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Contact Center

VISUAL Enterprise includes, as standard functionality, the Contact Center solution within VISUAL CRM. It helps you retain your existing customers and helps you acquire new accounts by tracking “everything there is to know” about your prospects and customers. The contact center software lets you schedule activities, write letters and e-mails, and keep detailed notes about conversations with contacts. Easily view histories, tasks, and other sales-related data for each contact, at each account. VISUAL’s contact center software grants access to important back office data, including accounts receivables, current part inventory, RMA (return material authorization) status, estimates, sales orders, credit status, shipments, and more.

The contact center module includes a fully customizable VFO Today Electronic Bulletin Board that lets you access your company, product, and pricing events. VFO Today integrates seamlessly with Microsoft Office, allowing you to directly send e-mails, letters, and documents quickly and easily from within the Contact Center software. Additionally, you can use the Mail Merge feature to instantly send information to multiple contacts. Calendar Management helps you track calls, meetings, and To Do tasks. You can schedule and assign tasks and activities, then track details, including driving directions and meeting highlights. The Contact Center system also allows you to automatically convert prospects to customers, without the need for redundant data entry.

The Contact Center solution is a highly customizable and powerful reporting tool. You can customize views and classify contacts or accounts through the use of user-defined fields. Customize the Navigation Explorer Bar to launch other applications that you use on a daily basis, such as Microsoft Word, Excel, and PowerPoint.

Use the standard reports included in the Contact Center software to create organizational charts to easily track account decision makers, and develop custom reports on-the-fly or view important data using the standard reports included in the Contact Center software.

Customer Relationship Management
Sales Forecasting
Product Configuration
Wireless Communications
Quoting & Estimating
Order Entry & Invoicing
Contact Center
Order Management
Return Material Authorization
Pricing & Commissions


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