1. 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.

2. 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

3. 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 client in use within the business industry is Microsoft Outlook. The use of its 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 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

4. 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 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 , 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…

5. 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.

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

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

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

9. 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)

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

11. 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

12. 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

13. 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:

14. 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

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

16. Track and Connect
Link s 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 s to specific sales orders, contracts, activities etc. On a timeline all employees can share and see recent activities connected to the relevant business partner.

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

18. Link to data in SAP B1

19. Edit data in SAP B1

20. Other features

21. 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.

22. Thank you for your attention
Any questions?