Introducing Vine CRM System

Overview

Vine develops, implements, and supports a flexible customer relationship management (CRM) system which gives you an integrated and custom-built CRM solution that can grow in step with your company’s business.

With the Vine CRM system you obtain:

• Centralized company data. You share the same central data repository with all other Vine users at your company. This technology promotes the speeding-up of information flow, simplifies organizational charts and avoids data redundancy.

• Unlimited access channels. You can choose the tool best suited for your working environment. There is a Vine desktop client, a web browser Vine client and a variety of clients for mobile usage on handheld devices..

• Integrated customization capabilities. You can get any tool customized to the specific needs of your company. New data types and new functionality can be added by your administrator.

Vine Server and Client Products

The key features of any Vine installation are:

•  A centrally deployed Vine Open Server running under Oracle, which keeps data coming from all users of Vine software. The server is responsible for storing data and distributing it in accordance with user requests.

• A modular set of client software products that cover all the database access channels the company has a need for. Each product takes the most out of the technology it is based on and provides a lot of functionality customization features.

The most important Vine products are as follows:

• The Vine desktop client is the central and most powerful product in the system. Its main goal is to serve as your desktop CRM application. However, you can also work with it when traveling, using a portable computer and a local database Vine for Windows uses a local database located on your computer. It significantly reduces traffic to the server database and permits you to use Vine off-line..
• The Vine web client permits you to work with the database data from any web browser located on any device.
• Vine Mobile clients run on handheld devices and allow you to synchronize contacts and appointments on a phone or tablet with those in the Vine database. It is very useful if you spend a lot of time out of the office and have to access the customer data while on the move.

Vine Objects

With Vine products, you work with intuitively clear database objects All information in Vine is stored in the server database as named objects of different types. Examples: a company, a person, an event, a sales case. such as companies, persons, projects, events and others. The objects can be tuned and additional custom objects A custom object is an object added to the Vine system in addition to the standard Vine objects. Custom objects are used to fine-tune the Vine system to specific needs. can be added, if required, according to company business practices.

You can connect Vine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it. the objects to follow their real-life dependencies. Connections are invaluable for analyzing huge amounts of customer data in order to make correct sales decisions.

Vine Tools

Vine has tools organized by user roles. There are five standard roles: Generic, Sales, Marketing, Management, and Services. Separate roles need separate licenses. Each role page has its own Today page and sets of tools organized in several groups. For example,

• FIND - tools to find objects by name or contents.

• MY TOOLS - tools for personal usage.

• PROFILES - tools to build and organize person and company profiles.