Help Center

Customer Support & Service

  • Visions provides enterprise Customer Support & Service features
  • Trouble Ticket management
  • Knowledge Base management
  • Customer self-service portal, reports, and support statistics
  • You can also use other customer support-related modules within the CRM, such as Activity Management, Calendar, Contact Management, etc.

Trouble Ticket Management

  • Automatically updates the status of tickets by emailing your customer
  • By containing your trouble tickets within your Knowledge Base, you have a centralized location for a better resolution of trouble tickets within the least possible time
  • Constantly improves the quality of Knowledge Base with threaded discussions

Knowledge Base

  • Give your customers a structured method to provide suggestions & comments
  • Maintain up-to-date articles and create an industry Knowledge Base for your customers, provide information on your products, how to start a business, local laws, tips, etc…
  • Customers can communicate with you and you can communicate with your customers
  • You can even provide customers with communication directly with your vendors and discuss known issues or new product announcements
  • Your customers can interact with each other with questions and answers
  • Advertise monthly specials to move dead stock
  • Announce holiday hours, parties, etc …
  • Provide public access to the Knowledge Base only after approval
  • Extensive searching capabilities

Customer Self-Service Portal

  • Secured access
  • Customers can update their profile (limited functionality)
  • Customer portal access to previous and current quotations, orders, invoices, with tracking of existing orders
  • Customer Portal includes information entered on both the Shopping Cart and internally within Distribution Accounting
  • Customers have ability (limited) to update their profiles