ONE CLICK THAT’S IT!
Truly integrated customer service is just one click away!

WorkWise is pleased to offer TCM CRM: a Sales force automation and customer service application that you can customize based on how YOU do business! This new TCM module is based on Oncontact’s Oncontact V (ONCV) software product. Together WorkWise and Oncontact have teamed to deliver a CRM product that is easy to use, quick to implement, customizable, and most importantly, AFFORDABLE.

CRM Brochure>>>

TCM CRM is completely integrated with TCM  Client Server and MS Outlook. That means you can stay informed anywhere, anytime whether online or detached.

Why CRM?

• Increased hit rate for opportunities
• More effective sales pipeline management
• Enhanced Customer Service (Incident tracking & History, Defect Handling, Solution Knowledge Base)
• Account Management (Customer/Contact information & history)
• Better marketing management (Marketing Campaigns, email campaigns etc.)
• Improve communication with partners
  • Share information
  • Generate more leads/sales opportunities
• Complete view of business
  • Opportunities, orders and sales
  • Sales potential and effectiveness
• Tailor CRM to match your business requirements

Additional features:

• MS SQL Database
• Synch capabilities for off-line usage
• Full bi-directional MS Outlook Integration
• Full TCM Integration

Don’t miss this great opportunity to truly connect your entire enterprise!

Stay better in touch with your customers and prospects -
and farther ahead of your competition.

TCM CRM gives your sales, marketing and customer service professionals the tools they need to effectively manage your prospects and customers. When integrated with other TCM applications you’ll have timely, accurate, and complete customer information at your fingertips.

Keep it Simple

You’ll notice a consistent look and feel throughout all the CRM screens. That makes it easy to move through selected screens and data.The navigation bar allows you to quickly switch between views and navigate with a single click.

 CRM Customizer

You can create an unlimited number of fields or screens using the TCM CRM customizer.

• Add or modify fields based on any table in a database
• Add or modify tree controls, toolbars, tabs, query frames, buttons, rich text controls, and list boxes.
• All upgrades are compatible with future versions of TCM CRM

TCM CRM Navigator/Workflow

Use the Navigator to add workflow to your TCM CRM. Create evenets that trigger:

• wizards
• screens
• workflow
• prompts
• email notification

You can also create agents that define or customize processing as well as those servicing windows and visual controls.

TCM CRM Data Exchange

Customer Sold-to, Ship to’s Automatically Updated

Open Orders  Shown in TCM Order tab

 Invoices are shown in the Invoice tab

 MS Outlook and TCM CRM Integration

Outlook Integration

From Outlook the icons appear on the toolbar in an email, allowing individual records to be integrated with TCM CRM.

To export contacts, appointments or tasks, click Tool from the drop-down menu.