OMEGA

OMEGA connects you to money by offering credit card processing, point-of-sale systems and B2B e-commerce solutions. Their purpose is to better the lives of all they come into contact with.

Problem

OMEGA was looking to replace their existing CRM with one that their reps could use in the field, designed specifically for their Microsoft Surfaces. Their needs included managing their leads and calendar in the same tool as they used to generate quotes, proposals, and deliver signed deals—all without ever needing to switch between multiple tools.

Solution

The new CRM was built directly into the Proposal Calculator, a tool built during our first phase of work, for an all-in-one solution to increase efficiency. Representatives had everything they needed in order to quickly enter new leads into the system and work them through the sales pipeline, including a pipeline view to see where each lead is in the sales cycle, a calendar to manage and track the their interactions with every lead, and notifications/reports that flagged stale leads and activities so they—and their managers—could prevent them from going cold.