Business area
Vision 365 for Sales
Bring customer relationships and commercial activity into one connected working context — from leads and opportunities through contracts, delivery and invoicing, with customer information visible throughout.
What your team can manage with Vision 365
A connected set of capabilities for day-to-day sales and customer work.
Manage leads and opportunities
Organise commercial activity as prospects move through the sales process.
Organise customer information
Keep customer records and relationship context available in one place.
Prepare and follow offers
Coordinate the commercial activity that leads from opportunity toward an agreement.
Manage sales contracts
Keep customer contracts connected with the commercial process.
Follow delivery and invoicing
Continue from the commercial commitment into execution and billing.
Monitor sales activity
Use dashboards to maintain visibility over relevant commercial information.
Solutions used by Sales
Sales brings together capabilities from several Vision 365 solutions rather than operating as a separate application.
CRM — Customer Relationship Management
Provides the core customer and sales capabilities, from leads and customer records to contracts, delivery and invoicing.
ERP — Integrated Business Operations
Connects delivery and invoicing with the wider operational flow.
Project & Service Management
Supports customer-related activities and cases that need coordinated follow-up.
Budgeting & Performance
Provides dashboards for management visibility over commercial and operational information.
Modules used by Sales
The concrete Vision 365 modules behind the activities above, grouped by the solution they belong to.
CRM
Sales Force AutomationLeads, opportunities and commercial sales activity.
Clients ManagementCustomer records, contacts and relationship context.
Sales Contracts managementCommercial contracts and related information.
InvoicingCustomer invoicing connected to the commercial process.
Delivery ManagementDelivery information linked to customer activity.
Customer PortalCustomer-facing access to relevant information and interactions.
CampaignsMarketing campaigns that generate leads and opportunities for the sales team.
Subscriptions & MembershipsPlans, recurring billing and renewals.
ERP
InvoicingOperational invoicing within integrated business flows.
Delivery ManagementDelivery execution and operational follow-up.
Project & Service Management
Activity and Cases ManagementCoordinate customer-related activities, cases and internal follow-up.
Budgeting & Performance
DashboardsConsolidated visibility over relevant commercial and operational information.
How Sales connects with the rest of the business
One platform. Every step. No handoffs.
Common workflows
Typical connected processes supported by the Sales business area.
Lead to opportunity
Develop a lead into a qualified commercial opportunity.
Opportunity to contract
Continue from an active opportunity toward an agreed customer contract.
Contract to delivery
Connect the commercial commitment with operational execution.
Delivery to invoicing
Continue from delivered products or services into customer invoicing.
See Vision 365 applied to your customer processes
Explore how customer information, commercial activity and operational execution can work together in one platform.