accpac crm slide show tranzen inc. montreal, quebec

ACCPAC CRM SLIDE SHOW

TranZen Inc.

Montreal, Quebec

www.tranzen.ca

DRAFT Confidential 2

An Integrated System For Customer Relationship Management

• Sales Force Automation• Marketing Automation• Customer Care Automation• Contact Management• Schedule & Task Management• Integration with other ACCPAC accounting systems• Administrative functions.


Sales Force Automation

ACCPAC CRM assures the leads acquired from your marketing initiatives are distributed and handled

immediately. ACCPAC CRM provides alerts, follow up tasks and territory assignment through lead workflow

guaranteeing your prospects do no fall through the cracks.



Track sales from lead acquisition to post-sales care and every stage in between with ACCPAC CRM.



ACCPAC CRM includes Sales Forecasting as a standard feature, allowing sales users to provide forecasts to their

managers on an as-needed basis. Forecasts roll up throughout the organization and managers have the ability to add their own assessments to the forecasts of their direct

reports. Historical forecasts are also retained within the system.



ACCPAC CRM provides users the ability to view, filter and analyze individual sales at each stage of the sales cycle.

Real-time sales statistics such as Weighted Forecast, Average Certainty to Close and Value are at your sales

team's fingertips.



ACCPAC CRM users can generate customer proposals and quotes, attaching them to the sales opportunity to be

tracked.



The ACCPAC CRM Solo synchronization utility allows disconnected users to take a subset of the ACCPAC CRM

database with them on the road. Any changes to the system are synchronized to the main server when the user dials up or connects to the LAN. This also includes any documents

added to the system.



ACCPAC CRM provides field sales staff access to all necessary customer and CRM data through a wireless device such as mobile phones, pocket PCs and PDAs.



ACCPAC CRM provides a report writer that sales users can understand and use immediately. The ability to drill down on sales wins and losses is critical for analyzing a company's sales successes and failures. With ACCPAC

CRM sales reporting, sales users can focus on the business most likely to close, and therefore shorten sales cycles.


Marketing Automation

Enhanced target lists: The ability to create company, person and lead contact lists and put them rapidly to use is a vital component of any business. ACCPAC CRM can help

accomplish this quickly and easily through simple point-and-click list management.



Use ACCPAC CRM to design, budget, modify, track and analyze your marketing activities. ACCPAC CRM provides the groundwork for an easy-to-use marketing automation

system.



Mailers, e-mail, telemarketing, tradeshows, advertising, press releases and more can be organized, tracked and delivered through ACCPAC CRM Campaign Activity

management.



Support cases, marketing activities, surveys and similar details may each have a different set of Key Attribute Data that must be gathered and subsequently reported on. Key Attribute Profiling includes customizable screens and a tree of information

that is easy to set up and maintain. This information is maintained in the CRM system, allowing your company to analyze historical data on many past profiles.



Telemarketing or conducting sales/support follow-up calls is easy. Target lists of prospects or customers can be allocated such a way that calls are scheduled as a

telesales representative become available. ACCPAC CRM even integrates with your TAPI compliant phone system to manage auto-dialing and routing of inbound calls



ACCPAC CRM provides the ability to send HTML e-mail, create e-mail templates and send attachments for bulk e-mail messages. The mass e-mail functionality is directly tied to the target list area, allowing easy definition of message recipient

groups.



Budget vs. cost analysis can easily be created through ACCPAC CRM's built-in reporting engine. You can view the sales produced from particular marketing

activities in real-time to easily monitor their success.


Customer Care/Help Desk Support

Create, track and analyze customer support issues, enhancement requests, product questions and more with ACCPAC CRM.



ACCPAC CRM provides companies the ability to set service level agreements (SLAs) against support cases for organizations within ACCPAC CRM. ACCPAC CRM

support cases now have a new "traffic light" monitoring system, which indicates how close a case is to exceeding a customer's SLA. ACCPAC CRM allows triggering of

escalation events at predefined times in this process.



Store solutions to common support cases in the ACCPAC CRM Knowledgebase. Solutions can be linked to multiple support cases and can be automatically e-mailed to users and customers. The Solutions Knowledgebase is available to customers via the Customer Web-Self Service Area, allowing them to access the information they

are looking for 24 hours a day.



ACCPAC CRM provides field sales staff access to all necessary customer and CRM data through a wireless device.



ACCPAC CRM Web self service allows clients to request information, create and review their customer support cases 24/7/365 via their Web sites. The solution is completely customizable to help easily expand on clients' self-service offerings.



The Advanced E-mail Manager can be set with custom rules for monitoring and processing inbound e-mails. It can have different sets of business rules applied to mail sent to particular mailboxes. For

example, an e-mail that come to a general "technical support" e-mail address can result in a support case being automatically logged and rerouted to an appropriate staff member based on customer type,

profile and Service Level Agreement and/or requests coming in to "[email protected]" can automatically create leads in your pipeline.


Contact Management

ACCPAC CRM maintains a summary page, allowing you to quickly and easily review basic client, prospect or partner information.


Contact Management

The Quicklook tab encompasses exactly what CRM culture is all about. CRM opens the lines of communication between virtually everyone in your company that you interact with. On a single page, you and others within your organization can view communications, sales opportunities and support

activities. Reviewing and sharing data has never been simpler.


Contact Management

ACCPAC CRM provides true account management by housing unique communication, marketing, opportunity, support and contact information as well as a document library and self-service

capabilities at both the contact and the company level.


Contact Management

The ACCPAC CRM document library stores far more than just documents. It can include all of the files your company must maintain within a transaction to make your audit trail complete (.doc, .cad, .pdf, .wav, .xls and more). Any materials you need to store internally within

communications, tasks, companies, persons, opportunities and support cases are conveniently maintained with ACCPAC CRM and available to whomever may need access to them.


Contact Management

Enhanced Outbound e-mail processing allows users to send e-mails from multiple areas in ACCPAC CRM and create standard, re-usable e-mail templates. These e-mails can be sent using ACCPAC

CRM's built-in email manager, using Microsoft Outlook or other SMTP email clients and are stored for reference within the CRM system.


Contact Management

Bi-directional synchronization of contacts, tasks, and appointments between your ACCPAC CRM and Microsoft Outlook and Lotus Domino ensures that the information you need is always close at

hand. You choose which contacts and calendar items flow between applications, allowing you to work the way you want to.


Contact Management

Because we know that Outlook users have grown familiar with the Outlook user interface, we now provide you to access the entire ACCPAC CRM solution from within your Outlook client. No more ALT-TAB contortions to move between applications ... no more logging in and out – the best of both

systems, and the ultimate in control - right at your fingertips!


Contact Management

The ability to convert a front-office prospect to an actual customer with the click of a button reduces the time and cost of re-entering the customer into the Accounts Receivable system and protects

against human error.


Scheduling and Task Management

ACCPAC CRM provides users a calendar of tasks and appointments conveniently integrated to their Microsoft Outlook calendars. This feature allows everyone in your enterprise to truly be on the same

page.


Scheduling and Task Management

The Set Appointment feature allows ACCPAC CRM users to set appointments centralizes company communications and employee interactions.


Integration with other ACCPAC solutions

The ability to view an individual customer's credit limit, balance, hold status and recent document history allows sales and financial staff to work together, dramatically streamlining sales order and

collection processes.



Access to Accounts Receivable invoices and the ability to drill down to all levels of detail allow a company's financial staff to share all interactions with sales and customer support, creating a central

repository for all pertinent client information.



ACCPAC CRM lets users enter quotes and orders directly into the Advantage Series back office through a Web browser. This reduces administrative costs and allows remote sales users to enter

orders without the need to synchronize data.



Item locations, pricing and discount levels are just some of the many details available to your enterprise through ACCPAC CRM.


Administrative Tools

ACCPAC CRM workflow is quickly and easily designed to automate your company's business processes.

Alert Sales staff when opportunities reach a certain stage Create "thank you letters" for customers who purchase your products

Send e-mails when marketing activities reach a pre-defined response rate Send SMS or page field staff when their best customers call

And much, much more…..



ACCPAC CRM's flexible customization engine allows you to easily edit and extend database fields, system screens and tabs.



User profiling allows ACCPAC CRM administrators to design the system, allowing users to view only the information that is pertinent to their particular jobs and to customer service.



ACCPAC CRM has an open architecture that permits access to the multiple legacy applications that a company may be already using or which may be critical to run the business. This ability lets

companies maintain existing systems while taking advantage of a fully integrated CRM solution.



With a built-in report writer and integration to Crystal Enterprise Reporting software, ACCPAC CRM provides company executives the flexibility to choose what data is pertinent to their businesses

and how they are going to extract it. .


Talk to us

For more detailed information or an opportunity to run an on-line trail, please contact [email protected]

accpac crm slide show tranzen inc. montreal, quebec

Documents

sales users

accpac crm sales reporting

sales forecasting

sales wins

individual sales

sales opportunity

sales cycles

draft confidential