OnContact CRM Customer Relationship Management. 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
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 ReportingCRMObjectives
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
Contact, Calendar Appointment and Task Outlook Integration
Customize Fields, Terminology to Match Your BusinessCRM 7 Features
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.
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.
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.
The search and navigation features of CRM 7 provide a fast way to search on any type of data.
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.
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.
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.
Attachments, quotes, contracts and more can be stored in the attachment tab.
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.
Store account, credit and payment information all in one place that is accessible from the company screen.
Store important company information altogether in one area so that it can be easily accessed.
The Oncontact CRM 7 sales module helps you increase selling time and customer satisfaction.
Users have a complete 360-degree view of the customer’s organization.
Track and forecast your Opportunities from the main screen to quickly grasp your position in the sales cycle.
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.
Record incident to create a complete service history. View a complete history of all your customers’ open and closed issues.
All support information including case number, open and closed dates and status are stored here.