OnContact CRM 7 - Improve Sales Efficiency

CRM 7 screens provide easy-to-use data entry controls and consistent layouts to help improve the speed and accuracy of data entry. Visual cues, like red outlines for required fields, ensure that important information is captured. The application displays a warning when a possible duplicate company or contact is about to be added. CRM 7 helps you maintain a cleaner database.

CRM 7 provides powerful search features. Sales focused searches, like My Leads and My Customers, help sales personnel quickly locate the groups of records they utilize the most. Create ad hoc searches using either customizable criteria forms or the advanced filter designer. Use Quick Search to quickly locate any entity item from a single criteria field; for example a contact, company, or business opportunity.

Track source and interest data from the moment leads are entered. Leads may be transformed into complex opportunities with multiple companies and key players defined. CRM 7 handles the management of everything from simple, one-off deals to complex opportunities through lead, source, and opportunity management features.

CRM 7’s built-in calendar provides a snapshot of your To-Do list and a view of daily, weekly or monthly scheduled activities. Analyze key information at a glance with the Sales Dashboard, such as your sales pipeline and forecasts. Both the dashboard and calendar let you drill into the details of the data displayed.