Lead Management |
|
| VUE Lead Management is a powerful insurance industry contact
management solution enabling businesses to fully integrate account management
and ecommerce functionality. |
|
Improve Customer
Service
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. |
|
Features
:
|
|
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
|
|
Technology
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. |
| |
|
|
|
| |