Collaborative CRM Solution for Office 365 - Oxygen from ISAAC
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Oxygen CRM is a cloud-based CRM that connects customer data across teams for better service. It integrates with Office 365 for easy access to customer documents. Oxygen CRM allows tracking of contacts, accounts, opportunities, tasks and documents to provide customers with seamless service and boost revenue. It provides searchable access to customer information from any device to facilitate collaboration.
Collaborative CRM Solution for Office 365 - Oxygen from ISAAC
- 1. Oxygen CRM Join the dots between employees, information and customers
- 2. Build better relationships âą Tie all your information together to provide the best service to customers and grow your business. When your sales and marketing teams are using tools that donât connect with the rest of your IT environment, misunderstandings and miscommunications happen easily. âą Oxygen CRM provides a cloud-based CRM that gives your colleagues customer data in a secure platform, anytime access from any device, and the ability to quickly find notes, emails and relationships. âą Because Oxygen CRM is built on Office 365, all your company data, documents and processes can easily be integrated into the tool. This helps the business work together more fluidly to provide customers with better service, spot trends effectively and, ultimately, boost revenue. Oxygen CRM Collaboration Security ScalabilityUsability Consistency
- 3. Your customers, in a familiar place Accessible straight from your Office 365 App Launcher, via your usual login, Oxygen CRM gives you instant access to all your customer related documents and information Cases Simple Navigation Companies Contacts Tasks Documents Consistent User Experience Opportunities Searchable notes and activity
- 4. Contacts Database A single place to store, search and manage all your company contacts. Capture all the usual information, including phone numbers, address and social media links. Categorise contacts by type to help you filter and search your list as well as segment your data for marketing purposes. Need to capture and track specific information? No problem. ISAAC can customise your contacts list to add extra fields for you as part of your configuration and customisation. âą Centrally managing all your company contacts âą Finding contact information quickly with powerful search and filtering âą View contacts by type, category, area and/or company Great for: Easy access Powerful Search Detailed forms
- 5. Company & Account Records Create company or account records to manage all your prospective, active and inactive customers. Groups contacts together and create associated tasks, service cases and new deal opportunities. Record notes and activity against account record to build an informative narrative of your relationship. âą Grouping business contacts together âą Managing account information âą Segmenting customers and reporting on activity Great for: Detailed forms Associated tasks Grouped Contacts
- 6. Opportunity and Case Management Create case records to manage customer service issues and sales opportunities and track their progress quickly and easily. Key stages of your business process can be defined to help standardise your business workflows. Automated triggers can be set to alert team members at key stages in your process, or spot sticking points to help drive opportunities forward âą Managing potential deals or customer service cases âą Tracking case progress through a defined process âą Easily spotting stalling points to help drive activity Great for: CloseNegotiateQuoteDiscussQualify
- 7. Task and Activity Management Create and manage tasks associated with contacts, accounts or specific cases and opportunities. Tasks or Actions can be categorised by task type and also current status. Manage your own tasks and activity as well as assigning tasks to colleagues for their action and easily track progress Tasks can be used to record completed activity as well as log a required action with or without a due date. Manage upcoming tasks in timeline or Gantt views to aid productivity. âą Logging completed activity and associated notes and information âą Managing your workload, by creating a note of a required action and itâs due date âą Assigning actions to other colleagues and/or teams and track their progress Great for:
- 8. Automated Document Management âą New client and case folders are created, automatically, at point of record creation, standardising your document management structure âą Categorise documents by type; eg: Contract, Invoice, Order etc âą Add useful metadata, such as document date, comments and annotations, to help with document identification and discovery âą Standardise document creation by creating embedded document templates for letterhead, quotes and contracts etc âą See client documents right next to their account record, or browse using the SharePoint library experience or intuitive ISAAC app for Outlook Easily navigate back to client or case record via automated link
- 9. Powerful Search Use SharePointâs powerful search capabilities to return results from your enter CRM data collection. Use intuitive search terms and easily browse and filter results to pinpoint the information you need, quickly âą Providing fast access to client documents and searching by document type âą Quickly sifting through large collections of information âą See related results from multiple lists and libraries Great for: Search all content; title, author, client name, document copy, associated metadata Filter results Feature rich previews to help pinpoint the content youâre looking for
- 10. Campaign Tracking Record marketing campaigns and events with associated notes, start dates and end dates. Create new contacts, companies and opportunities straight from a campaign record to help track the source of your business and monitor the success of your marketing activity âą Tracking marketing activity and success âą Easily seeing when your business comes from âą Driving business development Great for:Create campaign Record Activity Create Opportunity