VIBE PRODUCT
Keep customer conversations, open sales opportunities, proposals and support requests connected. VibeCRM brings these records into a shared workspace so the team can follow an account’s history and ongoing work together.
Explore VibeCRM with usPersonal notes, separate proposal files and support email threads make a customer account difficult to follow. VibeCRM suits teams bringing that work together around a customer record. Record fields, owners and access roles are configured for the way the team works.
Customer and contact details provide the starting point for the next conversation. Keeping the people involved, ongoing work and record owner in a shared structure helps someone taking over an account understand its history.
An opportunity represents the business being pursued and its follow-up work. A proposal records the terms presented to the customer. VibeCRM tracks these separately, with proposal details configured around the organisation’s approval and pricing arrangements.
Support requests and service work can be linked to the customer. Sales and support teams can then follow the account’s ongoing work through shared records, within their assigned access permissions.
ERP and field application connections start by identifying where each record originates. Transfers of customer, proposal and other data are designed around the existing interfaces, permissions and ownership. The resulting integration scope becomes part of the project.
Record fields, access roles and opportunity and proposal stages are defined together. Existing data is mapped and checked through sample records before migration. User training and support are planned around the team’s daily tasks.
A migration plan follows a review of source files, field mapping and data quality. Sample records verify the mappings. Issues such as several records for the same customer are addressed as part of the transition.
VibeCRM includes proposal and support records. How teams access and use them in their workflow is established during implementation.
IMPLEMENTATION AND SERVICE
Before connecting Logo ERP to commerce, logistics or internal applications, we define sources, business rules and failure cases. The integration scope depends on the interfaces available in each product.
Tell us about your current system and the work you want to improve. Together, we can define the product scope, connections and implementation steps.
info@vibebilisim.com +90 (850) 242 84 23