Elliott CRM Features Edward M. Kwang President

Elliott CRM Features System Level –Notes –Attribute –Links –eContact – s Features –Events Application Level (Mostly in COP)

Prelude to eContact Manager Notes –Conversation With Customers –Reminder to Follow Up Attribute –Expand Database Without Modification Links –External Documents Related to The Customer

Notes, Ticklers & Knowledge Base Notes –Use It for Memo –Print on Documents Ticklers –It’s Notes With A Due/Remind Date –Management Functions Knowledge Base –Free Text Search for Notes Database

Notes Demo Adding a new customer “Elliott, Inc.” Use Notes for Recording Conversation with Customers. Use Notes as Tickler to Remind You. Tickler Become Management Tool Use Notes for Knowledge Base

Attribute Attribute is an extension to Elliott database w/o modification Attribute used in CRM for various different tracking purpose Attribute used for eContact on the Web is like Profiling Selection based on attribute can be easily handled in Mass and Export Processor V7.1 Attribute Has GUI User Interface

Attribute for Restriction Control Create an attribute code for control purpose. Decide how to control –Not allow –Restriction when present –Restriction when not present Add the restriction control Attach attribute to customers –Inherit customer type attribute Attach attribute to item –Inherit product category & user defined code attribute

Scenario – Territory Limitation Can’t sell an item in State of CA Add an attribute Attach to item, product category or user defined code Add restriction for CA for not allow this attribute

Scenario – License Regulation State of CA does not allow selling of an item unless reseller is properly licensed by the state and license is not expired. Add an attribute code with license# & exp. date Add restriction for CA, restricted when not present for this attribute code Attach attribute to customer file and record proper license# and exp. Date Attach attribute to item

Attribute Demo Expand Customer Database Territory Limitation Control State Licensing Control Support Control

Links Like a note attached to the master record (I.e. Customers or Vendors) Unlike notes, the information will come from an existing document Can be Word, Excel, PDF, Images, HTML, and any file in your systems. Links can also be an URL address, address or an EXE command.

Links - Examples Inventory Item Images. Item Specification – Help Salesman Give Better Information to Customers. Customer Web Page – Check Your Customer’s Company Activities Before You Call Them. Customer Contracts – On Line Access Customer Contracts for Customer Service. Manage Correspondent with Customers. Many, Many More…

Type of Links System Links User Definable Links –Predefined Link Type Template (For Path) –You Can Define Your Own Link Types Ad-Hoc Links –Link Does Not Require Link Type –Easy to Use, Long Term Maintenance Issue Program Links –System Built In

Links Demo Customer Web Site Map Quest Item Specification Add a new link type Add-hoc links System Links

eContacts Contact Manager Database Database for Mass Web access login control Available where ever notes are

General Information

Synchronize eContact Address May link eContact’s address to Customer file, Vendor or Salesman…etc. Based on primary relationship Example, Customer address changed, eContact’s address is also changed.

eContact Demo Adding a new eContact for customer –With or Without eContact General Tab –Create eContact Without Address Synchronization

Web Access Demo Password – encrypted –Optionally to Assign A Random Password Automatically Generated When Password Left Blank –Batch Utility to Generate Random Password Block Access Role – Determine Web Access Right Stop – Mass Accept HTML format

Billing/Relationship Demo Credit Card Information is encrypted Only authorized supervisors can see it. Billing Address may be needed for charging to credit card. Relationships – We’ll explain this later.

Notes, Attribute & Links Demo Two List Views in Each Tab –Contact List View –Company List View Move Between Two List Views

Open Orders Inquiry Demo Posted Orders Won’t Show Different Icon For Different Status –Open –Incomplete –Hold –Picking Ticket Printed –Billed or Invoiced Limited by Ship-To Printing

Invoice History Inquiry Demo Invoice History Inquiry Printing Order / Invoice History Inquiry in eContact Are Better Implementation Than Regular Order / Invoice History Inquiry. Available Through Special Functions in Many Areas –When Customer # Is Identified

Order and Invoice Inquiry Access from Other Areas Demo Customer File Maintenance Customer Account Inquiry Sales Desk Many other areas where customer is identified.

eContact Manager Access from any Elliott menu or Startup from desktop (EL700GE.EXE) Keep it open for the day Type a few characters and locate your contact or call your contact Sort by any column Filters Options Drill Down to eContact Detail Screen

Printing And Every Reports Can Be Printed And ed. In V7.0 or prior version, Recipient Address Book Come From Client (I.e. Outlook or Outlook Express) In V7.1, it supports ing to eContacts

eContact Manager Demo Launch eContact Manager – Icon or Toolbar Sort eContact Manager Search and Sort Limit The List –Source (Customer, Salesman, Ship-To…) –Filter Option Drill Down Printing and

Order Entry and eContacts Demo When a new order is added, system adds a new relationship, not the contact. Relationship attached to order automatically or manually – depending on setup. When attached automatically, it will use the primary eContact from either ship-to or customer file. Option to attach salesman eContact information. Also available in Sales Desk

Order Acknowledgement Order sent to Order Contacts –Same Principle Applies to Shipping Dynamically send from –Sales Desk –Order Entry Batch Processing –Option to send duplicate

Shipment Tracking Demo Use Starship Manifest Non-Starship Manifest Shipment Without Tracking Number Shipping Acknowledgement Tracking Through Order Notes On-Line Tracking

Starship Sample Screen

Sales Desk Demo Design for Salesman or Telemarketer Find All Relevant Information About a Customer Stock Status Inquiry Quote Customer Price Take Order Print / Order Acknowledgement, Picking Ticket, Invoice…etc.

Events Demo Notify Sales Rep When Customer Place Order Notify Sales Rep When Customer Cancel Order Notify Sales Rep Upon Cash Receipt from Customer Stock Watch/Wish List

Add-on Sales Demo Work in Sales Desk Only Define Add-On Sales in I/M Util-Setup Allow Import from Spreadsheet (CSV)

Substitute Item Demo Define Substitute Class Define Item Belong to Which Class Work from Sales Desk

Notes, Attributes, Links, eContacts & CRM Notes, Attributes, Links and eContacts Are Not Limited to CRM You can use them just as well for Human Resource Management, Supplier Management, Inventory Management, Sales Order Management …etc.

Demo Other Applications Human Resource Management Supplier Management

In Summary There Are Many Netcellent CRM Features Notes, Attributes, Links and eContacts Are Generic Features And Its Applications Are Not Limited to CRM. eContact Is The Center of Elliott CRM Feature. eContact Is Also a Significant Part of Elliott Internet Solution

Questions & Answers