VUE Lead Management is a powerful insurance industry contact management solution
enabling businesses to fully integrate account management and ecommerce functionality.
An Insurance View on Contact Management
Big business functionality with a small business investment makes VUE Lead
Management an ideal insurance industry solution incorporating account management,
ecommerce capabilities, sales opportunity management, e-mail, scheduling, data
analysis and reporting, a marketing library, and a robust set of mobile computing
companion tools.
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Track and organize all customer communications for quick retrieval. |
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Information is readily available from an easy-to-use browser interface. |
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Centralizing all customer communication enables VUE Lead Management to be the single
point of reference for all client correspondence and transactions. This structure
allows your organization to be more responsive when managing client business.
Generate More Leads
Quickly build a professional web storefront supporting a product catalog and online
credit-card transactions. Provide your customers a safe and secure buying experience
by encrypting all orders with robust SSL transaction security. Automatic search-engine
registration helps you to kick-start your marketing campaigns.
Be Productive Day One
Built-in templates and a simple deployment design allow rapid implementation to
get your organization up-to-speed. Quickly schedule appointments, activities, and
task followup. View and print calendars which integrate with Microsoft Outlook.
Remove Barriers to Growth
VUE Lead Management is an industrial strength solution that can grow along with
the needs of your business, but presents an intuitive and familiar interface to
endusers requiring little training.
Account and Contact Management
Manage an unlimited number of contacts
Record all customer interaction and history
Create custom fields to track information unique to your business
Create and save custom views and workspaces
eCommerce Integration
Wizard-driven website design
Includes 40 professionally design website templates
Lead Tracking and Opportunity Management
Manage a pipeline of opportunities from lead to close
Forecast revenue and cash flow
Track lead sources for contacts and opportunities
Calendars and Scheduling
Quickly schedule appointments, activities, and tasks
View and print graphical calendars
Schedule pop-up reminders
Create prioritized task lists
Word Processing, Fax, and E-mail
Mail merge contact information using built-in or custom templates for letters, faxes,
and e-mail
Fax your customers using Microsoft Fax, WinFax PRO and other popular utilities
Marketing
Store documents, e-mail, and, marketing projects in a marketing library
Plan and track marketing campaigns
Profile customers to identify trends and similarities
Monitor competitive information
Reporting and Analysis
Create, view, and print pre-formatted and custom reports
Enhance your reports with charts and numerical calculations
Database and Administration
Import data from other contact managers, including ACT!, Goldmine, and Microsoft
Outlook
Import data from a wide variety of databases
Schedule reports and maintenance during off-peak times
Value
VUE Lead Management helps deliver rapid return on investment for
CRM projects through:
Improve customer service - Tracking all your client correspondence and transactions
Generate more leads – Build your own interactive web storefront
Better manage sales orders – Real-time tracking using robust order management
Increase productivity - Bring your data with you on the road
VUE Software utilizes Microsoft platform technologies as the foundation for all
system development providing a standard architecture to facilitate enterprise integration
and assure cost effective implementation on commodity hardware. VUE Lead Management
requires Microsoft Windows 2000 or newer.
VUE Software is an active member in Microsoft’s Insurance Value Chain (IVC)
program and works closely with Microsoft to ensure leading system integration, scalability,
reliability and security.