Transcript ppt presentation

Agenda
1.
2.
3.
4.
5.
6.
7.
What is ADAPTcrm?
Product Architecture and Features
What is ADAPTanywhere?
ERP/Accounting System Integration
Why ADAPTcrm?
History of ADAPT Software
Product Demonstration/Q&A
1. What is ADAPTcrm?
• Complete Relationship Management
• Customers, Suppliers/Principals, Channel, Employees
…
• Marketing, Sales, Service, Defects, Collaborative
Activities
• Integration with Accounting Systems
• Business Process Automation
• Web/PDA Access
2. Product Architecture
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Collaboration
ADAPTanywhere
Internet
Front Office
Back Office
Programs
ADAPTations
NOTE: Click on a Function for a list of features. Click here to skip section.
Accounting
2. Product Architecture (Marketing)
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Marketing Campaign/Event Management
Budget Estimate and Actual Expense Tracking
Real-Time Response Tracking Per Campaign/Event
Real-Time Profitability Analysis and Forecasting
Integrated Mass Marketing Tools for Email/Mail
Collaboration
ADAPTanywhere
Internet
Front Office
Programs
ADAPTations
NOTE: Click on pull-down list to return to main Architecture menu.
Back Office
Accounting
Marketing view (a snapshot)
Marketing Campaign (a snapshot)
2. Product Architecture (Sales)
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Sales Opportunity/Pipeline Management
Sales Process/Milestone Management
Track Competitors/Buying Issues per Opportunity
Track Sales-Related Expenses per Opportunity
Detailed Analysis Using Metrics and Graphs
Collaboration
ADAPTanywhere
Internet
Front Office
Programs
ADAPTations
NOTE: Click on pull-down list to return to main Architecture menu.
Back Office
Accounting
Sales Funnel (a snapshot)
Sales Opportunity (a snapshot)
2. Product Architecture (Service)
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Service Ticket/Incident Tracking
Service Level Agreement (SLA) Tracking
Item-Based Warranty Tracking
Automatic Routing, Escalations, Notifications
Natural Language Service Knowledge Base
Collaboration
ADAPTanywhere
Internet
Front Office
Programs
ADAPTations
NOTE: Click on pull-down list to return to main Architecture menu.
Back Office
Accounting
Service view (a snapshot)
Service Ticket (a snapshot)
2. Product Architecture (Fulfillment)
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Physical and Electronic Collateral Request System
Inventory/Allocation Management for Items and Kits
User-Defined Document Types/Templates for Form Letters
Industry Standard and User-Defined Label Templates
Perform Requests from All Departmental Records
Collaboration
ADAPTanywhere
Internet
Front Office
Programs
ADAPTations
NOTE: Click on pull-down list to return to main Architecture menu.
Back Office
Accounting
2. Product Architecture (Collaboration)
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Collaboration
ADAPTanywhere
Internet
Front Office
Programs
ADAPTations
NOTE: Click on pull-down list to return to main Architecture menu.
Daily, Weekly, Monthly Calendar
Complete Task Management
Back Office
Integrated Account/Contact DB
Business Process Management
Internal Knowledge Base
Accounting
Account collaboration folders (a snapshot)
Account Integration to other Systems (a snapshot)
2. Product Architecture (Internet)
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Collaboration
ADAPTanywhere
Internet
Front Office
Programs
Lead Capture from the Web
Web/PDA Access via Cellular-Ready Devices
ADAPTations
Customer Self Service from the Web
Remote User Support (Browser-Based Access to ADAPT)
NOTE: Click on pull-down list to return to main Architecture menu.
Back Office
Accounting
2. Product Architecture (Front Office)
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Collaboration
ADAPTanywhere
Internet
Front Office
Programs
Back Office
Accounting
Industry-Standard Front-Office Application Integration
MAPI
Integration to Send/Receive Emails via MS Outlook
ADAPTations
Contact, Task and Appointment Synch with MS Outlook
DDE Integration to MS Word and Excel Documents/Templates
Integrated Launching of Web Sites via Default Browser
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Back Office)
ADAPTcrm
Marketing
Sales
Service
Fulfillment
Collaboration
ADAPTanywhere
Internet
Front Office
Programs
Back Office
Accounting
Real-Time PFW/ BatchMaster / ACCPAC /Great Plains
Synch
Contacts, Accounts, and Critical Contact Details
ADAPTations
Convert CRM Prospects to Customers/Vendors
Real-Time Queries and Order Entry from Account Screen
Function-Level Security on All Supported Features
ADAPTations
NOTE: Click on pull-down list to return to main Architecture menu.
Account Integration to other Systems (a snapshot)
3. What is ADAPTanywhere?
Optional Web Access
• Capture Leads from the Web and
Automatically Respond
• Online Access via Virtually any WebEnabled Device
• Correspond with Field Service and
Provide 24 x 7 Customer Support
4. ADAPTcrm Accounting Integration
•Typical Integration Capabilities
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Real-Time Database Synchronization
Batch Import of Customers/Vendors
Convert Prospects to Customers/Vendors
Customer/Vendor Query
Order/PO History Query
Accounts Receivable/Payable Query
Inventory Query
Sale Order Entry
All these are available with
5. Why ADAPTcrm?
• It’s Simple
• Web-Style User Interface
• Consistent Screen Design
• It’s Complete
• Marketing, Sales and Service in One Core Module
• Pre-Built Accounting Systems Integration Included
• It’s Affordable
• Most Features Offered in a Box in Its Price Range
• Can be Customized Quickly and Implemented in Days
6. ADAPTcrm Position to competition?
Tier 1: Integrated CRM ($4,000+ per User)
Tier 2: CRM Systems ($1,500-$4,000+ per User)
Tier 3: Departmental Solutions ($250-1,500+ per User)
Tier 4: PIMs (Up to $500 per User)
Outlook
6. History of ADAPT Software
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1993: Company Established, Sold Open Source Templates, Contact/Customer Management
Template Used by More than 20,000 Users
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1994: Established Strong Customer Base through Expertise in Rapid Application Development,
Customer Management and Financial Software Integration
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1995-1996: ADAPT v1.0 Released (Only Packaged Contact/Customer Management Product on
Market with Real-Time Financial Software Integration
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1997-1998: ADAPT v2.0 Released Under Private Label (e.g., ADAPT for PFW,
ADAPT for Macola, etc.)
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1999: Channel Partners Established to Extend ERP Market and Regional and International
Penetration
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2000: ADAPT v2.5 Released, OEM Relationship with Syspro Software and Best Software
(formerly Sage) Established
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2001: ADAPTcrm v3.0 Released, General Market Penetration Efforts Initiated, OEM Relationship
with Magic Software Established
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2002: ADAPTanywhere Released as a Result of Increase Demand for Web Access, ADAPTcrm v3.6
Released to Complete Core Features Offering
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2003: ADAPTcrm India operations established, ETC appointed first ARP partner in India.
7. Demonstration/Q&A
Demonstration/Q&A