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Vesigo CRM Content Updated: January, 2007   
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Ensuring the Right Fit Through Integration and Customization
 
Businesses of all sizes see the need for CRM applications. However, many find it difficult to justify the upfront costs and perceived complexity of implementing a CRM system. For these companies, hosted services such as Vesigo CRM have become increasingly popular as a cost effective solution. Vesigo CRM enables organizations to take advantage of sophisticated customer acquisition and retention tools without a costly upfront investment.

Integration
Vesigo CRM: Integration and CustomizationVesigo CRM will integrate with Microsoft products and services that you use daily such as Outlook and Excel, as well as Microsoft Business Solutions ERM applications.

The Outlook interface was designed to ensure effective use by providing CRM access to employees in an easy, natural way. The Sales and Customer Service modules closely combine, making it easy for employees to share information across your business.

Vesigo CRM also includes the ability to integrate with third party applications such as specialized vertical solutions and web services giving you total flexibility. As a Microsoft Partner, Vesigo Studios remains your point of contact for customized development on the Microsoft CRM platform. Our experienced and certified developers are here to offer you technical assistance to adapt CRM to the way you need it to work. This can include integration with existing software such as QuickBooks, Great Plains Accounting, Act!, and SharePoint.

Customization
Since no two businesses use the same processes or track the same customer data, the ability to customize is essential. With Vesigo CRM forms, relationship links, customer views and more can easily be designed and modified to your specifications. Here are few areas where customization is important:

Forms and views the way you want to see them
Different industries and businesses need to track different data. The Microsoft CRM database schema can easily be modified to fit your needs. Forms for areas such as accounts, contacts, opportunities, cases, and orders can be customized to allow you to manage the exact data you need. Views across the solution can be modified so that users can see critical information at a glance and sort data according to specific needs.

Business management settings that reflect your business model
Flexible settings allow you to accurately mirror your business model by mapping organizational structures. Ensure information is protected, yet accessible, by selecting from a wide range of user roles and access rights, even modify or create roles that fit unique circumstances.

Automate business processes to enhance productivity
Business processes such as leads routing and notifications, opportunity and pipeline management, case management, and data transfer to other applications can now be automated. Utilize the industry-leading sales methodology included with Vesigo CRM to automate stages in the selling process and establish assessment milestones. Create customized e-mails and rules for automatic order fulfillment notification, leads and opportunity follow-ups, service requests follow-ups, and more.

The best part of using Vesigo CRM is that we take care of the customization and integration your business requires. We’ll assist you through every step as you implement the latest CRM technology. Contact us today for more information on integration and customization options.