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Marketing Platforms and CRM

Product Demo | VIIZR [Video]

Product Demo | VIIZR

Powered by Ford Motor Company. Built on Salesforce.

Ford makes the fleets that keep America working. Salesforce is the global CRM leader. VIIZR leverages the strengths of both.

Win more jobs. Help boost your profits. Improve your life. Transform your business, one customer relationship at a time. It all starts with happier customers. VIIZR: The Trades CRM for Small Business.

VIIZR is an all-in-one toolset that helps small- to medium-sized trades businesses save time, increase profits and streamline their operations. Drawing on the trust and scale of Ford, and leveraging the power of Salesforce, VIIZR puts the global leader of CRM in the hands of small businesses.

VIIZR is primarily designed for small businesses (20 employees or fewer) in the skilled trades (plumbing, HVAC, garage door service, landscaping, etc.). We help busy business owners transition to digital, grow their operations and manage customer relationships easily and efficiently.

Key Features: job management, work orders/change orders, client data management, create/send estimates, schedule & dispatch, invoicing & payment, maps & routing and team permissions.

Key Benefits: win more jobs, grow your business, get paid faster, communicate clearly, schedule easily, streamline operations and much more.

Win More Jobs
Get documents to customers quickly. Keep everything organized. With a more streamlined workflow, you’ll be able to chase those big opportunities.

Grow Your Business
Higher profits. Happier customers. More productivity. With a more streamlined workflow, it’s easier to deliver top-notch customer service every time.

Get Paid Faster
Keep track of your invoices. Generate and send paperless forms quickly. Shorten the payment cycle and keep track easily.

Communicate Clearly
Connect it all. From back office to techs to customer, VIIZR keeps key job information in one central location so everyone stays informed.

Schedule Easily
Assign work. Track job progress. Optimize everywhere. VIIZR gives you a 360° view of your workstream and lets you make changes in a snap.

Streamline Operations
Reduce headaches with a central platform where you can monitor and make changes easily. Keep employees productive and customers happy.

www.VIIZR.com

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Categories
Marketing Platforms and CRM

Salesforce Digital Experience - Improving Talks Series [Video]

Are you curious as to how Salesforce(SF) can be used other than a Sales customer relationship management (CRM) tool? SF provides CRM software and applications for not only for sales but also customer service, marketing automation, analytics, and application development. Specifically for Customer Service where SF allows the creation of a Portal or Digital Experience Site allowing external access to SF Resources. Join Marcus Vandenbent as he demo's a fully functioning SF Digital Experience site with not just the ability to log or view a clients cases but also have the ability to use AI to retrieve recommended Wiki articles based on the content of a case or a search.About Marcus - Marcus Vandenbent is a consultant for Improving Atlanta (IA) for close to five years and specializes in explaining the needs of a business in how it relates to relevant technologies, specifically the Microsoft Office 365 platform. Marcus has over 25 years of experience in Information Technology, implementing everything from the architecture of both small and large data centers, to providing IT related training, to designing enterprise disaster recovery solutions, to creating small simple content management sites, to administering internal business management systems, and to implementing large scale/high volume cloud based sites.Prior to joining IA, Marcus was a Sr. SharePoint Architect for ATT where he focused on architecture, supporting and maintaining a hosted SharePoint enterprise environment. Marcus has experience with many types of businesses including Healthcare, Staffing, Credit Providers, Telecom, Marketing, and Facilities Management.