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Customer Relationship Management (CRM) Overview

OneOffice CRM takes care of one of your main assets, your customers. It operates across multiple companies and countries and holds company, contact and address information for customers and prospects as well as suppliers and business partners, if required. Using a single source for all contact information ensures that everyone in the organisation is ‘joined-up’ and avoids the complication and cost of integrating separate databases.

Combining customer support, service and marketing, OneOffice CRM includes:

  • Contact management
  • Marketing resource management
  • Campaign management
  • Direct mail/e-mail
  • Telesales and telemarketing
  • Partner marketing
  • Opportunity management
  • Service call management

Key features at a glance

  • Single repository for contact information throughout OneOffice
  • Reflects the unique nature of business-to-business relationship management
  • Dynamically captures consolidated transactional information
  • Manages both customer, supplier and partner contact information
  • Use latest transactional information to build and execute marketing campaigns
  • Holds campaign profiles for future reuse
  • Track campaign results in real-time

Customer benefits

  • Improves customer service by ensuring that a single change to contact information is reflected across the whole of OneOffice
  • Eliminates the overhead of maintaining multiple lists of contacts
  • Account Teams feature ensures that everyone is aware of who is responsible for each aspect of a relationship
  • More effective management of marketing budget and resources
  • Simplifies campaign list building and management
  • Maximises campaign ROI by monitoring results and automating follow-on activities