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Sales |
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The BlueWhaleCRM Sales Module enables you to easily track and manage your sales
activities throughout your organization. The dynamic data features of BlueWhaleCRM,
paired with the automated workflow engine, enable you to streamline your processes
and concentrate on closing sales rather than doing administrative tasks.
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Click here for more information about BlueWhaleCRM Sales.
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Support |
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The BlueWhaleCRM Support Module allows your support team to efficiently and effectively
meet all service obligations. By utilizing the BlueWhaleCRM automated workflow management, you will be able to route support requests
and tasks to the correct people and departments in the time required.
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Click here for more information about BlueWhaleCRM Support.
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Contact Management |
With BlueWhaleCRM's contact management module, you can track your clients, employees,
vendors, and accounts in one central location. Import your Outlook contacts and
be up and running in seconds.
- Configure customized contact and account types.
- Add notes to contacts and view recent interactions from one screen.
- Link contacts to accounts and manage them centrally.
- Report on transaction times by contact or account to comply with SLAs.
- Export contact lists to Outlook or other PIMs and work offline.
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Project Management |
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BlueWhaleCRM's project management functions enable you to manage your projects and
employees whether they are in the office or on different coasts. Tasks can be created
and assigned to users, while project time and expenses can be tracked on a line
item basis and billed directly to your clients. Project costing and profitablity
analysis can be performed while user progress is monitored throughout the project
lifecycle.
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Knowledge Management |
Leveraging the knowledge and experience of every employee is critical in a business
environment that requires efficiency and effectiveness. BlueWhaleCRM's Knowledge
Management Module serves as a central repository for storing information to be shared
throughout your organization. With BlueWhaleCRM, your users have the ability to
post critical information to be used by others. This module is especially useful
for mobile users who travel a significant portion of the time.
With the user-friendly interface, users can easily post new articles, attach files,
and search on articles by article type. From anywhere in the world, users will
have the ability to search and access documents in the repository based on the security
access rules you establish.
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Reporting |
BlueWhaleCRM allows flexible reporting options for each of your users. Some of the
characteristics include:
- Pre-configured reports on support cases, accounts, contacts, sales and project management
data.
- Ad-hoc reporting on all workflow objects.
- Data mining on all custom fields and objects.
- Analytical analysis of support and sales data.
- The ability to export reports into spreadsheet, word processors, or XML files for
import into nearly all current applications.
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Customization |
With flexibility a top priority, our developers built BlueWhaleCRM with a powerful
customization engine that allows you to tailor the application according to the
unique needs of your organization and your customers. From the front-end interface
to security and reporting, you have the ability to quickly and easily configure
the application to include all of the functionality you need.
With our user-friendly Administration module, even the least technical person can
customize application elements within minutes. Some of your customization options
include:
- Addition and removal of customized data entry fields to/from user screens.
- Definition and customization of drop-down lists throughout the application.
- Customized security through development of your own privilege classes.
- Customized reporting and analytics.
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Self Service |
With a BlueWhaleCRM Self Service Module, your clients can safely and easily access
the information and functionality you choose. There is no "one size fits all" when
it comes to customer self service, so at TechWhale, we have built a template to
get you started on a self service implementation. Our template gives you the basic
functionality needed to create a support case and share information with your customers.
You can extend it by implementing additional functionality from our included Web-Services
API.
By implementing a Self Service module, your users can become more self-sufficient,
with the ability to create and submit tickets, as well as access their own customer
information. You can be informed of all client activity by setting up automated
alerts (Workflow Rules). This way, you can provide around-the-clock support without
actually being in the office 24 hours a day.
The self service module is provided only as a template and therefore is not supported
with the rest of BlueWhaleCRM. If you would like a quote on a custom module, please
contact us for more details
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Purchase BlueWhaleCRM
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Shop the TechWhale store for offers on BlueWhaleCRM and support programs.
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Shop
Now
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Live Demo
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Try BlueWhaleCRM out for yourself with our live, online demonstration.
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Learn more
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Support
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Registered users click here to access TechWhale Support.
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Support
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Partners
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Interested in becoming a reseller or VAR?
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Learn More
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