UniVW

UniVW allows users to bring in data from various external sources like Google, Facebook, LinkedIn, etc. This integration helps in making better-informed decisions and enhances marketing strategies with data from multiple platforms.

Yes, UniVW includes a flexible workflow engine that helps in modeling and optimizing business processes. Users can create custom workflows to suit specific business needs thereby improving efficiency and visibility.

Key features of UniVW include integrated cloud telephony, resource hierarchy-based data access, flexible workflow engine, integration with external sources, lead management, customer 360 management, automation, and advanced analytics.

Data security is a priority for UniVW. It uses a resource hierarchy-based system to provide access only to necessary data. This ensures that sensitive information remains protected and secure.

UniVW offers four types of CRM plans: Free - Easy CRM, Easy Telephony CRM, Full CRM, and Custom CRM. Users can choose based on their specific business requirements.

UniVW’s integrated cloud telephony offers seamless click-to-call functionality and robust data protection. It ensures that calls are managed efficiently, which enhances overall communication quality and productivity.

Sales teams, customer support, marketing teams, small businesses, and managers can benefit greatly from using UniVW. It helps in managing leads, customer interactions, ticket resolution, campaign data, and optimizing department workflows.

The flexible workflow engine allows businesses to model and optimize their custom workflows. This enhances process efficiency, improves visibility, and ensures streamlined operations, leading to time and cost savings.

Step 1: Sign up for an account on the UniVW website and choose a CRM plan that suits your needs. Step 2: Set up your profile and input your business data. Step 3: Customize your workflows and integrate external data sources as needed. Step 4: Utilize the cloud telephony features to manage calls. Step 5: Automate tasks and utilize analytics to track performance and optimize your processes.