SmartVision CRM, powered by Microsoft CRM is the first in a generation of business applications which is powered by SmartVision CRM but has gone on to be further developed by K3 to address specific requirements for the manufacturing sector. SmartVision CRM has been specifically developed by Microsoft using their new Internet enabled architecture .NET.
This modern software sits on a Microsoft platform, integrates with Microsoft products such as Microsoft Office, Microsoft Exchange and Microsoft SQL Server. It can be simply accessed using Microsoft Internet Explorer or Microsoft Outlook. Many of these components are familiar to users and organisations. Many of the components are already installed and in use.
SmartVision CRM provides one central database holding Prospects, Customer and Contacts. It has capabilities to hold Sales Leads, track Sales Opportunities, Quotations, Orders and Invoices. It will record and store all the interactions that have taken place, whether it is an inbound or outbound E-mail, Fax, inbound or outbound Phone Calls or normal correspondence against a Prospect, Customer or Contact record. This information can be made available to those users, internally or externally, employees or agents who can benefit from this information.
It uses Workflow to automatically create an activity for an individual or group of individuals against pre-defined business rules. This enables companies to manage by exception.
SmartVision CRM Powered by Microsoft CRM encompasses 2 main modules
K3 have developed a range of functionality specifically for the manufacturing sector
SmartVision Enquiry Grids including KPI traffic light indicators |