VendorDemo.com - Customer Relationship Management (CRM) http://www.vendordemo.com/ VendorDemo is an online community that connects business technology buyers with technology solution providers. en-us © 2008 VendorDemo Mon, 24 Jul 2017 23:37:32 -0700 5 VendorDemo.com - Customer Relationship Management (CRM) http://www.vendordemo.com/ http://www.vendordemo.com/images/vd_beta_logo.gif 229 68 VendorDemo is an online community that connects business technology buyers with technology solution providers. AgencyBloc Overview Demo http://www.vendordemo.com/video/crm/demo/agencybloc-overview-demo/ http://www.vendordemo.com/video/crm/demo/agencybloc-overview-demo/ AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency. AgencyBloc was designed to help your organization increase efficiency, enhance customer satisfaction, control costs, and stay competitive. Significant focus was placed on the Commission module of the solution, as it is one of the most important aspects of a successful agency—the ability to pay commission efficiently and accurately. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/agencybloc-overview-demo/ MyBusiness Time Tracking and Project Management Demo http://www.vendordemo.com/video/crm/demo/mybusiness-time-tracking-and-project-management-demo/ http://www.vendordemo.com/video/crm/demo/mybusiness-time-tracking-and-project-management-demo/ Check out our Timesheet and project management demo to see how our advanced tracking and management tools can enhance your efficiency and boost your profitability. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/mybusiness-time-tracking-and-project-management-demo/ MyBusiness CRM Overview Demo http://www.vendordemo.com/video/crm/demo/mybusiness-crm-overview-demo/ http://www.vendordemo.com/video/crm/demo/mybusiness-crm-overview-demo/ View the MyBusiness CRM introductory demo to get a feel for our product line and see how incredibly simple the MyBusiness system is to navigate. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/mybusiness-crm-overview-demo/ Case Management http://www.vendordemo.com/video/crm/demo/case-management/ http://www.vendordemo.com/video/crm/demo/case-management/ Improve your collaboration within your different teams by having your customer cases in the same system as your sales, marketing and customer information. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/case-management/ Marketing ROI http://www.vendordemo.com/video/crm/demo/marketing-roi/ http://www.vendordemo.com/video/crm/demo/marketing-roi/ Accurate Marketing ROI can be easily and quickly calculated using Workbooks CRM Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/marketing-roi/ Sharing Information with Outlook http://www.vendordemo.com/video/crm/demo/sharing-information-with-outlook/ http://www.vendordemo.com/video/crm/demo/sharing-information-with-outlook/ Keep track of your calendars and contacts easily by exporting them from Workbooks to Microsoft Outlook. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/sharing-information-with-outlook/ Using Custom Fields http://www.vendordemo.com/video/crm/demo/using-custom-fields/ http://www.vendordemo.com/video/crm/demo/using-custom-fields/ With Workbooks you can add your own custom fields to adapt your data the way you want to see it. Watch this short video on how this can easily be achieved. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/using-custom-fields/ From Quote to Invoice http://www.vendordemo.com/video/crm/demo/from-quote-to-invoice/ http://www.vendordemo.com/video/crm/demo/from-quote-to-invoice/ See how easy it is to convert Workbooks generated quotations into Sales Orders and Invoices Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/from-quote-to-invoice/ Generating Quotes http://www.vendordemo.com/video/crm/demo/generating-quotes/ http://www.vendordemo.com/video/crm/demo/generating-quotes/ You can easily generate quotes within Workbooks. They can be converted to a pdf then emailed to your prospect and stored within the system for later use. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/generating-quotes/ Workbooks Dashboards http://www.vendordemo.com/video/crm/demo/workbooks-dashboards/ http://www.vendordemo.com/video/crm/demo/workbooks-dashboards/ With Workbooks you can easily track vital business information and display snap-shots of that information within dashboards. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/workbooks-dashboards/ Web-to-Lead http://www.vendordemo.com/video/crm/demo/web-to-lead/ http://www.vendordemo.com/video/crm/demo/web-to-lead/ Learn how to easily create web forms to put on your own website that will capture prospect data right into Workbooks. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/web-to-lead/ Notes and Attachments http://www.vendordemo.com/video/crm/demo/notes-and-attachments/ http://www.vendordemo.com/video/crm/demo/notes-and-attachments/ Store all your customer and prospect related data with Workbooks. This short video shows you how. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/notes-and-attachments/ Building Relationships within Workbooks http://www.vendordemo.com/video/crm/demo/building-relationships-within-workbooks/ http://www.vendordemo.com/video/crm/demo/building-relationships-within-workbooks/ Managing relationships within business is key to maximising the potential within prospects and customers See how Workbooks CRM can help you. During this presentation you will see how Workbooks CRM can build relationships with: - People and Organisations. - Multiple People. - Multiple Organisations. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/building-relationships-within-workbooks/ Building Reports http://www.vendordemo.com/video/crm/demo/building-reports/ http://www.vendordemo.com/video/crm/demo/building-reports/ When you need to have comprehensive information available Workbooks can provide a whole host of pre-assembled reports, or if you wish you can create your own. During this presentation you will see how Workbooks CRM can: - Create Reports - Modify Reports - Add Reports to Dashboards Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/building-reports/ Pipeline Management http://www.vendordemo.com/video/crm/demo/pipeline-management/ http://www.vendordemo.com/video/crm/demo/pipeline-management/ Understanding where your sales opportunities are is critical; without a consistant approach to managing the pipeline it is difficult to ensure that each sale is where the salesperson believes it to be. During this presentation you will see how Workbooks CRM is able to: - Manage opportunities. - View Dashboards. - Drill down into opportunity detail. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/pipeline-management/ A Day in the Life of a Salesman http://www.vendordemo.com/video/crm/demo/a-day-in-the-life-of-a-salesman/ http://www.vendordemo.com/video/crm/demo/a-day-in-the-life-of-a-salesman/ See how Workbooks can improve the life of a Salesman in his day-to-day activities. During this presentation you will see how Workbooks CRM can: - Manage day to day activities. - Qualify sales leads. - Track opportunities with values, stages and close dates. - Understand which people influence the deal. - Produce accurate and professional quotations. - Provide case study and reference site information. - Obtain competitive information to beat the competition. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/a-day-in-the-life-of-a-salesman/ Introducing the Workbooks Environment http://www.vendordemo.com/video/crm/demo/introducing-the-workbooks-environment/ http://www.vendordemo.com/video/crm/demo/introducing-the-workbooks-environment/ During this presentation you will see how Workbooks CRM is: - Familiar and easy to use. - Able to move, re-size and reduce 'windows'. - Able to sort date. Able to group data. - Able to filter data. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/introducing-the-workbooks-environment/ An Overview of Workbooks http://www.vendordemo.com/video/crm/demo/an-overview-of-workbooks/ http://www.vendordemo.com/video/crm/demo/an-overview-of-workbooks/ This presentation provides you with an overview of Workbooks CRM & Workbooks Business. From this presentation you will learn: - The core functionality Workbooks has to offer. - The benefits Workbooks can drive to your business. - How and why Workbooks is different to other CRM vendors. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/an-overview-of-workbooks/ webCRM Quick Tour - E-mail Templates http://www.vendordemo.com/video/crm/demo/webcrm-quick-tour-e-mail-templates/ http://www.vendordemo.com/video/crm/demo/webcrm-quick-tour-e-mail-templates/ Learn more about how to create e-mail templates in webCRM. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/demo/webcrm-quick-tour-e-mail-templates/ Northdoor Video Testimonial http://www.vendordemo.com/video/crm/testimonial/northdoor-video-testimonial/ http://www.vendordemo.com/video/crm/testimonial/northdoor-video-testimonial/ A top provider of IT Solutions to the Financial Services sector, specialising in application development, EPM, IT Support & Managed Services, Northdoor moved from Salesforce.com to Workbooks so they could run their Sales Order Processing on the same platform as their CRM. Mon, 24 Jul 2017 23:37:32 -0700 http://www.vendordemo.com/video/crm/testimonial/northdoor-video-testimonial/