Business! Business!  Overview  What is ‘ Business!’ ?  Business! Structure  Business! Concepts  Step by Step  Contact Management  Activity Management  Correspondence Management

What is ‘Business!’ ?  Rolodex for all Departments  Stores Business Information about:  Companies: address, phone numbers, website, company type, business lines, …  Contacts: client profile, contact details, marketing & research mailing details, …  Information is stored in secure manner  Read and Write Access can be controlled separately  Security can be set on document level

What is ‘Business!’ ?  Sales Information Tool  Store information related to Business Relations:  Planned Activities: To-Do’s, phone calls, meetings, …  Reports on Activities: To-Do’s, meetings, phone calls, incoming and outgoing correspondence, …  Information is stored in secure manner  Read and Write Access can be controlled separately  Security can be set on document level

Business! Structure  4 databases:  Contacts  Company & Contact information  ~ department rolodex  Activities  Meetings, Correspondence, …  ~ sales information  Mailings  Queries  Keywords  User Profiles  Dynamic Configuration  Templates 1 Interface

Business! Concepts Business! Concepts   What are Business! Concepts  ?  Recurring features  Provide a consistent and easy to use approach to using the application  Examples  Action Buttons  Inheritance  Document Linking   Mandatory fields  Document Based Security  Audit Trail  Auto-creation of documents

Business!Business!  Step By Step  Contact Management  Companies, Contacts, …  Activities Management  Meetings, To-Do’s, Marketing Actions, …  Correspondence Management  , Faxes, Documents, …

Contact Management  Companies  Creating Companies  Using the Contact Dialogue   Recognizing  Mandatory Fields   Setting Document Security   Viewing Companies  Editing Companies  Audit History   Creating Company Business Lines  Using Inheritance   Auto-create  after creation of company  Viewing Company Business Lines

Contact Management  Contacts  Creating Contacts  Using the Contact Dialogue   Auto-create  after creation of company  Viewing Contacts  Using Quick Navigation   Using embedded views   Finding your way: using the route planner  Viewing Contacts by Client Profile

Contact Management  My User Profile  How do I edit my User Profile?   Settings that relate to Contact Management:  Document Security  Inheritance for new documents  Preferred Route Planner

Business!Business!  Step By Step  Contact Management  Companies, Contacts, …  Activities Management  Meetings, To-Do’s, Marketing Actions, …  Correspondence Management  , Faxes, Documents, …

Activities Management  Creating Activities  Scheduling an Action  Using the Activity Dialogue   Clearing Selections   Keep informed: using notification & reminders   Scheduling a Phone Call  Adding an Activity your Calendar   Scheduling a To-Do  Scheduling a Visit

Activities Management  Viewing Activities  All Activities  Open Activities  Activities by Week  Jumping to Activities using the Other Dialogue   My Activities  Marking an Activity as Completed  Updating the document  Using the Activity Dialogue 

Activities Management  Creating Activity Reports  Phone Call Report  Adding to the conversation   Linking documents / creating response documents   To-Do Report  Visit Report

Activities Management  Scheduling meetings  Creating Seminars  Creating Enrolments  Creating Mass Activities  Mass Actions  Mass  Mass Fax  Mass Mail Merge  Research Distribution

Activities Management  My User Profile  How do I edit my User Profile?   Settings that relate to Activity Management:  Office, Department, …  Default schedule time  Document Security  Synchronizing Activities with your Calendar  Inheritance for new documents

Business!Business!  Step By Step  Contact Management  Companies, Contacts, …  Activities Management  Meetings, To-Do’s, Marketing Actions, …  Correspondence Management  , Faxes, Documents, …

Correspondence Mgt  Creating Correspondence    Saving As Draft  Using Delivery Options  Letter  Notes Letter  Fax  Notes Fax  Documents  Notes Documents  Word Documents

Correspondence Mgt  Creating Correspondence using Templates  Creating templates  Notes Templates  Word Templates   based on Template  Letter  Notes Letter based on Template  Word Letter based on Template  Fax  Notes Fax based on Template  Word Fax based on Template

Correspondence Mgt  Creating Inbound Correspondence  Create In Business! > Inbound Document  Creating Replies in Business!  Creating Inbound To-Do’s  Create In Business! > To-Do

Correspondence Mgt  My User Profile  Settings that relate to Correspondence Management:  Office, Department, …  Language !  Default schedule time  Document Security  Inheritance for new documents

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