OnContact CRM

OnContact CRM

CRM with sales and marketing automation

4.5/5 (33 avis)

OnContact CRM - Présentation

Leveraging the latest, proven technologies available today for commercial web development, OnContact CRM Software showcases complete sales management, marketing automation, customer service and contact center functionality wrapped in a responsive interface that adjusts seamlessly across all browser sizes and mobile devices.

Prix

À partir de
60,00 $US/mois
Types de licence
version d'essai gratuite
Licence unique
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

OnContact CRM - Avis

Note globale
4.5/5
91% d'avis positifs
20
Excellent
10
Très bien
2
Moyen
1
Médiocre
0
Mauvais
Mike C.
Traduire avec Google Translate

Great software for building and managing relationships

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 14/08/2019
Provenance de l'avis : SoftwareAdvice

Using the dashboards, our sales team is able to track prospects through the selling process and manage the new customer funnel with ease. Management has much greater visibility into new business, which helps plan long term growth. We are also exploring the Opportunites functions to manage new product development, which will give sales better information when visiting customers.

Avantages

The OnContact 10 update has brought so many feature enhancements, it basically a new piece of software. The adaptive interface is slick and intuitive and the integration with the Workwise ERP system helps easily us move marketing leads to customer sales orders. We like the mobile interface, which allows sales to plan more effective trips and have the most up-to-date data at their finger tips.

Inconvénients

OnContact requires someone to "care and feed" it, but this is true of any software. I highly recommend anyone looking to implement OnContact invest resources for the indefinite future to be the owner of the data. Maintenance is key to getting the most out of this software package.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Harry B.
Traduire avec Google Translate

More available information about potential customers to make better informed decisions on how to close more sales and help assist on areas of focus for the company

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 15/02/2019
Provenance de l'avis : SoftwareAdvice

• Our initial training on CRM, when we knew very little about the workings of the system was not very informative. Going into it I thought we would be told how we needed to use the system rather than We would have to develop how we use the system
• The education week that you have every two years at Potawatomie has been a great event for multiple employees from our company. User group meetings helps me get ideas from how others are using the system
• The mobility of the information with advance sorting has helped keep our sales team organized
• One big part of my job now is to review all of the information that is being entered into CRM. If good data is not being entered, we would not be able to make good decisions from the data. Future restriction or must enter fields would help confirm that data is entered properly.

Avantages

Items that are beneficial
• Common screens on all desktop and Mobil devices. Not until we upgrade to version 10 were our salesman able to use CRM when they were going or leaving the customer
• Ability to download data to Excel. The features of Excel allow sorting and filtering of data for advanced sorting of data
• Mapping – Visually seeing locations of customers and plants that are close to the salesman location is a great time saver
• Calendar – As the manager, to have the ability to combine all the activities into one calendar as an over view of where everyone is going

Inconvénients

• Link to Web Pages – We have linked our web page to CRM in November of 2017. We are still only getting about 20% of the contacts that are not automatically getting into CRM
• Not all the fields on an opportunity are editable on the same screen. Example is interests are changed on the main opportunity Detail screen
• In version 8 there was a more visual representation of parent companies and divisions a separate location. This was removed in version 10. It would also be beneficial to have the ability to see and org chart for the contacts from one company

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Tad B.
Traduire avec Google Translate

Great Program, Awesome Service/Support

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 12/08/2019
Provenance de l'avis : SoftwareAdvice

OnContact has truly taken our business to the next level. Our Sales team utilizes the system on a daily basis for all customer calls, meetings, quotes, Sales Funnel, and we have even included our Customer Service team to the program to keep track of all customer calls, incidents, etc. Our Product & Engineering team utilizes the system to review the Sales Funnel and keep track of forecasting all new innovation released each and every month. Plus our Pricing team utilizes the system to keep track of all Won & Lost quotes and reasoning why we won or lost those projects so we can properly price future quotes against our competition.

When we have every department in our company utilizing the system, it keeps all employees honest and in the look with every conversation at that particular account. Our company loves OnContact and will continue to utilize it and find ways to make it even more productive for our business than what it is today.

With all personal in our business using the system in some shape or form, it has helped increase sales by 12% year over year.

Keep up the great work!

Avantages

Customization of program to suite our company's needs
Easy User ability
Easy to export and import data

Inconvénients

No dislikes to the program and if any questions arise from an utilization aspect, the OnContact team is always readily available for a quick webinar or phone call

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
David C.
Traduire avec Google Translate

OnContact CRM by Workwise

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 19/06/2019
Provenance de l'avis : SoftwareAdvice

Our experience with OnContact has been very positive. We were able to bring more users onboard for a lower overall price than we had with a previous system. The responsive design has allowed our Team in the field to use the application on their mobile device when needed.

OnContact provided additional features that allowed more of our Team to be engaged therefore reducing the amount of manual work we had done on our previous system.

Avantages

OnContact was awesome during the onboarding process. Our contacts were very attentive and responsive to our needs. OnContact was able to guide us when converting from another system and then customizing various features to meet our needs.

Being "cloud" based allows all our users to access the system no matter what their location. System speed and response time has been excellent.

OnContact is releasing new useful features on a regular basis that benefit our organization.
Example: Customized Searching, Mapping, Integration with Google, Bulk Emailing and being able to track marketing campaigns.

Inconvénients

The application is NOT optimized for data entry. Although you can use "workflow" to change some data in bulk, it can take a lot of clicks to update some data points.

User defined import is improving but not at the level of some systems that allow you to update data using an import.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Ian M.
Traduire avec Google Translate

Excellent Product for Manufacturing Business

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 08/08/2019
Provenance de l'avis : SoftwareAdvice

PFI's experience with OnContact has been great for our business. From our sales to implementation, OnContact has been with us every step of the way. This software is great for tracking leads, activities, opportunities, and customers. The integration with Outlook has been a big time saver for our sales staff. The mobile app helps our sales staff continue to be productive even when on the road. Overall our experience has been and continues to be great!

Avantages

Ease of Implementation
Ease of Use
Training and Implementation Services
Service and Support
User Interface
Integration with WorkWise ERP
Integration with Outlook
Mobile App

Inconvénients

More automation could be built into the software for workflow processes

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

OnContact CRM - Prix

À partir de
60,00 $US/mois
Types de licence
version d'essai gratuite
Licence unique
Abonnement
Rapport qualité-prix

Cloud CRM $60.00 per user, per month
On-Premise $995.00 per user

OnContact CRM - Fonctionnalités


  • API
  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rappels
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur OnContact CRM

OnContact CRM - Principales fonctionnalités

  • 360 Degree CRM View
  • Campaign Management
  • Customer Service Incident Management
  • Document Linking & Management
  • Email and Mail Merging
  • Over 75 Tailor-able Reports
  • Sales and Project Milestone Tracking
  • Search Tools for Data Mining

OnContact CRM - FAQ

Voici quelques-unes des questions fréquentes sur OnContact CRM.

Q. Quels sont les types de licence disponibles pour OnContact CRM ?

Types de licences disponibles pour OnContact CRM :

À partir de: 60,00 $US/mois

Type de licence: Licence unique, Abonnement

version d'essai gratuite: Disponible

Cloud CRM $60.00 per user, per month
On-Premise $995.00 per user

Q. Quelles sont les principales fonctionnalités du logiciel OnContact CRM ?

Fonctionnalités du logiciel OnContact CRM :

  • 360 Degree CRM View
  • Campaign Management
  • Customer Service Incident Management
  • Document Linking & Management
  • Email and Mail Merging
  • Over 75 Tailor-able Reports
  • Sales and Project Milestone Tracking
  • Search Tools for Data Mining

Q. Qui utilise OnContact CRM ?

Utilisateurs habituels du logiciel OnContact CRM :

Entreprises de taille moyenne, PME

Q. Dans quelles langues OnContact CRM est-il disponible ?

Langues dans lesquelles OnContact CRM est disponible :

anglais

Q. Quels sont les types de licence disponibles pour OnContact CRM ?

Types de licences disponibles pour OnContact CRM:

Licence unique, Abonnement

Q. OnContact CRM prend-il en charge les appareils mobiles ?

Appareils pris en charge par OnContact CRM :

Android, iPhone, iPad

Q. Avec quelles applications OnContact CRM peut-il s'intégrer ?

Applications s'intégrant à OnContact CRM :

QuickBooks Online

Q. Quelles sont les ressources d'aide disponibles pour OnContact CRM ?

Ressources d'aide disponibles pour OnContact CRM :

FAQ

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