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運用 Microsoft Office SharePoint Server 2007 打造新世代的業務管理平台

運用 Microsoft Office SharePoint Server 2007 打造新世代的業務管理平台. 陳昭蓉 Cathy Chen, PMP 業務顧問處 處長. Agenda. Sales dept. challenges Goals of a Sales Portal Sales Portal solution Demo How was it accomplished ? Benefits of the Sales Portal Construct enterprise portal progressively.

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運用 Microsoft Office SharePoint Server 2007 打造新世代的業務管理平台

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  1. 運用 Microsoft Office SharePoint Server 2007 打造新世代的業務管理平台 陳昭蓉 Cathy Chen, PMP 業務顧問處 處長

  2. Agenda • Sales dept. challenges • Goals of a Sales Portal • Sales Portal solution • Demo • How was it accomplished ? • Benefits of the Sales Portal • Construct enterprise portal progressively

  3. Have you ever felt that your sales team doesn't have access to the most up to date information or lacks control when communicating with its clients ? Situation ….

  4. Sales dept. challenges • Sales team needs to organize document library and streamline document-sharing system • Sales team needs integrate information • Sales team needs relevant news about their customers • Sales team needs more collaborate on meetings, projects…. • Sales teams leaders needs real-time business performance measurements

  5. Goals of a Sales Portal • Flexible, role-based access to business information • Report publishing and distribution • At-a-glance access to key business metrics • Self-service portal applications

  6. Sales SOP Leads Management Account Receivable Contract Management • Event • Leads • ABC • Pipeline • Sales Commitment • Sale Plan • Presales Assignment • Schedule • Material Preparation • AR Reminder • Sales Revenue • Contract Renew • Customer Care Sales Portal solution Sales Management • Sale KPI • Sales Forecasting • Meeting Minutes • Document Library

  7. How to do? Sales Portal Components Content Management Forms Management Document Management Records Management Business Intelligence Action Plan Management Collaboration Search Unified Services Workflow Engine Dynamically Responding Microsoft Office SharePoint Server 2007 CRM ERP Procurement

  8. How was it accomplished ? • Excel Services • Pipeline • Sales KPI • 業績達成率 • AR (應收帳款)

  9. How was it accomplished ? • InfoPath 2007 + Workflow Foundation • 合約審閱 • 請辦單流程 • Visio + Page Viewer Web Part • SOP

  10. How was it accomplished ? • Sites • Customer Care • 客戶資訊 • Call Records、規劃書、成本表、報價單、合約 • 行銷時程計畫 • Sales Review Meeting • 決議事項 • 追蹤與提醒

  11. How was it accomplished ? • Document Library+ Search • 產品專區 • 友商資訊 • 標準文件 • 訓練教材 • 客戶/案件 相關資料

  12. Benefits of the Sales Portal • Faster and better informed decision-making • Increased productivity • Enhanced operational effectiveness • Low cost of building and deploying a new portal • Low operating costs

  13. Employee Customers Supply Chain Retail Mgmt Partnership Enterprise Service Knowledge Pools Collaboration Personalizing • Customer Relationship • Marketing • Service • e-Commerce Supply Chain Automation Employee Portal Public Web Site B2C Portal Partner Portal Partners SalesPortal KM Portal BI Portal Employee Service Project Mgmt Construct enterprise portal progressively   

  14. Thank you ! 聯絡人： 郭佳宜 Joyce Kuo joyce@sysplus.com.tw 02-8751-8208 ext. 8626

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