1 / 76

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

fritzi
Download Presentation

CRM software solution presentation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  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

More Related