Samsung Electronics. Co. Ltd Network Division Internet Infra Team

TABLE OF CONTENTS TABLE OF CONTENTS SOHO CRM Overview 01 Configuration Diagram 02 Characteristics 03 Major Functions 04 Detail Functions 05

01 SOHO CRM Overview SOHO CRM Overview

4 SOHO CRM is a PC-based application that provides Customer information management & Call Control SOHO CRM is a PC-based application that provides Customer information management & Call Control SOHO CRM allows users to control base station or mobile station from their PC SOHO CRM allows users to control base station or mobile station from their PC Synchronization with phonebook Outlook add-in and Outlook popup Call Statistics Chart/Graph

02 Configuration Diagram Configuration Diagram

6 WANWAN Internet SOHO CRM Base Station ISDN/ PSTN Mobile Stations

03 Characteristics Characteristics

8 CID Based Customer Information Management Phonebook Data Exchange Synchronization with the phonebook data of Base Station or Mobile Station Phonebook Data Exchange Synchronization with the phonebook data of Base Station or Mobile Station Computer Telephony Integration Call Control / Phone Setup Computer Telephony Integration Call Control / Phone Setup Real time Station status display Exchange with Outlook Outlook toolbar add-on (CTI), Outlook popup (incoming) Outlook data exchange Exchange with Outlook Outlook toolbar add-on (CTI), Outlook popup (incoming) Outlook data exchange Configurable customer information screen

9 Product Specification System Specification OfficeServ SOHO WIP 5000M Software Running Environment OS : Windows2000 (SP4), Windows XP CPU : Pentium III 600 MHz or higher Memory : 256MB or higher HDD : At least 10 MB free space

04 Major Function Major Function

11 Making/Receiving Calls Making/Receiving External Calls, Making/Receiving Internal Calls Caller ID Display Functions during the call connection Call Hold/Release, Call Transfer, Mute, Conference Convenient Features Call Pickup, Busy Lamp Fields, SMS Send/Receive, Call Control from outlook Toolbar Function Settings Call Forward Setting DND Setting Major Function – Call Management Phone Book Management Phone Book Synchronization with OS SOHO & WIP-5000M Phone Book Back up & Restore from/to the OS SOHO & WIP-5000M Phone Book Synchronization with Outlook & Excel

12 Major Function-Data Management Designable Customer information Data format Users can define Customer information Screen labels and data type Advanced Search Customer information, Call log Call Log management Call / SMS log management Import/Export Outlook / Excel data exchange Statistic View Call Statistics display

05 Detail Functions Detail Functions

14 Main Toolbar 1.Click the SOHO CRM icon in the Windows desktop 2.In Toolbar window, users can use Menu Buttons and Call Control Buttons 3.Menu Buttons - Dialpad, Phonebook, Call Log, SMS, Config 4. Call Control Buttons - Answer/Redial, Dial, Hang up, Recall, Conference, Mute

15 Dialpad – Base & Mobile station 1. Control Base Station by PC Dial Pad 2. Station Status View (BLF).

16 1.Customer list are displayed by group 2.Simple customer information displayed by clicking customer name 3.Users can search customer by name 4.Users can search customer by advanced search 5.Users can send SMS message by right- clicking the customer name 6. Users can make SMS recipient list by drag & drop Phonebook

17 1.Changeable field labels 2.Users can change field attribute - up to 50 fields 3.Editable Category - up to 5 Categroy Customer information

18 Call History/Message Box 1.This function provides a daily / weekly call / SMS history of the customer 2. Click the Call History icon to open the Call History window. 3. Information such as phone number, start time, call send/receive type, and call duration are displayed. 4. From the call history data, users can check Call note on a previous call.

19 Call Note 1.Double click the Call Log to display the Call Note window recorded in calling. 2. Users can write call note

20 1.If a call is received, the phone rings, Calling notification window comes up on the bottom of window desktop 2.Click the window to answer the call 3.Users can select whether brief customer information window appear. Screen popup

21 1.Enter the message to the message field 2.Enter the phone number of the recipient and click [Add] 3.Users can add recipient by drag & drop from phonebook window 4.Click the [Send] button SMS

22 1.Enter the IP address of Base station 2.Select the phone number to interface with CRM 3.Click [Connect], Password check window will display. 4. Enter the PIN code to connect the station Configuration-CTI Setup

23 1.This function can be performed in connection with base station 2.Users can change the forward setting and DND setting Configuration-Phone Setup

24 1.Exchanging data with base station or mobile station 2.Exchanging data with Microsoft Outlook 3.Exchanging data with Microsoft Excel Configuration-Data Exchange

25 1.Configurable items are categorized as tabs 2.Different data items are displayed for each tab 3.Users can define field labels and attributes for customer information Configuration-Field Setting

26 1.Users can configure running environment Configuration-Additional

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