Oxygen CRMJoin the dots between employees, information and customers

Build better relationships• Tie all your information together to provide the best service to

customers and grow your business. When your sales and marketing teams are using tools that don’t connect with the rest of your IT environment, misunderstandings and miscommunications happen easily.

• Oxygen CRM provides a cloud-based CRM that gives your colleagues customer data in a secure platform, anytime access from any device, and the ability to quickly find notes, emails and relationships.

• Because Oxygen CRM is built on Office 365, all your company data, documents and processes can easily be integrated into the tool. This helps the business work together more fluidly to provide customers with better service, spot trends effectively and, ultimately, boost revenue.

Oxygen CRM

Collaboration

Security

ScalabilityUsability

Consistency

Your customers, in a familiar place

Accessible straight from your Office 365 App Launcher, via your usual login, Oxygen CRM gives you instant access to all your customer related documents and information

Cases Simple NavigationCompanies

Contacts Tasks

Documents Consistent User ExperienceOpportunities

Searchable notes and

activity

Contacts Database

A single place to store, search and manage all your company contacts. Capture all the usual information, including phone numbers, address and social media links.

Categorise contacts by type to help you filter and search your list as well as segment your data for marketing purposes.

Need to capture and track specific information? No problem. ISAAC can customise your contacts list to add extra fields for you as part of your configuration and customisation.

• Centrally managing all your company contacts

• Finding contact information quickly with powerful search and filtering

• View contacts by type, category, area and/or company

Great for:

Easy access

Powerful SearchDetailed forms

Company & Account Records

Create company or account records to manage all your prospective, active and inactive customers. Groups contacts together and create associated tasks, service cases and new deal opportunities.Record notes and activity against account record to build an informative narrative of your relationship.

• Grouping business contacts together

• Managing account information• Segmenting customers and

reporting on activity

Great for:

Detailed forms

Associated tasksGrouped Contacts

Opportunity and Case Management

Create case records to manage customer service issues and sales opportunities and track their progress quickly and easily. Key stages of your business process can be defined to help standardise your business workflows. Automated triggers can be set to alert team members at key stages in your process, or spot sticking points to help drive opportunities forward

• Managing potential deals or customer service cases

• Tracking case progress through a defined process

• Easily spotting stalling points to help drive activity

Great for:

CloseNegotiateQuoteDiscussQualify

Task and Activity Management

Create and manage tasks associated with contacts, accounts or specific cases and opportunities. Tasks or Actions can be categorised by task type and also current status.

Manage your own tasks and activity as well as assigning tasks to colleagues for their action and easily track progress

Tasks can be used to record completed activity as well as log a required action with or without a due date.

Manage upcoming tasks in timeline or Gantt views to aid productivity.

• Logging completed activity and associated notes and information

• Managing your workload, by creating a note of a required action and it’s due date

• Assigning actions to other colleagues and/or teams and track their progress

Great for:

Automated Document Management• New client and case folders are created,

automatically, at point of record creation, standardising your document management structure

• Categorise documents by type; eg: Contract, Invoice, Order etc

• Add useful metadata, such as document date, comments and annotations, to help with document identification and discovery

• Standardise document creation by creating embedded document templates for letterhead, quotes and contracts etc

• See client documents right next to their account record, or browse using the SharePoint library experience or intuitive ISAAC app for Outlook

Easily navigate back to client or case record via automated link

Powerful Search

Use SharePoint’s powerful search capabilities to return results from your enter CRM data collection. Use intuitive search terms and easily browse and filter results to pinpoint the information you need, quickly

• Providing fast access to client documents and searching by document type

• Quickly sifting through large collections of information

• See related results from multiple lists and libraries

Great for:

Search all content; title, author, client name,

document copy, associated metadata

Filter results

Feature rich previews to help pinpoint the content

you’re looking for

Campaign Tracking

Record marketing campaigns and events with associated notes, start dates and end dates. Create new contacts, companies and opportunities straight from a campaign record to help track the source of your business and monitor the success of your marketing activity

• Tracking marketing activity and success

• Easily seeing when your business comes from

• Driving business development

Great for:Create campaign

Record Activity

Create Opportunity