Customer Relationship Management
Customer Relationship Management (CRM) refers to the set of tools and techniques that you use to manage and monitor the various interactions that occur between your enterprise and your existing and potential customers.
Successfully managing these interactions is crucial to maintaining a loyal base of existing clients and winning new business.
The Vantagepoint CRM and CRM Plus modules are project-based solutions that provide you with a set of tools, applications, and reports to help you manage all aspects of your client relationships. Vantagepoint lets you gather information about your clients and then use this information to streamline procedures, activities, and client interactions. Because all of your CRM information is stored in Vantagepoint hubs, crucial data about your clients and contacts is accessible to all departments in your enterprise. This means that all personnel who interact with your clients, from marketing and sales to project managers and billing staff, are working with the same information, which promotes consistency in all of your client relations.
The data-gathering capabilities and information-processing tools provided with Vantagepoint help you manage marketing campaigns, track leads, pursue new projects, manage your business pipeline, maintain client and contact information, and track client-related activities (phone calls, meetings, and so on).
- Related Topics:
- Vantagepoint CRM and CRM Plus
Different enterprises have different CRM needs. Vantagepoint offers two options to accommodate CRM needs. - Client and Contact Management
With the Customer Relationship Management (CRM) application, you manage your client and contact records to help your enterprise build stronger client relationships and win more business. - Marketing Campaigns
A marketing campaign is any event or activity designed to reach new and existing leads, contacts, and/or clients for the purpose of generating new business for your enterprise. - Project Pursuit and Pipeline Management
Project pursuit and pipeline management are critical processes that your marketing and sales staff use to monitor and assess their efforts as they pursue new business for your enterprise. - Calendar and Activity Management
A key component of lead follow-up, in pursuit project tracking, and project management is the ability to schedule activities for clients, contacts, leads, employees, and projects.