The driving force behind Viabl is the challenge to make customer relationship management (CRM) more proactive. Although CRM is inherently customer-centric, these systems out of the box aren’t configured to initiate contact between you and your customers. Viabl does this by utilizing an automated process referred to as Relationship Automation. Relationship Automation lets you know when the people that are important to you need to be reached out to.Request a Free Trial
- SugarCRM Relationship Notifications
- Set the Contact Frequency and Viabl Does the Rest
- SugarCRM One-Click Activities
- Reporting With Data From Viabl
SugarCRM Relationship Notifications
Viabl utilizes your SugarCRM activity data to tell you when it’s time to reach out to your customers and contacts. Then, Viabl comes to you with suggested actions.
Set the Contact Frequency and Viabl Does the Rest
Viabl’s Green, Yellow and Red Contact Frequency Indicators keep you up to date on the contact status of Accounts, Contacts, Leads and Opportunities.
SugarCRM One-Click Activities
Out-of-the-box, it takes 24 clicks and keystrokes to log a voicemail in Sugar. Reduce that number by as much as 94% with Viabl.
Reporting With Data From Viabl
Sales managers can ensure that contacts are being reached in a timely fashion and on a recurring basis. Run reports using data from Viabl to determine how well your sales team conducts outreach. Ensure that no opportunity is left on the table.
Proactive Contact Notifications
No one has time to sift through all of their CRM data to determine when to reach out to a contact. Don’t let your CRM data lie dormant while opportunities go unanswered. Make your CRM data proactive to notify users when it’s time to reach out to customers and contacts.
Customizable Contact Frequency
Determine the frequency that you want to reach out and Viabl does the rest. Viabl enables you to set a precise cadence for communication and notifies you when it’s time to make contact.
94% Data Entry Reduction
Excessive data entry and activity logging is a major cause of low CRM user adoption. Increase the ease of use of your CRM by limiting activity requirements. Easily log calls, voicemail, set meetings, take notes and much more with Viabl’s one-click functionality.
Customers and business contacts expect communication to take place at an individual level. Easily send personalized email messages to ensure consistent follow up and outreach with every customer and contact.