Onyx CRM Product Overview

Onyx CRM Product Overview

Opportunity Management

Actively manage individual sales opportunities as well as large sales team efforts. Stay on top of every opportunity as it moves through the sales cycle by scheduling recall dates and reminder prompts, and tracking each call, meeting or other activity. Identify your customer's role in the purchasing process and keep tabs on their product interests and purchasing history. Track the time spent for each opportunity from initial call to close of sale.

Pipeline Management

Assign sales opportunities based on territories, product, type of account or business rules. Manage and prioritize your opportunities using personalized, automatically updated pipeline reports. An integrated scheduling system ensures that you are focusing your resources on closing short-term business to meet objectives while nurturing longer-lead opportunities.

Quotes and Proposals

Generate customized quotes and proposals for each sales opportunity with a click of a button. Enable sales professionals to quickly pitch the right product or service then create an accurate, tailored quote on the fly. Track quote history including different versions and support for multiple currencies.

Win/loss Analysis

Select lists of sales opportunities based on multiple filters and drill down to view each opportunity in detail in order to evaluate win/loss information, sales team effectiveness and success against competing products.

Sales Team Management

Create and distribute customizable sales methodologies for consistent sales processes and workflow. Synchronize sales team data for consolidated performance reporting and manage all opportunities within the sales team.

Forecasting Analysis

Accurately forecast revenue based on direct, channel, upside, cost, margin or product quantities and consolidate into sales pipeline reports. Complete reports cover business performance and provide immediate access to underlying supporting web-based data. Analyze the health of the business by performing ad-hoc pipeline analysis to assess territory performance at any given time.

Channel Management

Actively manage all aspects of your indirect sales channel including pre-sales, lead generation, co-marketing collaboration and post-sales support to manage the full partner life cycle. Provide real-time, permissions-based access to information to help your partners improve conversion rates to shorten the sales cycle and close business.

Intelligent Call Scripting

Ensure the quality of every interaction and increase the likelihood of cross-sell or up-sell activity by embedding intelligence directly into the call scripts that will guide your telesales agents. Inserting the proper business logic into your common processes helps ensure that you are covering all the bases and getting maximum value out of every interaction.

Workflow Process Automation

Streamline your processes to decrease the number of systems that a user has to consciously touch to complete an activity. Turn complex workflows into simplified end-to-end sequences so that all users consistently follow your business processes from day one. Fewer systems and simpler workflows equate to reduced training time and cost.