Testimonials

3GVision was with us from the word go. They set-up the system, helped us import our customers and developed customised features all in record time. Their support and development teams in England and Australia never ceases to amaze me, we request a feature during the day and whilst we are in bed they install it ready for us to use the next morning. They have enabled us to automate our business in ways I never imagined. 1 system for all our customer data, emails, faxes, sms, documents.... We love it!

Jacqui Pursey
Manager RNW90 - UK
.

Workflow Management

3GB workflow comes with a number of tools such as user configurable Status, Actions and Case Requirements, combined with the system configuration features and the system templates 3GB workflow provides a number of powerful sales automation capabilities.

The Sales Pipeline

The 3GBusiness sales process is totally configurable, with the ability of adding as many Sales Pipeline Statuses, Actions and Case Requirements as required. It is also possible to create multiple sales departments with different sales processes per department.

A Status is a specific stage in the sales process, a case requirement is a task required to be completed, usually triggered as a successor to a status change and without a specific date to be completed and an Action can be described as a manual or automated task that needs to be carried out by a specific date.

Workflow Management - Customise 3GB to suit your sales process
Actions - Ensure highest level of customer service (customers ALLWAYS have an action)
Status - Easily create an follow consistent department specific sales process
Case Requirements - Create organisational libraries and automate with Event Manager
Action Triggers - Use the Event Manager to auto generate FESQL
Automatically Assign Tasks - Utilise the status tools to auto generate specific actions
Workflow Automation - Setup workflow items to auto trigger through each sales stage
Send Custom Templates - Send FES and auto 30 day follow-up action and Event.
* FESQL = Fax, Email, SMS, Quotes and Letters

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We have dedicated CRM Software Solutions customer support in: UK, USA, Australia (Sydney, Melbourne, Brisbane, Perth, Adelaide, Canberra, Hobart, Darwin, VIC, NSW, ACT, WA, QLD, SA, TAS.)