Complete browser-based customer relationship management software for the IBM
iSeries – AS/400
If your organization uses an enterprise AS/400 server, Wintouch eCRM is the customer tracking solution you need! Whether your organization handles accounts and prospects in a centralized location or each branch or division manages the recruitment process independently, then Wintouch eCRM can help.
For example…finding, marketing to, upselling and cross-selling to customers and prospects across branches or divisions is easy. Receive applications via fax or email and add as a document to the central database without retyping. Use the Wintouch reporting function to track applicants, where and how many were accepted. Use the Wintouch email client to notify the appropriate branch when an Internet applicant applies or use web forms to automatically schedule the next activity to the appropriate agent no matter what branch, division or location he or she is in!
Wintouch can give you access to all of this data over the Internet or your local Intranet, plus your IT department doesn’t have to maintain software on all the desktop computers! Wintouch is installed only on the server and the data is all in one place – on one of the most secure and stable platforms in computer history – the IBM iSeries - AS/400.
Wintouch can help you manage applications, prospects and customers, as well as, existing agents to improve functions in your insurance sales and marketing process.
Setup & Customization
- Tight Integration to iSeries-based business applications
- Wintouch CRM can integrate with your iSeries-based business applications at a fraction of the cost other CRM solutions can.
- Even if integrated, other CRM solutions cannot match the level of tight integration with your iSeries-based business applications that Wintouch CRM can.
- Customer-specific product configuration, contracts, profile, and service history all captured in one place
- Ability to restrict access to CRM data by user, department, territory, etc.
- Ability to customize windows by user-type and/or account type
- User defined fields - Custom Fields and windows
- Customize Field/Window names to reflect internal terminology and business practices
- Import Data - with easy mapping
- Web Forms to submit data via your company's website
- Support for multiple languages
- Support for multiple currencies
Solution Depth & Deployment Options
- Wintouch Lite - offline version. Reps in the field can download history on the accounts they will be visiting, record their activities, then synchronize when they reconnect to the internet.
- No hidden costs - not a modular product & all integration costs are included in the quote up front
- Client licenses on a concurrent user basis, i.e. how many users are logged in at any given time
- Integration to MS Outlook, Lotus Notes, and Mozilla Thunderbird Email Clients
- Integration to MS Excel and Word
- One-click access to the green screens you use most often
Support & Help
- Help Buttons with link to contextual help on each page
- Searchable Knowledge Base - Help by Topic
- Description of Customer Service/Support
- Enhancement Development Process
- On-site training class
- Web-based continued training
- Go-Live plan
User Interface
- "Next" to page through search result or report result records
- Build Lists of records on the fly
- Customize user interface font, color, look & feel by user/admin
- One-click access to contextual features throughout app
- Ability to Print, Email, and Export to Excel/Word
- Global Search Feature
- Searchable Notes
- Double-Click on any Activity, Report, Account/Contact Listing to open the record
- Multiple Accounts can be displayed in a Tile or Cascade arrangement
Activity Management
- Activity Log, displaying all of the activities of an account on a single, filterable screen
- Activities can be tied to an Account or Contact, or to a particular lead, quote, order, warranty claim, customer service incident, etc.
- Default Activity field values by set according to user, department, and/or class of activity
- Work flow to schedule activities that occur in a predefined sequence
- Customize the fields in activity screens
- Use Reporting to track activities scheduled and completed activities - by department, user, activity type, etc.
- Store Documents at the activity level, which can then be opened, printed, or emailed
- Printable Daily, Weekly, and Monthly Calendar views
- Ability to merge customer data with company document templates for custom proposals, letters, quotes, and contracts, and have the application automatically send the document and store it in the Activity Notes
- Track quotas around cold calls, numbers of appointments scheduled, and lead conversion targets
- Ability for system to automatically send emails to Contacts in response to a work flow trigger event, automating follow-up
- Emails sent using MS Outlook, Lotus Notes, and Mozilla Thunderbird automatically stored as activities in Wintouch elimnating need for cut-and-paste
- Incoming Emails can be saved in Wintouch with a single click
Marketing Capabilities
- Import large lists of leads into Wintouch, with duplicate check and automatically schedule/complete an activity that triggers a work flow & automates the lead pursuit process
- Custom marketing fields to enable ease of profiling & creating targeted marketing campaigns. Send email broadcasts, print mailing labels, and more, using dynamic groups that you define
- Ability to conduct mass email campaigns using HTML templates you create in the Wintouch WYSIWIG HTML Template Builder
- Track the sales made as a result of your marketing campaigns by recording the initial marketing campaign in all follow-up activities.
- Use Wintouch reporting to prioritize where to put your resources based on projected close date, potential revenue, sales stage, and close probability
- Generate lists of customer-prospects by products sold to create targeted marketing campaigns of complementary products
Customer and Contact Management
- 360° view of the customer record, including contacts, leads, sales history down to the line item, customer service incidents, and current opportunities and ALL activities
- Organization Chart - keep a record of company hierarchy so that you understand who the key decision makers are, and who should be your point of contact under different circumstances
- Account Relationship Chart - be able to analyze data at the distributor, customer, and ship-to levels - know how your accounts are related
- Automate Customer Service follow-up using work flow
- Track customer service response times using Wintouch Reporting
- Track customer satisfaction using webforms your customers access on your company website
Lead Management
- Import lists of leads, and automatically schedule follow-up activities via work flow
- Schedule automatic follow-ups after brochures or samples are sent out
- Create cold call lists, where caller simply has to make the call, record the response, and hit "Next" to go on to the next lead
- Identify and analyze source of sales leads and opportunities
Sales Process & Opportunity Management
- Track different opportunities via different processes depending on Opportunity type
- View deals in the pipeline company-wide, by region or territory, and/or by Opportunity type
- Build quotes within Wintouch that can then be printed or emailed to the prospect/customer
- Build in work flow logic that will alert sales reps before a warranty or product rental is going to expire so that they can sell an extension
- Summary of stages of the sales opportunity process with capacity to drill down to the finest level of detail
- Expenses Management
- Track call histories and activities of individual sales people or by client/project/deal
- Outside Sales Reps can see relevant accounting and inside sales information before walking in to visit the customer
Customer Care
- Ability to assign customer incidents via a queue or to the CSR assigned to the account
- Define support processes and track and analyze resolution and turn around times, and diagnose the places where the process stalls
- Generate mulit-level alerts when customer incident is exceeding target turnaround time
- Use web forms to enable customers to report incidents via your company website
Business Intelligence & Reporting
- One-click reports that can be added to toolbar by individual user, by department, or company wide
- Dashboard presentation of reports that can be customized by individual user, by department, or company wide
- Export Reports to MS Excel templates with Macros
Document Management
- Documents can be stored related to a particular record or at the activity level
- Stored documents can be opened, updated, printed, or emailed
If you need to be more efficient and want to reduce costs by eliminating manual processes and wasteful steps, you should consider Wintouch eCRM solution from Touchtone Corporation.
Demonstrations to Insurance professionals have met with excellent reviews that this solution provides exactly the features and functionality that they have needed for years!