Name: 1Centre
Rating: 9 (1 reviews)
Author: 1Centre

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Document Generation

Visitor Management

Visual Collaboration

Workflow

Enterprise

Accounting

Financial Close

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Application Lifecycle Management (ALM)

Change and Configuration Management

Cloud Storage

Data Fabric

Database Performance Monitoring

Dynamic Application Security Testing (DAST)

Email Encryption

Fraud Detection

Integration Platform as a Service (iPaaS)

Master Data Management (MDM)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Observability

SaaS Management

Software-Defined WAN

Virtual Desktop Infrastructure (VDI)

Web Application Firewalls

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Computer-Assisted Translation

Consumer Ratings & Reviews

Content Management

Data Management

Email Marketing

Marketing Automation

Online Reputation Management

Public Relations (PR)

Real-Time Interaction Management

Screen and Video Capture

Social Media Management

Social Media Publishing

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Point of Sale

eCommerce

Sales

Insider Risk Management

Secure Service Edge (SSE)

Security

3D Modeling

Equation Editors

Forestry

Legal Research

Municipal

Utilities

Vertical-Specific

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Ontraport

1Centre is a Trade Credit Customer Management Platform designed to streamline and optimize credit management processes for enterprises. According to the vendor, this solution caters to businesses of various sizes, with a particular focus on credit managers, sales teams, and finance departments. It is widely utilized across industries such as Food Wholesale, Hospitality, and Beverage, providing tools and features to enhance credit assessment, decision-making, and overall risk management.

## Key Features

**Instant Visibility**: According to the vendor, users can gain real-time visibility into pipelines, credit checks, anti-fraud measures, decisioning processes, sales channels, and experience scores, enabling data-driven decision-making.

**Digital Application Forms**: The vendor claims that the software offers digital application forms that eliminate paperwork and allow for error correction, simplifying the onboarding process for prospects.

**Multi-Factor Credit and Identity Checks**: The vendor states that the platform automates credit and identity checks with multiple verification factors, reducing the risk of fraud and ensuring accurate assessment.

**Dynamic Decisioning Workflows**: The vendor claims that users can configure dynamic decisioning workflows for pricing, data analysis, and credit decisions, tailoring approval hierarchies to match their business needs.

**Omni-Channel Solutions**: According to the vendor, the platform provides omni-channel solutions to effectively track prospects and direct resources, optimizing customer engagement across multiple channels.

**Designed for Flexibility**: The vendor states that the software offers intelligent workflows that can adapt to complex business structures, processes, hierarchies, and decision-making requirements, allowing customization of customer experiences and approval workflows.

**Fully Compliant**: According to the vendor, the platform ensures compliance and risk mitigation through multi-factor automated credit and identity checks, accessing data from credit bureaux, address verification providers, and government databases.

**Hassle-Free Implementation**: The vendor claims that the platform seamlessly integrates with existing ERP systems and facilitates easy data transfer, offering a user-friendly interface for a quick and seamless onboarding process.

**Support**: According to the vendor, users receive comprehensive support throughout the implementation process, including a full roll-out plan, live training webinars, check-in calls, and quarterly reviews. In-product chat and email support channels are also available.

**Storage**: The vendor states that the platform offers fully encrypted data storage on AWS S3, ensuring secure storage of attachments and legal documents, with customers receiving copies of their legal contracts.

Starter

Professional

Unlimited

Agentforce 1 Sales

Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering.

The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.

Sage CRM (on premise)

Sage CRM (cloud)

1Centre

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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1Centre

Overview

What is 1Centre?