CRM software solution presentation

1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.ADAPTcrm Position to Competition 7.History of ADAPT Software 8.Product Demonstration, Q/A Agenda

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?

(Accounts & Contacts) Collaboration (Activities &Tasks) Accounting ADAPTcrm Internet Back Office ADAPTations Programs Front Office ADAPTanywhere NOTE: Click on a Function for a list of features. Click here to skip section.Click here to skip section 2. Product Architecture MarketingSales Oppt.ServiceFulfillmentContractsItemsSales GoalsIssues R O I R O I Features

AccountingInternet ADAPTcrm Back Office Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Marketing) ADAPTations Marketing Collaboration Sales Oppt.ServiceFulfillmentContractsItemsSales GoalsIssues  Marketing Campaign/Event Management Marketing Campaign/Event Management  Budget Estimate and Actual Expense Tracking Budget Estimate and Actual Expense Tracking  Real-Time Response Tracking Per Campaign/Event Real-Time Response Tracking Per Campaign/Event  Real-Time Profitability Analysis and Forecasting Real-Time Profitability Analysis and Forecasting  Integrated Mass Marketing Tools for /Mail Integrated Mass Marketing Tools for /Mail

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

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

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

AccountingInternet ADAPTcrm Back Office Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Sales Goals) ADAPTations Sales Goals Collaboration Sales Oppt.ServiceFulfillmentContractsItemsMarketingIssues  Sales Goals Management Sales Goals Management  Sales Goal Setting, Modifying and Tracking Sales Goal Setting, Modifying and Tracking  Drill down to view performance of a goal Drill down to view performance of a goal  Track Goal to Opportunities Track Goal to Opportunities  Detailed Analysis Using Views Detailed Analysis Using Views

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

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

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

AccountingInternet ADAPTcrm Back Office Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Sales Oppt.) ADAPTations Sales Oppt. Collaboration (Activities &Tasks) Sales GoalsServiceFulfillmentContractsItemsMarketingIssues  Sales Opportunity/Pipeline Management Sales Opportunity/Pipeline Management  Sales Process/Milestone Management Sales Process/Milestone Management  Track Competitors/Buying Issues per Opportunity Track Competitors/Buying Issues per Opportunity  Track Sales-Related Expenses per Opportunity Track Sales-Related Expenses per Opportunity  Detailed Analysis Using Metrics and Graphs Detailed Analysis Using Metrics and Graphs

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

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

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

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

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

AccountingInternet ADAPTcrm Back Office Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Service) ADAPTations Sales Oppt. Collaboration (Activities &Tasks) Sales GoalsServiceFulfillmentContractsItemsMarketingIssues  Service Ticket/Incident Tracking Service Ticket/Incident Tracking  Service Level Agreement (SLA) Tracking Service Level Agreement (SLA) Tracking  Item-Based Warranty Tracking Item-Based Warranty Tracking  Automatic Routing, Escalations, Notifications Automatic Routing, Escalations, Notifications  Natural Language Service Knowledge Base Natural Language Service Knowledge Base

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

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

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

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

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

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

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

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

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

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

Items view NOTE: Click here to return to Sub MenuClick here to return to Sub Menu

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

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

Fulfillment Request NOTE: Click here to return to Sub MenuClick here to return to Sub Menu

NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Collaboration) Sales Oppt. (Accounts & Contacts) Collaboration (Activities &Tasks) Sales GoalsServiceFulfillmentContractsItemsMarketingIssues AccountingInternet Back Office Programs  Daily, Weekly, Monthly Calendar Daily, Weekly, Monthly Calendar  Complete Task Management Complete Task Management  Integrated Account/Contact DB Integrated Account/Contact DB  Business Process Management Business Process Management  Internal Knowledge Base Internal Knowledge Base

Account collaboration folders (a snapshot)

Account Profiling

Account Integration to other Systems

Calendaring …

Tasks …

Activity History …

Activity … 1.Insert ids to cc bcc 2.Attachments 3.Canned Notes 4.Regarding… 5.Marketing source.. 6.Follow up appointment

Activity … 1.Dial Phone to a person 2.Duration of talk 3.Canned Notes 4.Regarding…Oppt. 5.Marketing source.. 6.Follow up appointment

Activity … User defined activity list

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

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

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

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

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

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

NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (web/internet) (Accounts & Contacts) Collaboration (Activities &Tasks) Sales Oppt.Sales GoalsServiceFulfillmentContractsItemsMarketingIssues AccountingInternet Back Office Programs  Lead Capture from the Web Lead Capture from the Web  Web/PDA Access via Cellular-Ready Devices Web/PDA Access via Cellular-Ready Devices  Customer Self Service from the Web Customer Self Service from the Web  Remote User Support (Browser-Based Access to ADAPT) Remote User Support (Browser-Based Access to ADAPT)

NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (web/internet) AccountingInternet Back Office Programs  Industry-Standard Front-Office Application Integration Industry-Standard Front-Office Application Integration  MAPI Integration to Send/Receive s via MS Outlook MAPI Integration to Send/Receive s via MS Outlook  Contact, Task and Appointment Synch with MS Outlook Contact, Task and Appointment Synch with MS Outlook  DDE Integration to MS Word and Excel Documents/Templates DDE Integration to MS Word and Excel Documents/Templates  Integrated Launching of Web Sites via Default Browser Integrated Launching of Web Sites via Default Browser (Accounts & Contacts) Collaboration (Activities &Tasks) Sales Oppt.Sales GoalsServiceFulfillmentContractsItemsMarketingIssues

NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (web/internet) AccountingInternet Back Office Programs  Real-Time EnterpriseNext ERP / accounting..pluse PFW/ BatchMaster / ACCPAC /Great Plains Real-Time EnterpriseNext ERP / accounting..pluse PFW/ BatchMaster / ACCPAC /Great Plains  Synch Contacts, Accounts, and Critical Contact Details Synch Contacts, Accounts, and Critical Contact Details  Convert CRM Prospects to Customers/Vendors Convert CRM Prospects to Customers/Vendors  Real-Time Queries and Order Entry from Account Screen Real-Time Queries and Order Entry from Account Screen  Function-Level Security on All Supported Features Function-Level Security on All Supported Features (Accounts & Contacts) Collaboration (Activities &Tasks) Sales Oppt.Sales GoalsServiceFulfillmentContractsItemsMarketingIssues

Account Integration to other Systems (a snapshot) NOTE: Click here to return to Sub MenuClick here to return to Sub Menu

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

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 4. ADAPTcrm Accounting Integration All these are available with

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?

6. ADAPTcrm Position to competition? Tier 4: PIMs (Up to $500 per User) Tier 3: Departmental Solutions ($250-1,500+ per User) Tier 2: CRM Systems ($1,500-$4,000+ per User) Tier 1: Integrated CRM ($4,000+ per User) Outlook

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

8. Demonstration/Q&A Product Features Demonstration ☼ Q&A

NOTE: Click here to return to main Architecture menuClick here to return to main Architecture menu ADAPTcrm Features by Functionality - Summary Features: ► CollaborativeCollaborative ► Contact/Account ManagementContact/Account Management ► CommunicationsCommunications ► MarketingMarketing ► SalesSales ► ServiceService ► Document ManagementDocument Management ► Front Office Software IntegrationFront Office Software Integration ► Back Office Software IntegrationBack Office Software Integration ► Reporting and AnalysisReporting and Analysis ► Customization Customization

NOTE: Click here to return to main Features menuClick here to return to main Features menu 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 menuClick here to return to main Features menu 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 /Web Address Per Account (All Indexed and Searchable) Unlimited 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 menuClick here to return to main Features menu ADAPTcrm Communications Features 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 * Portal for Automatic Capture of -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 s and Faxes within ADAPTcrm

NOTE: Click here to return to main Features menuClick here to return to main Features menu ADAPTcrm Marketing Features 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 ( , 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 menuClick here to return to main Features menu ADAPTcrm Sales Features 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 menuClick here to return to main Features menu ADAPTcrm Service Features 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 menuClick here to return to main Features menu ADAPTcrm Document Management Features 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: Literature Request System Inventory Management for Literature Items Automatic Fulfillment of -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 menuClick here to return to main Features menu 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 (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 menuClick here to return to main Features menu 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 menuClick here to return to main Features menu 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 menuClick here to return to main Features menu ADAPTcrm Customization Features 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 menuClick here to return to main Features menu ADAPTcrm Customization Features 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 menuClick here to return to main Features menu ADAPTcrm Programmer Customization Features 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)

CRM software : What is the ROI NOTE: Click here to return to main Architecture menuClick here to return to main Architecture menu

CRM software : What is the ROI (Ontrack perspective) 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 Back