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SEGManager

SEGManager

Here at New Vision, our goal is to provide a product that allows our clients to do their jobs better, smarter and faster. SEGManager is a powerful tool in collecting and managing marketing info, relationship tracking, and report generation. This comprehensive data collection allows you the ability to easily analyze and manage your partner company relations.

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Get Started

Get Started

New Vision knows you need a great CRM solution now. Our newly updated release of SEGManager 12 is available for purchase and download right here, so you and your team can be using SEGManager in hours, not weeks. Pricing is simple, affordable, and transparent.

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SEGManager gives you the tools to easily track, evaluate, and rate, any employer group based on your needs and benchmarks.

  • TRACKING

    Calendar Items in SEGManager and Outlook

    Marketing Events and Sales Pipeline Info

    Activities (calls, visits, mail/email, incoming)

    Penetration and Loan to Share Ratios for Active Partner Companies

  • DATA CONTROL

    Compiles extensive profile & statistical data for each active and prospective Company

    Establish control and consistency of data input to insure accurate reports

  • CUSTOMIZATION

    Create Sales Forecasting Reports

    Profitability Thresholds

    Utilize SEGManager's dynamic calculation of Partner Company profitability

    Produce mail merge letters, labels and envelopes

Created specifically for your credit union, not only does SEGManager allow you to do your job faster and more efficiently, it also costs less than the one-size- fits-all options on the market. Still not sure? See what some of our over 350 clients have to say.

We put our SegManager pricing out in front, because it has fixed, reasonable pricing, making New Vision CRM Solutions the clear choice for your credit union!