Connect to and record leads from multiple sources, document lead interactions, identify prospects, lay down opportunities, generate sales quotations and sales orders. Clone your actual business process within VIENNA Advantage, using the workflow configurator and rules engine.
Define contract templates, manage and review contracts within the system. Use the inbuilt DMS to manage, route, and archive the scanned documents. Automate contract renewal, AR Invoice generation, and payment collection using direct debit integration with your bank.
Benefit from real-time project progress updates, budget control, and metrics to ensure project profitability. Maintain multiple templates of project work breakdown structures, plan and monitor project tasks, assign resources to projects, manage project accounting and report budget versus actuals.
Get a 360° view of your customer interactions, including customer contacts, business terms, pricelists, discounts, transaction history, feedback, revenue, credit, and much more.
Use the embedded business intelligence and analytics tool to generate multi-dimensional reports and dashboards in order to obtain crucial insights into project progress and performance.
Setup and manage a comprehensive customer support ecosystem, including a customer support portal to record customer complaints or support requests, assign field service personnel to tasks, record resources, and services effort, invoice for field services, manage warranty and paid services, real-time updates from field services personnel via mobile app, and much more.
Ensure accurate recording of time and authorization of expenses against projects. Manage advances and reimbursements of expenses.