On Tap CRM drives sales automation by allowing your sale staff to track and share opportunities, manage and upsell into existing accounts, coordinate their activities across multiple teams, monitor sales pipelines through graphical dashboards, work offline and collaborate using existing Office software such as Microsoft Outlook.
Select a feature:
Opportunity Management
On Tap CRM allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions.
Share opportunity information across individuals and teams
Increase sales productivity through standardised sales processes
Ensure effective opportunity handling through collaboration and business process workflow
Tailor sales methodologies to meet your business need
Opportunity Tracking and Reports
Track and manage multiple opportunities through real-time reporting. View opportunities by team, product or geography in charts and then drill down to understand how the opportunity is progressing.
Business Process Reminders
Ensure follow-through as opportunities progress across sales stages. Designate certain actions that need to be taken and automate reminders to ensure that teams and individuals take the necessary steps to close the sale.
Opportunity Analysis
Roll-up and analyse opportunities from across your organisation. Understand how different units are performing and what improvements can be made.
Account Management
On Tap CRM's account management provides a single view of customers across products, geographies, account, and status. Account management gives your organisation the ability to build tighter, more profitable relationships by understanding the status of each account.
Understand account status and relationships
Improve up-selling and cross-selling opportunities
Ensure consistent interactions with customers
Share account information across marketing, sales and support departments
Single Account View
View all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes.
Customer Satisfaction
Monitor the customer satisfaction of accounts, their willingness to act as a reference to the media, in sales deals, and other opportunities.
Account Ownership
Define who in your organization owns the account relationship and who else is involved in selling or supporting the account.
Coordinated Interactions
See who in your organisation is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.
Team Management
On Tap CRM's team management allows complex organisations to define and manage dynamic teams to respond to opportunities. Designate team ownership and assign team members based on product expertise and skill levels. Once the teams are in place, monitor their effectiveness and make changes necessary to secure more deals.
Define teams based on market and customer needs
Assign leads to teams based on expertise and existing relationships
Analyse how teams are working together and identify potential gaps in performance
Change teams based on market or resource demands
Lead Assignment
Assign leads to teams based on various attributes, including skill level, product expertise, or geography.
Team Analysis
Monitor the effectiveness of teams by leads generated, sales stage progression and quota attainment.
Customisable Dashboards
Define what information is important to your role and to the business. View charts that monitor the progress of key business drivers.
Team Changes
Change your teams based on market needs and skill sets to pursue opportunities with the right team members.
Dashboards
On Tap CRM's Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.
Present user-specific information about sales opportunities and progress
Consolidate sales information from across the business for executives
Customise charts and reports based on key metrics
Drill down on charts to understand account progress and individual performance
Real-Time Information
See information as it happens with real-time dashboards of sales performance.
Drill-Down on Charts
Investigate account progress and sales performance by viewing the account information contained within sales dashboards.
Customisable Dashboards
Define what information is important to your role and to the business. View charts that monitor the progress of key business drivers.
Personalised Dashboards
See your personalised sales information on your On Tap CRM homepage when you log-in each morning. Monitor automatic changes as you progress thorough the day.
Offline and Mobile Client
On Tap CRM supports your mobile workforce and gives them the tools to be an inclusive part of your organisation's sales process, even if they do not have an Internet connection.
Improve sales productivity
Give staff access to up to date information wherever they happen to be
Access On Tap CRM from any smartphone or PDA
Work offline and update On Tap CRM automatically when you return to your network
Drill down on charts to understand account progress and individual performance
Mobile access
Any smartphone or PDA with a HTML browser can gain secure real-time access to your enterprise data. The user interface has been minimised to make best use of small screens and is responsive, even on GPRS connections.
Offline client
Gives staff access to your CRM data even if they are not connected to your network. The Offline Client is web browser based and is compatible with Windows, Mac OS and Linux. Even without a network connection, your staff can continue to use a local version of your CRM system, giving them all the access they have on the main system. Then when they are back in the office, or have a remote Internet connection, they can conveniently synchronise to and from the main CRM server.
On Tap CRM closes the loop between marketing activities and deal signings. Manage leads from multiple sources, build and track marketing campaigns, manage multiple email marketing offers, and ensure marketing and sales reps have to up-to-date information necessary to close the deal. With On Tap CRM, companies are more confident about how their marketing budget is being spent and how campaign activities drive the top-line.
Select a feature:
Lead Management
On Tap CRM's lead management gives marketing professionals the tools to manage prospects and existing customers. Qualify and track leads from multiple campaigns and hand them off to the correct sales representative. Ensure prospects lists are valid and marketing offers are coordinated. With On Tap CRM lead management, companies have the tools to populate the pipeline with more qualified leads.
Segment leads based on the attributes that drive your business
Import and export lists from third-parties
Automatically capture leads across multiple channels
Convert leads to opportunities and ensure appropriate follow-up
Lead Segmentation
Segment leads based on industry, channel, lead source, geography or other attributes to build offers that address prospect needs.
Complete List Management
Import leads from multiple data types and manage leads across campaigns. Ensure accurate prospect lists so that offers reach the intended audience.
Automated Lead Capture and Handling
Capture leads from multiple campaigns and channels. Automatically route the lead to the appropriate internal contact for follow-up.
Lead Conversion
Close-the-loop between marketing and sales by automating the lead hand-off process. Design business rules to route the lead to the correct salesperson based on territory, team or specialty.
Campaign Management
On Tap CRM's campaign management centralises the development, execution and monitoring of campaigns across multiple channels. With the broad range of tracking tools available, you will achieve better visibility into the effectiveness of marketing spend.
Provide detailed views into campaign effectiveness across marketing and sales stages
Define campaign routing and approvals to ensure buy-in across the organisation
Benchmark campaigns to understand which campaigns produce the most revenue
Prospect-to-Lead Conversion
Track campaigns based on campaign type, account or industry so salespeople understand why customer responded.
Workflow Approvals
Define the information flow for the campaign so that the appropriate stakeholders can view and test the campaign before launch.
Campaign Benchmarking
Benchmark campaign effectiveness based on direct mail, phone, trade shows and email.
Email Marketing
With email marketing, On Tap CRM allows marketing managers to design campaigns that convey the brand identity of the organisation and to interact with targets and customers to ensure higher response rates and more respectful communication.
Ensure campaigns are brand consistent and coordinated across customer channels
Monitor campaign execution to ensure offers reach the targeted audience
Track and assign opportunities to campaign leads
Email Design
Present a consistent brand identity through HTML templates and design tools to ensure your best is presented to customers.
Email Monitoring
Monitor email marketing responses, including open e-mails, click-throughs, unsubscribed, and leads generated.
Campaign Benchmarking
Benchmark campaign effectiveness based on direct mail, phone, trade shows and email.
Mail Merge
Increase marketing campaign efficiency with the On Tap CRM Plug-in for Microsoft Word. By exposing your CRM data within Word, you can build rich mail merge templates that enable CRM users to quickly and simply produce mail merge campaigns or even just single documents.
Perform a mail merge directly within On Tap CRM using Microsoft Word
Easy template creation within MS Word
Templates can be uploaded and made available to other CRM users
Acquiring new customers is much more expensive than selling to existing ones. With On Tap CRM customer support, companies have the confidence that customer cases will be handled quickly and effectively. On Tap CRM customer support centralises customer service requests across channels to allow companies to diagnose issues, assign and escalate those issues to resolution. Better customer support with On Tap CRM drives repeat sales and lasting customer relationships.
Select a feature:
Case Management
On Tap CRM's case management centralises the service history of each customer, allowing for a detailed view of customer requests and responses. Case management metrics allow managers to monitor how cases are handled and to escalate issues to ensure customer satisfaction.
Gain a complete view of customer service request history
Escalate unresolved issues before they become large problems
Monitor the effectiveness of case responses
Integrated Case and Account Management
Ensure sales and marketing understand the service status of each account to prevent surprises when calling upon the account.
Case Escalation
Route cases and their escalation status to the appropriate representatives to ensure timely resolution.
Case Metrics
Measure case metrics, including response time and customer satisfaction rates.
Issue Escalation
Not all customers are created equal. On Tap CRM issue escalation makes sure people are allocated to solve the most important problems for your most important customers first.
Build Service Level Agreements to suit your customer base
Automatically assign SLAs or manually set
Measure how issues are resolved across individuals and teams
Issue Assignment
Automatically assign issues to the best individuals or teams based upon a number of business requirements.
Team Escalation
Track resolution times across accounts and representatives and define reminders to ensure issues are handled quickly.
Issue Monitoring
Monitor how issues are resolved in your organisation and identify process improvements for issue priority and escalation definitions.
Knowledgebase
On Tap CRM allows your company to build an enterprise-wide knowledgebase of common solutions to issues faced by you and your customers. Having a centralised resource provides your staff with the answers they need in an efficient and consistent manner.
Centralised resource for enterprise-wide knowledge
Easily create knowledgebase articles from resolved customer cases
Provide public access to some or all of your knowledgebase through the included customer web portal
On Tap CRM offers a comprehensively integrated suite of finance tools that empower your organisation with real-time business intelligence. The system handles customer billing, payment tracking, VAT returns, and more. With finance tools now integrated within the CRM environment your staff can, for the first time, have a complete view of the customer relationship - without having to access an external system to get the full picture.
Select a feature:
Invoicing
On Tap CRM allows you to generate invoices for your customers quickly and simply. Whether you invoice on an ad-hoc basis or need recurring billing, it is handled with ease.
Configurable invoice layout
Email transmission of invoices
Automated batch generation of invoices
Set up monthly, quarterly or annual recurring invoicing on a per-customer basis
'One click' invoicing
Creating invoices couldn't be easier with On Tap CRM. Products and services defined in quotes and sales orders as part of the sales cycle can form the basis for a 'one click' invoice that is dependently accurate to what the customer originally ordered.
Recurring billing
Each customer can have one or more contracts defined which control automated recurring billing on a monthly, quarterly or annual basis. This provides a hassle-free means of billing customers for long-duration services without needing to remember to generate an invoice at each billing interval.
Consistent pricing
The underlying product catalogue ensures that invoices are costed correctly, whilst offering the flexibility of multiple price books allowing a range of prices to be defined for a product or service depending on situation or sales channel.
Sales & Purchase ledger
Tracking payments, both sales and purchase, is a important tool in your business. On Tap CRM allows you to maintain individual sales and purchase ledgers for each customer providing a complete financial history of your relationship with them.
Get an instant view of the state of a customer's account
Track purchase invoices
Configurable nominal accounts
Generate account statements
Purchase ledger
On Tap CRM handles your purchase ledger alongside your sales ledger. Invoices received can be quickly entered onto the system and as you make payment, the transactions can be logged.
Nominal accounts
Create and maintain your own nominal accounts.
Account statements
Statements can be generated either on an ad-hoc basis or in a batch. These are in convenient PDF format for posting or emailing to customers.
VAT returns
As well as handling your day-to-day accounting needs, On Tap CRM also helps you fulfill your VAT requirements. The system provides full bank reconciliation of multiple bank accounts with automatic calculation of your VAT liability. Previous VAT returns are archived for future reference.
Automatic calculation of VAT
Tracks payments and receipts into multiple bank accounts
Monthly bank reconciliation
Sage integration
Customers using Sage Line 50 can import financial information from On Tap CRM quickly and efficiently.
Accurate data transfer between systems
Eliminates the need to re-input information
On Tap CRM features a range of collaboration tools that help your staff share information and work efficiently. Shared calendaring allows teams to keep up to date with each others' movements and availability. Deep email integration brings the corporate email environment right into CRM - offering automated archiving of inbound and outbound emails against CRM records. Instant messaging is also deeply rooted with not just ad-hoc internal communication, but CRM-driven alerts that keep staff in touch with customer developments as they happen.
Select a feature:
Activity Management
On Tap CRM features both private and shared calendars enabling you to organise your time quickly and efficiently.
Sync your calendar with Microsoft Outlook
Share your calendar co-workers
Customisable event types
Filter calendar views to find information quickly
Outlook integration
Use our Microsoft Outlook add-in to synchronise calendars to and from the CRM environment. Compatible with Outlook 2003/2007.
Attach events to specific CRM records
With On Tap CRM you can assign events and tasks to CRM records with extreme flexibility. Assign not just to company accounts, but to individual related records (e.g. orders and cases). This provides granular activity management in busy environments without 'calendar overload'.
Email
On Tap CRM features a built in web-based email client that provides fast and convenient access to IMAP mail accounts from within the CRM environment. Inbound and outbound emails are automatically archived in the CRM system and so provides staff with a comprehensive overview of all customer communication in one place.
Group mailboxes
Drag-and-drop interface
IMAP compatible
Automatic archive of inbound and outbound emails
Smart message archiving
Smart message archiving technology recognises emails from your customers and enables you to automatically archive emails to CRM records providing a permanent record of both inbound and outbound emails.
Group mailboxes
Designate group mailboxes that multiple staff have access to.
Multiple mail account view
Provides access to multiple mail accounts from a single interface.
Instant Messaging
On Tap CRM comes with a full featured XMPP server that provides secure Jabber-compatible instant messaging for your enterprise. Messaging can be locked-down to provide a secure environment within which own internal communication can take place. As well as staff communication, CRM events can trigger IM events to relevant staff - providing real-time alerting of important events and tasks.
XMPP server included
Secure internal instant messaging
Smartphone client available
Secure environment
Harness the benefits of instant messaging without allowing staff to enter into frivolous messaging with friends and family.
Smartphone client keeps staff in touch
Include your remote staff within your secure IM environment with a full featured Smartphone client that works over cellular networks.
Data analysis is a key strength of On Tap CRM. With a range of pre-built reports and an easy-to-use interface to build your own, you can easily expose your key business data in a number of flexible formats.
Select a feature:
Report generation
On Tap CRM features not just pre-built reports, but a complete reporting engine that can be customised.
Pre-built reports
Build your own reports
Schedule report delivery by email
Report customisation
The powerful reporting engine enables you to build your own reports from scratch or modify pre-built ones. Select the fields you want to display, how the data appears and selection criteria.
Reports by email
Each CRM user can optionally select reports for automatic delivery by email. Choose from daily, weekly, monthly or quarterly delivery.
Dashboards
On Tap CRM's Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.
Present user-specific information about sales opportunities and progress
Consolidate sales information from across the business for executives
Customise charts and reports based on key metrics
Drill down on charts to understand account progress and individual performance
Real-Time Information
See information as it happens with real-time dashboards of sales performance.
Drill-Down on Charts
Investigate account progress and sales performance by viewing the account information contained within sales dashboards.
Customisable Dashboards
Define what information is important to your role and to the business. View charts that monitor the progress of key business drivers.
Personalised Dashboards
See your personalised sales information on your On Tap CRM homepage when you log-in each morning. Monitor automatic changes as you progress thorough the day.
Setting up and configuring On Tap CRM is straightforward and intuitive. With an administrator's control panel that exposes a whole range of configuration options, you can tailor your CRM environment to your precise needs.
Select a feature:
Layout Editor
On Tap CRM provides administrators with an easy to use layout editor that allows fields to be precisely positioned in any CRM module. Add any number of custom fields to each module and group them logically on-screen.
Easily tailor layouts
Entirely web-based
Add new sections
Rename fields and sections
Custom fields
On Tap CRM allows you to create any number of custom fields. There are multiple field types (text, dates, phone numbers), that have built-in data validation to ensure that accurate date is stored. Fields can be postioned using the built-in layout editor
Add as many custom fields as you require
Position them wherever you want
Hide fields from different types of CRM user
Team management
On Tap CRM's team management allows complex organisations to define and manage dynamic teams to respond to opportunities. Designate team ownership and assign team members based on product expertise and skill levels. Once the teams are in place, monitor their effectiveness and make changes necessary to secure more deals.
Define teams based on market and customer needs
Assign leads to teams based on expertise and existing relationships
Analyse how teams are working together and identify potential gaps in performance
Change teams based on market or resource demands
Lead Assignment
Assign leads to teams based on various attributes, including skill level, product expertise, or geography.
Team Analysis
Monitor the effectiveness of teams by leads generated, sales stage progression and quota attainment.
Customisable Dashboards
Define what information is important to your role and to the business. View charts that monitor the progress of key business drivers.
Team Changes
Change your teams based on market needs and skill sets to pursue opportunities with the right team members.
