#2 CRM The purpose of Reports is to serve relevant information at relevant times – for e.g. sales, marketing and management. The more accurate information,

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Presentation transcript:

#2 CRM The purpose of Reports is to serve relevant information at relevant times – for e.g. sales, marketing and management. The more accurate information, the more value. Accurate information depend on reporting possibilities. - Data inclusions possibilities - Calculations possibilities - Filtering possibilities Whatever system you use*, KONTINEO ® reporting sets no limits to the data a report can include, it support full calculations possibilities and unlimited filtering possibilities. * Any system running MS SQL Server or other supported database platform Sales ReportsMarketing Reports Management Reports Reporting Data Layer FinanceWEB KONTINEO ® reporting is system independent. You can report on your CRM system, your Finance or WEB system – or create reports that combine data across systems. Example

#3 Business Intelligence is about digging into data, analysing to understand what lead to your results – giving you a foundation to take the right decisions. The value of business intelligence is brought into effect, when information: - is accurate and comprehensive - is readily available - is presented effectively KONTINEO ® reporting provide accurate and comprehensive information, it provide easy and quick accessibility and it’s built in presentation capabilities, combined with it’s advanced integration with Microsoft Office provide effective presentation. CRM Reporting Data Layer FinanceWEB Dataware Housing and Data Consolidation Presentation Interface KONTINEO ® MS ExcelMS Access Analysis KONTINEO ® cross system reporting and it’s data ware housing and data consolidation capabilities provide the fundament for Business Intelligence Analysis KONTINEO ® own analysis capabilities, and it’s tight integration with Microsoft Excel and Access, provide very powerfull analysis capabilities. The KONTINEO ® presentation Interface provide easy accessibility to analysis results, effectively collated and presented through tight integration with Microsoft Office and web browsers. Example

#4 With Process Functions, the data presentation interface is applied with efficiency improving functionality through direct access to execute processes related to the presented data. The built in KONTINEO ® process functions and the possibilities to apply custom process functionality sets wide boundaries, for powerful effect on efficiency. Presentation Interface Process Functions Protocols Application Interface Layer Finance System Interface CRM System Interface WEB System Interface Custom Interface Layer Through an application interface layer with possibilities to integrate customized functionality, KONTINEO ® apply interaction with user interfaces across systems.

#5 With Workflow design, a series of functions forming a workflow can be designed, with strong influence on systematic and efficient workflow execution. KONTINEO ® built in process functions and custom functionality is put together as steps, and brought to the users as one- click functions which bring the user through a row of pre-defined steps. With the Workflow Design Layer on top of the application interface and Custom Interface layer, KONTINEO ® apply predefined series of process functions that interacts with multiple user interfaces across systems. Application Interface Layer Finance System Interface CRM System Interface WEB System Interface Custom Interface Layer Workflow Design Layer Presentation Interface Process Functions Protocols

#6 Automating processes can have dramatic effect on business value. Automation effect depend on - the ability to initiate automated action at the right time - and of posibilities to add intelligence to the actions being executed. KONTINEO ® Reporting capabilities and system interface sensor capabilities provide the basis for a powerful reaction sensor. Process Functions and Workflow design gives the possibility to react intelligently with execution of predefined processes. CRM Reporting Data Layer FinanceWEB Dataware Housing and Data Consolidation Reaction Sensor Application Interface Layer Finance System Interface CRM System Interface WEB System Interface Custom Interface Layer Workflow Design Layer Presentation Interface Process Functions Protocols The KONTINEO ® Reaction Sensor reacts to a condition of a system. It react by initiating a workflow designed in a series of predefined process functions, interacting with systems and users.

#7 System Integration is in its whole concept the nature of KONTINEO ®. Yet, synchronisation of data between systems is probably the aspects most commonly associated with systems integration. KONTINEO ® support synchronisation between any systems from very straight forward synchronization to very advanced synchronisation and data transfer. CRM Reporting Data Layer FinanceWEB Dataware Housing and Data Consolidation Reaction Sensor Synchronisation Engine The KONTINEO ® Synchronisation Engine can be initiated by the built in timer – or by the Reaction Sensor when detecting e.g. data differences. Synchronisation can be the common straight forward synchronisation from one system to another – or delivery of data to a custom interface. Advanced synchronisation can involve data comparison across systems in a datawarehouse or dependent data input in or across systems. CRM Finance WEB Custom Interface Dataware house

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