Case Studies: CRM - SaaS and Locally installed

Integration with remote-hosted and locally-installed CRM solutions

What is CRM?

Customer Relationship Management (CRM) is a comprehensive way to manage the relationships you have with your customers- including potential customers- for long-lasting mutual benefit. Effective CRM systems capture information about customer interactions and present that information to customer-facing users...enabling them to service those customers more effectively and efficiently.

CRM is about improving the economics between buyers and sellers, making customer relationships and, by extension, business, itself, more profitable. Good CRM solutions enable an organisation to offer the right business treatments to the right customer segments at the right time for the purpose of optimising the economic value of those relationships. If an organisation can do this correctly, mutual value is created.

How can Omniscope Help?

CRM packages/platforms encompass several major processes, all of which can be improved by including Omniscope in the broader solution:

• Contact & Data Tracking- Omniscope enables powerful, visualisation-based scrubbing, standardisation of spellings, de-duplication, mapping for route planning.
• Multi-channel Marketing & Leads Analysis- use Omniscope to merge and correct leads across multiple source and files, link to web-based sources on ancillary information, edit then export corrected, integrated view back to transactional systems.
• Corporate Reporting- Omniscope report tabs emulate PowerPoint slide shows, but with full interactivity, and allows data to be re-purposed and re-presented with ever richer, more interactive data sets, including exportable Flash DataPlayer 'dashboards' which can be embedded in web pages or offline documents like PowerPoint, with full interactivity.
• Call Centre Applications & Support- Omniscope puts vast quantities of data, with images, maps and links, instantly at the disposal of call centre staff, with more flexibility and interactive visual cues than most purpose-built form-fill systems.
• Data Integration- Omniscope makes it simple for end-users to merge/join in large volumes of data from other systems or locally-stored spreadsheets. The Enterprise edition can automate repetitive merges and refresh outstanding Omniscope working report files, in real time.

Using Omniscope with packaged CRM  solutions

Omniscope adds many valuable new dimensions to any CRM solution, whether remote-hosted or locally-installed.

Using Omniscope with Salesforce

Salesforce is the leading online, remote-hosted business computing platform operated by Salesforce.com. Salesforce CRM is currently used by about 47,700 companies of all sizes. A free trial is available from here. The Omniscope Connector for Salesforce is a certified AppExchange-listed free service available to install into your Salesforce organisation from here. Originally a CRM Software-as-a-Service (SaaS) platform, the platform is now general-purpose, allowing almost any kind of public website or application to be developed using Force.com programming. More information on options for integrating Omniscope with solutions built on or hosted by Salesforce is here.

• Salesforce integration: Case Study One
• Salesforce integration: Case Study Two
• Salesforce integration: Case Study Three
• Salesforce integration: Case Study Four

Using Omniscope with Microsoft Dynamics 

Omniscope is much more powerful and efficient than combinations of Access, Excel and PowerPoint to make the most of the core functionality of Microsoft Dynamics.  Omniscope can import the same Dynamics report files, but provides a more comprehensive, integrated and simple to use end user environment for interacting with and reporting on granular data imported or exported from Dynamics.

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