FocalPoint Customer Relationship Management (CRM) Module Now Available

Visum, LLC is excited to announce its release of FocalPoint Customer Relationship Management (CRM) module.  This module allows direct access to FocalPoint Data for your sale force. No more toggling between your Rental System and a separate CRM module. Your sales force has access to contracts and historical data to allow better communication within your sales team and with your customers.

CRM functionality includes:

  • Desktop functionality to the following CRM Menu:
    • DashBoard (By Salesperson)
      • Logged Calls
      • New Customers (Accounts) Added
      • Tasks for Time Period
      • Appointments For Time Period
      • Quotas based on Month
    • Customer List
    • Calendar
    • Call Backs
    • Tasks
    • Availability (Rental Items)
  • Ability to add new customers and add call notes
  • Additional Contact fields (email address, title, phone #).
  • Ability to schedule meetings by Salesperson
  • View Customers Accounts.
  • Ability to print off and view call logs by Salesperson.
  • Ability to print off and or view the Salesperson calendar

The CRM Dashboard gives daily schedules so your sales force can operate at optimal efficiency.

callbacks and tasks

At a glance your sales force can see tasks, callbacks, appointments and quota information. You can also ADD tasks, callbacks appointments and notes from this screen.

The dashboard is not the only place to view or add these crucial tasks. You can access your Calendar, Call Backs or Tasks from the menu.

appointments

callbacks and tasks

tasks

Accessing your Customers from the CRM menu is an additional feature, as well as your ability to search Availability on your Equipment, to better serve your customers.

rental availability