EvergreenWorx Customers - CRM

EvergreenWorx Customers is an end-to-end customer relationship management (CRM) tool built on the Microsoft Power Platform. It’s designed to help sales teams better serve their customers. It provides a simple and effective workflow to manage accounts, contacts, and business opportunities. It uses your existing Microsoft assets to create intuitive and detail-oriented processes for accelerated business growth.

Business Benefits

• Speeds lead conversion through automated activity tracking.
• Reduces dependencies on individual knowledge.
• Improves opportunity management by proactively displaying essential tasks and stages.
• Enables dynamic collaboration between salespeople and departments.
• Provides support personnel with increased visibility into case management and request fulfillment.
• Analyzes deal trends, encouraging data-driven decision-making.
• Produces detailed account and customer records.

Key Features

• Accounts and contact management
• Lead and opportunity management
• Automated activity tracking
• Sales order integration
• Case management
• Customizable dashboards

Why should companies invest in a CRM?

The CRM software market is one of the fastest-growing industries, projected to grow at 14.27% from 2020 to 2027, driven by consumer demand for better customer service, automated engagement, and more nuanced customer experiences. EvergreenWorx Customers is an easily implemented and affordable way to provide customers with higher quality experiences and services.

What are the benefits of having a CRM?

A recent survey conducted by SoftClouds suggests that approximately 82% of organizations use customer relationship management systems for sales reporting and process automation. A modern CRM gives a better understanding of buyer behavior and preference, enabling brands and organizations to adopt the best customer relationship management strategies and deliver performance in real-time. With EvergreenWorx Customers, sales teams can close more deals, focus on strategic goals, and optimize the use of their time.

What’s the benefit of managing my customers within the Microsoft Power Platform framework?

Microsoft’s Azure, Office 365, and Power Platform environments are used by nearly 16 million monthly active users, up by 97% year over year, revolutionizing productivity gains for companies everywhere. Power Platform supports integrations with other Microsoft tools, such as SharePoint and Office365. These integrations present a familiar and easy-to-learn environment for users. In addition, Microsoft invests over $1 billion annually in security to protect organizations’ data. Companies can feel confident placing their trust in Microsoft Power Platform.

About EvergreenWorx

The EvergreenWorx application suite is designed to support your small to mid-size business. EvergreenWorx streamlines and automates your back office, allowing you to stay connected and get things done. Built on the Power Platform, each EvergreenWorx application makes the most of your Microsoft investment with simple, elegant, intuitive, and affordable solutions to every business challenge.

For more information, visit https://evergreenworx.com/ or request a demonstration or test drive at hi@evergreenworx.com