Relationship building

Videos in this playlist include:

CRM Activities

Activities are the base level interactions in Sybiz Vision CRM with types of activities including remarks, phone calls, email, SMS and tasks. Take a look at how activities in Sybiz Vision CRM can help you manage and improve your customer service experience.

CRM Case Files

Case files are containers of activities in Sybiz Vision CRM. When a series of events are required to satisfy a request, whether pre-sales, supplier related or internal, then case files are the tool to use.

CRM Classifications

Sybiz Vision includes Case File Classifications — a way of categorising or classifying information in Vision CRM. In this scenario we’re going to look at how classifications could be used for a product return or issue.

Email Templates

Consistent, effortless emails every time – email templates can deliver your customers and suppliers the right information at the right time with little effort to set up.

Customer and Supplier Specific Forms

Every customer or supplier is different, and sometimes that means they have different needs. Sybiz Vision’s customer and supplier-specific forms allow you to tailor transaction documents to their needs, without having to alter your standard templates!

Head Office/Branch Office Processing

A delivery is going to a branch office but the invoice needs to go to the head office! What’s the solution? Sybiz Vision’s head office/branch office capability, allowing you to nominate delivery and invoicing accounts separately.