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.

Related Topics:

  • Info Center Records
    The Vision Info Center is a collection of information centers that you use to manage all of your business-related data. Use the Info Centers to enter, view, and revise your data in one convenient place.
  • Client and Contact Management
    With Customer Relationship Management (CRM), you manage your client and contact records to help your firm build stronger client relationships and win more business.
  • Linking Client and Vendor Records
    If you manage both client and vendor/consultant records, you can either use one Info Center to maintain both client and vendor information or link client and vendor records together to share data.
  • Prospects and Leads
    Prospects and leads are a subset of contacts. They are also referred to as prospect contacts or unqualified contacts. Prospects and leads are the companies and people who have come to your firm's attention as potential sources of future 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 firm.
  • Opportunity Tracking and Pipeline Management
    Opportunity tracking 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 firm.
  • Calendar and Activity Management
    A key component of lead follow-up, opportunity tracking, and project management is the ability to schedule activities for clients, contacts, leads, employees, opportunities, and projects.
  • Sharing Data with Microsoft Outlook and Microsoft Word
    You can coordinate or share certain types of Info Center and activity data with the other software applications that your firm uses. Vision offers ways to share data with Microsoft products.
  • CRM Reports
    The CRM application includes a number of reports designed to help you manage the CRM-oriented information in your database.
Parent Topic: Concepts Overview