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Productivity and Profit
Making everyone more productive throughout the day yields greater customer satisfaction, reduces costs and increases profits. Businesses get most of the productivity and financial gains through a specific set of CRM features. Onweald's solution concentrates on providing the critical features without weighing you down with complexity.
The most beneficial features are:
- Lead Management
- Opportunity Management
- Account Management
- Contact Management
- Activity Management
Lead Management
Track your leads throughout the sales cycle.. Quickly assign leads to individuals or teams. Get a complete understanding of how many leads are being worked, by whom, for how long and what the value is. Track information specific to your industry through custom fields.
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- Manage leads end-to-end (from creating leads to converting them into opportunities and orders)
- Convert leads into sales opportunities, accounts, and contacts with a single-click
- Customize with fields specific to your industry
- Track multiple products per lead
- Create fully customizable lead reports
- Quickly see the status of your leads to determine appropriate next steps
- See a Quick Demonstration Here
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Opportunity Management
Opportunity Management lets you manage your entire pipeline from one location. You can quickly see how many deals are being handled at each stage of the sales cycle and identify bottlenecks. Know which competitors you are up against and track the techniques that are most effective against them.
- Track all sales opportunities end-to-end in a sales cycle
- Track activities and notes
- Gain insight into Sales with online forecasts
- Generate quotes, orders and invoices
- Create fully customizable opportunity reports
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Account Management
As employees move throughout the organization, a centralized repository of account profiles helps retains critical corporate knowledge assets. Account Management lets you track this information and share it within your organization.
- Track all accounts and related contacts, opportunities, cases, and other details from a common repository
- Track history of all account activities throughout your organization
- Specify parent-child relationships between accounts and their subsidiaries or other divisions
- Identify the influencers, advocates and detractors within an account during the sales cyle
- Generate quotes, sales orders, and invoices for the accounts
- Manage documents to track quotes and other correspondence
- Track purchase history of the customers and analyze opportunities for up selling and cross selling
- Create fully customizable account reports
Contact Management
The key to recurring sales is knowing about the individuals that your company does business with. Contact management lets you track personal and professional information, reporting hierarchy and contact history. Quickly accessing and sharing information makes everyone more productive throughout the day.
- Track all accounts and related contacts, opportunities, cases, and other details from a common repository
- Track the reporting hierarchy of contacts within a company for targeted selling
- Identify influencers, advocates and detractors
- Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
- Import contacts from external sources, such as ACT, GoldMine, and other applications
- Synchronize contacts with Microsoft® Outlook®
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Activity Management
Track future appointments, to-do's and deadlines. Gain insight into the history of interactions with customers. Know about past issues before making sales calls.
- Add all important customer-related e-mails for quick reference
- Store all the details of customer meetings and calls in an intuitive calendar
- View other users’ activities to increase communication on key tasks
- Create tasks for other users
- Track progress on activities
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