Support

Implementation

Implementation of Vision is quick and easy in its standard form. One of our trained consultants will discuss the modules and version to purchase and help setup the system with you.

We are also very flexible with how we receive your data too for inclusion in the system. Our skilled data team will clean it up and upload it for you ready for launch and as required throughout the year. The security of the data is paramount with it kept separate and secure at all times. Your data and login will be locked down to your own office at all times.

If you have chosen to customise the Vision product a project rollout plan and implementation strategy will be provided.

Helpdesk

Our Vision Helpdesk is available between the hours of 9am to 5pm, Monday to Friday and our fully trained team will be able to assist you there and then.

An initial online training session is provided with one of our data consultants on implementation. All you need is 10 minutes and a desktop with live internet access and we will do the rest.

Pipeline Manager

For customers who require support not just with generating leads and/or appointments, but with the management of the progression of opportunity of those leads and/or appointments we offer a pipeline manager solution. This process is where we monitor all leads and/or appointments delivered to the customer and report weekly on them. At the point where the window of purchase as previously advised to us has passed, we firstly survey the customers’ sales person to understand the progression of opportunity from their perspective, secondly we survey the prospect to understand if they did purchase, and if so we’ll uncover what they purchased, where from, why, and if relevant, why they didn’t buy from our customer, and if they didn’t purchase we will find out why not. Thirdly and finally, we will find out when the prospect is likely to purchase again and put the opportunity back into the pipeline manager. This process ensures that you should never lose a lead again!

Pipeline Manager can be provided for leads and appointments provided by Engage or our clients own opportunities, to find out more, simply select the ‘pipeline manager’ tab from Vision which will result in them receiving a call from one of our sales team.