Contact Relationship Management

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Integration Control

Visions CRM saves you the most time by being integrated with Distribution Accounting, Shopping Cart and the Support Exchange
Transfer accounts and contacts to be visible in Distribution Accounting with just one click
Easily link your CRM to both your vendor and customer records
Control access permission to your Support Exchange for both customers and contacts
The Shopping Cart automatically adds and updates Customer records in Distribution Accounting and Accounts and Contacts in your CRM

Track all accounts from a common repository
Specify parent-child relationships between accounts and their subsidiaries or other divisions
Import accounts from external sources, such as ACT, GoldMine, and other applications
Create fully customizable account reports
Attach customer-specific documents to accounts for a quick reference in the future

Track all contacts from a common repository
Create the hierarchy of contacts within a company to have better coordination while dealing with customers
Import contacts from external sources, such as ACT, GoldMine, and other applications
Export contacts to spreadsheet software, such as Microsoft ® Excel ®, OpenOffice ®, and others for further analysis
Synchronize contacts with Microsoft ® Outlook ®

Manage leads end-to-end (from creating leads to converting them into opportunities)
Import leads from external sources, such as web downloads, trade shows, seminars, direct mail, and other types of campaigns
Qualify leads to next stage based on information captured in lead details
Convert leads into sales opportunities, accounts, and contacts with a single-click
Lead conversion mapping for all the custom fields
Create fully customizable lead reports
Export leads to spreadsheet software, such as Microsoft ® Excel ®, OpenOffice ®, and others for further analysis

Add all important customer-related emails to CRM for quick reference in the future
Store all the details of customer meetings and calls in an intuitive calendar
Manage daily tasks of the CRM users to have a streamlined sales process

Track all sales opportunities end-to-end in a sales cycle
Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
Create fully customizable opportunity reports
Export opportunities to spreadsheet software, such as Microsoft ® Excel ®, OpenOffice ® and others to analyze the sales pipeline and quickly identify any bottlenecks

Receive campaign management, email marketing, online lead forms, and product management specifically useful for your organization-wide marketing requirements
You can also use other marketing-related modules: Calendaring, Contact Management, File Attachments.

Manage mailing lists based on existing data related to leads, accounts, and contacts
Send mass email campaigns from the selected mailing lists

Visions CRM supports advanced security management functions including roles, hierarchies, profiles, and groups
Flexible access control to view and edit functions based on role, management hierarchy, and group membership
Flexible sharing and access control tools for CRM setup to match the needs of your business
Sharing control can be changed for each module
Visions CRM provides tools to create and manage access controls using roles and role hierarchies
Profiles can be used to manage sets of access permissions and assign them to roles
Allows for easy management of access permissions for different roles that you create
CRM groups allow easy management of access and sharing for different groups of users