  
Xware 2.0 is a feature rich, customer relationship management (CRM) solution specifically built for the Debt Settlement Industry. With input from industry pioneers and leaders, Xware was built from the bottom up to meet the specific needs of your business. The most exciting thing about Xware, is that it is provided free of charge to all EFA Client Companies. Because Xware is a "service," you access the system via a web browser and internet connection. You do not have to invest a dime in server hardware and software, databases such as SQL Server, backup and recovery systems, and IT staff to maintain it all. These distractions are handled for you by our expert team, allowing you to focus on your business! All of this adds up to tens-of-thousands of dollars in savings each year, and of course increased sales revenue!
Sales leads are the largest cost consideration facing Debt Negotiation companies. Because of this, Xware provides a robust
set of fully integrated tools and interfaces to enable companies to realize maximum return on this vital investment.
Xware is an exceptional product that addresses the critical concern of sales operations - the management of their leads.
Xware is delivered utilizing the SaaS model. Software as a Service provides a total solution. Xware customers do not waste
their valuable resources buying and maintaining hardware and software. No more worries about servers, software installation,
backups, MS Office and SQL licenses, and security. All you need is internet access and a web browser!
- it's all handled for you! Product Features - Version 2.0
The list below highlights some of the features of Xware
SALES FEATURES Sales Lead Management
Xware provides you with a very sophisticated and flexible Lead Distribution Engine, allowing you manage your leads how you want
them managed. There is no limit to the number of skill levels that can be defined for your sales staff, and each level can have
its own set of lead distribution rules and goals, configurable on fields such as debt amount, number of leads received, time periods,
leads expected, etc... Leads can we imported automatically via our web services interface from any of your lead vendors, or can be
imported from a spreadsheet or csv. file. Leads can also be entered manually into the system. A wide array of reports are also
available to manage the process.
Electronic Signatures
Xware has fully integrated Electronic Signatures, allowing you to send your customer enrollment documents via email and have the
customer sign them on-line! No more printing, signing with a pen, and faxing! The customer can sign the documents simply by a few
clicks of the mouse! This process will shorten your time-to-close ratios, increase revenue, and make the enrollment process
painless for your customers. It is secure, legally binding, and simple to use!
With Xware electronic signatures, you will know when your customer received the enrollment package, when they opened it, when they signed it, and when they returned it. No more guessing or wasting time with follow-ups! Xware partners with DocuSign, the leader in the e-signature market. You can see the story here: http://www.docusign.com/ Trust Account Administration
Robust real-time integration with Global Client Solutions (GCS) provides Xware users with advanced opportunities for settlement and
financial transaction processing, while improving customer retention.
Automated Clearing House (ACH) Dynamic Custom Forms and Letters
Each user can create their own custom forms and letters, with the ability to have the system automatically insert any data field
into the document. Full color and graphics can also be inserted. These dynamic forms and letters can be specified at the individual
user level, or created globally for all users to access. This feature is also available for emails.
Electronic Faxing
Electronic Fax service integrated into Xware.
Email
Fully integrated Xmail subsystem is included with Xware. This system is web based and eliminates the need for you to purchase
and use MS Outlook or Exchange. All of your correspondence is managed within Xware. Email is generated in HTML allowing you to
include logos, graphics, charts, etc...
Calendar
Create appointments and set reminders just like Microsoft Outlook.
Tasks
The Task system allows each department to create their own task types, and define their own workflow utilizing the task system.
Tasks can be created for individuals, teams, or groups, and are checked in/out of various queues. Each user has their own personal
queue in which to track their work items.
Workflow Driven Enrollment Process
Rapidly enroll customers using Xware's simple user interface. Made to work the way you work, following the flow of the sales
presentation. Ensures all the required information is captured and program specifics are explained and disclosed. The Xplan
Program Calculator automatically generates the appropriate program schedules based on your parameters (plans), including state,
and generates the entire Enrollment Package. The package is then ready to be sent via Electronic Signature, E-fax, or Email.
Xplan Program Calculator and Payment Plans
Immediately generate all the program details based on various payment plans and options, including verbal explanations to aid your
staff in explaining the options to your customer. You can define plan components such as fees, installments, and savings, and define
how they are calculated and when they are applied.
Notes
Unlimited notes are available and retrievable based on user role and type.
Notes can be entered and retrieved from anywhere in the system.
Index Card
The Index Card is a quick overview screen that provides a detailed snapshot of the entire customer account.
It is available from anywhere in the system.
Enrollment Package Management
Standard or Customized Enrollment Packages are available. Multiple Enrollment Package versions are allowed and tracked in detail.
GENERAL FEATURES Rapid Implementation
Because there is no hardware or software to install, the Xware team is able to setup and configure your business typically in less
than five days, depending on the level of customization you require. The majority of our customers are up and running in two days!
Ease Of Use
Xware is simply "simple" to use! All screens are designed from user feedback, making navigation intuitive, quick, and efficient.
Most users attain proficiency within hours!
Powerful Search Capabilities
Due to the advanced design of the Xware database and the powerful server architecture employed, searches are fast! Not only fast,
but every business related field can be used as a search criterion, and multiple fields can be search simultaneously. Search results
can then be sorted on any returned column simply by clicking the column header.
Experienced Support
Included with all our products is access to our SupportCenter. This is a manned support call center, which provides you with live help.
Of course, email support and online tutorials are also available.
Reporting
A full array of reports is standard with Xware that cover every aspect of the system and your business. All reports can be viewed
on-screen, printed, or exported to MS Excel. Custom reports can also be quickly provided.
Role Based User Authentication and Security
Each user of Xware has a unique user id and password, and can then be assigned one-to-many Roles, which determine what access they
have within Xware to various functions. Each Role is defined by you, and there is no limit to the number of Roles. This function
allows you to customize system access to best relate to your business structure, workflow, and departments.
Event-Based Automated Emails
Xmail also provides the ability for you to define emails to be automatically generated and sent based on various events that
occur in the system. These emails can also be setup to automatically be sent based on rules you define, such as a time
interval (ex: every 30 days, etc...)
Affordable Pricing Options - How's Free Sound!
Realizing the pressures of starting up or maintaining a successful business, EFA provides Xware free of charge for its Client
Companies! We partner with you for our mutual success.
Technology
Our team employs best-of-breed technologies in its hosting centers to ensure you receive the best performance, security,
rapid implementation, and state-of-the-art features. Instead of being wed to only one brand of technology, our engineers are
continually researching and testing new technologies to make sure we are delivering the best to our customers. Xware is not
a "legacy" system. It contains up-to-date object oriented code. It is not version of a previously existing credit counseling
system, but was created from the ground up specifically for the Debt Settlement industry, utilizing input from industry leaders
and pioneers. Xware is a complete Web-based application.
XWAREhost
Included with Xware is our hosting service, XWAREhost, which is the backbone of our SaaS delivery model. Through this service,
all of your technology headaches, worries, and costs are alleviated. Full backup's of your data are performed on a constant basis,
and are also stored at an off-site facility. Our facilities offer fully redundant fiber internet connections, firewalls, routers,
switches, and servers. We have eliminated all single points of failure. All disk storage is either mirrored or RAID enabled and
hot-swappable. All operations are monitored 24x7 by our engineers.
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