Customer Relationship Management

OEC understands the importance of maintaining customer relationships and sales pipelines. Ensuring that this information is easily accessible by all staff whenever they need it, via an easy to use app (Onsight) or an in office telesales system (Clearsight), will help transform and improve your business.

OEC’s CRM system allows you to manage call schedules and view all previous activities, as well as managing accounts by representative, dealership or group for ultimate flexibility. All current promotions and information relating to a programme can be viewed and shared with IMTs directly from the app and is available to view through the reporting system, so everyone is always kept up to date with the latest developments.

Track Every Touchpoint

Keep track of every customer interaction so you always know where each prospect is in their sales journey.

Personalise Communications

Use tailored customer messaging for a targeted approach that yields higher engagement.

Identify Follow-Ups

Sort customers by recent visits (over 30 days) to quickly identify the ones who need a follow-up.

Visit Nearby Customers

Use the Nearby feature to geolocate your position and identify customers to visit near you.

Support Trade Rep Activities

Get complete transparency into account activity by having reps check in at each visit.

Generate Onsite Orders

Add all trade parts to the app so reps can generate onsite orders for customers directly.

Trade CRM