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What is OneConnect?

OneConnect CRM allows businesses to quickly gather, oversee, cultivate, and transform leads through the use of smart automation, comprehensive customer interaction tools, and sophisticated sales management capabilities, which significantly boosts efficiency in the sales workflow. This optimization of key processes enables organizations to dedicate more time to fostering connections with prospective customers, thereby improving their chances of success. Additionally, the integration of these features supports a more organized approach to sales strategy and execution.

What is Microsoft Dynamics 365?

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

Media

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Integrations Supported

Integrations Supported

Appointment Management System
Asite
CallMaker
Calltouch
Dock 365
Dynamics Phone System
Finmatics
HitHorizons
Infodesk
Intelisale
LEAFIO
Lead411
Paymate Software
SMOC.AI
Solvexia
Sympa
Traizr
Vainu
absVision
mainsim

API Availability

API Availability

Has API

Pricing Information

$200
Free Trial Offered?

Pricing Information

$190 per user per month

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

OneConnect

Date Founded

2020

Company Location

United States

Company Website

oneconnect.app/

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com

Categories and Features

CRM

Not specified

Categories and Features

AI CRM

Not specified

AI ERP

Not specified

Automotive ERP

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Payment Processing
Tax Calculator

Budgeting

Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Department / Project
Profit / Loss Statement
Project Budgeting

Business Intelligence

Not specified

Business Management

CRM
Inventory Management
Marketing Management
Scheduling
Time & Expense Tracking

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Healthcare ERP

Not specified

Lead Generation

Lead Capture
Lead Database Integration
Prospecting Tools

Medical Accounting

Not specified

Sales Force Automation

Call Management
Campaign Management
Commission Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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