[et_pb_section fb_built=”1″ _builder_version=”4.22.1″ background_color=”#f7f7f7″ hover_enabled=”0″ da_disable_devices=”off|off|off” global_colors_info=”{}” sticky_enabled=”0″ da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” global_colors_info=”{}” make_equal=”on”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.22.1″ text_font=”Poppins|700|||||||” text_text_color=”#1d1d1d” text_font_size=”40px” header_font=”Poppins|600||on|||||” header_font_size=”14px” width=”100%” width_tablet=”” width_phone=”85%” width_last_edited=”on|phone” custom_margin=”0px||0px||true|false” hover_enabled=”0″ header_font_size_phone=”30px” header_font_size_last_edited=”off|desktop” custom_css_main_element=”width: 150%;” global_colors_info=”{}” sticky_enabled=”0″ header_2_text_color=”#1d1d1d”]

Customer Relationship Managment

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Build long-term relationships with VisionFlow

Customer Relationship Management (CRM) is a philosophy where the focus is on the customer through all parts of an organization. The goal is to create long-term relationships and get satisfied customers. VisionFlow gives you tools for just that.

[/et_pb_text][et_pb_button button_url=”/boka-demo/” button_text=”Book demo” _builder_version=”4.16″ _dynamic_attributes=”button_url” custom_button=”on” button_use_icon=”off” button_text_size_tablet=”” button_text_size_phone=”20px” button_text_size_last_edited=”on|phone” global_colors_info=”{}”][/et_pb_button][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https://visionflow.com/wp-content/uploads/2021/11/10624-removebg-preview.png” title_text=”10624-removebg-preview” disabled_on=”on|on|off” _builder_version=”4.16″ width=”100%” custom_padding=”|||0px|false|false” border_radii=”off||||” global_colors_info=”{}” box_shadow_color__hover_enabled=”on|desktop”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”0px|||||” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” make_equal=”on”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.22.1″ _module_preset=”default” header_font=”Poppins|700|||||||” global_colors_info=”{}” text_text_color=”#1d1d1d” header_2_text_color=”#1d1d1d”]

What is CRM?

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CRM stands for Customer Relationship Management, which means actively managing and nurturing customer relationships. This is usually done through the use of a CRM system.

A CRM system acts as an IT support and tool that gives you full control over your customer relationships. It facilitates customer management, helps with sales and marketing strategies, and enables flexible solutions for customer support and analysis.
The goal of CRM and a CRM system is to create satisfied customers who become loyal and happy to talk positively about your business. In summary, CRM is a simple and profitable philosophy that becomes even more powerful when combined with smart technology.

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Increase customer satisfaction with VisionFlow CRM

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VisionFlow’s comprehensive customer card gives you full visibility of all important customer information. Link customers and cases, review all history, and ensure the same issues don’t arise again to provide the best customer experience.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”All information gathered” use_icon=”on” font_icon=”i||divi||400″ icon_placement=”left” image_icon_width=”25px” _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”]

All forms of customer interactions are managed in a central location regardless of the context in which the dialog is initiated. All incoming customer contact is collected in one system so you can easily keep track of all interactions.

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Track the entire customer journey and create a smoother user experience. Detect if something is taking too much time and act quickly to keep customers happy. Analyze data and create strategies that help your entire team with VisionFlow’s analytics tools.

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Get an overview of all lists, statistics, forecasts and reports in VisionFlow. Graphical dashboards give you an overview of your statistics. Quick insights and an overview of relevant and important key figures make it possible to act quickly when needed.

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VisionFlow is a scalable system that adapts to the needs of your organization. VisionFlow has many functions that together form the optimal business system.

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Automate routine tasks and create reminders to improve efficiency and provide customers with quick responses without the risk of something falling through the cracks. You can easily feedback to customers with pre-set responses and define escalation processes if deadlines are not met.

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With VisionFlow, you can manage all types of cases: support issues, bugs, requirements, improvement requests – and much more. You set up your ticket types with the information that is important for your work.

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VisionFlow is also equipped with an extensive knowledge base where customers can find valuable information in the form of detailed solution articles and other tools. This helps to reduce the number of tickets and thus the need to contact customer support.

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With VisionFlow’s case management, you can measure how your team handles your company’s customer cases. Set your own criteria to identify areas of improvement and use insights from different measurements to make strategic decisions.

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Keep track of the entire customer journey

Follow every detail of the customer journey. Get all the information you need with just one click and build trusting customer relationships. By having full traceability on customer cards, teams can more easily manage all cases. With VisionFlow’s case management system, you get all the important information on your customer cards.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Statistics to support the customer journey” image=”https://visionflow.com/wp-content/uploads/2023/07/Skarmbild-2023-07-07-094616.png” alt=”Statistic” _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”]

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“VisionFlow is perfect for us. It’s easy to work with, quick to get started with and good to work on.”

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Martin Epel, System Administrator at Aleris

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Improve customer experience with VisionFlow

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” make_equal=”on”][et_pb_column type=”1_2″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Collect customer information” use_icon=”on” font_icon=”||fa||900″ icon_placement=”left” _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_blurb][et_pb_blurb title=”Automated Processes” use_icon=”on” font_icon=”||divi||400″ icon_placement=”left” _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_blurb][et_pb_blurb title=”Comprehensive statistics” use_icon=”on” font_icon=”||divi||400″ icon_placement=”left” _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_blurb][et_pb_blurb title=”Combine customer information” use_icon=”on” font_icon=”||divi||400″ icon_placement=”left” _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_blurb][et_pb_blurb title=”Customizable Dashboard” use_icon=”on” font_icon=”||fa||900″ icon_placement=”left” _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_blurb][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}” text_text_color=”#1d1d1d” header_2_text_color=”#1d1d1d”]

Working in a structured way with all types of customer relationships requires being well organized. For many companies, this is the first and perhaps the most important purpose of CRM. VisionFlow’s CRM system compiles all the customer information you need in one place and makes it easy to find the right information.

With VisionFlow, you get a CRM system where you can automate and streamline many customer-related processes, instead of wasting time preparing mailings or scheduling reminders, your employees can focus on creating good relationships with customers.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” module_alignment=”center” global_colors_info=”{}” make_equal=”on”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”https://visionflow.com/boka-demo/” button_text=”Try for free ” button_alignment=”center” _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.22.1″ bottom_divider_color=”rgba(170,100,1,0.23)” da_disable_devices=”off|off|off” disabled=”on” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” global_colors_info=”{}” make_equal=”on”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Manage all your customer interactions – in one place” use_icon=”on” font_icon=”||divi||400″ icon_alignment=”left” _builder_version=”4.16″ header_level=”h3″ header_font=”|600|||||||” header_text_color=”#06394D” header_font_size=”18px” global_colors_info=”{}”]

When the goal is to create long-term relationships and get satisfied customers, it is good to have an efficient workflow. With VisionFlow, all your customer contacts and information are managed in one place – easily and efficiently.

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The customer interactions are handled in a central location regardless of the context in which the dialogue is initiated. All incoming contact from customers gathered in one system.

[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” custom_margin=”-1px|auto||auto||” global_colors_info=”{}” make_equal=”on”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Overview – regardless of the team that handles the customer matter” use_icon=”on” font_icon=”d||divi||400″ icon_alignment=”left” _builder_version=”4.16″ header_level=”h3″ header_font=”|600|||||||” header_text_color=”#06394D” header_font_size=”18px” global_colors_info=”{}”]

By keeping track of all issues, the customer experience is improved regardless of who in the business has contact with the customer; sales, product development team or customer support.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Everything from support issues to the implementation of customer projects” use_icon=”on” font_icon=”l||divi||400″ icon_alignment=”left” _builder_version=”4.16″ header_level=”h3″ header_font=”|600|||||||” header_text_color=”#06394D” header_font_size=”18px” global_colors_info=”{}”]

Regardless of the context in which a dialogue is started, such as support questions or during the implementation of a customer project, the issue is registered in VisionFlow so that it can then be easily handled according to your processes.

Customize your CRM

VisionFlow is a scalable system that adapts to the needs of your organization. VisionFlow has many features that together form the optimal business system. Below are some of our features that we can also recommend for a smooth and efficient CRM system.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.22.1″ _module_preset=”default” width_tablet=”” width_phone=”90%” width_last_edited=”on|phone” hover_enabled=”0″ global_colors_info=”{}” make_equal=”on” sticky_enabled=”0″][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”margin-right: 2% !important;||width: 23.501% !important;” border_width_all=”1px” border_color_all=”rgba(6,57,77,0.1)” global_colors_info=”{}” border_width_all__hover_enabled=”off|hover” border_width_all__hover=”1px” border_color_all__hover_enabled=”off|desktop” border_color_all__hover=”rgba(6,57,77,0.2)” box_shadow_color__hover_enabled=”on|hover” box_shadow_color__hover=”rgba(6,57,77,0.2)” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-right: 2%;||width: 46%;” custom_css_main_element_phone=”margin-right: auto;”][et_pb_blurb title=”Live chat” use_icon=”on” font_icon=”v||divi||400″ icon_color=”rgba(0,128,135,0.4)” image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_level=”h3″ header_font=”|600|||||||” header_text_color=”#06394D” header_font_size=”18px” body_font_size=”12px” body_line_height=”1.3em” text_orientation=”center” custom_margin=”15px||||false|false” custom_padding=”|20px||20px|false|true” icon_font_size=”50px” global_colors_info=”{}”]

The live chat feature makes it easy for you to communicate with your users and customers through an online live chat.

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Allow your users to browse through your documentation in the Knowledge base, while still keeping internal documents private.

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Ensure you are delivering service as per your set up SLAs. Such as responding within 2 days, or solving incidents withing 24 hours.

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The email integration makes it possible for you to configure a project to create and add details to tasks based on incoming emails.

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Subscribe to issue events, use tags, change owner and/or department, private and public communication – all this and more in one view.

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Set up recurring issues and meetings. Add contract due dates and reminders to ensure no task is forgotten or not handled on time.

[/et_pb_blurb][et_pb_button button_url=”https://support.visionflow.com/ShowKBEx.do?id=3785&supportCenter=8USa0ec8CyGSgfbfPTSV” button_text=”Learn more” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_size=”14px” button_text_color=”#06394D” button_bg_color=”RGBA(0,0,0,0)” custom_margin=”||15px||false|false” custom_padding=”||||false|false” global_colors_info=”{}” button_text_color__hover_enabled=”on|desktop” button_text_color__hover=”#FFFFFF” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#06394D” button_bg_enable_color__hover=”on” button_border_width__hover_enabled=”on|desktop”][/et_pb_button][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”margin-right: 2% !important;||width: 23.501% !important;” border_width_all=”1px” border_color_all=”rgba(6,57,77,0.1)” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-right: 2%;||width: 46%;” custom_css_main_element_phone=”margin-right: auto;” box_shadow_color__hover=”rgba(6,57,77,0.2)” box_shadow_color__hover_enabled=”on|hover”][et_pb_blurb title=”Service catalogue” use_icon=”on” font_icon=”||divi||400″ icon_color=”rgba(0,128,135,0.4)” image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_level=”h3″ header_font=”|600|||||||” header_text_color=”#06394D” header_font_size=”18px” body_font_size=”12px” body_line_height=”1.3em” text_orientation=”center” custom_margin=”15px||||false|false” custom_padding=”|20px||20px|false|true” icon_font_size=”50px” global_colors_info=”{}”]

Set up a service catalogue where your customers can pick and choose from your available services and products. Quick and easy for everyone.

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Set up permissions so that only the right people have access to your projects. You can also adjust these so some will have ‘read only’ access.

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Manage all your contracts and important dates connected to them. You can connect contracts to SLAs and customers for example.

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Add and update your customer register and connect contracts, documents and users.

[/et_pb_blurb][et_pb_button button_url=”https://support.visionflow.com/ShowKBEx.do?id=632&supportCenter=8USa0ec8CyGSgfbfPTSV” button_text=”Learn more” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_text_size=”14px” button_text_color=”#06394D” button_bg_color=”RGBA(0,0,0,0)” custom_margin=”||15px||false|false” custom_padding=”||||false|false” global_colors_info=”{}” button_text_color__hover_enabled=”on|desktop” button_text_color__hover=”#FFFFFF” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#06394D” button_bg_enable_color__hover=”on” button_border_width__hover_enabled=”on|desktop”][/et_pb_button][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”margin-right: 2% !important;||width: 23.501% !important;” border_width_all=”1px” border_color_all=”rgba(6,57,77,0.1)” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”margin-right: 2%;||width: 46%;” custom_css_main_element_phone=”margin-right: auto;” box_shadow_color__hover=”rgba(6,57,77,0.2)” box_shadow_color__hover_enabled=”on|hover”][et_pb_blurb title=”Corporate branding” use_icon=”on” font_icon=”||divi||400″ icon_color=”rgba(0,128,135,0.4)” image_icon_width=”50px” _builder_version=”4.16″ _module_preset=”default” header_level=”h3″ header_font=”|600|||||||” header_text_color=”#06394D” header_font_size=”18px” body_font_size=”12px” body_line_height=”1.3em” text_orientation=”center” custom_margin=”15px||||false|false” custom_padding=”|20px||20px|false|true” icon_font_size=”50px” global_colors_info=”{}”]

You have the possibility to use your own logo in the system. You can hide all traces of VisionFlow branding, all your customers will see is you.

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Anonymize, delete and import/export users. See their history, documents and work logs.

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Sort all views

[/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” text_text_color=”#1d1d1d” header_2_text_color=”#1d1d1d”]With the CRM module you can sort all views including the calendar. You can e.g. choose to only show issues related to the user or company you are currently interested in. What did we come up with at our last meeting? When is the next scheduled meeting? When does the contract expire? are questions that you no longer have to keep in mind but everything is easy to find no matter which view you choose.
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Organize VisionFlow as it suits you

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Other solutions in VisionFlow that may be of interest to you

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Manage, organize and communicate matters efficiently

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A powerful tool to support the entire support chain

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Supports your entire business in one place

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Do you want to get started today?

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CRM – secure long-term relationships and satisfied customers