Transcript PowerPoint Presentation from Video Overview

Overview
SellingPoint System
c o n n e c t i n g y o u r p o te n t i a l
Jeremy Tilley
Lead Software Architect, Vesigo Studios Inc.
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Established in 1999
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Based in Medford, Oregon
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Specializing in internet
based smart client
applications for vertical
industries
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World-wide customer
base
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Microsoft Certified
Partner
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SellingPoint is a Connected Commerce Platform
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Automates the communication between internal systems and
people/systems on the outside
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Catalog distribution
Order entry
Quotes and estimates
Business forms and surveys
Customer relationship management
Data mining, analysis, and reporting
Over 3,000 distinct product features
and a workflow framework for
complete customization of
business processes
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Solid, mature product with 2 years of research
and development in the current 5th version
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$900K research and development investment
across over 6 years
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The principle of connecting,
electronically in real-time,
all the pieces related to
conducting successful
commerce
Overlaps these concepts:
 Supply chain management
 Enterprise resource planning
 Customer relationship management
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A natural progression of technology’s role in business
and an increasing necessity
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A scalable approach that grows with your business,
allowing as little or as much connectivity as desired.
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Much more than just an online store
Enable real-time, automated
communication between your
business and:
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Suppliers and vendors
Dealers and sales people
Distributers
Shipping and freight
Customers
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Successful companies depend on connected commerce
to drastically lower operating expenses
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Puts you in control of data, dealers, trading partners,
and customers
SellingPoint is a software system that consists of three main applications:
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SellingPoint Management Studio
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SellingPoint Sales Edition
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SellingPoint Exchange
◦ Windows application designed for manufacturer use
◦ Create catalogs, download and process orders, manage forms, administer CRM, create
and view analysis reports
◦ The hub of activities, coordinating publication of catalogs, quote interviews, and forms
◦ Windows application designed for laptops used by salesmen
◦ Create orders, interact with CRM, initiate requests for a quote, sync with catalogs
◦ Server application responsible for all brokering traffic across the system
◦ Includes an online store and provides the web services used by Management Studio and
Sales Edition
◦ Usually offered as a hosted service by Vesigo Studios, but can be installed on in-house
servers
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Complete order entry and account management that works
right out of the box
Automatic catalog synchronization
takes the confusion out of publishing
your products and pricing
Easily maintain multiple catalogs,
hundreds of dealers, and
thousands of customers
Orders can be placed in 2 ways:
 SellingPoint Exchange Online Store
 SellingPoint Sales Edition
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Full featured e-commerce web store that is ready to
go “out of the box”
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Auto account creation and order management for
complete customer maintenance
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All store features and content are easily customized
through SellingPoint Management Studio
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Fully parametric SellingPoint catalogs drive the online
store, making it possible to preserve manufacturing
data and enforce engineering rules and validation
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Supports skinning and customization via ASP.Net
Master Pages
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Fully standards compliant and secured with 128 bit
SSL encryption
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Designed for dealers, salesmen,
and high volume customers
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Works with or without an internet
connection
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Automatically updates catalog by
subscribing to SellingPoint
Exchange accounts
Access to CRM, quotes, orders,
and business forms
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Customize the look and feel of your
catalog using photographs,
renderings, videos, and animation
Fully parametric prices that are
formula driven offers unlimited pricing
possibilities
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Order entry to fit your business
process using SellingPoint Workflow™
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Security features to restrict access
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Pricing adjustments on a per customer
basis
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Electronic payment processing
compatible with merchant accounts,
eCheck, and PayPal®
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SellingPoint includes powerful CRM
technologies that will grow with
your business and allow you to
start automating customer
satisfaction.
SellingPoint CRM is flexible, so it works in the
way you work. With complete integration with
Microsoft Office applications, employees will be
up and running with minimal training.
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All CRM functions are
available directly in
SellingPoint Management
Studio
SellingPoint Sales Edition
allows access to all features
the sales person has
permission to
A few of the preconfigured CRM sections
include:
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Customers
Contacts
Leads
Opportunities
Competitors
Invoices
Leads
Marketing Lists
Orders
Products
Campaigns
Quotes
Sales Literature
Accounts
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Queues
Articles
Knowledge Base
Announcements
Activities
Reports
Sales
Customer Service
Marketing
Work Assignments
Support Cases
Contracts
Services
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Complete control over all CRM
configuration
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Easily change the layout of all fields
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Add new fields anytime, on the fly
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Role based security controls the scope
of customer data
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Data mining and analysis tools
provided by SQL Server 2005
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Workflow and custom code support for
over 40 programming languages
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Exclusive SmartQuote technology takes the guess
work out of creating estimated for clients
SmartQuote collects the information you need via
an electronic interview with the client
Collect drawings,
specification sheets, and
other files that will help
you prepare accurate
quotes
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Revolutionary way of
streamlining the quoting
process
Create interviews in
different categories, giving
salesmen the right
questions for the right job
Question branching enables
authoring of interviews that
respond intelligently to user
input
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SmartForm is an exclusive
technology available to
SellingPoint users and eliminates
the need for a mountain of paper
forms by storing them
electronically
Using industry forms standards,
turn ordinary paper business
forms into electronic forms that
can be submitted directly into
your backend data system
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Excellent way to consolidate
business forms and simplify
distribution
Process forms with powerful
workflow technology and
connect forms directly with
line of business applications
Access forms from within
SellingPoint, a web browser,
or mobile device
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SellingPoint Manufacturing
Connectors are add-ins that
connect your SellingPoint
implementation to a
manufacturing design package
Directly import product data
from and export orders as jobs
to manufacturing software such
as Microvellum
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Live, server based reporting in
SellingPoint lets you bring in data
real-time from virtually anywhere
in the SellingPoint System.
Report Builder technology lets you
create and manage your own
custom reports. No need for
additional reporting tools like
Crystal Reports.
View the reports in real time from
SellingPoint, a web browser, or
even live in Microsoft Excel.
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Get over 40 reports ready
to go out of the box,
based on CRM data
Provides a great basis for
quickly modifying
common reports to look
the way you want
Analyzing preconfigured
reports offers a hands on
approach to more
complex report authoring
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Use multiple accounts to manage dealers
individually and keep orders separated,
catalogs unique, pricing appropriate and allow
web store customization.
View dealer activity and project trends
in real-time with reporting and
analytical tools in SellingPoint CRM.
In-Store POS
e-Com Web
Direct Marketing
TPI
Catalog
Sub-System
Order
Sub-System
Profile
Sub-System
Inner System
Communication Platform
Marketing
Sub-System
Core SellingPoint Services
Reporting/
Analysis
SellingPoint
Management Studio
Internal
LOB Apps
Vendor Management/
Merchandizing App
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Get experienced technical
assistance from the staff at
Vesigo Studios
Become part of the
SellingPoint community and
get tips, help, and solutions
via our blogs and forums
Training available in
3 ways:
◦ Web meeting based training
◦ At your location
◦ At our location in
Medford, Oregon
www.sellingpointsystem.com
Toll Free: 866-848-5919
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Have your questions
answered and see the specific
features
1 hour web meeting session,
with all interested at your
organization encouraged to
attend
Pose scenarios and
brainstorm possible solutions
Get a custom quote and
understand timeframes
involved based on your needs
www.sellingpointsystem.com
Toll Free: 866-848-5919
Thank you for your time
SellingPoint System
c o n n e c t i n g y o u r p o te n t i a l
www.sellingpointsystem.com