The next big thing from Boyum IT Hi. My name is Naama Aharoni and I am the enablement manager at Boyum IT. Today I will present you a brand new product of Boyum IT which is completely separeted from all the other Boyum Pack products. This stand alone product is the first of it’s kind and will improve your daily work weather you are a sales manager, support representative, a consultant or a C-level manager.

Disclaimer Boyum IT can not be held responsible for the correctness, completeness or quality of the information provided today as this software is subject to further development and changes. Before we begin, there’s just one disclaimer we have to put in, which says that we are still developing the product and what you see today may be subject to changes and further development. However, what you will see is the core functionality. So now that we are done with done with the administrative part of the demo, we can actually begin. I hope you are ready because here it comes: Presenter: Naama Aharoni – Global Enablement Manager

B1 CRM for Outlook Improve your CRM capabilities With CRM for Outlook Boyum IT presents a CRM cockpit in Outlook that gives you all the info you need to handle CRM effectively So here it is “B1 CRM for Outlook” As you know, the #1 email client in use within the business industry is Microsoft Outlook. The use of its email and calendar functionality is widespread among companies. When a business is looking for CRM, generally the primary concern is how users would react to the new email functionality, which is different than Outlook. Many other CRM solutions try hard to emulate Outlook within their own applications. However, in the end, the users want the true power of Outlook. They never get used to the look and feel of other systems. Because Outlook is in such high demand in the business community, Boyum IT decided to build its CRM 'inside' of Outlook. With CRM for Outlook, Boyum IT presents a CRM cockpit in Outlook that gives you all the info and power you need to handle CRM effectively and directly from MS Outlook. Whether you need to see the most recent sales data of a customer or update a business opportunity, a lead or a quote - you can now do this in Outlook. You no longer need to spend hours looking for vital information in different areas inside SAP Business One. We gathered all this information for you in one place, where you usually spend most of your time communicating with your business partners – which is in Outlook. No hassle, no more time being spent, all the information is right there in front of your eyes and you can become way more productive. Presenter: Naama Aharoni – Global Enablement Manager

Install CRM for Outlook in 3 easy clicks Installation Install CRM for Outlook in 3 easy clicks Click on setup Click the install button Open an activation email to activate automatically Available for MS Outlook 2010 and 2013 The whole purpose with this application is to make it easy and user friendly for you to work with. Therefore from a user perspective this solution is very easy to install have get up and running. There are only 3 simple steps you need to do to get this application up and running in your Outlook and, there you go,CRM for Outlook it’s connected to your SAP B1 databases and ready to use. You don’t need to have SAP B1 installed on your local pc to run CRM for Outlook. The first thing you do is click on the setup button in the product package Click on the install button in the window that opens up. Once that is done, you will receive an activation email, once you click on it, CRM for outlook un activated automatically. No other step is needed, you are ready and can start using the product. How easy is that…

You can directly from MS Outlook: Functionalities You can directly from MS Outlook: Show data from SAP B1 Edit data of SAP B1 Jump to data in SAP B1 And much more With CRM for Outlook I will now show you live the functionalities of CRM for Outlook.

Show data from SAP B1 CRM for Outlook looks up the email in SAP and shows all essential Business Partner data related to the contact

Edit data from SAP B1 Update Business Partner information and add contacts in SAP B1 directly from MS Outlook

Jump to data in SAP B1 All the green arrows indicate where you can jump directly to relevant data in SAP B1

With a single click you can: More function With a single click you can: Access partner website Call contacts on Skype Lookup address in Google Maps Lookup and show Business Partners Available for OWA (Outlook Web App)

Basic Outlook functions available directly from the CRM ribbon Option to select your own shortcuts and buttons

Show data from SAP B1 BP data Timeline for reason activities Show BP name in the header Show the general BP data and the specific contact person Timeline for most recent activities

Business Partner & Contact Person Information Live information directly from SAP B1 Click and go directly to the selected information in SAP B1 Edit and update data directly in SAP B1

Business Partner & Contact Person Information Choose user defined fields and show them in B1 CRM Scenarium: Supporter: Choose relevent UDF information as password and version and patch numbers of SAP to be able to help the customer quickly Salesperson: See if contact person is subscribed to news letters, sales dicounts ect. Purchaser: See buyer discount ect. CEO:

Business Partner & Contact Person Information Get a quick overview of your customer CEO: Get a quick overview of your business partner: Sales to this date this year compared to same period last year Sales to date this month compared to whole month last year

Customer Actions Work more efficiently: Watch customer actions directly in Outlook Jump directly to open SAP B1 sales orders, invoices, activities ect.

Track and Connect Link emails to a e.g Sales Order or an A/R Invoice to ensure you have all the information on each activity tracked You can link emails to specific sales orders, contracts, activities etc. On a timeline all employees can share and see recent activities connected to the relevant business partner.

Business Partner & Contact Person Information Additional functions with one click: Access partner website Call contacts on Skype Lookup address in Google Maps

Link to data in SAP B1

Edit data in SAP B1

Other features

Roadmap Future planned functionality Upgraded ribbon with new functionality Personal ribbon Integration to Boyum Pack features B1 Time Task B1 MailChimp B1 Print & Delivery SQL Report Integration to Zendesk Integration to Social Media Read-only version for MS Outlook Web Access CONTINIOUSLY NEW FUNCTIONS BASED ON YOUR FEEDBACK This is some of our thoughts for future developments but we would very much like to get your feedback so we can broaden the scope and focus on the most essential needs. As you see there is a beta available for partners in June but since the official release is not before end Q3 as the disclaimer says you will find many new features and changes in the actual release.

Thank you for your attention Any questions?