Once your business reaches a certain size, you’ll need to consider the best way to manage your client list. It can be surprisingly difficult to handle even a hundred or so customers well on your own without some sort of systematic plan. Once your numbers get above that you’ll want to seriously consider investing in a Client Relationship Management (CRM) system – and there are a lot to choose from. It really comes down to how you run your business and what system out there can best integrate with your business in the present, and into the future.

It is a good idea to get some help to walk you through the various systems and options out there; to really sit down with a consultant and discuss exactly what your business requirements may be. You may not even have thought through your current and future marketing and sales plans and a sounding board is always a good idea. To talk with one of our expert Consultants about this very issue, contact us now – your consultation is completely free and will help you define what you’re looking for in a CRM.

 

What is OnContact?

OnContact is a Client Relationship Management (CRM) platform. It is designed to help companies communicate with clients quickly and effectively. It works best for small to medium businesses with a sales team to manage and most of its functionality is based around this premise. It is also quite popular with start ups.

OnContact assists sales staff by streamlining your sales processes, beginning with nurturing prospects and right through to upselling existing customers. The software improves sales efficiency and smooths out existing customer service practices.

The system works well for small to medium business owners, and business entrepreneurs. Any organisation wanting a solid CRM solution for centralising client information and contact points across their business will find OnContact an effective solution. This is because OnContact offers a 360 degree customer view, seeking integration of all sales and service information relating to every product and client. This information can be made available throughout the business, enabling your organisation to better service a particular customer’s requirements. With their 360 degree view staff can access detailed sales, marketing and service histories for your clients. They can also find out customer preferences and key characteristics, allowing a level of list segmentation. Business owners can then create marketing campaigns and monitor effectiveness, schedule promotional campaigns, track lead generation, and monitor sales with the use of the built-in marketing automation tool.

Users can track incidents and escalate and assign cases using the customer service module. The contact management tool supports tracking activities, managing contacts, searching data, viewing reports quickly and sharing information with others. Most of the daily activities are automated which means it reduces the amount of time users spend on administrative tasks. 

 

Price:

Depending on which way you like to work, OnContact could be considered almost cheap. The cloud version is available for $49.95 per user per month and the on-premise CRM is available for $995 per user. With these kinds of start up costs, OnContact is not exorbitant and can make a substantial difference in your business in the following process-based areas:

  • Call Centre
  • CRM
  • Customer Service
  • Customer Support
  • Help Desk

 

Special Features:

OnContact’s main features include:

  • Customer Service
  • Email Marketing
  • Marketing Automation
  • Sales Automation
  • Collaboration Centre

 

OnContact can be purchased as either an on-premise or cloud based solution. It also includes analytics and reporting features. The software also allows remote access so staff can access, review and modify information offsite. You can integrate OnContact with Microsoft Outlook as well.

If you’d like to discuss whether or not OnContact is the right choice for you – and get an overview of all your CRM options, book a free consult with our CRM experts today.

Infusionsoft

What is Infusionsoft?

Infusionsoft is designed as a complete sales and marketing package; it delivers everything you need in one single online system, and can be automated in order to simplify your sales and marketing processes. The idea is to save you both time and money in this area of your business. The focus is on customer lifecycle marketing.

 

Price:

Starting from $199 per month/user, Infusionsoft also comes with a hefty start up fee (around $2K) which sets you up with their training program – which you will need. It is an excellent program though and you will be well-versed in the software by the time you’ve finished the training. Infusionsoft is designed to impact your business in the following areas:

  • Channel Management
  • CRM
  • Self-Service Portal
  • Marketing Automation
  • Project Collaboration

Special Features:

Infusionsoft’s main features include:

  • Contact Management
  • Customer Service
  • Marketing Automation
  • Sales Automation
  • Campaign Management
  • Campaign Performance Reports
  • Email Marketing
  • Email Triggers
  • Lead Management
  • Lead Tracking
  • Marketing Automation
  • Sales and CRM Integration
  • Social Media
  • Web Analytics
  • Collaboration Centre

 

With an online solution that combines CRM, online marketing and e-commerce, Infusionsoft can cover every aspect of your lifecycle marketing strategy. The software is utilised by over 23,000 small business owners who use it to get organised, save time and grow sales. The software can do just about everything you need, including newsletter creation and planning your promotional strategy. Once properly set up, much of the campaign activity and reporting can also be automated which is a big time saver for business owners and one of the reasons why this platform is so popular.

While Infusionsoft includes templates in its start up package, it also makes it easy to customise your marketing with a wide range of tools and plugins available to help you personalise your landing pages, auto-responders, etc. If you’re looking to build – and keep – an online following for your brand and/or product/s or business, then Infusionsoft should definitely be in your shortlist for CRM purchasing considerations.

Think Infusionsoft’s the one for you? You may be right. To discuss all your CRM options, book a free consult with our experts today.

 

Which One Should You Choose?

Again, this depends on your current and future business needs, goals and requirements. It is a very good idea to talk your options through with an expert because there are dozens of CRM options out there – they won’t all deliver to your requirements though and you may well not have the time to go through them all. You have a business to run too – and if anyone understands that, we do, being a medium-sized business ourselves. Contact one of our CRM system experts to take advantage of our free consultation offer today.

 

If you’re not sure just what you need in your business right now, contact one of our trained CRM consultants. They’ll take the time to sit down with you and talk through what your business requirements are – and precisely what you need from yours new system.

 

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About Ben Pearce

With over 6 years experience in Search Engine Optimisation, Ben knows how to build and manage SEO strategies for any business looking to dominate their industry.