Transcript Tactic Solutions New Products Version 5.0

Collaboration and Knowledge
Solutions for Contact and Sales
Force Management
from
SecuriQuest Ltd.
1 Grey Garth
Newton on Ouse
York YO30 2BS
Tel: 01347 848232
E-mail: [email protected]
url: www.securiquest.com
© TacticSolutions Ltd. All rights reserved
Customer Relationship Management
“Much of what is actually being achieved with CRM is not rocket science, so for a
short while we can drop the inflated claims and bewildering terminology. What most
large companies would like to achieve is the following:
1. They would like to know who their customers are.
2. They would like to know how much their customers spend and what
they spend it on.
3. They would like to have the correct contact details.
4. They would like to share customer data between different parts of the
business.
Most other claims are pipe dreams that exist only in the minds of management
consultants and CRM technology vendors.”
(Butler Group. 2001)
© TacticSolutions Ltd. All rights reserved
Tactic Solutions Products
Customer Knowledge Management and Collaboration
Ideal for the smaller enterprise. Fully
customisable system Low cost of ownership 150 users.
Full featured Sales Force Automation and
communication portal - Hosted Service. Online
and offline versions.
Internet based CRM for the larger Enterprise
Ideal for the corporate intranet and integration
© TacticSolutions Ltd. All rights reserved
Client List
• Including…..
Vivendi Water
Honeywell Avient Technologies
Scientifics Ltd
Harlan Sera Lab Ltd
Cope and Timmins Ltd
Boalloy
ECR Ltd
Midas selection
TSE Catering Equipment
Towers Perrin plc
Optiroc plc
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Wirtz Manufacturing Inc.
PK Tiga Engineering
LabourPool Recruitment Ltd
Down Lisburn NHS Trust
Versatel Telecom
Analytical Technologies Ltd
Rocket Graphics
Antiquesweb.com
Upmystreet.com
and many more…..
Customer Comment
“I must tell you that, in my opinion SalesNotes is faster and
easier to adapt than Goldmine could ever be!”
Martin Musker
Managing Director
UK Tax Free Refund Ltd
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Case Histories
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– (Formerly British Rail Laboratories)
– 8 sites plus remote users linked to central server at Derby
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– Thin Client Citrix Installation
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– SalesNotes Recruit Specialist Recruitment Database
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Tracking and Management
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Campaign Management and Call Scheduling
Document Attachments to Actions, Opportunities and
Correspondence
Synchronization of data with MS Outlook
Report Writer
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Opportunities and Sales
Actions
Correspondence
Create new report and quote templates in Word and Excel
Email-shots
Additional Information Pages
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Geographical information
Parents/subsidiaries
Record History
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Order History and Competitor Analysis screen
Record Association – parent and subsidiary companies
Diary and Scheduler
Database synchronization
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Live Data via the Internet
Internet synchronization for remote users working offline
Multiple server synchronization - Server sync between offices
Flexible security and access levels
User customization, fields and definable options
Utilities
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Duplicate checking
Find and replace
Sectorisation - Assignment of accounts
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Optional Extras:
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Discussion Groups
Sales Planner
Library feature
Communications Center -sharing customer information
Database option
– Oracle
– SQL Server
Full compatibility with
Mobile solutions
Additional User customizable features
Customization Service from Tactic Solutions and Partners
© TacticSolutions Ltd. All rights reserved
• All the functionality of
Internet:
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but developed for the
Thin Client
Internet secure
Use in Corporate Intranet, Extranet or via the Internet
Real-Time information and Changes
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Database Structure
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Associate Companies
Campaigns
Etc…
Company
Contact 2
Contact 1
Details
Additional details
Notes
Attachments
Geographical
Information
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Details
Additional details
Notes
Attachments
Etc…
 Journal Entries, Actions,
Meetings and Calls
oAdditional details
oNotes
oAttachments
 Letters Sent/Received
 Emails Sent/Received
 Mailshots
 Template Letters
 Opportunities
oNotes
oAttachments
 Quotes and orders
oNotes
oAttachments
Internet Solutions
Head Office Network use
SalesTactician/SalesNotes
Main Database Server
Connected to Internet
Can be either In-House or Hosted
The Internet
Remote User with local database
Manual Sync from SalesNotes
offline client where no fast internet
access is available or LIVE link via
SalesTactician/SalesNotes
© TacticSolutions Ltd. All rights reserved
Other sites
Network users.
Other Site server connects to Head
office via the Internet. Where Internet
connections are good this can be live
using SalesTactician/SalesNotes.
Where the connection is not good The
server maintains a mirror database and
synchronizes