Oncontact CRM 7 The CRM software that does it all.

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1 The CRM software that does it all. Oncontact CRM 7 The CRM software that does it all. Oncontact CRM 7 is the answer. CRM 7 gives your company the competitive edge it needs with a flexible and effective Customer Relationship Management (CRM) solution from Oncontact Software. Oncontact Software provides the link you need to easily access all your business information with our award winning CRM software. Oncontact Software is a recipient of numerous industry awards recognizing its exceptional CRM software to automate all critical business information, increase productivity and reduce costs to develop effective sales, marketing and customer service strategies. CRM 7 is the latest solution created by Oncontact Software whose primary focus for over a decade has been building great CRM software for the mid-market. Oncontact Software has the reputation for embracing the vision of every client and is determined to help you maintain a competitive edge, and get you to your next level faster. Bring it in-house or host it. The most comprehensive mid-market CRM software solution is available as both an on-premise or hosted solution. Oncontact Software gives you the ease of moving your CRM between different environments. Try it on-premise. Then bring it hosted. Or start hosted. Then bring it on-premise. This flexibility will ensure you get the most out of Oncontact CRM 7. CRM 7 is a leading-edge, full-featured solution. The full-featured CRM solution is designed to help sales, marketing and customer service departments exceed their expectations in productivity-driven environment. Users will work with a new user interface and a convenient tab generated system that will allow them to work inside existing tab or in a new tab. Users can view, edit and search for customer data in record time and find it fast and easy to customize. CRM 7 is easy to use. With an incredible, totally redesigned look and feel, unlike an other CRM product, CRM 7 makes it easy to use and get the information you need - fast. One central screen controls crucial information that allows you to view, edit and search for data - making it a snap to find the information you need. CRM 7 is quick to implement. CRM 7 comes to you ready to go, right out of the box - loaded with the product features your company needs to react to tomorrow s business developments and changes.

2 Page 2: Oncontact CRM 7 CRM 7 is customizable. Your organization is unique. CRM 7 includes the powerful System Tools, to help you custom-tailor screens and workflow. With the System Tools, you can accurately reflect your company s way of doing things so you can make this solution truly your own. Use the System Tools to design and position screens exactly the way you want them to appear and function. You can also modify or build workflow and business rules into the application, allowing for fast, simple enhancements as your needs evolve. Best of all, the toolkit brings customizations and user preferences to the user or the not-so-technical administrator so changes can be made quickly and easily. CRM is affordable. CRM 7 has it all. It has more features. It s more user-friendly. It adapts to you with incredible customization. And you get it all for less. CRM 7 was designed based on a "one solution, one price" philosophy. One straightforward, per-user price for the on-premise or hosted solution. There are no server fees or third-party products required for integration or synchronization of your data. There are never any hidden charges to uncover, and no fine print to interpret. Employ the CRM solution that: Is 100% web-based, easy-to-use and customizable Provides the same look and feel via the on-premise or hosted application Easily integrated with third-party applications Works with industry-standard solutions, such as Microsoft SQL Server. Is a budget-friendly application Oncontact CRM uses the latest Microsoft Silverlight platform and complements the Microsoft Windows 7 operating system. Network Web Sync ClientNet Wireless ON!contact Software Corporation (ONC) retains the right to change Oncontact CRM 7 without notice. This is a product summary and is intended for informational purposes only. ONC makes no warranties expressed or implied in this product summary. Copyright ' 2010 ON!contact Software Corporation. All rights reserved. Oncontact and Oncontact CRM are registered trademarks of ON!contact Software Corporation. Microsoft, Microsoft Outlook, Microsoft SQL Server, Oracle, and all other trade names are trademarks or registered trademarks by their respective companies.

3 The CRM software that does it all. Oncontact CRM 7 On-Premise A full-featured CRM solution with a phenomenal look and feel unlike any other CRM product. Full-featured, innovative on-premise solution Stay on top of your competition and in touch with your customers and prospects by getting organized with CRM 7. Every day your sales, marketing and customer service teams perform a juggling act. They have demanding jobs that pull them in many directions. They strive to maintain a balance amidst phone calls, letters, and lead tracking and prospecting. Sales Management provides your team members with the essential data they need to be productive and well organized. Bring it in-house or host it. The most comprehensive mid-market CRM software solution is available as both an on-premise and hosted solution. Oncontact gives you the ease of moving your CRM between different environments. Try it on-premise. Then bring it hosted. Or start hosted. Then bring it on-premise. This flexibility helps ensure you get the most out of Oncontact CRM 7. Easy to use. CRM 7 is a 100% web-based CRM application designed to help sales, marketing and customer service departments exceed their expectations in an easy-to-use, productivity driven environment. You ll impress your contacts with quick, indepth responses from initial customer contact to long after the sale is made. Customize it. CRM 7 is built to adapt to you. Not the other way around. It is easy to shape to your individual needs. In fact, you can easily customize fields, tabs, screens and more by using our state-ofthe-art System Tools. CRM 7 has more features. It s more userfriendly and it adapts to you with incredible customization. Expect results. CRM 7 does more than help you get organized. It helps makes sense of the vast amount of information that your representatives accumulate each day. With CRM 7, you will be able to hone key strategies that determine the success of your business - you will win sales opportunities like never before. Get your people more involved in the game. CRM 7 displays the relationship that exists between a company and any other contact in your database - and allows members of your team to add comments to each business activity that occurs. You ll impress your contacts with quick, indepth responses - from initial customer contact to long after the sale is complete. Effectively manage opportunities. Management will be able to get a handle on what is going on and to quickly grasp your position in the sales cycle and provide assistance when needed. Also, reporting is a breeze. Your pipeline will be clear and everyone will know what to expect come quarter-end. Doesn t this sound like a better way to run your sales department? Any successful company will tell you that collaboration is key to staying competitive. Achieve a winning sales environment by giving your team the power to effectively manage opportunities with CRM 7.

4 Page 2: Oncontact CRM 7 On-Premise Quick search provides a fast way to locate any type of data, return saved queries, access favorites and recent items. The tab-generated system allows you to decide if you want to work inside the existing tab or in a new tab. The tooltip displays summary data when the mouse hovers over certain data, for example, contact name. The activity scheduler allows you to create a complete biography of each of your contacts. ON!contact Software Corporation (ONC) retains the right to change Oncontact CRM 7 without notice. This is a product summary and is intended for informational purposes only. ONC makes no warranties expressed or implied in this product summary. Copyright ' 2010 ON!contact Software Corporation. All rights reserved. Oncontact and Oncontact CRM are registered trademarks of ON!contact Software Corporation. Microsoft, Microsoft Outlook, Microsoft SQL Server, Oracle, and all other trade names are trademarks or registered trademarks by their respective companies.

5 The CRM software that does it all. Oncontact Hosted CRM 7 A full-featured CRM solution with a phenomenal look and feel unlike any other CRM product. Full-featured, innovative CRM solution The most comprehensive mid-market CRM software solution is available as both a hosted or on-premise solution. Oncontact Hosted CRM, is an innovative CRM solution that was developed in the Microsoft Silverlight development tool to provide an incredible look and feel unlike any other hosted CRM product. It s a full-featured CRM solution that coordinates all your company s departments, so they can easily share information with each other. Easy to use. CRM 7 is a 100% web-based CRM application designed to help sales, marketing and customer service departments exceed their expectations in an easy-to-use, productivity driven environment. Youll impress your contacts with quick, indepth responses from initial customer contact to long after the sale is made. Customize it. CRM 7 is built to adapt to you. Not the other way around. It is easy to shape to your individual needs. In fact, you can easily customize fields, tabs, screens and more by using our stateof-the-art System Tools. CRM 7 has more features. Its more user-friendly and it adapts to you with incredible customization. Host it or bring it in-house. The most comprehensive mid-market CRM software solution is available as both a hosted or on-premise solution. Oncontact gives you the ease of moving your CRM between different environments. Try it hosted. Then bring it on-premise. Or start onpremise. Then have it hosted. This flexibility helps ensure you get the most out of Oncontact CRM 7. Plus, if you decide to migrate from the hosted to on-premise solution, you receive a credit towards the purchase of our on-premise solution.* Cost-effective. Oncontact Hosted CRM is more economical than other hosted applications with more features and is more user-friendly. Oncontact Hosted CRM offers no annual contracts or longterm commitments. Your contract with Oncontact Hosted CRM runs month to month with a 30-day cancellation notice. Were confident youll agree its the best CRM software available anywhere. Total security. The Oncontact CRM application is housed on a remote server at an ASP (application services provider) location. Oncontact Hosted CRM is responsible for assuring 24/7 user access, 365 days per year, all software upgrades, live chat services and more. Your Oncontact CRM database is also protected with fail-safe backups. The CRM software that does it all. CRM 7 offers the features, flexibility, customization and budget-friendly CRM application that youve been looking for. From installation, compatibility, and performance to scalability, upgrades, support and on-line chat, Oncontact Hosted CRM provides a complete solution. FREE 15-day Trial Try it before you buy it. Check out Oncontact Softwares Hosted CRM 7 solution FREE for 15 days. Easy to use, customizable and no annual contracts. CRM 7 is truly the CRM software that does it all. Visit to get your free trial today. * Hosted CRM may migrate to on-premise CRM. Apply 50% of each monthly payment towards on-premise cost - up to 50% of total of on-premise solution.

6 Page 2: Oncontact CRM 7 Hosted Quick search provides a fast way to locate any type of data, return saved queries, access favorites and recent items. The tab-generated system allows you to decide if you want to work inside the existing tab or in a new tab. The tooltip displays summary data when the mouse hovers over certain data, for example, contact name. The activity scheduler allows you to create a complete biography of each of your contacts. ON!contact Software Corporation (ONC) retains the right to change Oncontact CRM 7 without notice. This is a product summary and is intended for informational purposes only. ONC makes no warranties expressed or implied in this product summary. Copyright ' 2010 ON!contact Software Corporation. All rights reserved. Oncontact and Oncontact CRM are registered trademarks of ON!contact Software Corporation. Microsoft, Microsoft Outlook, Microsoft SQL Server, Oracle, and all other trade names are trademarks or registered trademarks by their respective companies.

7 The CRM software that does it all. Oncontact CRM 7 Customer Service Customer Service will help win more clients over - and keep them. Be a smart company. Every company makes its clients feel important during the sales cycle, but enhancing and building upon those relationships with CRM 7 is what will set your company apart. Smart companies realize that the customer relationship is actually just getting started after the sale is made. Know your customers. CRM 7 maintains a complete history of all your customers open and closed issues. With CRM 7 you can record product defects and resolutions and manage issue trends that evolve. You can track and analyze the amount of time and effort required to resolve issues. You can even notify customers of an issue before it becomes a potential problem. The system s knowledge base allows service representatives to search all customer issues to quickly determine the most efficient and effective way of resolving them. In addition, managers are dialed into any lingering, unresolved issues while ensuring that nothing falls through the cracks. Through CRM 7 you can manage contracts and warranties. And business rules can be built into the systems to ensure that the proper escalation procedures are being followed. Impress your customers. Your customers will be impressed by the consistent messages your organization delivers. They ll appreciate the exceptional service. And this invaluable information will be accessible to the entire organization - everyone will see exactly what is going on. That means your company will be able to quickly respond to any questions or concerns. Enhance your customer service with ClientNet. To enhance your level of customer service, CRM 7 s ClientNet feature taps the Internet to give customers complete control of their relationship with an organization. Customers simply log on to ClientNet through your corporate website to view their entire history with your company. ClientNet allows customers to submit information requests and record new company contacts. ClientNet is also equipped with an extensive knowledge base that allows customers to search for solutions and independently solve service problems. Just imagine the flawless service you ll offer your customers - and how happy they ll be - when you implement CRM 7.

8 Page 2: Oncontact CRM 7 Customer Service Record incidents to create a complete service history. Use it outof-the-box or customize it to meet your specific needs. Track all contacts associated with the incident. ON!contact Software Corporation (ONC) retains the right to change Oncontact CRM 7 without notice. This is a product summary and is intended for informational purposes only. ONC makes no warranties expressed or implied in this product summary. Copyright ' 2010 ON!contact Software Corporation. All rights reserved. Oncontact and Oncontact CRM are registered trademarks of ON!contact Software Corporation. Microsoft, Microsoft Outlook, Microsoft SQL Server, Oracle, and all other trade names are trademarks or registered trademarks by their respective companies.

9 The CRM software that does it all. Oncontact CRM 7 Marketing Management Marketing Management gives you the power to succeed. Gather information easily. Making sense of the vast information in your database is often a daunting task for marketing professionals. You track all interactions with your customers and prospects, profile them, service their accounts, and keep building this data repository over the years. Now there s an easier way. Target the perfect audience. CRM 7 allows you to run searches on ANY combination of data that is stored in the system. With CRM 7, you are able to create an unlimited number of queries and assign to user groups. This allows you to pinpoint the exact audience you would like to reach. After this is accomplished, you can execute all sorts of campaigns - direct mail, , call center, you name it - in a matter of minutes. Automate results. CRM 7 lets you accurately track, analyze and measure your marketing campaigns, just as easily as launching them. Use the mass assign function to quickly update large amounts of data and the deduplication feature to look for duplicate records that exist in the database. You can build automated events that are triggered based on the rules you define. Constantly track results and analyze data with industry standard reporting tools so you can determine things like cost per lead, cost per opportunity, numbers of sales, total amount sold per campaign, and more. You can also designate contacts to an unlimited number of campaigns and track their results. integration. CRM 7 makes integration a breeze. The solution provides comprehensive bi-directional integration with Microsoft Outlook so you can work in either environment. With Outlook integration, all interactions are stored in the database so there is no need to search through your folders. In addition, you can send an HTML to large numbers of people using the mass assign function while managing the responses seamlessly between both applications. With CRM 7, you have the power to take control of your data. All you need to do is develop the marketing messages. CRM 7 will make sure the delivering and tracking them is quick and easy.

10 Page 2: Oncontact CRM 7 Marketing Management The customizable dashboard window displays up-to-date campaign information allowing you to navigate to any area with one click. The interactive graphs allow you to click on an area inside of the graph to get more detail. Work with the data that makes up the graph area or move to back to the graph itself. Determine cost per lead, number of sales, total responses and more. ON!contact Software Corporation (ONC) retains the right to change Oncontact CRM 7 without notice. This is a product summary and is intended for informational purposes only. ONC makes no warranties expressed or implied in this product summary. Copyright ' 2010 ON!contact Software Corporation. All rights reserved. Oncontact and Oncontact CRM are registered trademarks of ON!contact Software Corporation. Microsoft, Microsoft Outlook, Microsoft SQL Server, Oracle, and all other trade names are trademarks or registered trademarks by their respective companies.

11 Stay connected with CRM 7. Oncontact Mobile for iphone & Blackberry Every member of your team will stay connected - no matter where they are. Oncontact Mobile for iphone and Blackberry As a licensed CRM 7* user, Oncontact Mobile for Blackberry and iphone allows you to interact directly with your CRM data from your iphone and Blackberry. Now you truly have unlimited access to critical business information via your handheld device, no matter where you are. Oncontact Mobile delivers an application to interact with contacts and companies and is customizable to meet the needs of Oncontact Software s clients. The innovative user interface is easy to use and mirrors the Oncontact CRM 7 tab structure for application consistency. The main tabs include contacts, companies and activity information. Searching and editing of activities, contacts and company details is quick and easy from the iphone and Blackberry. - Create, view and update accounts, contacts and activities. - View and schedule activities and detailed activity history. - Manage appointments, phone calls and to-do lists. - Customize the application and settings to match user and company requirements. - Store information locally for offline use. View accounts, contacts, activities and notes - all from your mobile device. *Oncontact version 7.3 or higher

12 Page 2: Oncontact Mobile for iphone & Blackberry Oncontact Mobile for iphone & Blackberry Pricing Monthly Subscription* Annual Subscription* Purchase $20 per month, per user $150 per year, per user $100 per user - one time fee ($100 per year, per user annual maintenance fee) *Only available with CRM 7 Hosted Volume Pricing Number of Users Discount % % % % Every member of your team will stay connected - no matter where they are - thanks to Oncontact Mobile. ON!contact Software Corporation (ONC) retains the right to change Oncontact CRM 7 without notice. This is a product summary and is intended for informational purposes only. ONC makes no warranties expressed or implied in this product summary. Copyright ' 2011 ON!contact Software Corporation. All rights reserved. Oncontact and Oncontact CRM are registered trademarks of ON!contact Software Corporation. iphone and Blackberry and all other trade names are trademarks or registered trademarks by their respective companies.