Top 10 VIO features

1. Know every customer’s story immediately

VIO centralizes every customer interaction into the one system, meaning each individual’s history with your company is immediately available to everybody in the business.

If a customer contacts you, staff can see which policy they own, the policy period, reasons for their last call and much more. Imagine how pleasant that makes the interaction with the customer, as opposed to having to explain themselves, just like they did last time.

2. Find more high-value leads

VIO analyses your current and past customers, and builds lookalike profiles, meaning you can easily identify and market to potential customers. You can easily see who they are, what they’re interested in and their preferred social media platforms.

Deals can be closed faster and marketing campaigns are more effective because you’re throwing a scattergun approach out the window and replacing it with highly targeted communications with people who closely resemble your current customer group.

3. Know what a customer wants before they do

Great online brands make a user feel as if the brand knows them intimately, but this smart personalisation need not be unique to major Silicon Valley startups. Salesforce’s artificial intelligence, Einstein, is built right into every part of the platform. It helps you use data to individualize customer experience to the extent that you may know of a sales or service need before the customer even does. Contact the customer in advance of that need and you delightfully disrupt their expectations.

4. Make every marketing campaign one-to-one

Gone are the days of a single marketing campaign communicating effectively to a large group. Today’s marketing is all about personalisation and respecting specific customers’ journeys.

5. Customize VIO in 20 minutes

So much business today is conducted on the fly. Managers and staff constantly steal small moments to look after important business issues. Imagine how much more efficient this process would become with apps customized for their needs.

6. Client Portal

Encourage clients to self-serve the on their insurance portfolio like online banking, along the way personalizing the experience for each individual member.

This means customers can look after themselves and can find their own answers to queries, and that insurance managers are freed up to concentrate on difficult cases, while the business can mine these discussions to find out what customers really care about.

7. Feel small

The digital world, and particularly the massive influence of the mobile internet, has completely leveled the playing field for businesses. Major corporates are expected to offer personalized service, just as small businesses traditionally did.

VIO makes this possible through automation, data analysis, interactive systems and artificial intelligence.

8. Look big

The reverse of the above is just as true – SMBs are expected to offer systems and technology to make customers’ lives easier, just as the big end of town always did.

Whatever the size of a business, VIO introduces the single most powerful competitive advantage – a delightful and consistent customer experience.

9. Control the chaos

VIO lets you leave behind the traditional customer service ways. An integrated, out-of-the-box solution makes it simple to manage cases and help customers at lightning speed, and data and insights at your fingertips mean faster better decisions. Imagine taking a customer service query, and already knowing what the customer bought from you and even why they bought it – what challenge they were hoping to overcome when they first came to your company.

On top of the ease of customer service, self-service sites help those customers who want to find their own answers, while customer insights make scaling frictionless.

10. Connect with your customers in a whole new way

Did we mention there’s too much to talk about here? Suffice to say, everything you can do with VIO is designed with one goal in mind – to help you connect with your customers in ways that keep up with and exceed their changing expectations, delight them at every turn, and turn them into advocates for your business.

Of course, the short answer is still ‘we help you connect with your customers’. To find out more about how you can simplify your sales cycle so you can focus on connecting with your customers and generate more business than ever before, download our ebook ‘How to Simplify the Modern Sales Cycle’.