Name: VISION CRM and Management Dashboard Application
Uploaded: 2014-09-19T11:51:53.000Z
Duration: 4 min 20 s
Description: VISION CRM and Management Dashboard Application

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WebOps

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Academic Advising

Classroom Management

School Management

Education

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Collaboration

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Enterprise

Accounting

Payment Orchestration

Finance and Accounting

Applicant Tracking

Contractor Management

Corporate Learning Management

Corporate Wellness

Employee Engagement

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HR Management

Leave Management

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Talent Intelligence

Talent Management

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Archiving

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Converged Infrastructure

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Data Masking

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Office Migration and Repair

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Email Marketing

Gamification

Grant Management Software

Local Listing Management

Marketing Automation

Social Media Customer Service

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Survey & Forms Building

Web Analytics

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Project Management

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Military and Defense

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Vision CRM is a customer relationship management (CRM) software designed to assist businesses in managing and streamlining their interactions with customers. According to the vendor, it offers a range of tools and features for tracking customer data, managing sales pipelines, automating marketing campaigns, and enhancing customer service. Vision CRM is suitable for businesses of all sizes, from small startups to large enterprises, and is utilized by sales teams, marketing teams, customer service teams, e-commerce businesses, and professional service firms.

## Key Features

**Lead Management**: According to the vendor, Vision CRM enables users to capture and track leads from various sources, assign them to sales representatives, and automate follow-up actions to ensure effective lead management.

**Contact Management**: The vendor states that users can store and organize customer contact information, maintain a comprehensive customer database with detailed profiles and interaction history, and categorize contacts based on specific criteria.

**Opportunity Management**: According to the vendor, Vision CRM allows users to track and manage sales opportunities from initial contact to closure, assign opportunities to sales representatives, and generate reports to analyze sales performance.

**Sales Pipeline Management**: The vendor claims that Vision CRM provides a customizable dashboard for visualizing and managing the sales pipeline, including tracking the status of each deal, stages, probabilities, and expected close dates, and identifying bottlenecks to prioritize deals for maximum sales efficiency.

**Task and Activity Management**: According to the vendor, users can create and assign tasks to team members, set due dates, and track task completion, as well as schedule and manage activities such as meetings, calls, and demos within the CRM.

**Email Integration**: The vendor states that Vision CRM integrates with popular email clients to sync emails, send and receive emails directly within the CRM platform, and automatically capture email conversations and associate them with relevant contacts or opportunities.

**Marketing Automation**: According to the vendor, Vision CRM offers tools for creating and executing targeted marketing campaigns using built-in templates and workflows, automating email marketing, lead nurturing, and customer segmentation, and tracking campaign performance.

**Customer Service Ticketing**: The vendor claims that Vision CRM allows users to create support tickets to track and manage customer inquiries, issues, and requests, assign tickets to appropriate team members, and provide timely updates on ticket status.

**Reporting and Analytics**: According to the vendor, Vision CRM enables users to generate customized reports and dashboards to track sales, marketing, and customer service performance, analyze data on lead conversion rates, sales forecasts, customer satisfaction, and gain insights to make data-driven decisions and improve business operations.

**Mobile Access**: The vendor states that users can access the CRM platform on mobile devices, including smartphones and tablets, allowing them to view and update customer information, manage tasks and activities, and track sales on the go, as well as stay connected with team members and collaborate remotely.



VISION is a CRM from PSP IT Design & Development headquartered in Spalding, Lincs, and a management information system that brings data controls under one roof. It can be used to measure performance in real-time on the interactive dashboard. Its standard suite of modules can be customised to the user's business needs. Alternatively, PSP IT can create bespoke modules for any unique processes.

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Free Forever

CRM Bundle

Vision CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

PSP IT Design & Development Ltd

VISION CRM and Management Dashboard Application

VISION is a CRM or customer relationship management platform, which provides any organisation from any location, a complete real time perspective of business performance. With a range of standard modules and customisable options, VISION fully integrates with your existing systems. VISION is an intuitive business management tool offering instant business information to the CEO, managing director, senior management team and day to day managers. VISION improves business performance through instant access to real time financial analysis, quality control and client management, project updates and many more features.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Vision CRM

Overview

What is Vision CRM?