OnContact CRM
Customer
Relationship
Management
CRM 7
Benefits
• Rich "client" experience, completely web-based
• Access data anytime, anywhere.
• Ease of navigation.
• Dashboards with drill-down options that managers enjoy.
• Data model offers upgrade path, customizations review
• Weekly - User demo/training sessions (one hour)
Why Deploy CRM?
• More effective sales pipeline management
• Increased hit rate for opportunities
• Better teaming with partners
– Sharing information
• Enhanced customer service
– Incidents, Communications
• Complete view of business relationship
– Contacts
– Activities
– Related Firms/Contacts
• More effective marketing campaigns
CRM
Objectives
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Organize Customer Interaction
Collect and Share Sales Manager Call Reports
Collect and Manage Complaint Database
Solve Problems While on the Phone (Solutions DB)
Collect and Follow-Up on Leads Including
- Trade Shows
- Cold Calls from Web Site
- Sales Team Blitzes
Conduct and Manage End User Prospecting
Pro-Active Campaigns to Protect the Base
Conduct Marketing Campaigns and Measure Success
Conduct Research Marketing Campaigns for Future
Product Roll-Outs
More Efficient and Timely Call Reporting
CRM 7
Features
•
Accessible Everywhere, Web-based Rich "client" experience
•
Available iPhone/Blackberry Apps for Contacts & Activities
•
Configurable Dashboards with Full Drill-downs
•
Opportunity and Pipeline Management
•
Marketing Campaign Management
•
Mail-Merge, e-Mail Blasts
•
Incident Tracking
•
Document Linking
•
Contact, Calendar Appointment and Task Outlook Integration
•
Customize Fields, Terminology to Match Your Business
Today’s
Technology
• .NET Platform
• On-premise or hosted CRM
• Industry leading relational databases
MS SQL Server
• Bi-directional
integration with Outlook
• Backoffice integration with web
services, database views, API, etc
Complete
Solution
Account Management
Sales Opportunity
Marketing
CRM Analytics
Customer Service
CRM 7
Is Flexible
• Customize application with Toolkit
• Create unlimited fields or screens
• Add or modify fields
• Add or modify tree controls,
toolbars, tabs, query frames,
buttons, rich text controls,
list boxes
• Upgrades compatible with future
versions
• Add workflow to create events that
trigger wizards, screens, workflow,
prompts, etc.
Ease
of
Use
Quickly view company profile data.
Work inside the
existing tab or in
a new tab.
Use the tab
view to quickly
access activity
data, account
information,
opportunities,
incidents,
sales orders
and more.
Track unlimited
contacts and their
contact
information.
CRM 7 Management Dashboard
The customizable
dashboard is a
powerful feature of
CRM 7.
It is easy to create,
view and configure
any number of
graphs on the
screen plus it is very
easy to work with
and customize to
your needs.
CRM 7 Sales Dashboard
Each dashboard is
customizable and
displays up-to-date
account information,
allowing you to
easily navigate to
any area of the
system with only
one click.
CRM 7 Search and Navigation
The search and
navigation
features of CRM 7
provide a fast way
to search on any
type of data.
CRM 7 Hover views
Tooltips contain
summary data that
is displayed when
the mouse cursor
hovers over a
certain type of data,
for example a
Contact name.
Tooltips provide
quick access to
commonly viewed
data, eliminating
the need to open
the record to obtain
this summary
information.
CRM 7 Company Screen
From the company
screen, you get an
overview of
company data and
contacts.
This tab-generated
system allows you
to work inside the
existing tab or in a
new tab. No more
opening and
closing records.
View a complete
history of all
interactions with a
given customer or
prospect.
CRM 7 Activity View
The activity view
provides a
reference point
with a complete
biography of all
the interactions
that have taken
place, as well as
what you need to
do to sustain and
build upon the
relationship in the
future.
CRM 7 Attachments
Attachments,
quotes,
contracts and
more can be
stored in the
attachment tab.
CRM 7 List Management
Predefined queries
return groups of
records with
matching criteria
such as a To Do
list. There is also a
query for Favorites
which are records
that are accessed
often by a user.
CRM 7 Company Financials
Store account,
credit and
payment
information all in
one place that is
accessible from
the company
screen.
CRM 7 Company Profile
Store important
company
information
altogether in one
area so that it can
be easily
accessed.
CRM 7 Contact Screen
The Oncontact
CRM 7 sales
module helps you
increase selling
time and
customer
satisfaction.
Users have a
complete 360degree view of
the customer’s
organization.
CRM 7 Opportunity View
Track and
forecast your
Opportunities
from the main
screen to quickly
grasp your
position in the
sales cycle.
CRM 7 Opportunity Screen
Opportunity
management
allows you to
coordinate sales
forecasting,
relationship
building and sales
methodologies.
Use CRM 7 to
track your
opportunities to
promote team
selling and
workflow.
CRM 7 Support View
Record incident
to create a
complete service
history. View a
complete history
of all your
customers’ open
and closed
issues.
CRM 7 Support Screen
All support
information
including case
number, open
and closed dates
and status are
stored here.