1. Elliott CRM Features Edward M. Kwang President

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

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

4. 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

5. 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

6. 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 Email and Export Processor V7.1 Attribute Has GUI User Interface

7. 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

8. 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

9. 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

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

11. 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, Email address or an EXE command.

12. 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…

13. 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

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

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

16. General Information

17. 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.

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

19. 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 Email – Mass Email Accept HTML format

20. 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.

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

22. 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

23. 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

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

25. 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 Email or call your contact Sort by any column Filters Options Drill Down to eContact Detail Screen

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

27. 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 Email Drill Down Printing and Email

28. 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

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

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

31. Starship Sample Screen

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

33. 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

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

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

36. 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.

37. Demo Other Applications Human Resource Management Supplier Management

38. 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

39. Questions & Answers