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CRM software solution presentation

CRM software solution presentation. What is ADAPTcrm? Product Architecture and Features What is ADAPTanywhere? ERP/Accounting System Integration Why ADAPTcrm? ADAPTcrm Position to Competition History of ADAPT Software Product Demonstration, Q/A. Agenda. Complete Relationship Management

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CRM software solution presentation

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  1. CRM software solution presentation

  2. What is ADAPTcrm? Product Architecture and Features What is ADAPTanywhere? ERP/Accounting System Integration Why ADAPTcrm? ADAPTcrm Position to Competition History of ADAPT Software Product Demonstration, Q/A Agenda

  3. Complete Relationship Management Customers, Suppliers/Principals, Channel, Employees … Marketing, Sales, Service, Defects, Collaborative Activities Integration with Accounting Systems Business Process Automation Web/PDA Access 1. What is ADAPTcrm?

  4. Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment 2. Product Architecture ADAPTcrm (Accounts & Contacts)Collaboration (Activities &Tasks) ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations R O I Features NOTE: Click on a Function for a list of features. Click here to skip section.

  5. Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment 2. Product Architecture (Marketing) ADAPTcrm Marketing • Marketing Campaign/Event Management • Budget Estimate and Actual Expense Tracking • Real-Time Response Tracking Per Campaign/Event • Real-Time Profitability Analysis and Forecasting • Integrated Mass Marketing Tools for Email/Mail Collaboration ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations NOTE: Click on pull-down list to return to main Architecture menu.

  6. Marketing view (a snapshot) NOTE:Click here to return to Sub Menu

  7. Marketing Campaign (a snapshot) NOTE:Click here to return to Sub Menu

  8. Marketing Campaign (a snapshot) NOTE:Click here to return to Sub Menu

  9. 2. Product Architecture (Sales Goals) ADAPTcrm Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment • Sales Goals Management • Sales Goal Setting, Modifying and Tracking • Drill down to view performance of a goal • Track Goal to Opportunities • Detailed Analysis Using Views Collaboration ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations NOTE: Click on pull-down list to return to main Architecture menu.

  10. Sales Goals (a snapshot) NOTE:Click here to return to Sub Menu

  11. Sales Goals (Modify) NOTE:Click here to return to Sub Menu

  12. Sales Goals (Set new goal) NOTE:Click here to return to Sub Menu

  13. 2. Product Architecture (Sales Oppt.) ADAPTcrm Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment • Sales Opportunity/Pipeline Management • Sales Process/Milestone Management • Track Competitors/Buying Issues per Opportunity • Track Sales-Related Expenses per Opportunity • Detailed Analysis Using Metrics and Graphs Collaboration (Activities &Tasks) ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations NOTE: Click on pull-down list to return to main Architecture menu.

  14. Sales Funnel (a snapshot) NOTE:Click here to return to Sub Menu

  15. Sales Opportunity (a snapshot) NOTE:Click here to return to Sub Menu

  16. Sales Opportunity (a snapshot) NOTE:Click here to return to Sub Menu

  17. Sales Opportunity (a snapshot) NOTE:Click here to return to Sub Menu

  18. Sales Opportunity (a snapshot) NOTE:Click here to return to Sub Menu

  19. 2. Product Architecture (Service) ADAPTcrm Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment • Service Ticket/Incident Tracking • Service Level Agreement (SLA) Tracking • Item-Based Warranty Tracking • Automatic Routing, Escalations, Notifications • Natural Language Service Knowledge Base Collaboration (Activities &Tasks) ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations NOTE: Click on pull-down list to return to main Architecture menu.

  20. Service view (a snapshot) NOTE:Click here to return to Sub Menu

  21. Service Ticket (a snapshot) NOTE:Click here to return to Sub Menu

  22. Service Ticket (a snapshot) NOTE:Click here to return to Sub Menu

  23. 2. Product Architecture (Contracts) ADAPTcrm Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment • Service Contracts • Contract Details • Hold/Terminate/Renew facilities • Service History • Contract Terms and Conditions • Schedule, • Fees, • Coverage • Authorized Contacts • Service Level Agreement (SLA) Tracking • Item-Based or site level (all items owned Collaboration (Activities &Tasks) ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations NOTE: Click on pull-down list to return to main Architecture menu.

  24. Contracts (View) NOTE:Click here to return to Sub Menu

  25. Contracts (Details) NOTE:Click here to return to Sub Menu

  26. 2. Product Architecture (Defects/Issues) ADAPTcrm Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment • Defect/Assignments/Issues to resolve • May track Research, Projects, Jobs with lifecycle • Track issue details with history and milestones • Track Expenses • Track Service Tickets that relate to a common issue Collaboration (Activities &Tasks) ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations NOTE: Click on pull-down list to return to main Architecture menu.

  27. Defects/Issues view NOTE:Click here to return to Sub Menu

  28. Defects/Issues view NOTE:Click here to return to Sub Menu

  29. 2. Product Architecture (Items) ADAPTcrm Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment • View Items with customers • See Item owned details • Warranty details • Ownership/Transfer History • Service History • Transfer item asset to another account Collaboration (Activities &Tasks) ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations NOTE: Click on pull-down list to return to main Architecture menu.

  30. Items view NOTE:Click here to return to Sub Menu

  31. 2. Product Architecture (Fulfillment) ADAPTcrm Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment • Physical and Electronic Collateral Request System • Inventory/Allocation Management for Items and Kits • User-Defined Document Types/Templates for Form Letters • Industry Standard and User-Defined Label Templates • Perform Requests from All Departmental Records Collaboration (Activities &Tasks) ADAPTanywhere Front Office Back Office Internet Programs Accounting ADAPTations NOTE: Click on pull-down list to return to main Architecture menu.

  32. Fulfillment view(Requests & Sent items) NOTE:Click here to return to Sub Menu

  33. Fulfillment Request NOTE:Click here to return to Sub Menu

  34. 2. Product Architecture (Collaboration) Marketing Sales Goals Sales Oppt. Service Contracts Issues Items Fulfillment (Accounts & Contacts) Collaboration (Activities &Tasks) • Daily, Weekly, Monthly Calendar • Complete Task Management • Integrated Account/Contact DB • Business Process Management • Internal Knowledge Base Back Office Internet Programs Accounting NOTE: Click on pull-down list to return to main Architecture menu.

  35. Account collaboration folders (a snapshot)

  36. Account Profiling

  37. Account Integration to other Systems

  38. Calendaring …

  39. Tasks …

  40. Activity History …

  41. Activity email … • Insert email ids • to • cc • bcc • Attachments • Canned Notes • Regarding… • Marketing source.. • Follow up appointment

  42. Activity email … • Dial Phone to a person • Duration of talk • Canned Notes • Regarding…Oppt. • Marketing source.. • Follow up appointment

  43. Activity email … User defined activity list

  44. 2. Product Architecture (Admin) Admin Tools Setup/Configure Database setup System setup File Management System Management Record Management Tables • Export/Import of data • Global Update • Territory Alignment • Purge records • Perform Mass Activity • Job Queue • System Monitor • Diagnostics NOTE: Admin is fully controlled with extensive Rights and Privileges

  45. Admin/Setup… NOTE:Click here to return to Sub Menu

  46. Admin/Setup… NOTE:Click here to return to Sub Menu

  47. Admin/Setup… NOTE:Click here to return to Sub Menu

  48. Admin/Tools… NOTE:Click here to return to Sub Menu

  49. Admin/Tools… NOTE:Click here to return to Sub Menu

  50. Admin/Tools… NOTE:Click here to return to Sub Menu

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