Outlook
Integration
|
Seamless
integration with Microsoft Office
Outlook 2003 and 2007. |
This puts
the power of CRM in the environment you
are comfortable with. Easily interact
with CRM data as you work in Outlook
composing email messages and working
with contacts. |
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|
Service
Scheduling
 |
Schedule
service and other appointments directly
inside of CRM. |
Sharing
calendar information is an important
part of organizing your businesses
activities. This is a great way to keep
track of who is doing what and when they
are doing it. |
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|
Reports
 |
Powerful
server reports are available to give you
the information you need when you need
it. |
Vesigo CRM
makes use of server side reporting which
allows you to always have the latest
report data at your fingertips. Custom
reports can be prepared and published
for everyone in the organization to use. |
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Contacts
 |
A list of
contacts that you have relationships
with. This can be directly linked to
contacts in Microsoft Office Outlook. |
At the root
of CRM are the individual people you
cultivate relationships with. In CRM an
individual is considered a contact who
can be associated with many other
entities such as companies. The Outlook
Client makes it easy to link your
contacts already in Outlook into CRM.
That way you can make changes to the
contact via CRM or Outlook and the data
stays in sync. |
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Leads
 |
Store leads
and opportunities, cultivate them, and
turn them into accounts. |
Leads can
be entered manually or imported in bulk.
Marketing campaigns can be run on leads
that meet a certain criteria. This is a
very useful tools for sales
representative to track the progress of
a lead as it's turned into a customer. |
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Products and Services
 |
Store your
list of products and services, including
price lists and packaged deals. |
At the
heart of your business is a list of
products and/or services that you offer
to customers. Enter these one time in
CRM and use this list to offer
authoritative pricing, prepare quotes
and invoices, and track the items
purchased by customers. Associate future
products and services that will allow
sales representative to up-sell
customers later on newer items offered
by your company. |
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|
Quotes
and Estimates
 |
Generate
quotes quickly and print them as a
report, export to a Microsoft Word
template, or save as a PDF. |
With your
products and services already setup in
CRM, creating a quote for customers is
easy. Simply select the products and
services you want and CRM takes care of
the rest. You can even write in
miscellaneous line items if there is an
extra item you need to add to the quote
that is not already setup in the product
catalog. |
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Competitor Tracking
 |
Store and
track competitor information. |
Get a
better view of your competition and how
they are interacting with your leads and
customer base. CRM makes it easy to add
competitors and then make associations
to vendors, leads, suppliers, and
customers who have interaction with
them. |
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Knowledgebase
 |
Archive
articles that provide answers to common
support issues. |
Generally
the same support question is asked by
not just one customer, but several. By
archiving the solutions that your
support staff discovers for problems,
the knowledge base makes it easy to look
up these answers later and send those to
the customer. This makes for consistent
answers to customers and avoids the
problem of support personnel giving
their own random opinions. |
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Contracts and Service Agreements
 |
Comprehensive
tools that store your customer's contracted
rates, preferences, and history with your
company. |
Store your
companies standard contracts, such as
support service plans, in CRM and assign
them to customers so you can easily
track and fulfill contractual
agreements. |
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Customer Support Cases
 |
Track each
time you have a support interaction with
your customers. |
Cases track
a support incident that occurs with a
customer. This makes it possible to
record the nature of the incident, the
time spent assisting the customer, and
the solution to the problem. Since this
is tied back to the contracts feature,
logged cases will deduct from the
contracted support incidents allocated
to that customer. |
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Options
and Settings
 |
Configure
CRM to operate the way you need with
comprehensive options and settings that
affect the whole organization. |
Setup
company specific settings such as sales
territories, office locations, business
closures, and business units. This makes
it possible for CRM to operate the way
your business works. You can also setup
user permissions and roles. |
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Customization
 |
Customize
CRM with the fields and workflow you
need. |
Virtually
every portion of CRM can be customized to
work the way you need. Most simple
customizations are possible through the
CRM interface such as adding fields and
changing views and lists. More advanced
customizations such as dashboards and
workflow integration can be accomplished
with the help of the technical engineers
at Vesigo Studios. |
