VIGILANT FOR BASICS

CUSTOMER RELATIONSHIP MANAGEMENT

Features of Vigilant for Basics Customer Relationship Management software:

  • User defined action codes to describe the activity
  • Log and track any activity within your company you decide is important – sales, support, marketing, collection and follow-ups are some examples.
  • Employee, date and time sensitivity to record the notes
  • Both summary short note and detail note per entry
  • Incident numbers to log same-issue multiple notes from the start of a project or activity to the end
  • String search ability to find specific references within the entire contact database
  • Find and report:
  •             • incident numbers
                • type of action
                • one or all employees
                • one, all or a range of customers
                • by date
                • by customer type
  • Print a peak performance report or summary statistical report

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