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.
What is CRM?
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.
Increase customer satisfaction with VisionFlow CRM
Extensive customer cards
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.
All information gathered
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.
Full traceability
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.
Customisable Views
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.
VisionFlow is fully scalable
VisionFlow is a scalable system that adapts to the needs of your organization. VisionFlow has many functions that together form the optimal business system.
Automated processes
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.
Smooth workflows across the organization
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.
Let your customers help themselves
VisionFlow är dessutom försett med en omfattande kunskapsbas där kunder kan hitta värdefull information i form av detaljerade lösningsartiklar och andra hjälpmedel. Det bidrar till att minska antalet ärenden och därmed behovet av att kontakta kundsupport
Access to valuable statistics
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.
Keep track of the entire customer journey
Detailed information on every customer
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.
Statistics to support the customer journey
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.
Improve customer experience with VisionFlow
Collect customer information
Automated Processes
Comprehensive statistics
Combine customer information
Customizable Dashboard
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.
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 allow you to act quickly when needed.
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.
Live chat
The live chat feature makes it easy for you to communicate with your users and customers through an online live chat.
Knowledge base
Allow your users to browse through your documentation in the Knowledge base, while still keeping internal documents private.
SLA management
Ensure you are delivering service as per your set up SLAs. Such as responding within 2 days, or solving incidents withing 24 hours.
Email integration
The email integration makes it possible for you to configure a project to create and add details to tasks based on incoming emails.
Issue management
Subscribe to issue events, use tags, change owner and/or department, private and public communication – all this and more in one view.
Issue planning
Set up recurring issues and meetings. Add contract due dates and reminders to ensure no task is forgotten or not handled on time.
Service catalogue
Set up a service catalogue where your customers can pick and choose from your available services and products. Quick and easy for everyone.
Permissions
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.
Contracts
Manage all your contracts and important dates connected to them. You can connect contracts to SLAs and customers for example.
Customer management
Add and update your customer register and connect contracts, documents and users.
Corporate branding
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.
Customer management
Anonymize, delete and import/export users. See their history, documents and work logs.
“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
Organize VisionFlow as it suits you
Other solutions in VisionFlow that may be of interest to you
Issue tracking
Manage, organize and communicate matters efficiently
Support
A powerful tool to support the entire support chain
Business support
Supports your entire business in one place
