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Andy Hughson Estrix (UK) Ltd

Lawson M3 7.1 CRM Suite – v6.0 Movex User Association FIG – June 13 th 2007. Brownsover Hall, Rugby. Andy Hughson Estrix (UK) Ltd. Agenda. 10:00 Meeting Start MUA introduction Who are Estrix? Why implement CRM? M3 SMS v6 components M3 SMS user interface (v5:v6) Demo: M3 SMS v6

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Andy Hughson Estrix (UK) Ltd

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  1. Lawson M3 7.1 CRM Suite – v6.0Movex User Association FIG – June 13th 2007 Brownsover Hall, Rugby Andy Hughson Estrix (UK) Ltd

  2. Agenda • 10:00 Meeting Start • MUA introduction • Who are Estrix? • Why implement CRM? • M3 SMS v6 components • M3 SMS user interface (v5:v6) • Demo: M3 SMS v6 • 12:00 Lunch • 13:00 Meeting Continues • Demo: Dashboard Editor • Demo: Activity Planner • Net change review v5.0 to v6.0 • 14:00 Questions & Meeting Close

  3. Who are Estrix? Andy Hughson Estrix (UK) Ltd

  4. Estrix SA – Company Profile • Founded in 2005 • Headquarters in Lausanne • 2.5 million Euro turnover in 2006 • Operations in Switzerland, Italy, Spain, Sweden, UK, Germany & France • Lawson Service Partner within Lawson Partner Network • Work with Lawson M3 ERP solution • Key focus areas are: • Movex M3 (ERP, CRM & Plant Maintenance) • ECM (Enterprise Content Management) • Movex services include: • Professional implementations using Implex methodology • M3 module optimization • Project audits Your demands, our focus

  5. Estrix SA – Some of our Customers Our references are our competence

  6. Why implement CRM? Andy Hughson Estrix (UK) Ltd

  7. Some Interesting Statistics Lead generation • Organizations with superior lead generation results achieve an average response rate to marketing campaigns of 4.87%, nearly 58% more than other organizations. (Source: SiriusDecisions) MovexSMS – lead management & campaign handling

  8. Some Interesting Statistics Lead distribution • Of enquiries generated by marketing, on average 70% are never acted on because they do not reach the right person or organization at the right time. (Source: Gartner Group) MovexSMS – lead distribution via activity generation

  9. Some Interesting Statistics Single versus multi-channel campaigns • 65% of organizations report better ROI through the use of multi-channel campaigns. (Source: Winterberry Group) MovexSMS – many touch points supported

  10. Some Interesting Statistics Sales & marketing alignment • Companies that have achieved marketing and sales alignment are growing 5.4% faster, closing 38% more proposals and churning 36% fewer customers. (Source: MarketingProfs) MovexSMS – total transparency with all customer-facing functions

  11. Some Interesting Statistics Customer churn • 70% of customers defect because contact from the old suppliers personnel was “poor in quality” (Source: Forum Corporation) MovexSMS – full contact traceability

  12. Some Interesting Statistics Benchmark studies • CRM produces positive results on lead conversion, customer retention and customer profitability (Source: SmallBizCRM.com) MovexSMS – 360o view of customers

  13. M3 SMS v6 components Andy Hughson Estrix (UK) Ltd

  14. Mobile Sales Sales Automation Marketing Campaign Mobile Service End-user Layer Admin Toolbox Dashboard Editor Admin User Layer Scheduler Service Replication Server Mobile Sales & Service Integration v6 Application Components Focus of today’s presentation Integration Layer

  15. Marketing Tele-marketing LAN / WAN Replication Customer Support In-house Sales/ Service Field Sales/ Service End-to-end communication

  16. M3 SMS user interface (v5:v6) Andy Hughson Estrix (UK) Ltd

  17. Menu & Toolbars Customer Details Business Area Relationships Filters & Sub-filters MovexSMS Interface v5 – Main Screen

  18. Dashboard Tree Dashboard M3 SMS Interface v6 - Dashboards

  19. List view “Outlook” tree Detail view “Outlook” Buttons M3 SMS Interface v6 – “Outlook Navigation"

  20. Menu User related filters Customer related information M3 SMS Interface v6 – Customer Tab

  21. Demo Content: M3 SMS v6 • Dashboard overview • Searching for a Customer • Working with Customers • Dialog Design – screen configurability • Working with Contacts & Activities, etc. • How to find YOUR information • Working with Filters • Territory management overview • Crystal Reports handling

  22. Demo: M3 SMS v6 Andy Hughson Estrix (UK) Ltd

  23. Lunch

  24. Agenda (pm) • 10:00 Meeting Start • MUA introduction • Who are Estrix? • Why implement CRM? • M3 SMS v6 components • M3 SMS user interface (v5:v6) • Demo: M3 SMS v6 • 12:00 Lunch • 13:00 Meeting Continues • Demo: Dashboard Editor • Demo: Activity Planner • Net change review v5.0 to v6.0 • 14:00 Questions & Meeting Close

  25. Demo Content: Dashboard Editor • Interface & component overview • Working with… • Charts • Flash objects • Links • Filters

  26. Demo: Dashboard Editor Andy Hughson Estrix (UK) Ltd

  27. Demo Content: Activity Planner • Interface overview • Sales Plan concept • Differentiating between appointment types • Working with Activities • Pop-up info • Copy/Move/Delete activities • Create new activity • Viewing Sales Team appointments • Filtering activities • How to generate a schedule of activities (e.g. sales visits)

  28. Demo: Activity Planner Andy Hughson Estrix (UK) Ltd

  29. Net change review v5.0 to v6.0 Andy Hughson Estrix (UK) Ltd

  30. Net Change v5.1 v5.1 incorporates: • Colour coded filter rows (e.g. overdue activities in red) • Map line organization reporting between company contacts • Copy sales opportunities to same/different company • Inbound email integration, including attachments • Extended contact information • Greater control over replication content by individual user • More fields can be hidden from view • Support for Crystal Reports 10 • Original activity date traceability • Time-based flexibility in calendar integration by individual user

  31. Net Change v5.2 v5.2 incorporates: • Support for UNICODE (i.e. multiple character sets in one database) • Business chains • Assortment planning and space management • Assortment inventory campaigns (actual vs agreed stock) • Improved replication – zipped packages & order/collect mechanism • Start-up message management • Support for Crystal Reports 11 • Option to limit Campaign list (e.g. active, by campaign type) • Minor interface change – MSMS2.SalesTool (vbscript) • Support for HTML email campaigns

  32. Net Change v6.0 v6.0 incorporates: • Completely new user interface • Dashboards for reports, filters, news feeds, etc. • Sales team concept • Sales plan definitions • Activity planner • Copy/merge customers & copy/move/merge contacts • Completely flexible screen design for field removal/positioning by role • Territory management • Improved replication – max document size & file type restrictions • Greater integration – download assortments, upload promotions • Mobile Sales enhancements – quick order entry, hidden cost/margin, order copy facility, etc.

  33. Questions? Andy Hughson Estrix (UK) Ltd

  34. ESTRIX M3 Sales & Marketing Automation M3 Sales & Marketing Automation MUA Fig – June 2007 Handouts – on the CD...

  35. Contact Details For further information, contact a member of our sales team at … Headquarters Estrix SA Chemin du Trabandan 28 1006 Lausanne Switzerland + 41(0)78 843 2820 info@estrix.ch www.estrix.ch Estrix SA Balsberg, Postfach 8058 Zurich-Flughafen Switzerland + 41(0)43 812 5040 info@estrix.ch Estrix (UK) Ltd 4 Hurst Green Close Bury, BL8 2DL UK + 44(0)7879 676826 andy.hughson@estrix.ch Life is no rehearsal, it is a life-long performance

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