Account Management

Every customer strategy has to start somewhere. With CRM software from Oncontact, it starts with the account management area. From this one intuitive screen, users can move anywhere throughout the system. Account management can be used to:

• Store an unlimited number of customers, prospects and companies.
• Store an unlimited number of records, contacts, addresses and phone numbers for each customer, prospect or company.
• Understand a company’s power structure at a glimpse by charting the organizational hierarchy.
• Generate letters, faxes and email messages.
• Work in a team environment with multiple members on an account.
• Attach documents to contacts or companies.
• Navigate a contact- and/or company-centric view.
• Manage schedules.
• Capture the exact data your company needs. The account management area, like the entire CRM application suite, is completely customizable!

Activity Scheduler
Sales, marketing and customer service professionals have demanding jobs that pull them in many directions. That’s why the activity scheduler, the backbone of the CRM application, is among the most popular CRM features. The activity scheduler brings order to the most hectic schedule. Sales, marketing and customer service professionals can use the activity scheduler to:

• Record all interactions associated with a customer or prospect. Tasks no longer fall through the cracks because the front office can use CRM to record all the activities they need to complete to keep current customers happy and turn prospects into customers. Common interactions include phone calls, emails, faxes, letters and price quotes, but the activity scheduler is completely customizable to accommodate the exact way you do business.
• Access a complete history of a customer or prospect account.
• Create a comprehensive history for customer and prospect accounts by recording every interaction.
• Add notes to explain the details of each interaction.
• Schedule future customer and prospect interactions, like follow-up phone calls and onsite meetings, in a drag-and-drop format.
• Build chained events. For example, if a member of the sales team sends product information to a prospect, that activity might trigger a follow-up call one week later.
• Assign activities to other team members and notify them by email.
• Communicate and collaborate seamlessly throughout the front office.

Literature Fulfillment
Fulfilling literature requests can be a cumbersome task, but CRM software from Oncontact makes the process simple through seamless integration with third party word processing, fax and email applications. Oncontact Software's CRM application lets users:

• Send literature via mail, fax or email right from the CRM application. CRM automatically records which items were sent and how (i.e. fax, email, regular mail, express delivery).
• Process literature requests individually or batch all requests for end-of-day processing.
• Automate follow-up activities once the literature is sent. For example, if a representative mails product information to a prospect, that action would trigger the CRM system to schedule a follow-up call for one week later.
• Customize literature "kits." Users can set up a comprehensive directory of the company’s literature pieces, then compile custom kits by selecting which items they want to send to a customer or prospect.

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