PSA for Microsoft CRM 2011 Introduction Demo. Agenda Who are we? Vision and Concept Live Demo Q & A.

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Presentation transcript:

PSA for Microsoft CRM 2011 Introduction Demo

Agenda Who are we? Vision and Concept Live Demo Q & A

Assistance Software Founded in 1990 in Amsterdam The Netherlands Version 1.0 was released March company Implementations and licenses sold ISV Alliance agreement with Microsoft More than 60 Certified Partners Worldwide The Leading PSA solution for Microsoft CRM 2011 Innovation Award New App 2012

The Journey 1990 Founded st version PSA App developed in Dbase III and Clipper nd Wave PSA App developed in Visual Objects rd Wave PSA App developed in MS SQL with.NET C# th Wave PSA App Integration with Outlook, Microsoft CRM and SharePoint th Wave PSA App developed for Microsoft CRM 2011

The Vision

Our Concept Accounts Contacts Projects Time and Expenses Project Planning Project Forecast Project Estimate Microsoft SharePoint Microsoft Outlook Microsoft Dynamics NAV/GP/AX Invoices HRM OpportunitiesLeads Campaigns Resource Planning Microsoft Outlook Microsoft SharePoint

Overview Demo Marketing Automation Campaign Management Automation Lead Management Workflows Sales Automation Accounts and Contacts Opportunity Management Workflows Project Management Sales Forecast Estimation and Budget Contract Management Project Planning Workflows Resource Management Resource Planning Utilization Overview Group Calendar Workflows Time and Expense Entry Timesheet Calendar Timesheet Timer Timesheet Line Approval Workflows Invoicing T&M Fixed Fee Recurring Products Expenses Approval Workflows Reports and BI Views Charts Reports Dashboard

Q & A Links: Sign Up for your Own Test Drive Become a Partner Home Page

HRM for Microsoft CRM 2011 Introduction Demo

Agenda Who are we? Vision and Concept Live Demo Q & A

Assistance Software Based in Europe, The Netherlands, Naarden (near Amsterdam) Leading Vertical Solution for the PSA market (in The Netherlands) Version 1.0 was released March company Implementations and licenses sold Developed a Unique solution for the Microsoft CRM 2011 platform, launched in March Partners Worldwide ISV Alliance agreement with Microsoft Corp. Solution is Certified for Microsoft Dynamics CRM 2011

The Vision

Our Concept Education Skills Appraisals Development Job Opportunities Candidates Recruitment Compensations Equipment Benefits Cars Job History Leave and Absence Registration Leave and Absence Registration Prior Work History Prior Work History Warnings Emergency Contact Emergency Contact HR Record Employees

Overview Demo Job OpportunityCandidates Employee Record Development MatchingWorkflowsCustomize

Q & A Sign Up for your Own Test Drive Become a Partner Home Page