• CRM
• Mobile Connect
• Email Connect

Customer Relationship Management (CRM) controls all aspects of a company's interaction with its customers and potential customers from generating the lead, developing the opportunity, taking the order, producing the goods, shipping the goods, getting the cash and supporting the customer. Throughout this process, CRM allows the customer to be tightly involved within the entire supply chain process via the Web-based Customer Connect modules.

With the CRM module, you can manage and analyze the effectiveness of marketing campaigns and events. You can use the Campaign Manager to track number of leads, opportunities, orders and costs per campaign. Once you have the lead, the CRM functionality helps manage the entire sales process more effectively, with features such as workflow and forecasting.

Track project costs for a true picture of committed costs to marketing projects and events

Extract data based on any customer attribute, including SIC code, location, contact type or territory.

Automate territory and region assignment of each prospect entered into the system.

Improve sales efficiency with structured sales processes, freeing up sales staff from administrative tasks. Identify all customer roles within the sales process and establish an action plan for each person.

Monitor every state of the sales process, including parallel processes. Manage processes using built-in workflow facilities that ensure nothing slips through the cracks.

Create real-time quotations using cost structures from existing products, same-as-except products and brand new products. Generate multiple quotations during the opportunity development process.

Manage forecasts by opportunity probability, category and territory. Analyze sales quotas throughout each level of the sales team.

Manage sales teams by analyzing performance at each level of the sales structure, from the regional level down to the representative level.

Track lead sources to identify successful advertising, events or other campaign tactics.

Easily convert an entire quotation to a sales order in one step.

Analyze win/loss information by sales region, representative, opportunity category or other criteria.

The Support functionality within the CRM module enables you to log calls to track customer issues and action items. Return Material Authorization (RMA) and Field Service calls can also be issued from within the Support module.

Add crucial Web functionality to the CRM application with Customer Connect, which includes:

• StoreFront
• Customer Portal
• eCRM

CRM is seamlessly integrated with the Customer Connect, Quote Management, Field Service, Job Management, Product Configuration, Advanced Bill of Materials, Inventory Management and Document Management modules.

Customer Relationship Management (CRM) gives you control over your customer interactions: generating leads, developing opportunities, taking orders; monitoring production, shipping and billing; and delivering superlative support.

What if you could do that from anywhere in the world? At any time? The Mobile Connect series provides complete CRM functionality to off-site sales reps and sales engineers. Work from an airplane seat, the car, or your customer's office. With the Mobile Connect Series, being off-site doesn't mean out-of-touch. Sales reps and sales engineers no longer require a network connection to stay connected with their work, because they carry the database with them.

Benefit to the sales reps

• Generate new opportunities or fine tune existing quotations
• Create and complete workflow tasks
• Activate or process CRM calls
• Add new customers and contacts
• Import customers and contacts
• Edit existing customer or contact information
• Produce marketing lists
• View Business Activity Monitor queries
• Modify aging report formats
• Run reports

PLUS: All data is filtered by user ID to display information for the current rep's territory only. The menu is identical in form and function to the main CRM menu, as are the screens - no learning curve to navigate, which means no loss in productivity!

Sales Engineer mConnect gives you all the functionality of Sales mConnect, plus the ability to engineer entire bills of material! Use drag'n'drop functionality to add subassemblies, operations and materials, or incorporate parts on the fly - any time, from anywhere.

Individual remote users and remote sales offices are able to easily synchronize data with the master database, mConnect offers two synchronization options: Quick Synch and Full Synch.

Quick Synch - a bidirectional synchronization updating customers and contacts; CRM calls and tasks; quotes and orders.

Full Synch - completes the Quick Synch, then updates the disconnected database with all new or updated records from the source database. Sales related information (e.g. customers and quotes) are added only if they match the disconnected user's territory.

Email Connect is a comprehensive tool that helps you design and distribute Email communication to customers, suppliers, and business partners. Whether developing a marketing campaign or creating a company statement to business partners, Email Connect ensures your company is professional, takes advantage of its Email marketing opportunities, properly responds to market requirements for opt-out controls, and analyzes the campaign results for better effectiveness in the future.

Email Connect makes marketing easy. Email Connect manages the entire campaign cycle - from identifying and importing contacts, to creating targeted Email s and a corresponding Web landing page. It delivers thorough reporting and analysis tools to help you build more targeted campaigns.

Its user-friendly environment enables you to quickly and easily implement focused Email campaigns with minimal training. An extension full CRM module, Email Connect helps drive efficiency and gain true ROI for your campaigns.

By simplifying and automating campaign processes, Email Connect shortens campaign. cycles, allowing you to produce more campaigns, more often. And Email Connect dramatically reduces overhead by eliminating the need for postage, printing and shipping required for traditional direct mail campaigns.

Rapidly build sophisticated, personalized messages and newsletters.

Design for your audience, Email Connect supports both HTML and Plain Text.

Build a micro site to web enable your campaign, then gather detailed campaign analysis by monitoring the footprint of your audience as they step through the site.

Review detailed metrics regarding a campaign, down to the segment or broadcast, including individual response preferences.

Store all recipients in one place for easy access.

Use a simple flat file import from a standard CSV or text file format for easy campaign generation. ODBC import offers flexibility in data sources.

Manage requirements for effective permission marketing through structured opt-out controls that are enabled on a campaign basis or globally. Additionally, allow respondents to determine whether they receive text or HTML based communications.

Standard templates enable manufacturers to produce fast and easy campaigns with a consistent look.

Utilize the power of your existing systems to generate more effective campaigns. By responding to previous purchases, requests or general demographics, you can generate targeted campaigns and optimize profits.

Create professional looking broadcasts with ease. From banner ads in a campaign to your own custom Email Connect home page, your company can utilize the power of Email Connect to web-enable your users.