CUSTOMER RELATIONSHIP MANAGEMENT
The business application that easily centralize and manage your enterprise information
What is it?
VisionPlus CRM, the customer relationship management solution developed by Idea Technology Solutions, helps organizations manage their relationships with customers, from the lead up to the sales order, as well as campaigns and account management, in the most effective way thanks to its wide array of features.
Why is it for you?
- All data belonging sales representatives, distributors, suppliers, service points and customers is used in the most effective way,
- With the report and analysis tools, companies may perform customer segmentation easily,
- Targeted campaigns and special services can be developed for customers.
Why VisionPlus CRM?
Covers all of the key processes of CRM
- Lead Management
- Lead flow between marketing and sales is streamlined.
- Leads are assigned to the right person based on the business rules defined.
- Parametric lead assessment rules can be created
- Opportunity Management
- Opportunities are created and prioritized easily.
- Visibility into opportunity status in the deal cycle is provided.
- The progress of leads, from source to current status, is tracked.
- Account Management
- Sales professionals are provided with a single detailed view into required information to manage their sales accounts.
- Sales-delivery-service records of any product or service can be captured, stored and tracked.
- Sales potential and opportunities can be reviewed.
- Contact Management
- Information regarding customer contacts is captured and stored along with the contact history.
- Detailed contact information is provided on a single screen.
- Task Management
- Tasks can be assigned to people or groups.
- The history and status of tasks can be tracked.
- Quote Management - Leads which are approved at the end of a defined process are accepted as being eligable for pricing.
- Contract Management
- Contracts are created to define products and pricing conditions for customers and distributors.
- Sales contracts can be monitored throughout the contract life cycle, from their drafting to their renewal.
- Collaboration - Office employees may share information and documents with each other, and reach informed decisions.
- Mobile Application
- Field employees may access to all required functions via the mobile application.
- iOS, Android, Windows Mobile platforms are supported.
