B2B Customer Relationship Management

When you understand your customers, it’s easier to give them better service

Customer Relationship Management

Keep Customers at the Heart of Your Work

Leverage seamless integrations between Vivantio and virtually any other essential platform for a 360 degree view of the customer — from contracts to support tickets and more.

Case Management

Keep an audit of all tickets and requests made by individuals within your customers organization. Produce monthly case reports to share with customers on achievements and user satisfaction

Contracts & Service Levels

Maintain contract records for each customer and manage customer service levels from within the customer record. When combined with case management, view historical performance on service delivery metrics

Customer Configuration

Make use of a Configuration Management Database (CMDB) to record the software, hardware, and services you deliver to each customer. Map dependencies to shared services to assess and understand the impact of changes and outages

Self Service & Knowledge Management

Deploy white-labelled or co-branded self-service portals for your customers to access knowledge, configuration data, contracts and license information. Handle incidents and requests, and route them immediately to the right teams

Customer Relationship Management

Capture What Matters

Vivantio CRM makes it easy to retrieve vital customer information and helps you find opportunities to win more business by providing crucial insight into your customers changing needs

Locations and People

Keep records of customer locations and people from within that organization that rely on you for support or customer services

Impact

Use the CMDB to setup relationships between configuration items such as hardware, software, services, and people. Be proactive in understanding the impact on your customers when services fail

Custom Forms and Fields

Create multiple forms and fields to capture specific information about your customers and the services you offer

Custom Forms and Fields

A Vivantio Record of 71 G2 Customer Review Badges for Fall 2023!

Vivantio’s recent achievements in G2 customer reviews reflect our continued commitment to excellence in service management software solutions.

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Customer Relationship Management

Create Channels Focused on Customers

Combine multiple self-service touch points so that customers can access support in a number of ways across a variety of different devices

Customer Service Levels

Centralize service level agreements for all or some customers, or create bespoke service level agreements for flagship customers

Customer Knowledge Base

Link global knowledge base articles to specific customers based on products and services you offer

Customer Categories

Configure customer specific categories, ensuring tickets are only logged for the products and/or services that each customer has purchased from you

Dedicated Self Service

For customers looking for a dedicated experience for their users, create multiple instances of self service adopting the customers brand

Self Service Strategies

Read the latest findings on how service desk professionals employ self-service to their customers

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Customer Relationship Management

Empower Customers with Omni-channel Support

Make it easier than ever for your customers to get the help and support they need

Email to Ticket

Automatically convert incoming emails to tickets and manage all messaging history in one spot

SMS

Use SMS messages to keep customers or technicians informed of progress, or alert them to outages or system changes that might be impacting the business

Chat

Through self service, offer technician to customer chat services to provide immediate first line response. Link chat conversation to ticket history

Remote Control

Integrate with your remote control tools to take control of user environments from within self service or right from within Vivantio

How Self-Service Portals Improve The Customer Service Experience

Learn how self-service portals play a key role in the customer service experience.
The Vivantio service management platform enables service teams to build codeless, custom self-service portals tailored to business needs and customers.

Speak with a Pro

Let a solutions consultant guide you through a demonstration on how Vivantio helps service operations scale.

Speak with a Pro

Let a solutions consultant guide you through a demonstration on how Vivantio helps service operations scale.