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Custom Insights Solutions
OneSource has built information rich templates specifically targeting common critical
business functions. These templates are available in a standard format and can be
quickly modified to meet your specific business your needs.
All of our templates can be combined with your own data to provide a more complete
and relevant view of your accounts. We can also develop custom tearsheets and templates
to match your specifications. Along with our hosting facilities, these solutions
can be quickly implemented and provide you with a visible edge over your competition.
Account Planning Tearsheet is used by sales managers and executives to create and
manage account plans. The Account Planning Tearsheet can present critical information
for decision-making such as key financials, SWOT analysis, industry trends, competitors,
subsidiaries, latest news such as litigation, mergers and acquisition, consumer
spending and more. With OneSource's Account Planning template, business information
can be applied for quick execution against your sales model for a proactive approach
to sales.
The Underwriters' Tearsheet provides the critical information underwriters need
to fully assess risk quickly. The OneSource Underwriters Tearsheet provides deeper
details into a company, its executives, its competitors and industry. Information
is presented as charts and graphs for easy understanding and fast decision-making.
We even provide space throughout the tearsheet for underwriters to document their
observations and decision-making process.
OneSource News Summary presents news results from custom criteria you provide for
a given period of time. You can use News Summary to search for specific news based
on company, keyword, industry or other terms to keep you updated with news on your
customers, prospects, suppliers and competitors. The news results are presented
in various news categories such as Mergers and Acquisition, Venture Capital, Product
Development and Bankruptcies. You can easily view detailed news in each category
and select, print or save for later use.
OneSource Hosting services provide you with access to OneSource's world-class hosting
facility for custom applications and custom portal services. OneSource data center
that is constantly monitored for security, availability and performance to ensure
you have safe, secure access to the critical business intelligence you rely on to
for your most important business decisions.
Use OneSource Custom Insight Solutions to:
- Easily deploy OneSource business intelligence across your intranet, Portal or CRM
- Get the right content closer to users at the point where it adds the most value
to their work processes
- Easily collate and present relevant data ahead of any client engagement and see
at a glance what's happening
- Standardize report formats and information gathering throughout your organization
- Add your own corporate branding or look & feel to speed user adoption, and integration
into work practices