CRM software solution presentation
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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

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


Crm software solution presentation

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?


Crm software solution presentation

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.


Crm software solution presentation

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.


Marketing view a snapshot

Marketing view (a snapshot)

NOTE:Click here to return to Sub Menu


Marketing campaign a snapshot

Marketing Campaign (a snapshot)

NOTE:Click here to return to Sub Menu


Marketing campaign a snapshot1

Marketing Campaign (a snapshot)

NOTE:Click here to return to Sub Menu


Crm software solution presentation

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.


Sales goals a snapshot

Sales Goals (a snapshot)

NOTE:Click here to return to Sub Menu


Sales goals modify

Sales Goals (Modify)

NOTE:Click here to return to Sub Menu


Sales goals set new goal

Sales Goals (Set new goal)

NOTE:Click here to return to Sub Menu


Crm software solution presentation

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.


Sales funnel a snapshot

Sales Funnel (a snapshot)

NOTE:Click here to return to Sub Menu


Sales opportunity a snapshot

Sales Opportunity (a snapshot)

NOTE:Click here to return to Sub Menu


Sales opportunity a snapshot1

Sales Opportunity (a snapshot)

NOTE:Click here to return to Sub Menu


Sales opportunity a snapshot2

Sales Opportunity (a snapshot)

NOTE:Click here to return to Sub Menu


Sales opportunity a snapshot3

Sales Opportunity (a snapshot)

NOTE:Click here to return to Sub Menu


Crm software solution presentation

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.


Service view a snapshot

Service view (a snapshot)

NOTE:Click here to return to Sub Menu


Service ticket a snapshot

Service Ticket (a snapshot)

NOTE:Click here to return to Sub Menu


Service ticket a snapshot1

Service Ticket (a snapshot)

NOTE:Click here to return to Sub Menu


Crm software solution presentation

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.


Contracts view

Contracts (View)

NOTE:Click here to return to Sub Menu


Contracts details

Contracts (Details)

NOTE:Click here to return to Sub Menu


Crm software solution presentation

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.


Defects issues view

Defects/Issues view

NOTE:Click here to return to Sub Menu


Defects issues view1

Defects/Issues view

NOTE:Click here to return to Sub Menu


Crm software solution presentation

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.


Items view

Items view

NOTE:Click here to return to Sub Menu


Crm software solution presentation

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.


Fulfillment view requests sent items

Fulfillment view(Requests & Sent items)

NOTE:Click here to return to Sub Menu


Fulfillment request

Fulfillment Request

NOTE:Click here to return to Sub Menu


Crm software solution presentation

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.


Account collaboration folders a snapshot

Account collaboration folders (a snapshot)


Account profiling

Account Profiling


Account integration to other systems

Account Integration to other Systems


Calendaring

Calendaring …


Tasks

Tasks …


Activity history

Activity History …


Activity email

Activity email …

  • Insert email ids

    • to

    • cc

    • bcc

  • Attachments

  • Canned Notes

  • Regarding…

  • Marketing source..

  • Follow up appointment


  • Activity email1

    Activity email …

    • Dial Phone to a person

    • Duration of talk

    • Canned Notes

    • Regarding…Oppt.

    • Marketing source..

    • Follow up appointment


    Activity email2

    Activity email …

    User defined activity list


    Crm software solution presentation

    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


    Admin setup

    Admin/Setup…

    NOTE:Click here to return to Sub Menu


    Admin setup1

    Admin/Setup…

    NOTE:Click here to return to Sub Menu


    Admin setup2

    Admin/Setup…

    NOTE:Click here to return to Sub Menu


    Admin tools

    Admin/Tools…

    NOTE:Click here to return to Sub Menu


    Admin tools1

    Admin/Tools…

    NOTE:Click here to return to Sub Menu


    Admin tools2

    Admin/Tools…

    NOTE:Click here to return to Sub Menu


    Crm software solution presentation

    Marketing

    Sales Goals

    Sales Oppt.

    Service

    Contracts

    Issues

    Items

    Fulfillment

    (Accounts & Contacts) Collaboration(Activities &Tasks)

    2. Product Architecture (web/internet)

    Back Office

    Internet

    Programs

    Accounting

    • Lead Capture from the Web

    • Web/PDA Access via Cellular-Ready Devices

    • Customer Self Service from the Web

    • Remote User Support (Browser-Based Access to ADAPT)

    NOTE: Click on pull-down list to return to main Architecture menu.


    Crm software solution presentation

    Marketing

    Sales Goals

    Sales Oppt.

    Service

    Contracts

    Issues

    Items

    Fulfillment

    (Accounts & Contacts) Collaboration(Activities &Tasks)

    2. Product Architecture (web/internet)

    Back Office

    Internet

    Programs

    Accounting

    • Industry-Standard Front-Office Application Integration

    • MAPI Integration to Send/Receive Emails via MS Outlook

    • Contact, Task and Appointment Synch with MS Outlook

    • DDE Integration to MS Word and Excel Documents/Templates

    • Integrated Launching of Web Sites via Default Browser

    NOTE: Click on pull-down list to return to main Architecture menu.


    Crm software solution presentation

    Marketing

    Sales Goals

    Sales Oppt.

    Service

    Contracts

    Issues

    Items

    Fulfillment

    (Accounts & Contacts) Collaboration(Activities &Tasks)

    2. Product Architecture (web/internet)

    Back Office

    Internet

    Programs

    Accounting

    • Real-Time EnterpriseNext ERP / accounting..pluse PFW/ BatchMaster / ACCPAC /Great Plains

    • Synch Contacts, Accounts, and Critical Contact Details

    • Convert CRM Prospects to Customers/Vendors

    • Real-Time Queries and Order Entry from Account Screen

    • Function-Level Security on All Supported Features

    NOTE: Click on pull-down list to return to main Architecture menu.


    Account integration to other systems a snapshot

    Account Integration to other Systems (a snapshot)

    NOTE:Click here to return to Sub Menu


    Crm software solution presentation

    • Capture Leads from the Web and Automatically Respond

    • Online Access via Virtually any Web-Enabled Device

    • Correspond with Field Service and Provide 24 x 7 Customer Support

    3. What is ADAPTanywhere?

    Optional Web Access


    Crm software solution presentation

    4. ADAPTcrm Accounting Integration

    Typical Integration Capabilities

    • Real-Time Database Synchronization

    • Batch Import of Customers/Vendors

    • Convert Prospects to Customers/Vendors

    • Customer/Vendor Query

    • Order/PO History Query

    • Accounts Receivable/Payable Query

    • Inventory Query

    • Sale Order Entry

    All these are available with


    Crm software solution presentation

    It’s Simple

    Web-Style User Interface

    Consistent Screen Design

    It’s Complete

    Marketing, Sales and Service in One Core Module

    Pre-Built Accounting Systems Integration Included

    It’s Affordable

    Most Features Offered in a Box in Its Price Range

    It’s Quick to Implement

    Can be Customized Quickly and Implemented in Days

    5. Why ADAPTcrm?


    Crm software solution presentation

    Tier 1: Integrated CRM ($4,000+ per User)

    Tier 2: CRM Systems ($1,500-$4,000+ per User)

    Tier 3: Departmental Solutions ($250-1,500+ per User)

    Tier 4: PIMs (Up to $500 per User)

    Outlook

    6. ADAPTcrm Position to competition?


    Crm software solution presentation

    1993: Company Established, Sold Open Source Templates, Contact/Customer Management Template Used by More than 20,000 Users

    1994:Established Strong Customer Base through Expertise in Rapid Application Development, Customer Management and Financial Software Integration

    1995-1996: ADAPT v1.0 Released (Only Packaged Contact/Customer Management Product on Market with Real-Time Financial Software Integration

    1997-1998: ADAPT v2.0 Released Under Private Label (e.g., ADAPT for PFW, ADAPT for Macola, etc.)

    1999: Channel Partners Established to Extend ERP Market and Regional and International Penetration

    2000: ADAPT v2.5 Released, OEM Relationship with Syspro Software and Best Software (formerly Sage) Established

    2001: ADAPTcrm v3.0 Released, General Market Penetration Efforts Initiated, OEM Relationship with Magic Software Established

    2002: ADAPTanywhere Released as a Result of Increase Demand for Web Access, ADAPTcrm v3.6 Released to Complete Core Features Offering

    2003: ADAPTcrm India operations established, ETC appointed first ARP partner in India.

    7. History of ADAPT Software


    Crm software solution presentation

    8. Demonstration/Q&A

    Product Features Demonstration☼Q&A


    Crm software solution presentation

    ADAPTcrm Features by Functionality - Summary

    • Features:

    • Collaborative

    • Contact/Account Management

    • Communications

    • Marketing

    • Sales

    • Service

    • Document Management

    • Front Office Software Integration

    • Back Office Software Integration

    • Reporting and Analysis

    • Customization

    NOTE:Click here to return to main Architecture menu


    Crm software solution presentation

    ADAPTcrm Collaboration Features

    • The following features are intended to promote teamwork and better planning or resources within your company:

    • Group Calendar

    • Appointment Invitation and Response Tracking

    • Automatic Notifications of Appointment Responses

    • Task Management

    • Automatic Notification of Task Acceptance, Decline, Missed Deadlines

    • Integrated of Account Database

    • User-Defined Activity Types

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm Contact/Account Management Features

    • The Key features of the contact and account database:

    • Unlimited User-Defined Fields (All Indexed and Searchable) Per Account

    • Unlimited Contacts Per Account (All Indexed and Searchable)

    • Tracking of Activities Per Contact and Per Account

    • Unlimited Phone/Fax Numbers Per Account (All Indexed and Searchable)

    • Unlimited Email/Web Address Per Account (All Indexed and Searchable)

    • Unlimited Email Address Per Contact

    • Unlimited Phone/Fax Numbers Per Contact

    • Search on Every Field of an Account

    • Integrated Web Links

    • Full Text Searching of Account Notes

    • Visual Query Processor for Complex Account Queries

    • Rules-Based Assignment of Accounts to Salespeople

    • Sound-Alike Searching for Names

    • Marketing, Sales and Service All Linked to Common Account Record

    • User Defined Account Profiles

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm CommunicationsFeatures

    • These features promote better communication with customers and prospects. The Web features require the ADAPTcrm Web Server, and some of the telephony features require third-party software to link ADAPTcrm to your digital telephone system (*):

    • All Customer Communication Centralized in One Place

    • Web Portal for Customer Self-Service and Lead Capture *

    • Email Portal for Automatic Capture of Email-Based Service Requests and Sales Opportunities *

    • Telephone Portal for Linking ADAPTcrm to Phone System with Automatic Dialing and Screen Pops for Inbound Calls *

    • Virtual Mail Room for Literature Fulfillment and Mail

    • Word and Other Documents Linked to ADAPTcrm Records

    • Send/Receive Emails and Faxes within ADAPTcrm

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm MarketingFeatures

    • ADAPTcrm’s opportunity and account database make it a critical marketing tool. In addition, the following features are considered unique to a marketing department.

    • Marketing Campaign Management

    • Real-Time Revenue Tracking and Forecasting

    • Profitability Analysis

    • Integrated Mass Marketing Tools (Email, Fax, Mail)

    • Tracking of Marketing Events

    • Tracking Account Response to Campaigns

    • Tracking of Opportunities Resulting from Campaigns

    • Appointments, Tasks and Activities Linked to Campaigns

    • Documents Can Be Attached to Campaigns

    • Budgeting and Expense Tracking

    • Unlimited User Defined Fields/Forms/Folders per Marketing Campaign

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm SalesFeatures

    • ADAPTcrm’s link to back office accounting systems means that you can utilize the full capabilities and data of your accounting system for sale order processing. However, accounting systems track only booked sales, as opposed to potential sale opportunities. The following are some of the “opportunity management” features that ADAPTcrm will add to your existing software systems.

    • Opportunity Management

    • Unlimited Activity History / Notes Per Opportunity

    • Linking of Tasks and Appointments to Sale Opportunities

    • Win/Loss Analysis

    • Pipeline Analysis Using User-Defined Metrics and Graphs

    • Tracking of Sales By Milestone

    • Sales Process Management

    • Competitor Knowledge Base

    • Track Decision Makers on Every Deal

    • Track Competitors and Buying Issues on Every Deal

    • Sophisticated Sales Analysis Tools

    • Sales Expense Tracking

    • Unlimited User Defined Fields/Forms/Folders per Sale Opportunity

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm ServiceFeatures

    • Customer service departments often must use separate software from the sales department. In ADAPTcrm, both departments share the same database of customers and activities. The following are some of the key service department features of ADAPTcrm:

    • Service Ticket Tracking

    • Service Level Agreements (SLA) Tracking

    • Warranty Tracking

    • Natural Language Knowledge Base

    • Automatic Escalations

    • Automatic Notifications

    • Automatic Rules-Based Routing of Service Tickets

    • Unlimited Tasks and Appointments Per Ticket

    • Unlimited Activity History / Notes Per Ticket

    • Sophisticated Graphical Analysis Tools

    • Unlimited User Defined Fields/Forms/Folders per Service Ticket

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm Document ManagementFeatures

    • Some of the most important information in any business exists in correspondence – particularly word processing documents and mailed literature. ADAPTcrm lets you centralize all of your documents and correspondence with customers and prospects via its built-in document management system:

    • LiteratureRequestSystem

    • Inventory Management for Literature Items

    • Automatic Fulfillment of Email-Based Literature

    • Literature “Kits”

    • DDE Interface to Word for Form Letter Creation

    • User Defined Document Types

    • User Defined Document Templates for Form Letters

    • User Defined Label Templates for Label Printing

    • Link Unlimited Documents Per Contact, Account, Sale Opportunity, Service Ticket and Marketing Campaign

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm Front Office Software Integration

    • ADAPTcrm is designed to be linked via industry-standard technologies like Dynamic Data Exchange (DDE) and Messaging Application Program Interface (MAPI) to “front office” software like Microsoft Office™:

    • Launching of Linked Documents

    • DDE Integration to Microsoft Word and Excel

    • MAPI Integration to Send/Receive Email (e.g., Microsoft Outlook)

    • MAPI Integration to Send Faxes

    • Integrated Launching of Web Sites via Default Web Browser

    • Support for Windows Phone Dialer

    • Support for TAPI-Compliant Phone Dialer

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm Back Office Software Integration

    • One of ADAPTcrm’s most distinguishing features compared to traditional CRM products is its real-time integration with multiple back office programs like popular accounting and ERP systems. By linking ADAPTcrm to your accounting system or other back office, software, you can seamlessly bridge the “front office” (customer interaction) and “back office” (finance and internal operations) of your company. The list of supported accounting and ERP programs is constantly growing, and new interfaces can usually be built in 90 days or less.

    • Real-Time Synchronization of Customer/Vendor Records

    • Synchronization of Accounts, Contacts, Phone Numbers, Billing Addresses and Ship To Addresses

    • Batch Transfer of Customer/Vendor Records

    • Conversion of Prospects to Customer Records

    • Conversion of Accounts to Vendor Records

    • Real-Time Queries into ERP Database from Account Screen

    • Full-Featured Sale Order Entry (for certain accounting systems)

    • Full-Featured Purchase Order Entry (for certain accounting systems)

    • Users Can View Accounting Activity Directly from ADAPTcrm Account Records

    • Rights-Based Field and Screen-Level Security on All Accounting Functions

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm Reporting and Analysis Features

    • Because ADAPTcrm uses industry-standard database formats (Pervasive.SQL, Microsoft SQL Server, etc.), you can use virtually any report, query or data mining tools to analyze data in ADAPTcrm. However, ADAPTcrm includes powerful pre-built analysis and report tools to reduce the need to learn and use third-party products. ADAPTcrm’s built-in tools are designed to be used by computer users with little or no previous database expertise and no knowledge of the internal file structures of ADAPTcrm:

    • Graphical Analysis Tool Built into All Major Views

    • Easy-to- Use Table-Drive Internal Report Writer

    • Create and Save Unlimited Reports

    • Create and Save Unlimited Queries

    • Include Any Fields for Reports

    • Select Any Fields Two Nested Sort/Break Levels per Report

    • Select Any Fields for Filtering Reports

    • Rights-Based Security on All Reports

    • Users Don’t Need to Understand File Structures to Create Reports

    • Attach External Report Writers (e.g., Crystal Reports) to ADAPTcrm Menus

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm CustomizationFeatures

    The reason ADAPTcrm is called “ADAPTcrm” is its ability to be rapidly customized to meet your business needs. Too often, the cost and complexity of software customization forces companies to adapt their business to their software, rather than the other way around. ADAPTcrm has lowered the time and cost of customization by providing two layers of table-based customization.

    The first layer is an “end user layer” in which non-programmers can rapidly customize ADAPTcrm using the provided setup tables. There is no need to alter database structures or write program code.

    The second layer is a “programmer layer” in which people with previous programming experience can access an additional set of tables, available in the “ADAPTcrm Developer’s Toolkit” product, in order to perform unlimited customization.

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm CustomizationFeatures

    • End User Customization Features.  The following features are built into ADAPTcrm and available to implementers or System Administrators with the appropriate security access.

    • User Defined Security Rights

    • Customizable Dashboard Menu Per User

    • Customizable “Views” of Records Per Dashboard Selection

    • User Defined Account Queries

    • Unlimited Custom Fields Per Account Record

    • Unlimited Custom Forms Per Account Record

    • Unlimited Custom Fields Per Opportunity Record

    • Unlimited Custom Forms Per Opportunity Record

    • Unlimited Custom Fields Per Service Ticket Record

    • Unlimited Custom Forms Per Service Ticket Record

    • Unlimited Custom Fields Per Campaign Record

    • Unlimited Custom Forms Per Campaign Record

    • User Defined Activity Types

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    ADAPTcrm Programmer CustomizationFeatures

    • The following require the ADAPTcrm Developer’s Toolkit, powered by the MAGIC™ application development system.

    • World’s Only 100% Table-Based Application Development System (No code to write)

    • Visual User Interface Builder

    • Ability to Create Data Types and Tables

    • Real-Time Access to All Internal ADAPTcrm Data

    • Create Custom Screens, Reports and Batch Processes

    • Multiple DBMS Support (Pervasive, Microsoft SQL, Oracle, Cache, C‑ISAM, Informix, DB/2 and ODBC)

    • Develop Web (HTML/XML/JAVA) Applications

    • Develop 32-Bit Windows Applications

    • Multiple Operating System Support (Windows, Netware, UNIX/LINUX, AS/400)

    NOTE:Click here to return to main Features menu


    Crm software solution presentation

    CRM software : What is the ROI

    NOTE:Click here to return to main Architecture menu


    Crm software solution presentation

    Back

    1. Monitor sales team productivity

    2. Empower their capabilities

    3. Structure a review process with focus on pipeline management with goals

    4. Become process centric from being person centric

    5. Maintain Relationship with Customers

    6. Service activity focus and growth

    7. Improve lead (opportunity) management.

    8. Become proactive in response culture

    9. Campaign Management for marketing

    10. Facilitate Up sale & Cross Sale activities for sales and marketing

    11. Empower in future field / roaming users and remote locations

    CRM software : What is the ROI (Ontrack perspective)


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