, Follow Ups, Billing. Everything automated. Need we say more! Send Emails to any contact, track the email open rates & more. Import all your leads from Zoho CRM, Sugar CRM, Fatfree CRM or others. It’s Easy! Export data in CSV format, in case you feel like taking a backup of all your CRM data. All the leads activities, tasks updates, contacts, emails sent & everything else. Give programs access to connect & essentially, communicate with other programs. Visualise all the progress, and your data in one of the simplest way possible. The easy, dynamic way to create and visualize your workflows. It is so useful.
  7. White-label licencing All the awesomeness of our CRM With your

    name & brand  Expense Management Who doesn’t like to manage the expenses efficiently! Portfolio Management Let the intelligent CRM manage your Portfolio. Quote Management Send quotes to your clients right from here. Payment Management Takes care of everything payments related. Google Apps Wakeupsales in sync with Google Apps. It can’t get any better. Orangescrum Integration The World’s #1 Opensource Project Management Tool with this CRM. It’s Magic! QuickBooks Integration Integrate this CRM with the popular small business accounting software. 8 Upcoming features, offers, plugins and more… Wakeupsales is constantly evolving and our R&D team makes sure we come up with new concepts, plugins, features that will make CRM and Sales automation easier than ever LeadTracker Integration This is BIG! Now track each & every movement of your visitors.
  8. 10+ Enterprise in last 3 months 5000+ Sign-Ups till date.

    Recognised by Enterprise Cloud 9 Our Journey So Far We are in a strict process of improvement and we are continuously absorbing customer feedbacks to know their pain-points and building Wakeupsales to help them on those.
  9. Technologies Used • Reliable • Rich Documentation • Fantastic Tooling

    • High Quality Code • Scalable, flexible • High Performance • Consistent, Responsive • Customizable • Report Generation • Analytics to pdf 10
  10. WakeUpSales helped me to automate my website visitors and insert

    them directly as a lead to the WakeUpSales. It visualizes one's sales pipeline and helps to make sure important conversations and activities don't get dropped with email follow-ups, automated. I liked it because it is easy to use with on-premises option. The CRM is great at forecasting agreements, and its integrations with other software such as Google Apps, Mailchimp, and Zapier - makes it more likeable. 11 Testimonials: What our customers say! Our customer base is increasing and we are in the constant path to make it even better for them. Through our support and customer-focussed-services we make sure we give the best solution.
  11. Lead Listing Page All the necessary details of all your

    leads, listed in an intuitive way... 15
  12. Lead Kanban View Page Leads/deals at all stages of a

    sales cycle, are organised in a way that helps. 16
  13. • We help you setup your account and deploy it

    in your own premises. • We deliver you the Wakeupsales enterprise code with company product license that gets renewed annually. • All the information remains with you, as it should. You own everything. • Add and nurture Unlimited leads • Get all premium features with the enterprise package. • Dedicated Wakeupsales expert to guide, coach and assist you. He/she will be your direct contact for any kind of support you would need. • All future updates to the app, features & everything else, will be updated by out experts. • Free iPhone and Android Apps (when launched) 5 Cloud: Enterprise Edition You get all the premium features along with an annual license package along with support & help. That’s the beauty of the Wakeupsales. 17