Cloud Services 

Workair CRM, Microsoft 365, Workair Avatar.

CRM

Workair CRM is straightforward to use, future proofed, scalable (unlimited number of users), fully backed up, in the cloud and cost effective.

The key features of the Workair CRM are:

  • All contacts and communications are logged
  • Easy integration into other systems (APIs)
  • Integrates seamlessly into Workair phone systems, payments platforms and data services.
  • Voice and call recording
  • Leads assigned to sales people
  • Automatic email generation
  • Quotes issues
  • Invoices issued
  • Debt management
  • Collaboration
  • Instant messaging
  • Telephony
  • Project management
  • Document handling
  • Scheduling
  • Employee/HR management
  • Links to Workair UCI to maximise productivity from the teams
  • Detailed reporting
  • Reporting via App keeps you up to date.
  • Secure and in the cloud

CRM features :

User Module
Multiple Staff login
Client Module

Client Name and other information
Multiple Addresses
Multiple Contacts
Existing Orders
Notes
Call Recordings
Documents

Orders Module
Place Order – search catalog
Per Order – itemised products/packages
Status of order
Notes

Catalog
Search/Add/Edit list of products/packages including product images and providers/cost/sell prices
Product categories e.g. Gas/Electric/Broadband

Opportunities Module
List of current and future opportunities based on gathered renewal dates for each product type
Add Notes

Leads Module
Maintain list of potential leads
Add Notes

Provisioning Module
Manage the buying/selling/sending out of orders and statuses

PBX Module
Integrated into Dialler
• CREDIT – Maintain PAYG credits
• DEBIT – CDR files will show money spent on calls
• Charge Groups and Tariff maintenance

Finance Module
Track monthly Direct Debits
Account Maintenance and debt collection

Microsoft 365

Workair bring enterprise grade solutions to businesses of all sizes. Workair are Microsoft 365 partners. This enables companies to move to the cloud in an easy, straightforward and secure fashion. Workair customers are safe in the knowledge that its Microsoft who are providing the solutions. It doesn’t get any more ‘Enterprise Grade’ than Microsoft !

Efficient collaboration and communication are vital components in the success of every business. Workair and Microsoft make it easier than ever to work smart. With Office 365 apps like Work, Excel, Powerpoint and Outlook you can redefine how you communicate and collaborate. This makes it easier to work together, wherever you are and across your favourite devices.

The benefits of Office Cloud include:-

Increased productivity by Working together in the cloud.

97% of companies believe that anytime, anywhere access to data and applications makes employees more effective. Enabling employees to work where,how and on the devise they prefer can lead to greater productivity.

Go Mobile

With Office 365 and One drive for business you can access, review and edit data and documents from anywhere and from your preferred device.

Synchronise Your Business

Cloud storage synchronises information across different devices, so you and your colleagues are always viewing the latest version of a file no matter where you’re working or what device you are using. The cloud provides high level security and privacy while ensuring th access control you need.

Work Out Loud

Microsoft OneNote takes collaboration to a new level. OneNote shared note books provides a centralised place where project information, photos, files, handwritten or typed notes, screen clippings,web pages, videos and drawings can be shared.

On line meetings

Being able to meet online will become even more important as companies expand geographically. Skype for Business enables companies to meet customers, suppliers and other departments without wasting time commuting back and forth.

Turn Your Data into Valuable Insights (BI)

Companies who use Business Intelligence (BI) are 2.2 times more likely to substantially outperform their peers. One-click forecasting in Office 2016 enables SMBs quickly turn historical data series into analysis of future trends.

Co-author Documents in Real Time.

The collaboration feature of Office 2016 and Office Online enables you and your team to edit and contribute to documents in real time.

Avatar

Avatar is the next generation in contact centre solutions.

Contact Workair for more details.