About

Relationship Management

Web Ally is Internet-based relationship management; the next generation of tools to build business and retain satisfied customers and vendors. Web Ally is your partner for CRM on the web; a partner to account managers as well as a partner to your valued clients. Web Ally has rep-facing features as well as client-facing features.

Browser Access to Central Data

Web Ally utilizes a web browser to access a central web server database, so that there is no need for local software installation. Web Ally gives its users the full benefits of a streamlined client/server application, without being confined to the desktop, yet provides synchronization to the client/server desktop version of the Ally CRM software. Through the use of the web browser, the software exploits its platform independence and its server-side installation, which significantly reduces development and deployment costs.

Easy to Install and Easy to Support

The Web Ally software user interface is easy to learn and easy to use. This is accomplished by using the newest generation of Internet/Intranet hosting technology connected to a remote database server. Each of these technologies play an integral part in the way data is captured, edited and displayed. It also provides consistency and security for all corporate data. Through optimal use of the Internet’s resources, Web Ally has the potential to easily support activities such as field sales, correspondent services, support for independent representatives, central database management, custom graphics, email to customers, collaboration, forum chat, and much more.

Features

The Web Ally software user interface has the same feel as the classic Web Ally client/server application. This is accomplished by using the newest generation of Internet/Intranet hosting technology connected to a remote database. Each of these technologies play and integral part in the way data is captured, edited and displayed. It also provides consistency and security for all corporate data. Through optimal use of the Internet’s resources, Web Advisor’s Ally has the potential to easily support activities such as field sales, correspondent services, support for independent brokers, central database management, custom graphics, e-mail to customers, and more.

Web Ally Features Include:

  • Track clients, prospects and leads
  • Monthly, weekly, and daily calendars
  • Unlimited notes of conversations
  • Sales Alerts and Alarms
  • Print & mail reports, open search & sorts
  • Workgroup scheduling for team building
  • Customizable to your business
  • Schedule multiple calls, actions, meetings
  • Web Access and E-mail support

Scalability

The Web Ally application has been built with scalability in mind. The Web Ally hosted option provides enough scalability to easily host thousands of concurrent users accessing the Web Ally site. For the Web Ally in-house option, we can recommend an architecture that will meet the demands of any sales force number and frequency-of-access requirements. All the Application and Database processing has been optimized for multi-user access from anywhere at any time. Since Web Ally is built with industry standard and portable application code, there are many options for platforms and application architectures that can scale to meet any demand.

A Sample Application Configuration that provides optimum scalability would be running Web Ally on an IBM Web Sphere Application Architecture. Utilizing that type of architecture, the application will be able to process approximately 10 Million HITS PER DAY with a single CPU and as many as 40 Million HITS PER DAY with a 4 CPU server. For even greater scalability, servers can be clustered and the application and processing load can be distributed across multiple servers.

The Web Ally software design and development team has optimized the three main factors that effect Web Application Performance and Scalability. 1) The Web Application and Database Architecture was configured to be scalable and extensible , 2) the Network Infrastructure that we specify supports scaling up to large numbers of users, and 3) the Web Application Design considers scaling to be a key aspect of the installation requirements.

Architecture

The Application Architecture for Web Ally can be either hosted in-house by the client or on the Web Ally hosting environment. Web Ally is built on a Cold Fusion / Java Platform with a Microsoft SQL Server Database. The Web Ally Application can be hosted on a variety of Operating Platforms including the various Windows Platforms, UNIX, and Linux.

Customizable

Web Ally is fully customizable for or by a particular customer. Web Ally’s portlet architecture allows functional units to be turned on and off for the particular needs of each client. Web Ally has been created with a logical separation between the business logic and the database layer allowing it to be customized to match a client’s existing intranet site. Web Ally is built with a Web Based Architecture, and thus no deployment process is necessary for the application code. This allows changes to be made and take effect for all users immediately. Through a design session and consultation with each client customer, Scherrer’s team can adapt Web Ally to incorporate a particular sales style or business practice, and to add or subtract custom data fields required for the business unit.

Flexible

Web Ally gives clients a great deal of flexibility through the use of user roles; the function the person is performing within the organization. For example, an administrator can view site statistics and monitor usage as well as add new custom fields and manage the discussion forums. End user account representatives who own particular accounts can modify that data while other account representatives or assistants may only be able to view it. Web Ally supports both the rep-centric view and the client-centric view of data. This ability includes access by external facing clients and users to access project and proposal information only for their particular account. An account rep has the option of invoking access by his or her clients, thus triggering a client view of transactions, holdings, project financial plans and to update their demographic information.