Customer Relationship Managment
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.
Manage all your customer interactions - in one place
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.
Customer interactions gathered in the same system
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.
Overview - regardless of the team that handles the customer matter
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.
Everything from support issues to the implementation of customer projects
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.
Features for CRM
The live chat feature makes it easy for you to communicate with your users and customers through an online live chat.
Allow your users to browse through your documentation in the Knowledge base, while still keeping internal documents private.
Ensure you are delivering service as per your set up SLAs. Such as responding within 2 days, or solving incidents withing 24 hours.
The email integration makes it possible for you to configure a project to create and add details to tasks based on incoming emails.
Subscribe to issue events, use tags, change owner and/or department, private and public communication – all this and more in one view.
Set up recurring issues and meetings. Add contract due dates and reminders to ensure no task is forgotten or not handled on time.
Set up a service catalogue where your customers can pick and choose from your available services and products. Quick and easy for everyone.
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.
Manage all your contracts and important dates connected to them. You can connect contracts to SLAs and customers for example.
Add and update your customer register and connect contracts, documents and users.
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.
Anonymize, delete and import/export users. See their history, documents and work logs.
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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.”
Martin Epel, System Administrator at Aleris