GoVisionCRM

About GoVisionCRM

GoVision CRM - Your solution to member engagement, growth and innovative service.

GoVision has been designed and developed exclu­sively for financial institutions. lt presents employee goals/actions and relevant client information in actionable dashboards, pro­viding more function with fewer clicks. Flexible tiles allow administrators to cus­tomize global dashboards and provide individuals with options to personalize their view.

The modernized portal is accessible on your network via any web browser and its responsive design allows you to view and act in your dashboards from any tablet or smartphone.

What you get?
A single comprehensive relationship and activity view for each client
Automated referrals, alerts and lead gener­ation
Goal tracking and reporting
Unmatched incentive calculation, tracking, and reporting
Consistent cross-channel communica­tions
Customizable coaching reports and charts
Seamless integration to your core operat­ing system and ancillary data sources
Activity management and reporting for each employee


Several components are available to aide specific strategies:

MARKETING MANAGEMENT
Helping you to align marketing with front line efforts, maximizing effectiveness and returning valuable ROI data.

SALES MANAGEMENT
Supporting your strategic growth with sales and reward programs tailored to your unique sales culture.

SERVICE MANAGEMENT
lmproving the management of product and service issues, creating stronger member loyalty.

Website	http://www.govisioncrm.com
Employees	11-50 employees View all GoVisionCRM employees
Industry	Banking
Headquarter	Thornall St, Edison, New Jersey 08837, US
Founded	None