1. OnContact CRM Customer Relationship Management

2. 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)

3. 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.

4. 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

5. 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, Blasts
Incident Tracking
Document Linking
Contact, Calendar Appointment and Task Outlook Integration
Customize Fields, Terminology to Match Your Business

6. 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

7. Complete Solution Account Management Sales Opportunity Marketing
CRM Analytics
Marketing
Customer Service

8. 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.

9. 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.

10. 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.

11. 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.

12. CRM 7 Search and Navigation
The search and navigation features of CRM 7 provide a fast way to search on any type of data.

13. 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.

14. 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.

15. 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.

16. CRM 7 Attachments
Attachments, quotes, contracts and more can be stored in the attachment tab.

17. 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.

18. CRM 7 Company Financials
Store account, credit and payment information all in one place that is accessible from the company screen.

19. CRM 7 Company Profile
Store important company information altogether in one area so that it can be easily accessed.

20. 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.

21. CRM 7 Opportunity View
Track and forecast your Opportunities from the main screen to quickly grasp your position in the sales cycle.

22. 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.

23. CRM 7 Support View
Record incident to create a complete service history. View a complete history of all your customers’ open and closed issues.

24. CRM 7 Support Screen
All support information including case number, open and closed dates and status are stored here.