CRM 7 Benefits Rich "client" experience, completely web-based Access data anytime, anywhere. Ease of navigation. Dashboards with drill-down options that managers enjoy. Data model offers upgrade path, customizations review Weekly - User demo/training sessions (one hour)
Why Deploy CRM? More effective sales pipeline management Increased hit rate for opportunities Better teaming with partners –Sharing information Enhanced customer service –Incidents, Communications Complete view of business relationship –Contacts –Activities –Related Firms/Contacts More effective marketing campaigns
CRM Objectives Organize Customer Interaction Collect and Share Sales Manager Call Reports Collect and Manage Complaint Database Solve Problems While on the Phone (Solutions DB) Collect and Follow-Up on Leads Including - Trade Shows - Cold Calls from Web Site - Sales Team Blitzes Conduct and Manage End User Prospecting Pro-Active Campaigns to Protect the Base Conduct Marketing Campaigns and Measure Success Conduct Research Marketing Campaigns for Future Product Roll-Outs More Efficient and Timely Call Reporting
CRM 7 Features Accessible Everywhere, Web-based Rich "client" experience Available iPhone/Blackberry Apps for Contacts & Activities Configurable Dashboards with Full Drill-downs Opportunity and Pipeline Management Marketing Campaign Management Mail-Merge, e-Mail Blasts Incident Tracking Document Linking Contact, Calendar Appointment and Task Outlook Integration Customize Fields, Terminology to Match Your Business
Today’s Technology.NET Platform On-premise or hosted CRM Industry leading relational databases MS SQL Server Bi-directional integration with Outlook Backoffice integration with web services, database views, API, etc
Customize application with Toolkit Create unlimited fields or screens Add or modify fields Add or modify tree controls, toolbars, tabs, query frames, buttons, rich text controls, list boxes Upgrades compatible with future versions Add workflow to create events that trigger wizards, screens, workflow, prompts, etc. CRM 7 Is Flexible
Quickly view company profile data. Work inside the existing tab or in a new tab. Track unlimited contacts and their contact information. Use the tab view to quickly access activity data, account information, opportunities, incidents, sales orders and more. Ease of Use
CRM 7 Management Dashboard The customizable dashboard is a powerful feature of CRM 7. It is easy to create, view and configure any number of graphs on the screen plus it is very easy to work with and customize to your needs.
CRM 7 Sales Dashboard Each dashboard is customizable and displays up-to-date account information, allowing you to easily navigate to any area of the system with only one click.
The search and navigation features of CRM 7 provide a fast way to search on any type of data. CRM 7 Search and Navigation
Tooltips contain summary data that is displayed when the mouse cursor hovers over a certain type of data, for example a Contact name. Tooltips provide quick access to commonly viewed data, eliminating the need to open the record to obtain this summary information. CRM 7 Hover views
CRM 7 Company Screen From the company screen, you get an overview of company data and contacts. This tab-generated system allows you to work inside the existing tab or in a new tab. No more opening and closing records. View a complete history of all interactions with a given customer or prospect.
The activity view provides a reference point with a complete biography of all the interactions that have taken place, as well as what you need to do to sustain and build upon the relationship in the future. CRM 7 Activity View
Attachments, quotes, contracts and more can be stored in the attachment tab. CRM 7 Attachments
Predefined queries return groups of records with matching criteria such as a To Do list. There is also a query for Favorites which are records that are accessed often by a user. CRM 7 List Management
Store account, credit and payment information all in one place that is accessible from the company screen. CRM 7 Company Financials
Store important company information altogether in one area so that it can be easily accessed. CRM 7 Company Profile
The Oncontact CRM 7 sales module helps you increase selling time and customer satisfaction. Users have a complete 360- degree view of the customer’s organization. CRM 7 Contact Screen
Track and forecast your Opportunities from the main screen to quickly grasp your position in the sales cycle. CRM 7 Opportunity View
Opportunity management allows you to coordinate sales forecasting, relationship building and sales methodologies. Use CRM 7 to track your opportunities to promote team selling and workflow. CRM 7 Opportunity Screen
Record incident to create a complete service history. View a complete history of all your customers’ open and closed issues. CRM 7 Support View
All support information including case number, open and closed dates and status are stored here. CRM 7 Support Screen