FEATURES VORTEX CRM THAT MAKE IT UNIQUE
Monitoring and recording of customer communications in a separate tab
Assignment of sales consultants to customers with a filtering option
Comprehensive quote follow-up procedure for goods and services with a reminder option
Logging of actions such as incoming & outgoing phone calls, pending issues, etc. with a reminder and follow-up option
Meeting entry and follow-up per user with display of calendar and participants
Call forwarding to another user with comments, remarks and fields such as caller company, name, date, time, etc.
Management of incoming and outgoing emails. Each email is saved in the respective Contact tab and is directly accessible.
Comprehensive view of customer contracts including the duration, value and type of contract. Contract renewals management
Comprehensive monitoring of customer projects and tasks with immediate information of the Commercial Department.
Document entry in the Customer tab (contracts, quotes, etc.) and addition of documents to the Product tab (prospectuses, manuals, etc.).
Direct access to CRM from a mobile app. Manage your customers, communications, quotes and meetings from your smartphone
Management of customer equipment guarantees and tracking of guarantees that require renewal.
Analysis of customer strengths and weaknesses, growth opportunities and threats
Display of meetings per day, week and month and per salesperson. Email or SMS notification option.
Support material such as sales catalogues, newsletters, presentations and brochures for clients.
Display of all scheduled meetings in the user's Outlook Calendar.
Integration with other softwares used by the company to simplify a variety of processes.
Management of recurrent tasks that have been scheduled on a daily, weekly, monthly and annual basis.
Bulk sending of custom SMS messages in order to reach existing and new customers directly
Caller ID with immediate display of the Customer tab and new action/customer creation option
Dynamic statistics and graphs with export and print options including all available CRM fields.
Automatic initiation of procedures to avoid mistakes resulting from human manipulation.
Daily nameday or birthday reminder for all contacts.
Logging and tracking of staff leaves for a better allocation of resources.
Monitoring of all sub-contractors’ participation in each task or project assigned to them.
Personalised access of users (username-password) to the information and processes relevant to them.
Creation and follow-up of customer campaigns with statistics by means of promotion, Open-Won-Lost opportunities and rate of return
Classification of customer potential according to their strategic importance to assist the decision-making process.
Creation of a product and service price list per customer to be used in quotes and actions
Customer Reviews
VORTEX is a powerful tool that facilitates with the most effective way our company's day-to-day operations and enables the provision of high-quality services to our customers.
Monitoring the daily and periodic tasks of our frontline staff is immediate and efficient.
Vortex serves as the operations centre for the day-to-day running of our Back Office. It has enabled us to increase the performance of our Technical Department and to gain time on communications which are now carried out automatically
We are very satisfied with our collaboration with DataConsulting. These professionals are right behind us at every step of the way.
VORTEX has allowed us to significantly enhance our image with customers by enabling the automatic and electronic delivery of the Technician Visit Form which includes all the actions taken, the pictures of the machines, the services delivered as well as a signature indicating that the job has been completed successfully.
Thanks to VORTEX we have gained new customers and enhanced our image with existing ones. It gives us a clear picture of our communication with each and every client, it allows us to keep track of every project and quote, as well as to identify new opportunities both for us and for our customers
We have been working with DataConsulting for several years now and we are completely satisfied. I highly recommend it for any business that wishes to achieve organisational coherence and ensure the computerisation of processes.
We installed VORTEX in September 2018 and since then we have strengthened our image in the eyes of our customers while increasing the performance of our Back Office exponentially.
By using VORTEX Commercial Management, the accounting department has made considerable gains in operation and productivity since a series of processes, from ordering to invoicing and warehousing, are now done automatically and flawlessly
VORTEX has allowed us to significantly enhance our image with customers by enabling the automatic and electronic delivery of the Technician Visit Form which includes all the actions taken, the pictures of the machines, the services delivered as well as a signature indicating that the job has been completed successfully.
