Document 6578083

Transcription

Document 6578083
OM.Net xRM/CRM Solution
Overview
OM.Net is developed and owned by 3Si and is used by a great many organisations throughout the UK to manage their
CRM, marketing, events, training and membership.
Using the latest Windows Technology, OM.Net is a truly versatile relationship management system. Data is held only
once, avoiding duplication and disparate departmental systems. This consolidated system allows your organisation to
have a far greater understanding of your members and enables better relationship management.
Key core features include:
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Contact Management
Activity Tracking
Marketing Analysis
Mailing List Management
Batch Entry & Financial Transactions
Invoicing, Crediting, Receipts etc
Data Import/Export
On-Line & Batch De-Duplication
Analysis & Reporting
Mail/Fax/Email/SMS Merge
OM.Net has an extensive list of optional modules:
Membership/Subscriptions, Events, Product Sales, CPD
& VQ, Fundraising, Coaching & Umpiring, Special Interest
Groups and many more.
OM.Net is highly configurable and flexible - many of our
clients have the package customised to fulfil specific
functionality. OM.Net also integrates with other products
and services to provide a complete business solution.
Web Tools enables aspects of the modules and the core
system to be made available online for contacts and
members.
OM.Net is ‘multi-company’ across all the major modules.
For example, this allows different ‘Trading Accounts’ to
be managed for different companies, all in one system.
Whilst each company can share core
contact/organisation details to avoid duplication, financial
transactions can be segmented to ensure that analysis
can be done for each individual company.
3Si and our clients use OM.Net to manage individual and
company contacts from 'the cradle to the grave'. By use
of statuses, segmentation and categorisation, a contact's
history can be tracked from prospect to customer right
through to 'deceased' or 'ceased trading'. OM.Net allows
a variety of data to be recorded (e.g. positions past and
present, financial history, dated notes, status change
history, correspondence, trading history, etc).
OM.Net has continually evolved since its inception.
Our customers can upgrade at any time and many of
those who purchased their original system in 1993 are
using the latest version of OM.Net today, demonstrating
the adaptability and longevity of our solution.
3Si Limited, 8a Brock Way, Newcastle, Staffordshire ST5 6AZ