Client Relationship Management (CRM)


Created with marketing and business development in mind, Vision CRM provides the tools your firm needs to cultivate and enhance client relationships to win more projects, including client and contact management, opportunity tracking, marketing campaign management, business development and activity scheduling. Vision CRM gives each employee access to the entire history of your relationship with a client or contact, allowing the employee to leverage past experiences and win more projects. This places the history and the future of your clients and contacts at your fingertips, allowing everyone in the firm to benefit from this collective knowledge.

The Vision Client and Contact Info Centers provide your firm with crucial information about clients and prospects. Principals, business development staff, project managers and administrative personnel use the Info Centers as a central pool to share all types of information, including client activities such as phone calls, e-mails, meetings and tasks. The Info Centers also allow your firm to associate files and graphics with specific employees, clients, contacts, projects or opportunities, and launch these documents in their native applications.

Professional services firms can better manage all aspects of business development -- from opportunity identification to the awarding of projects -- using Vision's CRM opportunity and pipeline tracking capabilities. With Vision CRM, your firm has at its fingertips all the opportunity-related information it needs to collaborate effectively and win projects. When an opportunity is won and the project awarded, all information about the opportunity is made available to the accounting and project management applications for use in initiating the new project.

Vision CRM also offers powerful time management and calendar functions. Employees from any location with Internet\intranet access can schedule, assign or view calendar events in daily, weekly or monthly formats. Employees can opt to schedule these activities through Vision CRM, Microsoft Outlook or Outlook-compatible PDAs. CRM automatically synchronizes calendar and contact information between systems.