Customer relationship is the ground element for successful companies. You know how to deal with customers. You know the good words; you know your strengths and what they are looking for when they are coming to you. And you know well that they are all different. However you lack the right tool to manage effectively your prospect and existing customers. All you need is a single place to store all that powerful knowledge so that everyone can benefit from it company-wide.
Benefits of Visual Planning for CRM
Visual Planning for Customer Relationship Management is a flexible application that is crafted based on your specific requirements. It allows you to cater to your evolving business by always matching your needs, and can grow with you. Visual Planning can be used to create tailor-made collaborative CRM applications to assist your sales team to record, track, share and follow up on their leads, accounts and opportunities efficiently. In a single click you can allocate leads to a specific salesperson, highlight prospects for a month or a quarter or share information between different teams and individuals. Individual and collective targets are always a couple clicks away to drive everyone to do the best.
Key features of Visual Planning for CRM
For Sales Directors
- Use a single tool to manage in-house sales and external resellers
- You can allocate leads in a single clickto a specific salesperson, highlight prospects for a month
- Control information flow through user rights
- All your leads in one place – you can allocate lead to your sales teams and get access to the lead track records, company-wide
- You can have one single view on quotes, orders and invoices
- Get visibility – we create specific metrics that matters for you and assemble them in real-time, interactive dashboards
- Never in the office? Retrieve and update schedules and customer information from our web portal, get reminders through e-mails, text messages, on your calendar or even through an RSS feed
For Sales Teams
- Create a sales territory to track and segment your sales completely
- Track customers through all stages of the sales cycle right from prospecting till closure – Finally closed that never ending deal? Switch from lead to actual customer status with one click of a button
- Schedule meetings, follow ups, contract renewals and get reminders to always be on time
- It is very simple - set up and follow all your loyalty programs
- Create multiple documents - quotes and documents - using mailmerge
- It is all about the team – discuss in real time with your colleagues, point out to a specific customer record and store one thread for each lead
- Upload and share files with everybody – meeting minutes, proposals, templates
Visual Planning is available on premise or in the cloud. More than 400 construction companies worldwide already trust us with their schedules!