OnContact CRM reviews
Beoordeeld op 15-2-2019
More available information about potential customers to make better informed decisions on how to close more sales and help assist on areas of focus for the company
• Our initial training on CRM, when we knew very little about the workings of the system was not very informative. Going into it I thought we would be told how we needed to use the system rather than We would have to develop how we use the system
• The education week that you have every two years at Potawatomie has been a great event for multiple employees from our company. User group meetings helps me get ideas from how others are using the system
• The mobility of the information with advance sorting has helped keep our sales team organized
• One big part of my job now is to review all of the information that is being entered into CRM. If good data is not being entered, we would not be able to make good decisions from the data. Future restriction or must enter fields would help confirm that data is entered properly.
Items that are beneficial
• Common screens on all desktop and Mobil devices. Not until we upgrade to version 10 were our salesman able to use CRM when they were going or leaving the customer
• Ability to download data to Excel. The features of Excel allow sorting and filtering of data for advanced sorting of data
• Mapping – Visually seeing locations of customers and plants that are close to the salesman location is a great time saver
• Calendar – As the manager, to have the ability to combine all the activities into one calendar as an over view of where everyone is going
• Link to Web Pages – We have linked our web page to CRM in November of 2017. We are still only getting about 20% of the contacts that are not automatically getting into CRM
• Not all the fields on an opportunity are editable on the same screen. Example is interests are changed on the main opportunity Detail screen
• In version 8 there was a more visual representation of parent companies and divisions a separate location. This was removed in version 10. It would also be beneficial to have the ability to see and org chart for the contacts from one company
Beoordeeld op 19-6-2019
OnContact CRM by Workwise
Opmerkingen: Our experience with OnContact has been very positive. We were able to bring more users onboard for a lower overall price than we had with a previous system. The responsive design has allowed our Team in the field to use the application on their mobile device when needed. OnContact provided additional features that allowed more of our Team to be engaged therefore reducing the amount of manual work we had done on our previous system.
OnContact was awesome during the onboarding process. Our contacts were very attentive and responsive to our needs. OnContact was able to guide us when converting from another system and then customizing various features to meet our needs.
Being "cloud" based allows all our users to access the system no matter what their location. System speed and response time has been excellent.
OnContact is releasing new useful features on a regular basis that benefit our organization.
Example: Customized Searching, Mapping, Integration with Google, Bulk Emailing and being able to track marketing campaigns.
Minpunten: The application is NOT optimized for data entry. Although you can use "workflow" to change some data in bulk, it can take a lot of clicks to update some data points. User defined import is improving but not at the level of some systems that allow you to update data using an import.
Beoordeeld op 12-6-2019
Review of OnContact 8
Opmerkingen: I have noticed that our Loan Officer's that fully utilize this system get a lot of value out of it. It has been helpful for us to track which customers are working with which Loan Officers.
Pluspunten: OnContact has helped our sales team to keep track of communications with potential customers. It is a versatile tool to track different opportunities, set reminders, and store information. The connectivity with Outlook makes it easy to track all email communications while not having to input much additional data.
Minpunten: There have been a few times when I've noticed the formatting of certain activities or opportunities changes after they have been input. Deduplication can be difficult when individuals change addresses. Importing can take some time to ensure that you are not adding duplicate information to the system (this is an issue with anything like this I realize, and not necessarily unique to this CRM).
Beoordeeld op 28-2-2019
OnContact CRM Software Solution
Opmerkingen: Love the people at Workwise! They are top notch. Service is amazing!!!
Pluspunten: Customer service is over the top excellent. Working with the developers and trainers has been a great experience. They truly listen and understand your individual needs. Very reasonable pricing too. Like the dashboard for daily activities and the fact that you can add activities without them being tied to a contact or company. We've been able to incorporate our custom processes into the CRM system.
Minpunten: Not as easy to use and navigate as I would like. Would also like to see some canned, but sophisticated reports other than having to do individual searches, i.e. pipeline reporting. The marketing component of the CRM is not very easy to use compared to other systems. We're doing some work arounds.
Beoordeeld op 31-7-2017
We considered a lot of CRM solutions and I couldn't be happier with OnContact!
Opmerkingen: Compared to our previous CRM, OnContact is a lot easier to use and learn. I like that I can drill down using the interactive dashboards, and I can also easily customize my own view of our data. As a manager, this allows me to better understand our sales process, and I always know what's in our pipeline. The Outlook and QuickBooks integration is also extremely helpful and saves us a lot of time. We are currently testing the website integration feature so we can start converting our online visitors into leads.
Pluspunten: Compared to our previous CRM solution, OnContact was a million times easier to use and learn. Our sales and marketing teams love it. The interface is very intuitive and simple, yet robust. The interactive reports and dashboards are great and I love being able to easily customize my own view. I also like that it integrates with QuickBooks and Outlook, which saves us a lot of time. I was concerned about transferring all our data from our old CRM to OnContact, but it was a seamless switch. My interactions with their support team have also been good. You can tell they know their product inside and out and are always helpful and friendly.
Minpunten: I like that it offers a lot of "extras" such as an email designer, but I feel this feature needs enhancement. It meets our needs for now, but doesn't quite have all the bells and whistles we're used to in a stand-alone email marketing solution.
Beoordeeld op 4-8-2017
Easy to use and loaded with features - excellent value for the price.
Opmerkingen: Oncontact saves us a lot of time and money. Our customer service has improved a lot, and makes it much easier to manage our pipeline.
We are very impressed with Oncontact . It's very user-friendly - which means our team is actually using it this time, unlike other CRM solutions we've tried in the past.
This was also a great value for us - the price includes a bunch of extra features, like marketing automation, sales automation, and an email designer. It's convenient to have one system to handle all these things, and it's been a big cost saver for us too.
Customer service is outstanding, but it's not available 24/7.
The Oncontact email designer doesn't have as many features as a stand-alone email designer. I'm hoping they add to it in future versions.
Beoordeeld op 8-4-2019
A good budget-friently contender
Opmerkingen: Been a great team to work with, just not super satisfied with the app execution in a lot of areas. But works well enough for the price, and they do a pretty good job on the support side.
Pluspunten: Original attraction to the software was the ability to connect with Outlook, and have custom tie-ins with our in-house built CRM to port over the data. They worked super hard to properly map and port our existing data. Pretty much nailed the quote as far as time and expense if I remember correctly. Cost effective: we will save quite a bit over 5 years by hosting on-site, as we already had the internal infrastructure to host. Might not work if you don't have the infrastructure or staff. They have been mostly excellent in regards to response for issues and working with us to resolve those. OnContact does include everything with the price, so there's none of the nickel-and-diming you get with most SaaS software (just $5 more per month to unlock X feature!). I hate that with a fiery passion, so that's probably the top of the list on what sold me. Super above board in that respect. Bravo team.
Minpunten: Phone app is useless. It's not actually an app, just a webpage port. None of our staff can or will use it. Outlook connection isn't great, but I think that's more on Microsoft than OnContact. We switched to G-Suite several months ago and support for that is minimal, so waiting to see further development on this. Again, any upgrades and new features are still included in the price, so definitely worth considering for that reason (yes, a plus in the negative section). Interface is just OK, lots of clicks to do basic stuff. Lots of slide out drawers, which is OK on desktop but not usable on mobile. Lots of customizable search options and features, but it's too programmy in the language and execution, which makes it difficult for folks who aren't computer savvy to understand. Just no finesse in that regard.
Beoordeeld op 28-2-2019
Excellent product and support!
Opmerkingen: Overall our experience with OnContact has been positive! The technical support we have received through the customization process has been outstanding. Rep and his team are great to work with!
Pluspunten: We were able to customize the CRM to fit our unique needs of our business with the guidance of our project manager - who helped us through a huge conversion from our old system to OnContact. The transition between our old system and OnContact was seamless - and we had zero down time the day we cut over to the new system. Our staff is loving the new CRM - easy to use and so many capabilities that our old system did not have!
Minpunten: At times the system runs a little slow when generating larger reports. The system set-up area could use some updating - search features do not seem to work so one has to scroll down through the entire list to get to the item you want. It would also be nice to have an administrative feature that shows who is active in the system at any time. Currently you can see when someone has logged into the system last -- but have no way to see who is actively on the system at any time.
Beoordeeld op 18-2-2019
A very nimble CRM platform
Opmerkingen: They have been a long time partner. I have other vendors, Workwise is a true partner.
Pluspunten: The agility it provides. I am able to pivot quickly and make changes that enhance my business. Within minutes I can track new data.
Minpunten: It needs to grow a little in the Social Media arena. The platform has done quite well with digital marketing, now lets expand to Social marketing
Beoordeeld op 26-2-2019
Easy to use
Pluspunten: It is the easiest CRM that we have looked into. For Sales people that are not IT savvy, they can pick it up and use it almost immediately. It has a clean look and the reports are easy to run.
Minpunten: Support is needed to customize reports. The mobile app is a simple version, it would be nice for the app to have full functions abilities.
Beoordeeld op 25-6-2019
Opmerkingen: Greatly improves our communication between our inside and outside sales people
User interface. Easy navigation. Clean screens. New home page with badges is very nice
New mapping functionality is great
Minpunten: Lacks true workflow functionality. Have been told this is coming in a future release.
Beoordeeld op 14-3-2018
This CRM is robust and does the job
Opmerkingen: To customize this product it is required to employ a OnContact team. It requires a lot of building to get it to work based on business logic.
Pluspunten: The on premise program us robust and does a solid job at keeping track of clients information. The cloud solution is more customizable compared to the program.
Beoordeeld op 21-6-2019
A CRM with Great Customer Support
Pluspunten: OnContact has plenty of options and fits most of our needs. The Customer Support is very quick to respond and answer any questions.
Minpunten: It has less compatibility with other software compared to the larger CRMs. There is a learning curve to managing the software.
Beoordeeld op 10-4-2019
Opmerkingen: We are tracking all activities of our sales staff and forecasting out deal closings. It has given us great optics on when things will close.
Pluspunten: Ease of use. Right out of the box it was easy for us to get up and running. Within just days we were using the CRM. The support and service when getting set up was second to none. They walked us through everything and made sure we could use the product to the full potential. Any ongoing questions they are always there for us.
Minpunten: There is nothing overall that was disliked, the only thing that was cumbersome was our initial data import.
Beoordeeld op 19-6-2019
Opmerkingen: Exceptional experience, easy to use, plenty of tutorials and not clunky.
Pluspunten: The software is very intuitive and integrates seamlessly with Outlook. The mobile app has great functionality that helps me manage my activities on the go.
Minpunten: Sometimes the software can take a awhile to load
Beoordeeld op 31-7-2017
Looked for a system to manage our customer relationships and this product hits a home run for us.
Opmerkingen: some users need to just be reminded to enter their customer interactions. Management usage is the key to acceptance.
Pluspunten: The flexibility allowed us to easily taylor this product for our users and the intuitive interface was easily accepted by them.
Beoordeeld op 13-6-2019
Functionality and Support
Opmerkingen: OnContact CRM has allowed us to operate multiple lines of business to realize market opportunities between the sectors. It provides a single customer history and prevents sales from performing duplicate reporting functions. The CRM has allowed more ease of use for upper management to pull reports refined to specific needs and distribute information accordingly.
Pluspunten: Ability to customize to our needs and customer service responsiveness
Minpunten: Some of the process in the system are a bit redundant but understand the need to verify before creating a junk record. Would like a bit more flexibility in some of the customization features but overall provides viable information across departments and companies
Beoordeeld op 11-8-2017
Pluspunten: The product is very user friendly. As someone who set up the software for our team, this was very important to me.
Beoordeeld op 27-10-2014
Pluspunten: Simple to use, very easy to keep track of clients.
Minpunten: Difficult to say, I procrastinate with populating my client info, thus it would be nice to get reminders
Beoordeeld op 21-10-2018
Good all in one CRM, no 24/7 support
Pluspunten: Easy of use when setting up the products for our employees but also a very user-friendly platform for our agents to use as well.
Minpunten: Good quality customer service team but they are not available to help on a 24/7 basis which can be an issue at times.
Beoordeeld op 6-4-2017
Opmerkingen: Easy to use and quick to learn. The customer support and free training seminars are offered frequently and a plus.
Beoordeeld op 5-4-2017
Opmerkingen: Very slow and tedious and slow. We used because of of the ERP system we use, but I would not recommend this to anyone. Some good features but it is more confusing than it is helpful.