Every successful business differentiates itself from competitors through its products
and its unique customer relationship process.
Coravue Connect was designed so every company has its own 100% customizable CRM system.
This means you can customize anything — whatever makes your customer relationship process unique and helps you generate more revenue:
- Forms and reports — It's your data, so it should look the way you want. Existing forms and reports are customizable, and new reports can be easily added to your customer relationship management system.
- Navigation —- The CRM functions that are important to your team should be convenient so the entire navigation is customizable with point-and-click ease.
- Database fields — Every business has unique data about customers, products, and processes — and your Coravue Connect database is customizable so you can store it all in one centralized place.
- Staff access — Each person on your team needs different CRM functions and access to different data, so the staff profile is customizable in real time using point-and-click techniques.
- Partner access Channel partners need specialized access to just their leads and shared customers. Match your Coravue Connect customer relationship management system to your unique channel partner relationships.
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Recent Customizations
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- “We need our product configurator on our Web site for customers — with their data available to the salesperson.”
- “We need the factory overseas to provide data so salespeople can prepare quotes for customers.”
- “Our customers need real-time updates on their orders throughout the day.”
- “Channel partners want to configure our assemblies that use parts in their own inventory.”
- “We need to deliver personalized seminar schedules based on customer type, location, and product purchased.”
- “We need e-commerce orders transmitted in a special format to match our factory software.”
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If your current marketing and sales system is missing just one key feature that's
causing your organization to miss sales opportunities, it's time for a change.
Talk with one of our CRM consultants to learn how we can tailor Coravue Connect to exactly fit your unique marketing and sales relationship process.
Just tell us how to contact you and we'll provide information and answer your questions about Coravue Connect, the 100% customizable hosted CRM system.