Customer Relationship Management (CRM) Overview

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 company and your customers.

Successfully managing these interactions is crucial to maintaining a loyal base of existing clients and winning new business.

The Vision CRM application is a project-based solution that provides you with a set of tools, applications, and reports to help you manage all aspects of your client relationships. Vision CRM makes it possible for you to 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 the Info Center, crucial data about your clients and contacts is accessible to all departments in your company.

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 your client relations.

The data-gathering capabilities and information-processing tools provided with Vision CRM allow you to automate lead tracking, opportunity and pipeline tracking, marketing campaign management, client and contact management, and activity management. In addition, if you are using the Document Management application, you can share document files. This level of automation gives you more time to focus on anticipating the needs of your clients and finding new and better ways to provide them with suitable services.