不同人員不可能會記得所有客戶或是詢價狀況，VIdegree概念很像是和運租車客服一樣，藉由系統與電話連結，當客戶來電時，電話馬上會顯示客戶名字，電腦視窗馬上跳出客戶資料（詢價過程、購買紀錄、基本資料、客戶特性等），拉近與客戶間的距離及增加專業服務的形象。
2000年的網路泡沫化，本負責網路行銷企劃的花上雅，因緣際會下，秉持著持續服務前東家客戶的態度，慢慢地客戶越趨穩定卓越，故八年前創立捷揚數位行銷，強調全方面完整複合式服務，
從網站設計、網址、主機、行銷及媒體印刷等八大主項目涵蓋100多樣產品，至今已累積百家中小企業客戶，協助客戶點e成金、連結商機。
會使用叡揚資訊的VIdegree是透過元智軟體創新育成中心引薦，經過兩個月的試用之後，
才在今年初導入，目前已經使用約三個月時間，「客戶的資料量只會越來越龐大!當疏於整理建檔，跟客戶間的距離就會越拉越遠!」所以建置雲端CRM系統對於分秒必爭的中小企業來說，更是逆轉勝的關鍵。
以前，客戶資料可能散落在不同台電腦、形形色色的便條文件裡、業 務行政腦裡，或是隨著時間的拉長，遺忘到不留痕跡！花上雅表示，客戶名單一直都是所有產業的基本核心，
但這些資料往往被僵制的Excel、紙本工具給箝制住，變得資訊落後、無人更正、難以搜尋、 分類不易。「但是VIdegree這套雲端CRM系統， 客戶所有資料可以統整在一個資料庫裡，不同的業務人員都可以透過搜尋找到客戶、更正註記功能讓資料更完善、自訂標籤讓客戶分類更清楚!」這些是傳統紙本無法達到的功能，她補充說明。
「VIdegree更有手機APP擴充應用功能，譬如，今年業務要去大安區，可以藉由愛顧客手機版，查出哪些客戶散落在大安區，在拜訪時可以一網打盡，如果有多空餘時間，更可以直接透過手機搜尋，直接找到附近的客戶，來個臨時拜訪，讓效益更高!」目前，捷揚數位行銷透過網站、電話及mail詢價單，可以藉由Excel檔案一次匯入VIdegree，或是請電話客服人員接聽完後，直接建檔，花上雅相信隨著時間的累積，VIdegree可以發揮更大更即時更有效的客戶關懷效能。
相關案例
基山鐘錶打從使用Vital CRM開始，便計劃性地從客戶經營、內部流程、消費記錄、分眾行銷到精準行銷建立一套標準的管理流程，並套用到既有客戶服務管理和新客戶的關係建立，並計劃將來進行節慶行銷與異業合作，讓服務更多元、更精緻！
"Since using VIdegree, I've increased the margin of tasks I'm able to handle in a day. Previously, 60% of my time was taken up just responding to clients' questions. Now, thanks to the systematic reminder service, several issues are taken care of early on. The number of customer emergencies have dropped from 8~10 cases a day to 3~5. Now over 70% of my time can be spent on marketing and building better relationships with clients. I no longer need to spend all my time trying to put out fires and making a mess of everything. The best part is that my relationships with my clients are better than ever, and they have become increasingly willing to refer their friends and family to me." In other words, the regional manager of Nan Shan Life Insurance at the Da Wang service location whole heartedly recommends VIdegree.
How should training be provided to the staff? Luckily, "Not only does GSS hold training courses on how to use their service on a monthly basis, they are also always willing to provide professional consultation services. VIdegree also comes with a built-in user manual and video tutorials. The excellent support from GSS's customer support team helped us quickly get everyone on track with using VIdegree which drastically improved our member management efficiency!"
"Previously, when we used EXCEL to manage customer information, we were unable to effectively organize them by category. Now using GSS's VIdegree, we are able to create very precise tag settings so that when searching for customer information, we can more quickly and accurately find products suited for a specific customer group according to different purchasing records, age groups, occupations, salary, or relationship status and etc. It really is very convenient." To Stark it is of extreme importance to understand the needs of the company's loyal and core customers in order to provide them with products best suited to them.