Visma Customer Relationship Management

The financial and operational modules within any business management software system contain all of the important financial data, and usually account for around 80% of the system. The remaining 20%, customer, supplier and contact information, is however vital to maintaining a view over the overall business. The Visma|Business CRM module unlocks that information and makes our business management solution complete. Every authorised user can make and follow up their own appointments, make arrangements with customers, prospective clients and coordinate activities involving other colleagues and work groups. They can register and gain immediate access to quotations and customer history. They can produce and keep track of all correspondence: letters, faxes, telephone calls, agreements, trade terms and notes from conversations and meetings.

 GENERAL FUNCTIONALITY 

• Diary (week/day plans)
• Multiple contacts for any customer/supplier
• Generate quotations and convert to orders
• Creation and retrieval of documents
• Organise campaigns with response measures
• Resource overview with reservations
• Report generator
• Tight integration with MS Outlook

 CUSTOMER / CONTACT TABLE

• One single table for registering prospects, customers, suppliers, contacts, and employees
• Copy functions in database for fixed information
• Language/currency codes for foreign trade
• Any number of contacts per customer / supplier
• Possible to register e-mail addresses for direct contact with customer/supplier or employee
• Individual information needs per customer, supplier or employee,
• Documents (letter, faxes etc.) can easily be generated against created own 'templates'.
• Follow up on earlier documents version management for amended documents.
• Fields for current follow-up dates, next activity, and confirmed, etc
• Information on account status, open entries, sales statistics, orders /quotations/reserves/ correspondence etc, all in one window

 DIARY

• Diary with calendar.
  
• Allocate diary time for blocking appointments (holidays, weekends etc.)
  
• Transfer appointments to other users within the system
  
• View other users diaries (if permitted)
  
• Special definition on length of time of appointments
  
• Overview of appointments and history
  
• Performed appointments will automatically be transferred to another table
  
• Create a memo per appointment
  
• Create letters, faxes, etc., from your diary
  
• Appointments with customer, supplier, contacts and meetings will automatically be stored in the Contact Management database
  
• Registered quotations will automatically be put into the sales representatives diary for following up after a number of days as defined by the user
  
• Your own 'to do' list of activities expressed in time and date
  
• Priority keys in all registers
  

 RESOURCES

• Resource register with view on common resources (meeting room, lab, projectors etc).
  
• Cross-connect resources to the product table
  
• Overview of how often different resources are being used
  
• Link relevant memos and documents per resource (e.g. course documentation etc.)
  
• Total overview on resource reservations connected to appointments/ activities/ empls.
  
• Reservation to-from date and/or to-from time
  
• Resources can easily be connected to current orders and statistics (e.g. on hire/loan of demo equipment)

 CAMPAIGNS

• Creation and follow-up of campaigns
  
• Campaign participants can be generated from multiple simultaneous sources e.g. customers, suppliers, “interest expressed prospects”, employees or from historic data
  
• In addition a register for creating external mailing addresses, with possibilities to follow up, on source per address (e.g. bought addresses from a TM company and so on)
  Print functions available when generating mailings
  
• Print output can be; file, fax and e-mail addresses
  
• External mail addresses can easily be converted to prospects or customers
  
• A selected participant can participate in several campaigns or can be de duplicated on selection.
  
• Register response per participants and accumulate per campaign for analysis.
  
• Transfer and follow up activities on campaign participants to own or ‘person responsible’ diary

 BUDGETING BY CAMPAIGN

• Budgeting by campaign
  
• Budgeting on all 12 cost analyses centres
  
• Loading spread between budgeting periods
  
• Unlimited number of budgets per year
  
• Copying of existing budgets
  
• Budgeting compared to earlier years
  
• Budgeting over several years
  
• Cut and paste between Visma Business and spreadsheet for graphical views and further adjustments

 GENERAL REPORTS

• Common printouts on several clients simultaneously, using 'Mail-Merge'
  
• Print-out on all levels included cost centres
  
• Select period/year criteria for all reports.
  
• Compare earlier year and/or budgets.
  
• Variable period interval with comparison e.g. 1st half year actual vs. next half-year budget etc.
  
• Advanced report generator.
  
• Export to other systems e.g. Visma Report Centre, spreadsheet, and databases etc. using ODBC links.