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 Better way to manage pipelines so sales managers and their reps can stay on top of prospective sales….this of course, leads to better success in landing those sales opportunities. Because everyone can see what’s going on throughout the sales process, and be alerted to the tasks they need to accomplish, these leads don’t fall through the cracks. Often you need to collaborate with the customer as well as your partners- CRM helps to streamline this process too. Customer Service is another major reason to implement CRM. Tracking incidents, answering customer questions, and responding effectively and proactively can be the key to providing outstanding service. Use CRM to track your customer’s projects and streamline their implementations. You’ll have a complete view of the customer on one screen – on source to see what orders are backlogged, what sales opportunities are being tracked, what problems they have reported, etc. You will ALWAYS be fully informed about every customer across your organization. Manage your marketing campaigns more effectively to generate – and successfully mine the data you collect to locate prospects and turn them into customers.

CRM Objectives 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

On-premise or hosted CRM 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 Marketing Customer Service

CRM 7 Is Flexible Create unlimited fields or screens 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 360-degree 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.