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Wintouch eCRM A Customer Relationship Management Solution designed specifically for AS/400 or iSeries Users.

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Presentation on theme: "Wintouch eCRM A Customer Relationship Management Solution designed specifically for AS/400 or iSeries Users."— Presentation transcript:

1 Wintouch eCRM A Customer Relationship Management Solution designed specifically for AS/400 or iSeries Users

2 Wintouch ® eCRM Comprehensive, Enterprise Customer Relationship Management solution specifically designed for the IBM iSeries 400 Browser-based Web-enables green screen applications Easily integrates with AS/400 systems Affordable Highly customizable

3 Wintouch eCRM 1. Quick green screen access 2. Web browser access to Wintouch and AS/400 data 3. Highly customizable Useful for Sales, Marketing, Customer Service, Project Management, Asset Management, Supply Chain Management, Purchasing, HR, Channel Management, Accounting

4 Wintouch eCRM How it Works: 1. Wintouch eCRM Runs on your AS/400 Server 2. Users Access Wintouch eCRM on an Internet Browser 3. Client (Windows-like) screens launch in a Java Applet or as an Application 4. All Data is stored on the AS/400

5 Wintouch eCRM Features: 1. Easy, secure access to Wintouch & AS/400 data using any web browser. Options include: Connected to the network at the office From home or a hotel via a dial up line Connected via cellular connection Disconnected using Wintouch Lite with remote sync 2. Critical Data Sharing Pulls data from existing AS/400 applications Automatically populates fields in other AS/400 applications 3. Highly customizable at user and departmental levels Multiple levels of security determined by administrator Customize by Account Type (i.e. Vendors, Partners, Customers) Easily add fields for new data or import from your ERP systems

6 Users To Do List: Daily Activities

7 Switch to Weekly Activities View

8 Switch to Monthly Activities View

9 Account Summary: Customer Last and Next Activities for this account Imported data from back-end or ERP systems to help close sales! Tie Wintouch into your existing Customer Master File

10 Different Account Type: Vendor

11 Easily Customize Any Screen Drag and Drop new fields into any Wintouch eCRM screens with the Customize button to have data you need at your fingertips.

12 Extended Profile: Sales Opportunity Profile

13 Extended Profile: Sales by Supplier

14 Extended Profile: Sales by Product Category

15 Extended Profile: Customer Service & Incident Log

16 Extended Profile: Interests & Hobbies

17 Integration to MS Word for Mail-Merged Documents

18 AS/400 Green Screen Emulation The emulator icon at the account toolbar (red arrow) can take you directly to the AS/400 page you want to be on, using our 5250 script development tool

19 Extensive Search Capabilities Choose the Criteria Fill in or Choose the Data Element Account (red arrow) or Contact (blue arrow) searches are easy Tabs can easily be added to enable searches on your most important data elements

20 Reporting: Group Definition to Exportable Reports Use pre-defined templates or customize report layout Export to a variety of formats Add multiple criteria

21 blasts from data/market segment reports Use HTML Templates Insert WT field contents into e- mail subject line

22 Completed Activities by User View activities completed by staff members to address performance issues or assure good customer care.

23 Numerous User/Group Definable Preferences

24 User Security Settings & Pull-Down Menu Editing is Easy add, change or delete menu items Control security access by any Wintouch user

25 In Conclusion: The tools you use determine how well you do the job. Do you have the tools you need? Do they work with your current system? Are you growing revenue and cutting costs? Wintouch eCRM


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