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 so the system works exactly how your business does. Here's an example of how it works for your sales team:
- A sales associate enters a new company. Oncontact's CRM application knows that in order to establish a relationship with that company, you need to know who to contact. CRM prompts the sales associate to enter a contact.
- A sales prospect contacts you after seeing your company's advertisement in a trade publication. You record the phone call as an activity. Oncontact's CRM application knows you've entered a brand new contact to the system so it automatically triggers another activity to send the prospect an information packet about your company and product.
- A sales prospect contacts you for information on your product line and happens to be in a big hurry to make a purchase. You overnight an information packet. Oncontact's CRM system doesn't want you to forget to follow up so it schedules a follow-up phone call for three days later.
- A customer calls your support line and asks for help resolving a problem. Your company policy is to address such issues within three hours. The customer service rep records the incident but gets preoccupied with another project. Three hours pass and CRM detects that the problem has been overlooked. Oncontact's CRM application sends an email alert to the manager to report that the case needs immediate attention.
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 sales management:
- Generate detailed sales reports from data stored in any area.
- Use query capabilities to mine the exact customer and prospect data you need.
- Transform the results of a query into chart or graph form.
- Distribute reports to specified members of the sales team.
- Run out-of-the-box reports from InfoMaker or Crystal report writer. CRM runs with InfoMaker and Crystal report writers.
- Create customized report templates to match the unique needs of your company.
- Move report data from Oncontact's CRM system to third party analysis applications such as Maplink.
Employee Management
Oncontact's CRM application lets management build a comprehensive profile for each member of the sales team. The profile can be used to:
- Record commission figures.
- Record year-to-date sales information.
- Track important human resource data, like hire date, vacation days and sick time.
- Store personal information, such as home address, home telephone and birthday.
