Name: Oncourse
Author: Zibtek

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Image Recognition

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Supply Chain Management

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Integration

Data Mapping

Data Privacy Management

Database Load Balancing

Database Performance Monitoring

Debugging

Edge Computing

Event Monitoring

Fraud Detection

Governance, Risk & Compliance

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Internet Security

Managed Hosting

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

Secret Managers

Security Analytics

Storage Management

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

WAN Optimization

Wireless LAN

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Community

Computer-Assisted Translation

Content Management

Digital Rewards

Email Marketing

Marketing Analytics

Marketing Automation

Predictive Analytics

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Consulting

Sales

Microsegmentation

Security

Animation

Chargeback Management

Chiropractic

Construction Management

Tax Practice Management

Vertical-Specific

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OnCourse, developed by Zibtek, is a sales automation platform and CRM product that aims to simplify and streamline sales, marketing, and HR processes for businesses of all sizes. According to the vendor, OnCourse is suitable for companies of various sizes, including small startups to large enterprises. It is designed to cater to a wide range of professions and industries, such as sales professionals, marketing teams, HR departments, creative agencies, distributors, wholesalers, financial advisors, independents, advisory networks, enterprise firms, and high-performance home services businesses.

## Key Features

**Powerful Built-In Calling**: According to the vendor, OnCourse provides a built-in calling feature that allows users to make calls directly from the CRM platform. It aims to streamline the calling process, reduce time to dial, and potentially increase conversions and connect rates. The availability of local numbers is also claimed to help improve pickup rates.

**SMS**: OnCourse offers a built-in SMS feature that allows personalized messaging and automated outreach, as stated by the vendor. Users can schedule SMS messages to be sent at a later time, conduct bulk SMS messaging to reach a larger audience, and integrate SMS sequences with email and phone sequences for enhanced engagement.

**Email**: OnCourse offers email sequences and drip campaigns for effective follow-ups and time-saving templates, according to the vendor. The product aims to automate email communication to scale outreach efforts and provides customizable email templates for various situations. Users can also track email performance metrics such as open rates and reply tracking.

**CRM**: OnCourse provides a powerful and customizable customer relationship management system, as claimed by the vendor. It allows users to track and manage prospects and deals through account and opportunity management. The pipeline management feature offers customization of stages and headers, and integration with other core business applications ensures seamless data syncing.

**Reporting**: OnCourse offers intuitive reporting on sales activities and communication, according to the vendor. Users can track metrics such as reply tracking, open rates, call duration, and more. Real-time sales reporting and activity data aim to provide insights for decision-making, and customizable reports and analytics are available to drive success.

**Task Management for Teams**: OnCourse provides task management capabilities for teams, allowing users to assign tasks to team members for various activities. Users can schedule follow-up activities, receive notifications for execution, and benefit from streamlined communication and collaboration through the inbox and calendar display. The drag and drop functionality and customizable stages aim to facilitate pipeline management.

**Integration**: OnCourse offers integration with other core business applications for data syncing and workflow optimization, as stated by the vendor. The product claims to provide continuous support for new integrations to stay ahead of the curve. It aims to offer an easy setup and configuration process to fit specific business needs.

**Mobile App**: According to the vendor, OnCourse provides a mobile app that allows salespeople to access sales data, deal information, and prospect details on mobile devices. The app aims to enable users to track sales activities and communication, providing a tactical advantage in closing deals anytime, anywhere.

**OnCourse Chrome Plugin**: OnCourse offers a Chrome plugin for LinkedIn to power OnCourse campaigns, as claimed by the vendor. It aims to enhance lead generation and prospecting on LinkedIn by automating viewing profiles, invites, and direct messaging. The integration of LinkedIn profiles into the OnCourse CRM is said to facilitate efficient lead management.


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Oncourse

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Zibtek

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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Oncourse

Overview

What is Oncourse?