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What is CRM Software?
- CRM software maintains a database for all customer, contact, opportunity and activity information.
- CRM software helps lead generation and opportunity management from lead through the sale.
- CRM software improves customer service through timely management of all issues.
Who is WorkWise, LLC?
- WorkWise, LLC is the provider of OnContact CRM solutions (customer relationship management) for mid-market companies to assist with marketing, sales and customer service.
- WorkWise is dedicated to providing mid-market companies with easy-to-use, quick
to implement, cost-effective CRM solutions that enable you to better serve your
customers and prospects.
- OnContact CRM has a proven track record in the CRM space for over 17 years with 750 clients and 20,000
end users.
- Primary Focus: sales, marketing, customer service.
- OnContact CRM is offered as hosted as well as on-premise (on-site).
Why do our customers choose OnContact CRM Software?
- Ease of use.
- Easily customizable.
- Strong relational database – allows all users to utilize the same database at the
same time, in real time.
- Full solution approach - includes all sales, marketing, customer service tools, also
management and reporting tools.
WorkWise offers two types of OnContact CRM Solutions:
If you start with a hosted CRM solution, you can bring it on-premise at a later time.
- On-Premise CRM Software– Accessed through VPN at your client site
- Should have 5+ users at minimum
- Ideal if you require a lot integration with in-house systems such as ERP.
- Hosted CRM Software – accessible through OnContact website, hosted by Amazon
- Ideal for 1 or more users.
- Doesn’t require you to have an IT Resource to administrator.
- Low cost.
- Requires 30 day notice to cancel.
- If you decide to switch to on-premise CRM software, hosted fees paid will apply to as much as 50% of the on-premise license cost.
Who does OnContact Software use to host a client’s CRM software?
OnContact Software’s Hosted CRM solution operates on the Amazon Web Services. Their professional data centers provide speed, bandwidth, reliability, and security that are state of the art.
Additional Detail:
- Technical Aspects
- Web-based CRM solution.
- Operates on MS SQL server.
- Operates on most mainstream browsers – anyone that supports Silverlight.
- Customized Reporting
- Not available out of the box, however, we are able to adjust to your needs to include
it for you.
- Data Migration
- 20mb of data transfer per month.
- Hosted Data Limit: 2 Gig first user and an additional 2 Gig for every 5 users additional Gig available: $1 per Gig per month
- If you need additional storage or have concerns over using too much, you can discuss with your account manager.
- Integration
- Accounting Software – we will provide integration services.
- Outlook Software – Integrates bi-directionally.
- Time to Implement
- 30-90 days depending upon customization, data migration.
- If you are looking for a hosted CRM solution, with no customization and no data migration, and you need the solution IMMEDIATELY, we can implement in 24 hours / approximately 1 business
day.
- Online chat from support (before, during & after) - for Enterprise Hosted and On-Premise only.
Training
- CRM Admin Training
- Free weekly training sessions available.
- Recorded on-line training sessions available.
- You can let us know what you need, and if you’d like us to train your end users.
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