Key Features

Description

Contact Management

Maintain an overview of your contacts companies and contact persons

Duplicate check automatically alerts you if you enter contact information that already exists

Categorize your contacts based on profiling questions

Personalize your approach to your contacts

Contact Classification

Classify your contacts into different categories, and tailor your marketing messages to suit the individual needs of the customer

Automatically group your contacts into different classes based on criteria specified by you, for example, group contacts in terms of revenue

Rate your contacts based on weights of two questions to identify the value of a third question

Campaign Management

Organize campaigns based on segments that you have created 

Segment your contacts based on specific criteria, such as, sales, contact profiles and interactions

Reuse existing segments, for example, specify whether or not these segments are to be updated every time new information on the contact is entered, or ‘freeze’ the group for follow-up activities, such as direct mailing

Make use of multi-language templates to target contacts in different languages

Mail merge the identified segment with a Microsoft Word document

Opportunity Management

Keep track of sales opportunities

Section your sales process into different stages

Maintain an overview of opportunities in your sales pipeline

Task Management

Organize your marketing and sales tasks

Create to-do lists for yourself

Assign tasks to other users or teams of users recorded in the program

Create an activity composed of several to-dos

Create internal to-dos without a contact

Document Management & Interaction Log

Log the interactions that you have with your contacts, such as a telephone call, a meeting or a letter. If an interaction contains a document, you can save it under the relevant contact and keep track of the document in question

Record interactions performed in other application areas, including documents send to your contacts

Call a contact simply by clicking the button on the contact card and using TAPI (Telephony Application Programming Interface) compliant telecom devices

Contact Search

Search for all information related to a contact, such as an opportunity, an address or a comment

Misspell the contact name and you still retrieve information as fuzzy logic functionality is available

E-Mail Logging for Microsoft Exchange

Log all your e-mail correspondence – inbound or outbound

Log your e-mails sent through NewVision or sent through Microsoft Outlook

Server-based solution to keep your e-mails in their natural environment

Outlook Client Integration

Synchronize your to-dos and contacts in NewVision with meetings, tasks and contacts in Microsoft Outlook

Create, update, cancel and delete records in one program and the other program is automatically updated

Gain access to contact information when you are working offline

Update your information through a batch job when you are online again