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Adami Vista CRM Features
| CRM features |
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| Contacts – managing the contacts persons and the institutions where they are linked to (add new, delete, update), creating new Visits, Activities, Orders direct linked to the specified contact (the most common used way), preparing Mailings to the selected contacts, visualizing reports concerning Visits, Activities, Orders. |
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| Accounts – managing the institutions and their departments where the contacts are linked (add new, update, delete), visualizing the contacts and updating the City of the selected institution |
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| Visits – managing the visits (add new, delete, update), visualizing the visits details into the browser or edit form but also into the report designed to see all the details of the selected visit on one page (Visit report), fast recording of the next actions which follow the created visit. |
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| Daily Activities – managing the Daily Activities (add new, delete, update), analyzing the daily activities into the browser on a nice daily view split into the four parts of the day or edit form. |
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| Activities – managing the activities (add new, delete, update), visualizing the activities details into the browser or edit form but also into the report designed to see all the details of the selected activity on one page (Activity Report). |
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| Appointments – managing the appointments: easy way of creating new by dragging and dropping the contact from the list into the calendar area, modifying the appointment hour also by drag and drop, updating the created visit behind the appointment. |
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| Orders – managing the Company Orders: easy way of creating new orders, editing and viewing the details of them, visualizing the order history and also a detailed report of the selected order (Order report). |
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| Complaints – managing the customers complaints by creating new ones linked to the specified Institution and contact, changing their status and describing the solutions found during the time, deleting the unnecessary ones. |
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| Open Actions – fast viewing of the open actions defined into the visits in order to have a clear picture of the next steps which follow the created visits. |
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| Application features |
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| Multilanguage - the application has the Multilanguage feature, and for the moment is available in English and German. |
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| Importing Data from External Sources - easy loading data from .csv files at Institution, Contacts and Visit Levels |
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| Defining Own Fields - easy way to define and administrate new fields on the Edit forms, Browsers and filters on the institutions, contacts, visits and orders levels. There is also possible to design the layout of the edit forms and data views for these levels. |
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Mailing Labels - this feature gives the possibility to define mass mailing labels to the selected contacts.
The labels are available on a printable version so with few clicks the labels could be transferred from the system to envelops. |
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| Calendar Planning - easy and fast way of managing the appointments by dragging and dropping the contacts (or the appointments) into the time schedule areas. |
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| Visits Messaging - give the possibilities to the chosen reps to share the information among a realized visit. |
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Outlook Integration (starting with Enterprise Edition)
- makes possible the information exchange with Microsoft Outlook on four levels: Contacts, Tasks, Appointments and Mails. |
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List Manager reports (starting with Enterprise Edition)
- fast reporting based on the fields from the CRM database (e. g. Number of Clients, Visits, Activities etc.) on a specified period, different lists according to the desired level. |
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Additional Context Menu features (starting with Enterprise Edition)
Selection Pool - managing defined lists by marking some necessary records and viewing them separately
Export To - exporting the data of the current browser in different file types into a specified location |
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Additional System Options features (starting with Enterprise Edition-for systems administrators only)
- View Record History; shows a history of the all changes (Approved and not approved by the administrator) of the selected contact;
- Display Pending Changes – shows only the not approved changes of the selected contact with the possibility of approving them;
- Approve Pending Changes – approve all the opened changes of all the contacts; |
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| Clear records - give the possibility to merge the multiple assignations on different levels of information. |
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Mass Mailing (starting with Enterprise Edition)
- creating into the List Manager application and sending mass mailings from the CRM system to the defined contacts (institutions, departments) list. |
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CRM Analytics Reports (Unlimited Edition only)
- Interactive reporting for in-depth analysis combining different data sources into one view.
- Easy way to create and administrate complex reports on different dimensions and levels combined into distinct graphics and tables. |
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