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Getting Started With Opportunities

April 15, 2017

Page Reviewed / Updated – April 2017 Definition: a business opportunity (or bizopp) implies the sale or lease of any product, service, equipment, etc. that will enable the purchaser-licensee to start a business. The licensor or seller of a business opportunity usually declares that it will secure or assist the buyer in finding a suitable […]

CRM Login – Log into multiple instances with the same email

February 28, 2017

Page Reviewed / Updated – April 2017 This crm login update will let a user log into more than one CRM instances with the same Email and password. Where is this crm login feature useful? It’s useful for people who want to access more than one instance. Let’s say your company has 2 locations and […]

CRM Sales helps to maintain your sales activity up to date!

January 20, 2017

Page Reviewed / Updated – April 2017 CRM Sales helps your team to record their daily notes. CRM sales is the W3B crm main crm module. Any time when a rep visits or meets someone, the notes from that meeting have to go into the crm. Running a successful business implies having to interact with […]

PM Client dashboard

December 06, 2016

Client dashboard Once a client has received the login credentials for the CRM, all they have to do is follow the link and enter the provided information (username and password). The Client dashboard offers an overview of the projects and tasks associated with a particular client. The client has limited capabilities in respect to the […]

Creating access for your clients

December 06, 2016

Providing your clients access helps to clarify the issues they may have concerning the progress of a particular task or project. Setting this up is a two-part process: first you need to create a new user and assign them to their respective project(s), in the Project Management section of the CRM, under Projects. You go […]

W3B Project management with client access

December 02, 2016

Intro / Project management with client access Creating access for your clients Client dashboard   Intro From a logistical standpoint, having clients implies being aware of said clients’ needs and achieving and exceeding their expectation, on a regular basis. The client is, understandably, an essential part in the process of production and, thus, needs to […]

Automated newsletter communication

November 15, 2016

Keeping in touch with clients should be a priority for all companies, since without them they wouldn’t exist. Maintaining a good relationship with clients might seem obvious, however if there are dozens or more of them, keeping in touch will become time consuming and a hassle. Here, at W3B Management Solutions we take pride in […]

Several customizations

October 08, 2016

W3B Management Solution is willing to provide customizations based on your company needs. Those customizations are free, we will then offer to our clients as add value to our product! Custom Fields / ability to add “drop down list” (select) W3b offers unlimited custom fields for Contacts, Leads, and Clients. Since each company has some […]

Project Life Cycle

September 28, 2016

You need to know how long the average project takes from start to finish? Reducing the start/end period will make you customers happy! The objective is to have access to data that helps reduce project length by optimizing various aspects of the Project Life Cycle with your team. PLC Report Report description (see the screen […]

Templates for Projects and Tasks

September 18, 2016

“I am going to go ahead and create a project template project for each of our account managers so that they can simply start a new project by duplicating the template and then filling it out from there.  I estimate the utilizing a project template eliminates about 50% of the project set-up time in W3B […]

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