Mirror Your Business Model

Oncontact Software's customer relationship management (CRM) application 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 system 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.