Vision Software
CRM
Vision’s subscriber management tools allow companies to connect to their subscribers and effectively market to potential customers.
Customer & Lead Management
• Easily view data and photos and allow users to customize what information is most accessible for their role.
• Subscribers can manage their own account information and services via a customer portal branded for your business.
• With all customer records, network equipment and services tracked by location, Vision makes it easy to know if service has been delivered to a location or if there is existing equipment.
• Manage leads (warm or cold) and trigger automated emails or mailings to increase sign-ups.
Ticketing
• A variety of data and monitoring tools help your support team diagnose and troubleshoot a problem. Eliminating needless truck rolls saves money and better serves subscribers.
• Categorize tickets by issue type and use templates to better document issues and serve customers effectively. Add formatted text and attachments to best capture all actions taken to resolve a customer issue.
Calendar
• In Vision, calendar events are tied to the events and resources they’re intended to describe and manage. This allows your team to effectively handle event scheduling and manage resources.
• Allow customers to schedule their own installations, either when signing up or when construction milestones are achieved.