Summary:

PBworks today released a Customer Relationship Edition of its enterprise collaboration software. Unlike most existing CRM apps, which are primarily reporting and management tools, PBworks’ new app is is designed to be used at all stages the sales cycle for external collaboration with prospects and customers.

PBworks (formerly PBwiki) today released a Customer Relationship Edition of its enterprise collaboration software. Unlike most existing CRM apps, which are primarily reporting and management tools, PBworks’ new app is is designed to be used at all stages the sales cycle for external collaboration with prospects and customers, and allows users to:

  • Collaboratively author content, such as proposals and agreements
  • Share key documents and files, such as contracts and collateral
  • Set meeting agenda, take real-time notes, and capture and assign action items
  • Manage critical processes like RFPs with project management tools
  • Communicate in real-time with built-in chat, instant messaging and teleconferencing

The new product includes “customer engagement monitoring,” an interesting feature that alerts sales reps or account managers whenever a customer logs in, and also allows a company to see exactly what its customers are viewing or downloading from its workspaces to get a better idea of their interests.

Here’s a (fairly lengthy) “sneak peek” webinar, recorded for existing PBworks customers, that shows off the Customer Relationship edition’s additional features:

PBworks Customer Relationship Edition has a starting price of $30/user/month. Unlimited customer/prospect workspaces and licenses are included at no additional cost. The product will integrate with other CRM tools via its API; a Salesforce.com connector that allows one-click extranet creation from within Salesforce.com, as well as the ability to view those extranets from within Salesforce.com itself, is available at a cost of $1,000 per year.

The Customer Relationship Edition of PBworks joins other special editions of the software tailored for specific verticals, such as project management, the legal profession and education.

Let us know what you think of the new PBworks Customer Realtionship edition in the comments.

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