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Overview. connecting your potential. SellingPoint System. Jeremy Tilley Lead Software Architect, Vesigo Studios Inc. About Vesigo Studios. Established in 1999 Based in Medford, Oregon Specializing in internet based smart client applications for vertical industries World-wide customer base
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Overview connecting your potential SellingPoint System Jeremy Tilley Lead Software Architect, Vesigo Studios Inc.
About Vesigo Studios • Established in 1999 • Based in Medford, Oregon • Specializing in internet based smart client applications for vertical industries • World-wide customer base • Microsoft Certified Partner
What is SellingPoint? • SellingPoint is a Connected Commerce Platform • Automates the communication between internal systems and people/systems on the outside • Catalog distribution • Order entry • Quotes and estimates • Business forms and surveys • Customer relationship management • Data mining, analysis, and reporting • Over 3,000 distinct product featuresand a workflow framework for complete customization ofbusiness processes • Solid, mature product with 2 years of researchand development in the current 5th version • $900K research and development investmentacross over 6 years
What is Connected Commerce? • The principle of connecting,electronically in real-time,all the pieces related toconducting successfulcommerce • Overlaps these concepts: • Supply chain management • Enterprise resource planning • Customer relationship management • A natural progression of technology’s role in business and an increasing necessity • A scalable approach that grows with your business, allowing as little or as much connectivity as desired.
Connected Commerce andYour Organization • Much more than just an online store • Enable real-time, automatedcommunication between yourbusiness and: • Suppliers and vendors • Dealers and sales people • Distributers • Shipping and freight • Customers • Successful companies depend on connected commerce to drastically lower operating expenses • Puts you in control of data, dealers, trading partners, and customers
3 Pillars of theSellingPoint System SellingPoint is a software system that consists of three main applications: • SellingPoint Management Studio • Windows application designed for manufacturer use • Create catalogs, download and process orders, manage forms, administer CRM, create and view analysis reports • The hub of activities, coordinating publication of catalogs, quote interviews, and forms • SellingPoint Sales Edition • Windows application designed for laptops used by salesmen • Create orders, interact with CRM, initiate requests for a quote, sync with catalogs • SellingPoint Exchange • Server application responsible for all brokering traffic across the system • Includes an online store and provides the web services used by Management Studio and Sales Edition • Usually offered as a hosted service by Vesigo Studios, but can be installed on in-house servers
Order Entry Made Easy • Complete order entry and account management that works right out of the box • Automatic catalog synchronization takes the confusion out of publishing your products and pricing • Easily maintain multiple catalogs, hundreds of dealers, and thousands of customers • Orders can be placed in 2 ways: • SellingPoint Exchange Online Store • SellingPoint Sales Edition
SellingPoint ExchangeOnline Store • Full featured e-commerce web store that is ready to go “out of the box” • Auto account creation and order management for complete customer maintenance • All store features and content are easily customized through SellingPoint Management Studio • Fully parametric SellingPoint catalogs drive the online store, making it possible to preserve manufacturing data and enforce engineering rules and validation • Supports skinning and customization via ASP.Net Master Pages • Fully standards compliant and secured with 128 bit SSL encryption
SellingPoint Sales Edition • Designed for dealers, salesmen, and high volume customers • Works with or without an internet connection • Automatically updates catalog by subscribing to SellingPoint Exchange accounts • Access to CRM, quotes, orders, and business forms
Customized to FitYour Business • Customize the look and feel of your catalog using photographs, renderings, videos, and animation • Fully parametric prices that are formula driven offers unlimited pricing possibilities • Order entry to fit your business process using SellingPoint Workflow™ • Security features to restrict access • Pricing adjustments on a per customer basis • Electronic payment processing compatible with merchant accounts, eCheck, and PayPal®
Start Automating Customer Relationship Management • SellingPoint includes powerful CRM technologies that will grow with your business and allow you to start automating customer satisfaction. • SellingPoint CRM is flexible, so it works in the way you work. With complete integration with Microsoft Office applications, employees will be up and running with minimal training.
CRM Always at Your Fingertips • All CRM functions are available directly in SellingPoint Management Studio • SellingPoint Sales Edition allows access to all features the sales person has permission to
Preconfigured andReady to Go • Customers • Contacts • Leads • Opportunities • Competitors • Invoices • Leads • Marketing Lists • Orders • Products • Campaigns • Quotes • Sales Literature • Accounts • Queues • Articles • Knowledge Base • Announcements • Activities • Reports • Sales • Customer Service • Marketing • Work Assignments • Support Cases • Contracts • Services A few of the preconfigured CRM sections include:
Absolute Customization • Complete control over all CRM configuration • Easily change the layout of all fields • Add new fields anytime, on the fly • Role based security controls the scope of customer data • Data mining and analysis tools provided by SQL Server 2005 • Workflow and custom code support for over 40 programming languages
Efficiently Create andManage Quotes • Exclusive SmartQuote technology takes the guess work out of creating estimated for clients • SmartQuote collects the information you need via an electronic interview with the client • Collect drawings, specification sheets, andother files that will helpyou prepare accuratequotes
SmartQuote Interviews • Revolutionary way of streamlining the quoting process • Create interviews in different categories, giving salesmen the right questions for the right job • Question branching enables authoring of interviews that respond intelligently to user input
Empower Forms with SmartForm • SmartForm is an exclusive technology available to SellingPoint users and eliminates the need for a mountain of paper forms by storing them electronically • Using industry forms standards, turn ordinary paper business forms into electronic forms that can be submitted directly into your backend data system
Connect Business Forms to Your Databases with SmartForm • Excellent way to consolidate business forms and simplify distribution • Process forms with powerful workflow technology and connect forms directly with line of business applications • Access forms from within SellingPoint, a web browser, or mobile device
Connect to Manufacturing • SellingPoint Manufacturing Connectors are add-ins that connect your SellingPoint implementation to a manufacturing design package • Directly import product data from and export orders as jobs to manufacturing software such as Microvellum
Live Reports • Live, server based reporting in SellingPoint lets you bring in data real-time from virtually anywhere in the SellingPoint System. • Report Builder technology lets you create and manage your own custom reports. No need for additional reporting tools like Crystal Reports. • View the reports in real time from SellingPoint, a web browser, or even live in Microsoft Excel.
Preconfigured Reports • Get over 40 reports ready to go out of the box, based on CRM data • Provides a great basis for quickly modifying common reports to look the way you want • Analyzing preconfigured reports offers a hands on approach to more complex report authoring
Manage Dealers and Sales Teams with Ease • Use multiple accounts to manage dealers individually and keep orders separated, catalogs unique, pricing appropriate and allow web store customization. • View dealer activity and project trends in real-time with reporting and analytical tools in SellingPoint CRM.
Multi-Channel Commerce In-Store POS e-Com Web Direct Marketing TPI Catalog Sub-System Order Sub-System Profile Sub-System Inner System Communication Platform Marketing Sub-System Internal LOB Apps Core SellingPoint Services Reporting/Analysis SellingPoint Management Studio Vendor Management/ Merchandizing App
We’re Here to Help • Get experienced technical assistance from the staff at Vesigo Studios • Become part of the SellingPoint community and get tips, help, and solutions via our blogs and forums • Training available in 3 ways: • Web meeting based training • At your location • At our location in Medford, Oregon www.sellingpointsystem.com Toll Free: 866-848-5919
Schedule a Demonstration • Have your questions answered and see the specific features • 1 hour web meeting session, with all interested at your organization encouraged to attend • Pose scenarios and brainstorm possible solutions • Get a custom quote and understand timeframes involved based on your needs www.sellingpointsystem.com Toll Free: 866-848-5919
Thank you for your time connecting your potential SellingPoint System www.sellingpointsystem.com