Visma Severa

Visma Severa is a CRM and sales management software designed to assist businesses of all sizes in managing customer relationships, optimizing sales processes, and enhancing sales performance. According to the vendor, this versatile solution is suitable for various professions and industries, including architecture firms, engineering offices, IT & ICT companies, consulting firms, and marketing agencies.

Key Features

CRM & Sales Tools: According to the vendor, Visma Severa provides insights into the sales pipeline, allowing businesses to optimize sales efforts and track results using ready-made reports.

Ready-made Price Lists and Offer Tool: The vendor claims that Visma Severa utilizes historical data to accurately price projects based on previous work volumes, resourcing, and margins. It also allows businesses to create different price lists for services, products, and hourly billing.

Powers for Prospecting: The vendor states that Visma Severa enables businesses to use customer lists for acquiring and contacting new customers. It also allows for customer segmentation and identification of profitable cases in the prospect base to enhance targeted sales efforts.

Calendar Integration and Task Management: According to the vendor, Visma Severa offers the ability to schedule calls and tasks in a calendar or integrate with existing calendar systems. It also provides reminders for activities and helps maintain organized customer contact information.

Sales Tracking and Reporting: The vendor claims that Visma Severa enables businesses to monitor the future order base and sales pipeline, proactively addressing quiet periods. It also provides up-to-date reports to direct sales towards more profitable services and projects.

Fantastic Customer Experience: According to the vendor, Visma Severa allows businesses to consolidate relevant customer information in one place, fostering a close connection. It provides easy access to customer information, contact persons, and past projects for customer service, sales, administration, and invoicing purposes.