Relationship Marketing

Vision9's Customer Relationship Marketing (CRM) tool provides cross channel access to a single database to rapidly view all customer information and activity. Manage prospective and existing customers effectively by tracking sales and lead follow up activity with the ability to set up special events and targeted promotions for a specific customer.

Lead Processing Screen - Indicate special dates, events, and/or holidays that coincide with your business or a particular customer's interest.

Proceed to Delivery and Service Routing