VTC CRM TOUR
Get the right sales data at the right time with VTC CRM. Connect with key decision-makers faster. Easily plan territories. Increase sales and marketing productivity with the latest, most accurate data.
Know your contacts better, with a complete overview
VTC CRM shows you a complete history of your relationship with leads and customers. In their contact record you’ll find their personal information, notes you’ve written, and emails and calls you’ve exchanged with them. And if you’ve attached a file, sent them a quote, or engaged with them in any other way, you’ll find it there too, so that you can learn about them faster and take action sooner.
Focus on winning, with every opportunity
See into and manage your team’s opportunity pipeline, so that you know where to focus attention to win more deals, faster. Click into any opportunity to see important information like related contacts and organizations, forecast amount and expected close dates. There, you can also add notes, attach documents, and have collaborative conversations about how to win each opportunity. As opportunities progress, attach quotes and invoices, or once they’re won, create projects in one-click for post-sales teams to get up to speed and manage work quickly.
Leads are the lifeblood of any business. Converting leads to loyal customers is what it takes to stay in business and thrive. By managing your leads in a systematic and structured way, you can increase both the number of leads you generate and how many of those leads you convert.
Give your teams an easy and reliable way to find the accounts and contacts they want to target. VTC CRM gives you direct access to your customers company and contact profiles, along with relevant account research and insights to get the most from every conversation.
With the Campaign Management in VTC CRM you can prepare and manage your campaigns across multiple channels.
You will get an overview on the productivity of your marketing activities.
Drive agent productivity through the entire case lifecycle from creation and assignment to resolution and closure. The most relevant (as customized by your support team) information pertaining to tickets is presented to agents via intuitive views/layouts allowing them to prioritize and focus on what matters most.
Task & Activities
Stay steps ahead of the game with VTC CRM’s task and activity management tools. See existing calendar events and tasks synchronized across any system you use. Automate the creation of new tasks, like reminders to follow up on calls after they happen. If tasks creation can’t be automated, tools to create them are built right into your workflow, and automatically link to relevant information so that when an event reminder pops up, it’s always rich in detail.
Integrate with Google, Outlook, and other calendars
Synchronize events with Google Calendar, Outlook 365, and other calendar apps
VTC CRM’s inventory management system stores all of your products and services, including quantities, descriptions, pictures, prices, serial numbers and more, while price books help you develop different pricing strategies for various customer scenarios. Afterward you can add vendors as product sources and use low inventory warnings as a reminder to create purchase orders to order new product. Or you can create quotes, sales orders, and invoices that automatically deduct from available stock, for which you can request online payments from customers that are tracked against their outstanding invoices.