Elliott CRM Features

1. Elliott CRM Features Edward M. Kwang President

2. Elliott CRM Features • System Level • Notes • Attribute • Links • eContact • Emails Features • Events • Application Level (Mostly in COP)

3. Prelude to eContact Manager Notes • Conversation With Customers • Reminder to Follow Up • Attribute • Expand Database Without Modification • Links • External Documents Related to The Customer

4. Notes, Ticklers & Knowledge Base • Notes • Use It for Memo • Print on Documents • Ticklers • It’s Notes With A Due/Remind Date • Management Functions • Knowledge Base • Free Text Search for Notes Database

5. Notes Demo • Adding a new customer “Elliott, Inc.” • Use Notes for Recording Conversation with Customers. • Use Notes as Tickler to Remind You. • Tickler Become Management Tool • Use Notes for Knowledge Base

6. Attribute • Attribute is an extension to Elliott database w/o modification • Attribute used in CRM for various different tracking purpose • Attribute used for eContact on the Web is like Profiling • Selection based on attribute can be easily handled in Mass Email and Export Processor • V7.1 Attribute Has GUI User Interface

7. Attribute for Restriction Control • Create an attribute code for control purpose. • Decide how to control • Not allow • Restriction when present • Restriction when not present • Add the restriction control • Attach attribute to customers • Inherit customer type attribute • Attach attribute to item • Inherit product category & user defined code attribute

8. Scenario – Territory Limitation • Can’t sell an item in State of CA • Add an attribute • Attach to item, product category or user defined code • Add restriction for CA for not allow this attribute

9. Scenario – License Regulation • State of CA does not allow selling of an item unless reseller is properly licensed by the state and license is not expired. • Add an attribute code with license# & exp. date • Add restriction for CA, restricted when not present for this attribute code • Attach attribute to customer file and record proper license# and exp. Date • Attach attribute to item

10. Attribute Demo • Expand Customer Database • Territory Limitation Control • State Licensing Control • Support Control

11. Links • Like a note attached to the master record (I.e. Customers or Vendors) • Unlike notes, the information will come from an existing document • Can be Word, Excel, PDF, Images, HTML, and any file in your systems. • Links can also be an URL address, Email address or an EXE command.

12. Links - Examples • Inventory Item Images. • Item Specification – Help Salesman Give Better Information to Customers. • Customer Web Page – Check Your Customer’s Company Activities Before You Call Them. • Customer Contracts – On Line Access Customer Contracts for Customer Service. • Manage Correspondent with Customers. • Many, Many More…

13. Type of Links • System Links • User Definable Links • Predefined Link Type • Template (For Path) • You Can Define Your Own Link Types • Ad-Hoc Links • Link Does Not Require Link Type • Easy to Use, Long Term Maintenance Issue • Program Links • System Built In

14. Links Demo • Customer Web Site • Map Quest • Item Specification • Add a new link type • Add-hoc links • System Links

15. eContacts • Contact Manager Database • Database for Mass Email • Web access login control • Available where ever notes are

16. General Information

17. Synchronize eContact Address • May link eContact’s address to Customer file, Vendor or Salesman…etc. • Based on primary relationship • Example, Customer address changed, eContact’s address is also changed.

18. eContact Demo • Adding a new eContact for customer • With or Without Email • eContact General Tab • Create eContact Without Email • Address Synchronization

19. Web Access Demo • Password – encrypted • Optionally to Assign A Random Password Automatically Generated When Password Left Blank • Batch Utility to Generate Random Password • Block Access • Role – Determine Web Access Right • Stop Email – Mass Email • Accept HTML format

20. Billing/Relationship Demo • Credit Card Information is encrypted • Only authorized supervisors can see it. • Billing Address may be needed for charging to credit card. • Relationships – We’ll explain this later.

21. Notes, Attribute & Links Demo • Two List Views in Each Tab • Contact List View • Company List View • Move Between Two List Views

22. Open Orders Inquiry Demo • Posted Orders Won’t Show • Different Icon For Different Status • Open • Incomplete • Hold • Picking Ticket Printed • Billed or Invoiced • Limited by Ship-To • Printing

23. Invoice History Inquiry Demo • Invoice History Inquiry • Printing • Order / Invoice History Inquiry in eContact Are Better Implementation Than Regular Order / Invoice History Inquiry. • Available Through Special Functions in Many Areas • When Customer # Is Identified

24. Order and Invoice Inquiry Access from Other Areas Demo • Customer File Maintenance • Customer Account Inquiry • Sales Desk • Many other areas where customer is identified.

25. eContact Manager • Access from any Elliott menu or Startup from desktop (EL700GE.EXE) • Keep it open for the day • Type a few characters and locate your contact • Email or call your contact • Sort by any column • Filters Options • Drill Down to eContact Detail Screen

26. Printing And Email • Every Reports Can Be Printed And Emailed. • In V7.0 or prior version, Recipient Address Book Come From Email Client (I.e. Outlook or Outlook Express) • In V7.1, it supports emailing to eContacts

27. eContact Manager Demo • Launch eContact Manager – Icon or Toolbar • Sort eContact Manager • Search and Sort • Limit The List • Source (Customer, Salesman, Ship-To…) • Filter Option • Email • Drill Down • Printing and Email

28. Order Entry and eContacts Demo • When a new order is added, system adds a new relationship, not the contact. • Relationship attached to order automatically or manually – depending on setup. • When attached automatically, it will use the primary eContact from either ship-to or customer file. • Option to attach salesman eContact information. • Also available in Sales Desk

29. Order Acknowledgement Email • Order Email sent to Order Contacts • Same Principle Applies to Shipping Email • Dynamically send from • Sales Desk • Order Entry • Batch Processing Email • Option to send duplicate

30. Shipment Tracking Demo • Use Starship Manifest • Non-Starship Manifest • Shipment Without Tracking Number • Shipping Email Acknowledgement • Tracking Through Order Notes • On-Line Tracking

31. Starship Sample Screen

32. Sales Desk Demo • Design for Salesman or Telemarketer • Find All Relevant Information About a Customer • Stock Status Inquiry • Quote Customer Price • Take Order • Print / Email Order Acknowledgement, Picking Ticket, Invoice…etc.

33. Events Demo • Notify Sales Rep When Customer Place Order • Notify Sales Rep When Customer Cancel Order • Notify Sales Rep Upon Cash Receipt from Customer • Stock Watch/Wish List

34. Add-on Sales Demo • Work in Sales Desk Only • Define Add-On Sales in I/M Util-Setup • Allow Import from Spreadsheet (CSV)

35. Substitute Item Demo • Define Substitute Class • Define Item Belong to Which Class • Work from Sales Desk

36. Notes, Attributes, Links, eContacts & CRM • Notes, Attributes, Links and eContacts Are Not Limited to CRM • You can use them just as well for Human Resource Management, Supplier Management, Inventory Management, Sales Order Management …etc.

37. Demo Other Applications • Human Resource Management • Supplier Management

38. In Summary • There Are Many Netcellent CRM Features • Notes, Attributes, Links and eContacts Are Generic Features And Its Applications Are Not Limited to CRM. • eContact Is The Center of Elliott CRM Feature. • eContact Is Also a Significant Part of Elliott Internet Solution

39. Questions & Answers