OnContact Review

What makes OnContact an unparalleled CRM solution is the unique combination of sales, marketing automation, customer service, intelligence, and contact center features. With a neat interface that is adaptive to every business environment, this system can replace the expensive and diverse software setting you’ve put in place to keep contacts under control. How does that happen?

Sales Automation

The main beneficiaries of OnContact will be your sales agents, as they obtain a system that will guide them through day-to-day activities, schedule their meetings, generate their quotes, and enhance customers’ journey for as long as the purchase lasts. They will also get a batch of comprehensive reports to understand which practices work the best, and forecast opportunities much faster than before.

Marketing Planning & Automation

OnContact CRM collates marketing information from various resources, and uses it to build, analyze, and execute market plans that cater to the needs of any audience. This helps develop successful marketing campaigns without necessarily adhering to third-party trends, guide users to purchase with purposeful promotions, and compare progress to pull out the best practices. As for automation, OnContact guarantees more used opportunities for any business, given that it takes control over vital operations, distributes emails and processes leads, follows the leads’ behavior, and consequently adds opportunities to your sales pipeline.

Customer Service

OnContact CRM’s team believes that the task of each successful marketer is to keep customers happy, and thus puts in place a reliable service hub. Its role in your communication with customers will be to extract valuable intelligence, solve issues and improve calls to action, and track incidents and cases that could compromise the quality of your service. The very same system directs customer & purchase history to a single reference knowledge base, from where it can be used for all types of reporting.

Contact center

OnContact’s Contact Center helps make the most of each interaction, as it relies on features such as call scripting, CTI integration and calling queues. This means that you will always be there to assess customers’ issues without necessarily using another communication or troubleshooting system.

Mobile-optimized CRM

OnContact CRM imposes no restrictions to as how you’re going to use it, as it deploys and functions seamlessly on any device and operating system. This will be most useful to large and remote teams that need constant communication with clients and coworkers, and who’d like to have information accessible regardless of their location.

Streamlined integration with QuickBooks

Acknowledging the need to bring CRM and finance data together, developers made sure you’ll be able to connect your OnContact account with QuickBooks. Technically, this means that you can access accounting and finance information without abandoning the platform, follow the payment history of your purchasers, track your balance, and much more.

Unparalleled and code-free customization

Another thing that makes OnContact CRM ideal for any business environment is customization, as users can easily add, modify, or remove fields, screens and tabs, until the system resembles exactly what they had in mind as a suitable CRM. Configuration spills over workflow automation too, making it possible to build unique business processes without any coding knowledge.

Out-of-the box additions in OnContact CRM 10

The recently introduced Version 10 worked around specific customer requests to provide even better service, and enriched the tool with some modern bells and whistles that are difficult to find among other providers. It aims predominantly to inspire business growth, and enable busy marketers to keep an eye on market trends and opportunities.

A good example of those is its brand new Daily Planner, where users can schedule activities, monitor and manage leads, and add as many badges and panels to their dashboard as they need. The most attractive part of the planner is the right-centered To-Do list, where they schedule their priorities, adjust their status on the drawers slide, and receive timely notifications on due dates. The Company Screen has also been reimagined to build logical relations between customer profiles, activities, and opportunities.

Checking out Version 10, you will also like the Global Search Panel, where you can locate all cases and records, and let the system match those to your contacts and activities. Much has also been done to automate Opportunity tracking, as a result of which you can now see the details for each opportunity, and list down the activities that need to be completed in order to use it. Incidents, on the other side of the axis, also received their special screen with details, notes, and contacts.

Last, but not least, there is the code-free Email Designer.  OnContact CRM is now fully empowered to let you design and customize your email messages, and let’s you drag-and-drop all types of content blocks. A number of training materials are available in the company’s knowledge base to help you promote content like a pro.