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

2. 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

3. 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

4. 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

5. 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

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

7. 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

8. 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

9. 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

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

11. 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

12. 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 

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

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

15. 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

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

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

18. Correspondence Mgt  Creating Correspondence using Templates  Creating templates  Notes Templates  Word Templates  Email  Email 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

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

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

21. PeopleWare N.V. Cdt Weynsstraat 85 2660 Hoboken Tel + 32 3 448 33 38 Fax +32 3 448 32 66 Email: info@peopleware.be http://www.PeopleWare.be