OM.Net xRM/CRM Solution Overview OM.Net is developed and owned by 3Si and is used by a great many organisations throughout the UK to manage their CRM, marketing, events, training and membership. Using the latest Windows Technology, OM.Net is a truly versatile relationship management system. Data is held only once, avoiding duplication and disparate departmental systems. This consolidated system allows your organisation to have a far greater understanding of your members and enables better relationship management. Key core features include: • • • • • • • • • • Contact Management Activity Tracking Marketing Analysis Mailing List Management Batch Entry & Financial Transactions Invoicing, Crediting, Receipts etc Data Import/Export On-Line & Batch De-Duplication Analysis & Reporting Mail/Fax/Email/SMS Merge OM.Net has an extensive list of optional modules: Membership/Subscriptions, Events, Product Sales, CPD & VQ, Fundraising, Coaching & Umpiring, Special Interest Groups and many more. OM.Net is highly configurable and flexible - many of our clients have the package customised to fulfil specific functionality. OM.Net also integrates with other products and services to provide a complete business solution. Web Tools enables aspects of the modules and the core system to be made available online for contacts and members. OM.Net is ‘multi-company’ across all the major modules. For example, this allows different ‘Trading Accounts’ to be managed for different companies, all in one system. Whilst each company can share core contact/organisation details to avoid duplication, financial transactions can be segmented to ensure that analysis can be done for each individual company. 3Si and our clients use OM.Net to manage individual and company contacts from 'the cradle to the grave'. By use of statuses, segmentation and categorisation, a contact's history can be tracked from prospect to customer right through to 'deceased' or 'ceased trading'. OM.Net allows a variety of data to be recorded (e.g. positions past and present, financial history, dated notes, status change history, correspondence, trading history, etc). OM.Net has continually evolved since its inception. Our customers can upgrade at any time and many of those who purchased their original system in 1993 are using the latest version of OM.Net today, demonstrating the adaptability and longevity of our solution. 3Si Limited, 8a Brock Way, Newcastle, Staffordshire ST5 6AZ