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A Division Of DSM Data Systems Marketing Inc.

2. CRM - Contact / Customer Relationsip Management
Opening Screen
CRM - Contact / Customer Relationsip Management
SFA - Sales Force Automation
PA - Process Automation
A Division Of DSM Data Systems Marketing Inc.

3. Product History Product History
Over 14 years of development & design
Designed and structured on years of user feedback and experience
Product evolution for long-term investment safety
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A Division Of DSM Data Systems Marketing Inc.

4. Infotrac Uses Infotrac Uses
All standard contact management functions
A long list of sales force operations and management functions
A facility for inter-company communications
A system that formalizes and automates any type of process
A tool for creating company-wide or departmental procedures
A system that can be applied to almost any business situation / need
A Division Of DSM Data Systems Marketing Inc.

5. 3 Main advantages Significant Advantages
Total customization without the costs of traditional programming
Connectivity to your accounting and other software applications
Integrated with Microsoft Office, Palm devices and other hardware
Amazing synchronization engine for remote users
Remote offices & users can be ‘live’ on the system over the Internet
Bridges your islands of software into a complete solution
A Division Of DSM Data Systems Marketing Inc.

6. Centralized Contact Management
All contacts to be centralized in a controlled environment.
A fast & easy search engine for the immediate recall of contact information.
Multiple levels of segregation, classification, & identification of contacts
Customizable contact structure.
Clear and user friendly design, presentation, layout and format.
Basic contact information is centralized and totally searchable ‘on the fly’ or through the ‘Finder’ search engine.
The real power of INFOtrac lies in the Profiles section, which is a completely customizable application environment that is totally connected and integrated with the contact system. This is where the system can be designed and customized in almost any way so as to fulfill your needs.
Internet connectivity allows you to access your contact’s web site directly from the Contact screen.
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Allows for endless levels and types of segregation and classification of contacts.
There are multiple customizable and hidden fields on the main screen
A Division Of DSM Data Systems Marketing Inc.

7. A Division Of DSM Data Systems Marketing Inc.
Detailed Contact Information
Full customization of information and fields.
Full mailing list and mass contact abilities.
Full Integration.
Integration at the company & contact level for all functions, both standard & custom.
Flexible ability to display, list and manage contact information with searching.
You can custom create additional multiple screens as part of automated applications that can be accessed by one mouse click on the tab.
Every field on this screen can be customized, and can be added, removed or hidden. Actual functions can also be incorporated into the Contact screen.
Audit trail of data entry activity throughout the system
and mailing list integration directly from the contact system
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A Division Of DSM Data Systems Marketing Inc.

8. Contact List Management
Powerful list generating capabilities to access contact data
Flexibility to control all aspects of the list manager to suit your needs
Ease of use for all levels of user
Full list management capabilities, where fields and titles can be customized and all contacts can be managed from one place.
Manage your complete contact system in any form that suits your working style.
Send s, faxes or deploy a host of other functions from the contact-listing screen.
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A Division Of DSM Data Systems Marketing Inc.

9. Detailed Contact Segregation
Contacts can be segregated by any field in the data warehouse.
Contacts can be grouped by any method or means within the data warehouse.
Groupings can be created based on standard or unique fields or attributes.
Mailing lists and other types of contact related lists can be created on the fly.
No limits to the methods or design of segregation.
Through the use of tables, the system allows you to group, segregate and manage the complete contact environment in any way you want.
There are standard tables for contact grouping and segregation, but you can also create an endless number of tables to take the mining of the data to any level you desire.
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All tables can be managed directly on the fly so that those who are authorized can add, modify and delete the table codes.
A Division Of DSM Data Systems Marketing Inc.

10. Detailed Contact History
A total history of every single interaction made with each contact
The ability to search and mine the history data for important reporting
Immediate recall of history information to allow for instant data retrieval
History information is secured to prevent changes to crucial past event data
Tracks all history items in a convenient, easy to use table form. Displays all details on the screen without having to go into the actual record to get the detailed information.
Convenient tabs make accessing the history just a single, easy click away.
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Complete filtering of all the data allows for the powerful searching and mining of the history data.
A Division Of DSM Data Systems Marketing Inc.

11. Personal Productivity & Calendaring
Allows for the centralizing and the sharing of calendars by users.
Calendaring for ‘to do’ items, appointments and tasks.
Group scheduling and other required calendar functions.
Connection between scheduled events and contacts in the system.
Full audit trail and history warehouse of scheduled events.
The system is based on “actions” that track activity, run the calendar, and provide history for the contact records.
Scheduled items are connected to the contacts in the system.
Use the calendar system for any kind of activity, appointment, phone call or task.
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Able to access different calendars with a single mouse click.
A Division Of DSM Data Systems Marketing Inc.

12. Merge Document Template Library
Creates documents using popular word processing systems.
Access to all data fields in the system for automatic document creation.
Easy access to document template libraries.
Ability to have both public and private document templates stored in the system.
Ability to mass merge or merge single documents ‘on the fly’.
Merge function is easy, fast and reliable.
Public and private document templates can be stored and merged immediately
There is no limit to the number of templates you can have, and you can easily search for your template and find it instantly.
Pressing just one button will choose the template, open your word processing software, and create the document. Faxes can be sent from here as well.
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Documents can be made for any contact in the system.
A Division Of DSM Data Systems Marketing Inc.

13. Automatic Document Creation
Documents can be created without any programming, advanced knowledge of INFOtrac, or your word processing system.
INFOtrac integrates directly into your document creation software as if it was part of that software application.
You need only seconds to create documents with valuable information from the data warehouse imbedded automatically.
Creating merge documents is easy and can be done by anyone. The merge fields in your database become part of your word-processing system, so no programming is needed
The ability to use information located throughout the system in documents is powerful and easy. You can use as many data fields as you want, as many times as you want, since the system is totally flexible.
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When a merge template is created, different users can be allowed to access it if required. It can also be customized for each user and stored in their personal template listings.
A Division Of DSM Data Systems Marketing Inc.

14. A Division Of DSM Data Systems Marketing Inc.
Document Management
Documents can be collected in a central place for control and distribution.
Documents can be easily filed and retrieved by contact.
Any type of document can be managed with the system.
Provides proper security and for the protection of documents.
Every client and contact has a filing system for their documents, both sent out and received.
All documents are centralized and managed, with the client as the common connection.
INFOtrac will even launch the application associated with the attached file, then open the file for you to use.
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Any type of data file can be attached to a contact. Scanned documents and fazes included.
A Division Of DSM Data Systems Marketing Inc.

15. A Division Of DSM Data Systems Marketing Inc.
Mass Communications
Mass communication to multiple contacts within the system.
Documents can be created with unique personalized information for each contact.
Ease of use, speed and accuracy for simple and fast mass communications.
Maximum flexibility in assembling lists of recipients for mass contact campaigns
Total flexibility to choose which contacts will receive which mass documents.
The design of the mass communication campaign is flexible and simple.
Any document template can be used for mass communication simply by choosing the appropriate document from the list.
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The documents are created by a final mouse click.
A Division Of DSM Data Systems Marketing Inc.

16. Centralized Company & Internal Information
Centralize company information, independent of contact information
Any type of file or information can be managed by the system
Access to the information under security and audit controls
Macro and Micro filing structure is design and created instantly
The INFOCenter provides total centralization of company information with a complete filing system.
Have as many information categories as you need, and click on the appropriate tab to easily access information.
With the Options available, the management of the INFOCenter’s contents is a fast and easy process.
Setup as many sub categories under each main category as you need to make information easily managed and accessed.
Any type of information can be stored in the INFOCenter, and any application program needed to access the data will be launched immediately.
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A Division Of DSM Data Systems Marketing Inc.

17. Question & Answer Knowledge Base
Q&A
Centralize information for users to query in a question format.
Useful for product support, sales support, competitive info & HR data.
Questions & Answers can be integrated into ‘Profiles’ for future reference
Easy to use and populate with vast amounts of data
Categories and product divisions allow for multiple levels and types of knowledge bases
The system will pull all the instances that relate to the question and will percentage rate them to the question.
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The information can be as detailed as you require to provide all the necessary information to answer the question.
A Division Of DSM Data Systems Marketing Inc.

18. A Division Of DSM Data Systems Marketing Inc.
Quotes & Orders
Quotes & Orders
Completely flexible system for doing quotes the exact way you want them done
Quotes can be made from a parts list that originates in your accounting system
Quotes can be transferred into your accounting system as orders
Output can be printed, faxed or ed, and then automatically connected to sales forecasting
Tools allow you to easily create quotes and turn them into orders.
Standard information is made available to the quote automatically, and can also be tied into your accounting system.
With connections to your accounting system you can produce quotes quickly and have them turn into orders.
Complete multi-currency system that is easy to use and manage.
A Division Of DSM Data Systems Marketing Inc.

19. A Division Of DSM Data Systems Marketing Inc.
Sales Forecasting
Sales Forecasting
Completely flexible system for forecasting sales in a way meaningful to your business
Forecast reporting is flexible so as to allow you to get the exact information you need
User defined information and tracking that allows for sales & gross profit type analysis
Forecasts can be created automatically when quotes are entered into the system
Tabs allow you to add screens of information to collect all the information you need, and to prepare the forecasts as you need.
Total customization that allows the system to work the way you require and provide reports that make sense to you.
Cycle steps are a useful way to manage sales opportunities, and are totally customizable to fit your business.
A Division Of DSM Data Systems Marketing Inc.

20. A Division Of DSM Data Systems Marketing Inc.
Instant Messaging
Instant Messaging
An integrated message system for alarms that can be linked to the calendar system
A reminder tool that can be triggered to inform users of activities, appointments and tasks
Allows users to “chat” with each other, over long distances, and with remote users
Integrates with all other aspects of the INFOtrac system
Alert text messages are easy to read and pop up automatically on the users screen
Send messages to any users of the system, and see who is on-line at the time as illustrated by the” *” next to the user’s name.
Keeps a running history of messages for future reference.
A Division Of DSM Data Systems Marketing Inc.

21. Profiles Description INFOtrac Profiles
Extreme power and flexibility to handle your business processes
Easily designed and implemented without traditional ‘programming’
With “Intelligent Fields” scripting you can automate any business process
Strong automation that will let the software do the work for you
‘Profiles’ handle business processes that are not handled by your accounting system
Have your crucial business functions in one place, and tied to your contact data
Profiles Description
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A Division Of DSM Data Systems Marketing Inc.

22. A Division Of DSM Data Systems Marketing Inc.
Multi-Record Profile
Multi Record Profile
Incredible flexibility to do what you need, exactly how you need it to be done
All the information is linked to the contact and is easy to work with
Endless history and information for detailed and summary reporting
Useful for tracking and managing service, warranties, equipment, etc.
You can add an endless number of tabs, with each each one controlling a unique business process or tracking system.
There can be an endless number of records in a table, and each one can be populate with ‘live”, up to date information.
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Key data fields are summarized at the bottom of the screen to make accessing the data fast and easy
Buttons can be used for reports and other functions right on the screen to make it easy to work with the system in a high volume situation.
A Division Of DSM Data Systems Marketing Inc.

23. A Division Of DSM Data Systems Marketing Inc.
Data Entry Screen
Data Entry Screen
Data entry screens are customized to your specific business so that they are easy to use
Total security and control, right down to the field level
Data entry screens are made to fit your specific business process, just like custom software would
Multiple screens can be used and linked together, and allow for truly amazing solutions
Each line item is backed by a data entry screen that is accessible by double clicking the line item.
All required field types are available and can be secured or controlled by a user or a group of users.
A Division Of DSM Data Systems Marketing Inc.

24. A Division Of DSM Data Systems Marketing Inc.
Single Record Data
Single Record Data
For collecting standard information which can be connected
Multiple fields and field types are used to collect and control data
An endless array of uses and functions set INFOtrac apart from other solutions
Data can be populated from accounting and other applications automatically
Information can be made available within a couple of clicks for each contact in the system.
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You can have functions like auto scheduling, where INFOtrac will schedule events on a recurring basis without human interaction.
A Division Of DSM Data Systems Marketing Inc.

25. Summary
INFOtrac is a totally flexible and integrated system that can meet your unique needs
INFOtrac conforms to your specific business processes, just like custom software
Setup and configuration of INFOtrac is fast, easy and cost effective
Integrate with your accounting and other application software
Complete synchronization for on-line use by remote users
Centralize and control your crucial company information
Summary
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A Division Of DSM Data Systems Marketing Inc.

26. A Division Of DSM Data Systems Marketing Inc.
Close
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