What is the Onesys approach to implementing CRM?

We base our CRM implementations on two key principles; Simplicity & Transparency. Our approach ensures your project goes in on time and on budget. We do this by adopting a pre-packaged methodology to deliver the 3 core pieces of CRM functionality.

What are these 3 core pieces of CRM functionality?

  • Sales – Leads, Opportunities, Companies, Quotes
  • Marketing – Groups, Campaign Management, E-Marketing
  • Support – Case Management/Customer Service
We realise every customer is different and this is accounted for in the different packages we offer. Our CRM packages are driven by the number of service days you need for your implementation. Our packages are simply called 3,5 and 7.

Choose the right scheme for you

What does this include?

 - Core entities: Company, Person & Opportunity records
 - Leads, Quotes & Orders
 - Coretime & Outlook Integration
 - Standard Data Import

Sound good? Contact us
What does this include?
The 5 day package allows for a further 2 days’ services to deliver either Marketing or Support. In this case; Marketing:

- Groups
- Campaign Management
- E-Marketing (Mailchimp Integration) Sound good?

Contact us
What does this include?
Finally, the 7 day package adds a further 2 days’ services to deliver either Marketing or Support (whichever was not covered under the 5 package)
- Field Captions
- Dropdown Lists
- Additional Fields
 - Workflows

Sound good? Contact us

Whats happens next? 

If you’d like a simple and transparent conversation about CRM and how we could help please get in touch

Telephone: 01423 330335 option 1
Email: info@onesys.co.uk 

Request a Callback

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