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SALES APPLICATIONS

Oncontact Software's customer relationship management (CRM) Sales feature gives your sales professionals, from associate to executive level, the tools they need to effectively manage prospects and customers. Oncontact's Sales module provides a detailed snapshot of the complete customer and prospect relationship, including account history and organizational hierarchy. The area contains a complete history of interactions with customers and prospects on an individual or company-wide level. The interface is completely customizable, which allows users to decide how they want to manage their customer and prospect relationships.

The following components make up the Sales module:

Account Management

Account Management
Navigate the entire application suite from the account management area. More...

 

Opportunity Management

Opportunity Management
Opportunity management lets sales professionals define and manage opportunities so they can plan the best strategy for closing the deal.
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Sales Management

Sales Management
Oncontact's CRM system packed with powerful features that help management oversee the company’s front office. More...

Microsoft Outlook Sync Microsoft Outlook Synchronization
Oncontact Software's CRM application has complete bi-directional integration with Microsoft Outlook, so users can send email messages and access Outlook contact and calendar information. Conversely, users can access CRM data from Outlook. More...
Sync CMS Sync
Sync ensures that mobile and remote sales professionals have access to the most up-to-date customer information. More...
Workflow Automation Mirror Your Business Model
You can put parts of your job on cruise control with Agent Designer, part of the industry leading CRM toolkit. More...
     
Financial Management Integration Financial Management Integration
The Financial Management Integration module seamlessly integrates front and back office information, providing your sales, marketing and customer service professionals with the company-wide data they need. More...