Marketing Management

Members of management have special customer relationship management needs. That’s why Oncontact Software's customer relationship management (CRM) application has features to help management oversee the company’s front office.

List Management
With the list management capabilities of Oncontact's CRM application, your marketing managers can finally bring order and reason to your organization's vast pool of customer and prospect data. CRM lets marketing management search the database by any field or combination of fields to retrieve the exact data they need. Pinpointing the precise information needed allows managers to manipulate the database to create targeted data lists. The list management feature lets managers find as broad or as specific of data as they wish. Management can save lists for repeated playback. The targeted lists help management execute effective marketing campaigns via email, fax or mass mail that appeal to the appropriate audience. Management can also use CRM's list capabilities to manage internal activities. For example, if a sales rep leaves the company, management can search the database to find that rep's active accounts, then transfer them at once to a new rep within the company.

Mirror Your Business Model
Oncontact's CRM system puts you in the driver's seat. After all, you know what works best for your business. Using the Agent Designer, part of the standard CRM toolkit, you can imbed your business rules in Oncontact's CRM application so the system works exactly how your business does. Here's an example of how it works for your marketing team:

Your organization sells industrial uniforms. Most of your customer base orders stock annually. To remind those customers who haven't stocked up for the year that it's time to re-order, you query CRM to find all the customers who haven't placed an order in 14 months or more. You use the results of the query to fax a reminder to the stragglers. You've customized CRM to automatically schedule your marketing coordinator a follow-up call for a day later any time a fax is sent to confirm receipt. The follow-up calls will appear on your marketing coordinator's to-do list and she'll know how to get the job done without instruction.

Reports
Oncontact's CRM application can convert abstract data into meaningful reports that management can use to analyze, plan and strategize. The reporting utility in CRM lets management:

• Generate detailed marketing reports from data stored in any area of Oncontact's CRM system.
• Use query capabilities to mine the exact customer and prospect data you need.
• Transform the results of a query into a chart or graph form.
• Distribute reports to specified members of the marketing team.
• CRM runs with InfoMaker and Crystal report writers.
• Create customized report templates to match the unique needs or your company or marketing department.
• Move report data from CRM to third party analysis applications such as Maplink.