CRM - Customer relationship management

arrow Browse customer data in a unique way
arrow Collect customer history automatically
arrow Manage customer work with shared calendars

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CUSTOMER DATABASE

- CREATE A QUALITY CUSTOMER AND MARKETING DATABASE

CRM customer data

 

Secure your customer data into one shared place and ensure that the information is available to everyone working with customers.

Create new target groups for marketing and automate maintaining contacts with Vine Address service.

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CUSTOMER DATA

- BROWSE CUSTOMER DATA IN A UNIQUE WAY

CRM customer data

 

Vine's unique way of presenting customer data and create connections between pieces of information ensures that customer information is comprehensive and easily browsable.

Information is saved as objects, which are for example persons, companies, events and documents. With a simple drag-and-drop function you can create connections between objects, linking for example persons as employees in companies or linking contract documents in customer companies.

You use the connections to easily move between objects to find all the information you need and get a overall picture of the customer account. Also an easy search search function ensured that all information is quickly found and each piece of information is only stored once.

 

 

TIME MANAGEMENT

- COORDINATE WORK AND COLLECT CUSTOMER HISTORY WITH SHARED CALENDARS

Time management

 

Facilitate common time management by bringing calendars into shared use. You can see when your co-workers are available and can directly book meetings in others' calendars.

You also use the calendar for accumulating customer information and history. For example when booking sales meetings you can link the company and the participants in the calendar entry. The event will be visible in the information of the linked persons and company and will remain as valuable customer history.

 

 

EMAIL ARCHIVING

- AUTOMATICALLY COLLECT CUSTOMER HISTORY

Email archiving

 

Most of the customer work and promises given to customers are done through email. Sharing these important information with others often means writing separate notes or reports. However, it doesn't have to be that way. With Vine you can save important information straight from the emails.

You can send the emails to Vine where they are automatically saved as part of customer history. The messages are automatically connected to people and companies by the email addresses. The emails and the important points in them are at everyone's reach without any extra reporting.

 

 

CONTRACT AND DOCUMENT ARCHIVING

- KEEP CONTRACTS AND DOCUMENTS UP TO DATE AND IN SHARED USE

Document archiving

 

Centralize customer contracts and other documents in one place where everyone can make use of them. Connect documents to companies and people involved to ensure easy access.

You always get the latest version of documents, but also the older versions when needed. In addition to uploading documents, you also get the documents attached to emails saved to Vine as part of customer information.

 

 

COMPREHENSIVE SEARCH FUNCTIONS

- SEARCH, ANALYZE AND REPORT IMPORTANT INFORMATION

CRM search functions

 

Use Vine's diverse search functions to suit your needs. You can for example make and handle different lists and tables. With comprehensive search functions you can search and report all kinds of information. You can save useful searches and always get a list of the information you need with just a couple of clicks. Examples of stored searched you can do are for example a list of customer companies, ongoing sales projects, sales calls in the previous month or anything else you can think of that can be found in Vine.

 

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