on target crm
On Target CRM enables organizations to efficiently organize, populate, and maintain information on all aspects of their customer relationships. The system seamlessly blends all of the functionality required to manage information on many aspects of your business into an intuitive and friendly tabbed user interface.
Built on the Sugar CRM technology base, the core features of On Target CRM include:
Customer Relationship Management:
- Account creation and management, with any number of Contacts associated with each Account;
- Activity history (Meetings, Calls, Tasks, Notes with optional file attachments, and Emails) is tracked for Contacts, Accounts, Leads, Opportunities and Cases;
- Tasks may be assigned to users, and automatic email notifications may optionally be sent to advise users of new tasks; and
Sales Force Automation:
- Summary view of upcoming Appointments, top Opportunities, open Cases, Leads, open Tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility;
- Sales Lead creation and tracking, and conversion of sales Leads into Opportunities; and
- Graphical Dashboard display of Opportunity Pipeline, Lead Sources & Outcomes.
Customer Service Tracking:
- A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to improve customer satisfaction; and
- Each case links to the related Account, Contacts, Notes, associated files, plus Call and Meeting activity history.
- A bug tracking system for managing bugs reported against different revisions of software.
- An RSS news feeds module lets you select and manage your favorite news feeds, and display them on your My RSS News Feeds screen.
- Calendar view (by Day, Week, Month, or Year) of all corporate Activities, with an associated Task list.
- Shared calendar for viewing other user’s calendars for avoiding scheduling conflicts.
- The Portal module allows administrators and users to link external Websites and web applications into the On Target CRM user interface, enabling On Target CRM to become a unified information interface for its users.