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A developer of CRM software for SMEs and work groups of larger firms. A developer of CRM software for SMEs and work groups of larger firms. Based in North Sydney Based in North Sydney Launched in March 2002 Launched in March 2002 Aim to deliver a practical CRM tool for companies with 1 to 50 staff Aim to deliver a practical CRM tool for companies with 1 to 50 staff Legrand Software

Legrand CRM A range of CRM solutions that are fast and easy to deploy A range of CRM solutions that are fast and easy to deploy Targeted at groups of 5 to 50+ users Targeted at groups of 5 to 50+ users 3 editions 3 editions –STD –PRO –CORP Integrates with a range of Accounting Integrates with a range of Accounting

What is CRM? Customer Relationship Management Customer Relationship Management –Aligns business processes with customer strategies to build customer loyalty and increase profits over time. –Creates a consistent customer experience

A good CRM software solution Business to Business View Business to Business View Seamless interaction with Outlook Seamless interaction with Outlook Powerful grouping/classification of Companies and Contacts Powerful grouping/classification of Companies and Contacts On-screen and printed reports On-screen and printed reports Marketing (Campaign Management) Marketing (Campaign Management)

A good CRM software (cont.) Sales Opportunity Management Sales Opportunity Management Synchronisation Synchronisation Links to Accounting Software Links to Accounting Software Effective and affordable Effective and affordable

CRM core fundamentals Ease of use Ease of use Ease of information sharing Ease of information sharing –Networked system –Support for remote users and laptop users Manage business information, not just contact information Manage business information, not just contact information Works in conjunction with desktop tools such as Outlook, Word and Excel Works in conjunction with desktop tools such as Outlook, Word and Excel

CRM core fundamentals (cont.) Manage Activities and Task assignments Manage Activities and Task assignments –Schedule events and tasks –Works seamlessly with personal Outlook data –Activity reporting An easy and flexible method for classifying and grouping companies and contacts An easy and flexible method for classifying and grouping companies and contacts An easy way to manage the volume of An easy way to manage the volume of

Beyond fundamentals Manage marketing activities Manage marketing activities –Campaigns, Targets, Respondents Manage sales opportunities Manage sales opportunities –Categorise by region, category, sales rep Manage customer support issues Manage customer support issues –Record support calls, track resolution Track Items Sold Track Items Sold –Record serial numbers, expiry dates

The Legrand differentiation Addresses the 2 biggest issues of CRM software Addresses the 2 biggest issues of CRM software –Ease of implementation –Ease of use Extended Functionality Extended Functionality –Integration with accounting –Hierarchy of solutions –Data synchronisation

Companies a ‘360° view’ Business-to-business view of your customer relationships Business-to-business view of your customer relationships –One super-informative company screen, view all contact and account information and history from a central location Provides unlimited classifications with Keywords Provides unlimited classifications with Keywords –More than just ‘Company type’

A full 360° business view

Company Documents Provides a central repository Provides a central repository Ensures consistency Ensures consistency Electronic files of any type Electronic files of any type

Contacts Ease of Managing / Creating Lists Ease of Managing / Creating Lists –Retrieval of Keyword lists and advanced search criteria –‘scratchpad’ to which you can add/remove Contact names to build a new list Ease of operations performed on lists Ease of operations performed on lists –Send s from within Legrand CRM –Mail Merge / print labels

Contacts

Marketing Activities Record campaign information Record campaign information Link tasks, schedules and notes Link tasks, schedules and notes Link targets Link targets Manage respondents Manage respondents Monitor sales opportunities Monitor sales opportunities

Marketing

Managing Sales Opportunities Structured approach to managing sales opportunities. Structured approach to managing sales opportunities. Monitor current sales opportunities by sales rep, sales territory, product category, every phase of the sales process Monitor current sales opportunities by sales rep, sales territory, product category, every phase of the sales process Analyse the outcome of past sales opportunities by sales rep, sales territory, product category Analyse the outcome of past sales opportunities by sales rep, sales territory, product category

Managing Sales Opportunities

Calendar Legrand CRM includes traditional Group Calendar and Task management features. Legrand CRM includes traditional Group Calendar and Task management features. Ability to run reports on Calendar events, Tasks and Activity notes Ability to run reports on Calendar events, Tasks and Activity notes

Outlook Interacts bi-directionally with Outlook Interacts bi-directionally with Outlook –Transfer Contacts to and from Outlook to Legrand CRM –Transfer selected s from Outlook to Legrand CRM. –Transfer Tasks from Legrand CRM to Outlook, and back. –Transfer Appointments from Legrand CRM to Outlook, and back.

Customer Service The Optional Customer Service module enables users to track customer service issues, from initial contact all the way through to resolution. The Optional Customer Service module enables users to track customer service issues, from initial contact all the way through to resolution. Manage tasks, events and activities for each case from a central location. Manage tasks, events and activities for each case from a central location.

Customer Service

Items Tracking This optional module delivers the ability to maintain a Products table and keep track of items that have been sold to Customers, including warranty dates, contract expiry dates, etc… This optional module delivers the ability to maintain a Products table and keep track of items that have been sold to Customers, including warranty dates, contract expiry dates, etc…

Items Tracking

Accounting System Integration Links customer and accounting databases Links customer and accounting databases –Outstanding balances –Contact information –Credit limits –Accounting notes