Vantage CRM Key Benefits

A browser-based on-Demand CRM Suite that does not require IT support.

Intuitive, easy-to-implement & use.

Everything you need for your Sales, Marketing & Customer Service teams.

Powerful, customizable analytics & reporting.

  • A great value that is priced at less than half the cost of Salesforce.comSecure protected data with daily back-up & redundancy.
  • Seamless integration with Vantage MAXvoice, VantageMAXcall center & iSEEK solutions.

Vantage CRM Features

Activity/Task Management:

Activities are associated with the appropriate contact, account and opportunity records. The homepage Activities Dashboard contains two activity post-it’s to help the user manage their upcoming or overdue activities for a given time period.

Reporting Functionality:

Users may create both simple and complex reports ranging from a list of accounts to estimated closing dates of opportunities and expected revenue stemming from them.

Additional Tools:

Multiple search methods, access to recently viewed records, world clock and calculator.

Application Programming Interface (API):

Vantage CRM has an open API that can sync real-time data between any front or back office applications. Vantage provides all documentation for the API and clients can handle the integration or utilize a third party integrator of their choice.

Sales & Marketing Features

Multi-Level Contact Management:

There are 4 levels of records pertaining to lead generation and contract management: Leads for prospecting; Accounts for general client information; Contacts that pertain to those accounts and Opportunities as specific instances of business.

Sales Automation:

Fully automated lead conversion process progresses leads into accounts, contacts or opportunities.

Marketing Module:

Measure the ROI of marketing campaigns by tracking associated opportunities.

Web to Lead/Record Importation:

Web forms allow website visitors to automatically create a record that can be followed-up upon. Existing records can also be imported into Vantage CRM through a simple import process.

Sales Support Features –

Quote/Invoice/Sales Order Development:

Quotes for products or services can be created and associated with the appropriate account. Quotes can be promoted to sales orders or invoices and exported as PDF files to send.

Support Functions:

Vantage CRM provides a trouble ticketing system and FAQ module to assist service personnel. Tickets can be automatically generated by configuring support e-mail addresses and/or via web forms.

Administrative Customization

Field Creation & Removal:

Administrative users may create or remove fields from any module such as Leads, Contacts, Accounts or Opportunities. Available field formats include but are not limited to: drop-down boxes, check boxes, text boxes and date selection boxes.

Permission Hierarchy:

The system default allows users to see their own records and tasks as well as the records and tasks of users below them in the hierarchy. The Administrative user can customize this so that any user can view (or be blocked from viewing) any other user’s records/tasks.

User Specific Module Availability:

Administrative users have the ability to customize permissions for menu, module, field and value access based on user profile.

MAX Voice Phone Service Integration:

Vantage CRM integrates with MAX Voice Phone Service to automatically create screen pops for inbound/outbound calls and automatic logging of all inbound, outbound calls made. Outgoing calls can be made by clicking on the phone number in Vantage CRM, Outlook or any web browser.

MAX Call Center Service Integration:

VCC enables calls, emails, voicemails and faxes to be queued and distributed to ensure that customers receive the proper attention to their inquiries. Once a customer interaction has been initiated, you can use the Vantage CRM application to review invoices, input sales orders, check order statuses and create support tickets and much more. By using VCC and Vantage CRM together, your agents can increase efficiency by utilizing automated screen pops with caller details and automated call logging.

Product Features

Sales Force Automation

  • Account Management
  • Activity Tracking & History
  • Asset (product) tracking
  • Competitor Tracking
  • Contact/Opportunity Management
  • Customizable Sales Forecasting
  • Customizable Sales Process
  • Document Library
  • Lead Management
  • Workflow (Leads) Routing
  • Lead Scoring
  • Multiple Currencies
  • Opportunity Alerts
  • Opportunity Tracking
  • Product Catalog
  • Qualify and Convert Lead
  • Quota Management
  • Quotes
  • Sales Forecasting
  • Marketing Automation

  • Campaign Activities
  • Campaign Cloning
  • Campaign Creation
  • E-mail Templates
  • Mass E-mailing
  • Web-to-Lead Forms
  • Customer Support Automation

  • Case Management
  • Computer Telephony Integration (CTI)
  • E-mail to Customer Case
  • Knowledge Base
  • Self-Service Portal
  • Service Contracts
  • Solutions
  • Web-to-Case
  • Reporting and Analytics

  • Analytic Snapshot
  • Campaign Metrics Reporting
  • Charts
  • Custom Reporting
  • Customizable Dashboards
  • Dashboards
  • Drill-Down Capable
  • Export Reports
  • Multiple Report Types
  • Pre-Built Reports
  • Report Builder
  • Sales Reports
  • Support Reports
  • Workflow Management

  • Auto-Response Rules
  • Case Assignment Rules
  • Custom Workflows
  • Lead Assignment Rules
  • Data Management

  • Application Programming Interface (API)
  • Data De-Duplication
  • Data Import Deleting Mass Data
  • Record Merge
  • Security and Administration

  • Data Sharing Rules
  • Field-Level Security
  • Security Groups
  • User Management
  • Customization

  • Fields
  • Manage List Views
  • Personal Display
  • Tabs/Modules
  • Mobile

  • Access to Accounts
  • Access to Cases
  • Access to Contacts
  • Access to Dashboards
  • Access to Leads
  • Access to Opportunities
  • Access to Tasks
  • Android
  • BlackBerry
  • Can Edit
  • iPad
  • iPhone
  • Windows
  • Inventory Management

  • Invoices
  • Price Books
  • Purchase Orders
  • Sales Orders
  • Vendor Management