Leads Management & CRM

Customer-Centric B2B Business Management Tool

Addressing Common Business Management Challenges

Team communication delay leads to missed business opportunities.

Incomplete implementation of business processes leads to inaccurate quotations.

Aggregating business performance statistics is time-consuming and labor-intensive.

Business data omissions or difficult retrieval.

Difficulties in tracking customer visits and service history.

Implementing effective business management processes to enhance performance and generate higher revenue.

The procurement volume in B2B transactions is relatively large, with long service durations. The vendor selection and evaluation process involve specialized knowledge, and multiple decision-makers are involved. The procurement process is complex, rigorous, and lengthy. The ezteamwork business management solution is designed to meet the management needs of B2B transactions. It provides businesses with customer-centric business data and process management, implements business systems, improves communication and service efficiency, and ultimately creates higher performance.

Meeting the five major needs of business management.

Opportunity management
Centralize management of leads, categorization, requirements, and communication records. Communicate more precisely and effectively with potential customers.
Quote management
Management of quotation details, history, and change requests, integrated with approval processes, simplifying internal communication operations.
Performance analysis
More timely and rapid generation of business performance statistics allows managers to execute more precise control and decision analysis.
Performance management
Integration with project management mechanisms to effectively execute the entire order-to-delivery fulfillment process, enhancing fulfillment efficiency.
Handling customer complaints
Implementing customer complaint management and customer service processes, responding promptly to customer needs, and continually strengthening customer relationships.

Creating various business forms and procedural systems.

The business management process, from marketing and lead generation to visits, quoting, ordering, fulfillment, and after-sales service, generates various forms. Paper-based form operations are not only time-consuming and labor-intensive but also lack real-time communication. Forms are difficult to consolidate and control. ezteamwork makes it easy for you to:

Quickly create various types of business forms.
Integrate forms with workflow mechanisms for execution and approval.
Customize management and viewing permissions for forms.
Access data synchronously via web or mobile devices.

Centralize the management of business communication information and documents.

Do you track business opportunities or business/service progress through phone calls, emails, meetings, or communication software (e.g., Line, Skype)? Is this communication information scattered across different software or devices, making it difficult to track and grasp the communication history? Let ezteamwork assist you:

Communicate and report business or service progress anytime, anywhere with your mobile phone.
Centralize the communication records and documents related to business.
Quickly access and search the records and channels of communication with customers.

Gain a comprehensive understanding of sales and service records.

Do you record various business-related data using MS Word, Excel, Google Sheets, or other form systems, but find it labor-intensive to compile or analyze which customer the business data comes from?

The architecture designed by ezteamwork allows you to centrally manage business data by customer.

Integrate all business-related data centered around the customer.
Including: request forms, quotations, purchase orders, shipping orders, invoices, and complaint forms.
Centralize control over customer data and related business forms.
Gain a more comprehensive and precise understanding of communication history and content with customers.

Achieve a more precise and real-time understanding of business performance.

Does your business require additional manpower to consolidate leads or orders? Are your performance metrics accurate? Is your report data timely? With ezteamwork's business management framework and flexible reporting mechanism, managers can customize various types of business statistics tables and automatically generate data retrieval at any time or on a scheduled basis. For example:

Industry-specific sales statistics table

Customer-specific sales statistics table

Sales statistics table by salesperson

Monthly/Annual Sales Comparison Table

Payment Progress Table

Complaints Statistics Table

Industry-specific sales statistics table
Customer-specific sales statistics table
Sales statistics table by salesperson
Monthly/Annual Sales Comparison Table
Payment Progress Table
Complaints Statistics Table

ezteamwork Mobile App

Access business information anytime, anywhere.

Report business progress.
Mobile approval/audit.
Handwritten signature return.
Recording meeting minutes.
On-site photo uploads

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Report business progress.
Mobile approval/audit.
Handwritten signature return.
Recording meeting minutes.
On-site photo uploads

Advanced applications for business management.

Fulfillment and customer service management.

Do you want to provide a comprehensive customer service experience from prospecting, contacting visits, quoting, fulfillment, to after-sales service? Do you want to improve communication efficiency between sales and fulfillment units? Do you want to streamline the process from sales to fulfillment services? Do you want to retain and centralize all relevant records of your customers?

The products and solutions offered by ezteamwork can fully meet your aforementioned management needs.

Learn More >> ezteamwork Project (ePM)

Salesperson attendance management

Is your salesperson attendance record still reliant on paper-based operations? Do you want to keep track of your sales or field personnel's attendance time and locations at any time? Concerned about incomplete attendance records during labor inspections?

The ezClock cloud-based clock-in system provides you with a comprehensive and flexible attendance management mechanism. Supervisors and employees can access it through computers or mobile devices, fully meeting your management needs.

Learn More >> ezClock

Want to enhance efficiency in developing, performance, closing deals, and managing business opportunities in your enterprise?

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FAQ

Can the format of the dispatch order be customized to add or remove fields?

Yes, the system can customize the fields, format, and sequence of the dispatch order according to company requirements.

After filling out the dispatch order online, can it be printed? Can the format layout include the company logo or match the existing format of the company's work order?

Yes, the system's dispatch order can be pre-set with a printing format, allowing for previewing and printing after filling out. The dispatch order layout can include the company logo and can also be adjusted according to the company's requirements.

Can each dispatch order assign multiple personnel? How does the system record this?

The dispatch order will record one primary responsible person, and additional fields can be added to record the total number of personnel assigned to each order.

Does the mobile app have specific phone model restrictions?

There are no restrictions. Unless the phone is too old, in principle, most commonly used smartphones on the market, whether Android or iOS, can download and use Monmouth Technologies' mobile app.

Can the total amount or number of work orders assigned to each customer during a specific period be calculated?

Yes, the system provides a flexible reporting mechanism. Managers can customize various types of statistical reports based on the aforementioned management needs.