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Real-time access

VISION is ROI’s proprietary, web-based CRM tool, specifically developed in collaboration with ORACLE for managing and warehousing data. VISION ensures that our clients have the most comprehensive access to the progress and results of their customized lead generation program in real-time, no matter their location.

Reports

VISION provides our clients  with full access to the lead pipeline that our research team has built for them, while simultaneously allowing them to generate customized reports on the progress of our research efforts. These reports may include a complete breakdown of surveys, leads and scheduled meetings by company size (revenue and employees), industry and sub-sector, location, interest level, type of expansion project, timeframe, project location, proposed investment, job creation, and several other variables.

Our reports provide a clear and comprehensive picture of the companies and industries that have an interest in your region. Once created, they can be accessed online in real time. ROI also provides critical recommendations regarding specific industry sectors, trade shows and geographic markets that our clients should consider for new business attraction.

Interface

VISION CRM is a user-friendly tool, designed to be quick and easy to use and to allow our clients to navigate through key data at the click of a button. Its welcome screen doubles as a home page for viewing reports and ongoing lead generation results, including detailed information on all conducted surveys and identified leads. Clients are also able to view and interact with the online calendar function within VISION in real time, allowing them to see all of their scheduled meetings in one location and to block off periods when they are unavailable, thus preventing any conflicts or double-booking.

View demo

We welcome an opportunity to walk you through an online demo of our VISION CRM features and demonstrating the wealth of information that we provide to our clients. This will also give you an idea of the ease of access and navigation of our CRM system. Please contact us to schedule a demo.