Ask yourself these questions if you're in it for the long run -
> Do you have leads, customers, salesmen, inventory or employees that you could be tracking better?
> If you actively market your business, do you really know what is working for you?
> Are you still using Excel as a major tool in keeping track of your business?
> Does your business software fall short of what you need?
> Are you entering your contacts in multiple places (Excel, Constant Contact, Salesforce)?
> Are you or your sales team missing appointments, or not following up and missing sales?
> Could you save money by having software that helps you be more organized?
> Do you know that most businesses fail because they don't value their own time?
> Could you benefit from being in the Top 10 for your search words on Google?
> Could you benefit from demographic research and telemarketing?
> Could you benefit from being there for the people looking for you with Google Ads? >>>>>
If the answer to any of the questions above is a yes, you should read on!
12 Points that make up the OneBox Technology CRM, Business and Marketing difference.
Are you tracking your leads so that you know where to spend your marketing time and dollars and don't lose potential clients/customers?
Do you know exactly where you and your employees time is spent and what it's worth?
i.e. are you making money
Are you trying to remember links to all your tools and important web sites?
The options available on the OneBox Technology Dashboard are limitless.
Are you using a CRM/Business/Marketing System that is complicated, clunky, hard to understand and doesn't fit your business model?
Our system is as easy as pie - everything at your fingertips PLUS World Class Customer Service!
Look at all the options on the below.
(Scroll down - it's inside the RED box):
- Lists Contacts List, Address, Bill-To Info, Ship-To Info, etc - shows the information that you want to see for the selected contacts - you can build and maintain the lists yourself!
- Options include (upper right of Contact List)
1) Upload - We'll give you an Excel speadsheet template or load your data for you,
2) Add - the same screen but empty and waiting for your input,
3) Edit - two edit options (single/multiple), both displayed below the list,
4) Email - Set up Email to the selected Contacts (with attachments),
5) Downloads include ALL (full list), DSP (only your selections displayed), QB (QuickBooks download)
allow you to create your own lists by making selections.
- Column headings
allow you to sort your list by clicking Up or Down.
- Line Options
- Delete Row,
- Set up Email to selected contact (with attachments),
- Show the calendar with appointments, set up more,
- Add Notes for this contact,
- Edit selected contact,
- Color Coded
Set up your selection of colors for your categories.
- Dynamic Google Mapping!!!!
Plan your daily route.
Can you set up your web site, intranet and admin options so that only people with the correct security level can see them?
Is your contact database being backed up for you and available 24/7 (even on your phone)?
Can you make quick changes to your web site and Facebook Fan Pages yourself?
If you can use Word, you can use our quick and easy CMS.
Are you "touching" your leads AND your customers the right amount of times in the right places?
Our Email and SMS Blasters with EZ CMS for creating your content and Tracking Statistics will help you stay on top of it!
Are you paying for and keeping up multiple databases with products like iContact or Constant Contact?
The number one time waster - and we have the solution! One CRM system (Contact or Customer Relationship Management) that drives all your options from Leads tracking to Email and SMS Blasters to Scheduling and Mapping - AND you can add more data fields as you need them!
Are you paying for a web site, Facebook Apps, Mobile pages, SEO, Google Top 10 Ranking - all separately?
We provide all this (and more) on one Dashboard. We modify each option for you at an affordable price (tier pricing based on number of employees), if your goal is not to have to change your business processes.
Do you need integrated eCommerce with Order Tracking, Inventory Control and Returns Processing?
Item Entry and Maintenance (items can be services!), categories and sub-categories, pricing, descriptions, shipping, tax, select FIFO, LIFO or Doesn't Matter, track serial numbers for warranty and returns.
Do you need Integrated Marketing and Internet Marketing (SEO, Video, Facebook and Google Top 10 Ranking)?
We offer proven marketing and internet marketing packages at affordable prices. We even post videos and articles on your dashboard that will help you do what you can yourself.
Are you more knowledgeable and have the time and want to be able to configure it all yourself?
We provide the tools you need to set up your data fields, then select what you see on your lists and detail screens - even select which drop-down selections are seen and which fields are required entry.
Do you want to track which campaign your leads came from and which leads result in sales?
Track your leads to find out which campaigns or sources are most effective in the long run.
Do you lose track of leads - and not know where your leads come from and which lead to sales?
Follow your sales process through your custom status codes to outcome. Assign salesmen on a rotating basis or individually. Send texts at different stages. Track employees or subcontractors who log in by job/project and clock In or Out by clicking a button on their phone - analyze who is working most efficiently and who is not producing.
Need Job Tracking?
Set up your job/project tracking status codes and set your requirements to move forward in the process. Multiple jobs are allowed for one customer. Scheduling, crew assignment, and generate materials orders after requirements are met.
Need a Help Desk?
Need a way to track customer or IT requests? Enter a ticket and set up your processes using custom status codes and behaviors.