Dare to COMPARE. Tour de Force. Be Efficient. Be Effective. CRM Product Evaluation: Feature Comparison Worksheet Table of Contents

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1 Dare to COMPARE offers a robust feature set that was designed to provide Distributors, Manufacturers, and other B2B Industries with a wide range of functionality that drives your sales organization to be more efficient and more effective. is more than a Customer Relationship Management () software solution. It is a full featured package offering Sales Automation (SFA), Business Intelligence (BI), Microsoft Outlook integration, integration to your primary ERP business system, mobile access, and much, much more. We are so confident in the features offered by, that we dare you to compare to any other solution on the market. Evaluation: Table of Contents Core Features of the System... 2 General Features...2 Account Management...2 Activity Management...3 Appointment Management...4 Asset Management...5 Contact Management...5 Contract Management...6 Document Management...7 /Direct Mail Marketing...7 Logging/Management...7 Expense Management...8 Notes...9 Opportunity Management...9 Project Management...10 Quote Management...11 Support Management...11 Task Management...12 Ticketing System...13 Advanced Features Alerts & Notifications...13 Annual Planning Features...13 Business Intelligence and ERP Integration...14 Event/Marketing/Campaign Management...15 Exchange Sync...15 Incentives Tracking Program...16 Mobile Accessibility...16 Offline Synchronization...17 Reporting and Dashboards...17 System Configuration and Management Administrative Console...18 System Support...19 Technology Architecture...19 General Considerations when Implementing, SFA, and BI

2 Evaluation: Core Features of the System General Features Virtually unlimited ability to customize and set-up User Defined Fields in all areas of the product to be used for profiling Contacts, profiling Accounts, defining Activity types, defining Opportunity specifications, etc. System can be accessed directly from Microsoft Outlook without requiring the user to sign in or open an additional application. Extensive feature set contains Customer Relationship Management, Sales Automation, and Business Intelligence features. Offers a Global Search Utility which can be accessed directly from Microsoft Outlook and allows a user to search on any field found in the system. Provides search results that respect the user s permissions. Extensive ability for users to define system preferences specific to the way they work. System is highly configurable, allowing an organization to configure the system to their specific business processes. provider has a long history of integrating to numerous ERP systems. System was designed with a focus on providing a sales force with the full set of tools that they need to be more efficient and more effective, and delivering those tools in a way that delivers immediate value to the sales force. Account Management Set-up and define the attributes of an Account through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Accounts from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Control the add/edit/delete capabilities of Accounts through user permissions. Single view access to all records linked to an Account such as Contacts, Contracts, Opportunities and Support records as well as linked items such as Activities, Affiliates, Appointments, Assets, Documents, , Expenses, Mailings, Notes, Quotes, Tasks and Tickets related to the Account. Configurable views available to view all Accounts based on highly flexible filtering of any User Defined Fields. Integration of key sales and financial data from your business operating/erp system. Integration of inbound/outbound phone call Activity through phone logging capabilities. Quickly launch Word templates from single click for all company documents that contain automatic bookmarked mappings of Account based fields to the template. 2

3 Evaluation: Export Account lists based upon extensive filtering for one or many territories, branches, regions, salespeople, etc. Track detailed profiles of an Account. Automatic territory re-alignment that respects salesperson changes in the ERP business system and auto-moves Accounts in database to new Salesperson. Automatic creation of Accounts from ERP Business System that offers extensive mapping of business system specific fields into the database. Set-up customized rules on how Bill-To and Ship-To Accounts are handled within database so all sales are present but all history can remain with the appropriate Bill-To or Ship-To Account. Create different Account Types, such as Vendors, Prospects, Customers, and Competitors, and have different User Defined Fields values based on the Account Type. Quickly update Contacts linked to Accounts when address and phone numbers change using a Propagate to Contacts function so all Contacts can be updated instantaneously from a change at the Account. Support interfaces to multiple ERP business system databases within the same database. Automatic logging of s sent from ERP business system based on Domain name of the Account if s are routed through Exchange Server. Create and track Accounts based on individual Company ID, Master Account ID, Customer ID and Ship To ID for easy roll-up and drill down analysis of sales history. Create customizable Look-ups to define the territory that an Account belongs to based on up to three definable values such as city, state, county or ZIP code Click on a Map icon from within the Account record and quickly access Windows Live maps to get directions to the physical location. Click on a Print Labels icon from within the Account record and quickly create a Mailing Label through MS Word. Ability for Administrators to create and save multiple summary views of Accounts Examples: New Accounts Last 30 Days, Accounts Edited Last 30 Days, All Inactive Accounts, Key Accounts, etc Accounts with Activity Management Set-up and define the attributes of an Activity through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Activities from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. 3

4 Evaluation: Provide users the ability to quickly log Activities and generate next action steps related to Accounts, Contacts, Contracts, Opportunities and Support records. Convert an Outlook Appointment to an Activity in order to track what occurred during the Appointment. Link Activities to Accounts, Contacts, Contracts, Opportunities or Support records. Export Activities with extensive filtering capabilities to create customized reports. Link Sales Activities to a specific Opportunity and report on all Sales Activities related to a specific Opportunity. Single click generation of next action step while entering an Activity. Example: Create a follow-up Task or Appointment while entering an Activity for a Sales Call. Single click access to all company document Templates while entering a Sales Activity to be able to send follow-up letters or any other Word template that is available. Single click access to all company note Templates to be able to enter sales or call notes following a standard outline. Single click access to personal notes Templates to be able to enter sales or call notes following an outline that the individual frequently uses. Log the duration of a Sales Activity to track total sales time with Accounts. Create summary level analysis of Activities through the use of a management tool to eliminate the need of traditional Call Reporting. Ability for Administrators to create and save multiple summary views of Activities Examples: Activities Last 7 Days, Last 30 Days, Sales Activities Last Quarter, etc Activities with Appointment Management Create an Appointment through the system and have the Appointment created on the user s local Outlook calendar so all personal and business related appointments are on a single calendar within Outlook, which can be synchronized to a mobile device. Convert an Outlook Appointment to an Activity in order to track what occurred during the Appointment. The Activity is automatically linked to the appropriate item (Account, Contact, Opportunity, etc.) that the original Appointment was created from for Call Reporting/Activity tracking purposes. Take Action from the Appointment to quickly create a follow-up Appointment, Task, or View history related to the parent Record of the Appointment. Ability for Administrators to create and save multiple summary views of Appointments across the entire system with the ability to create pre-defined views that include Examples: Appointments Next 7 Days, Appointments Last Month, etc Appointments with 4

5 Evaluation: Asset Management Set-up and define the attributes of an Asset through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Assets from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Set-up and define attributes of any equipment or serialized Asset for which it is important to maintain a log of that Asset and track its location or who it has been assigned to. Examples: IT Assets such as Laptops or LCD Projectors, Vendor Assets such as Samples, Tools, Machinery, etc Ability for Administrators to create and save multiple summary views of Assets the ability to filter on any User Defined Field Examples: Internal Assets, Assets at Customer Locations, etc Assets with Contact Management Set-up and define the attributes of a Contact through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Contacts from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Control the add/edit/delete capabilities of Contacts through user permissions. Mark a Contact inactive so that it does not show in reporting, views, or searches, while maintaining all historical data so that any key sales activities, conversations, or events that have taken place with the Contact are still accessible. Single view access to all items that are related to the Contact such as Activities, Affiliates, Appointments, Documents, , Expenses, Mailings, Notes, Opportunities, Quotes, Support, and Tasks. Automatic logging of all communications between a Contact in the database and anyone within the company based on company defined logging preferences. Track detailed profiles of a Contact. Quickly launch Word templates from single click for all company documents that contain automatic bookmarked mappings from Contact based fields to the template. Export Contact lists based upon extensive filtering for one or many territories, branches, regions, salespeople, etc. Merge Contacts in the system and perform extensive checks against existing records to avoid the creation of duplicate records. 5

6 Evaluation: Automated process for Merging web leads into system and performing extensive checks against existing records to avoid the creation of duplicate records. Automatic creation of Contacts from the ERP Business System that offers extensive mapping of business system specific fields into the database. Create next steps (i.e. Tasks, Appointments, Etc.) and view history directly from an received from a Contact within the Outlook Inbox. Maintain a list of Contacts that have Opted-Out from marketing. Open a Contact record from a single click when an is received from the Contact, eliminating the need to search for the Contact. Click on a Map icon from within the Contact record and quickly access Windows Live maps to get directions to the physical location. Click on a Print Labels icon from within the Contact record and quickly create a Mailing Label through MS Word. Ability for Administrators to create and save multiple summary views of Contacts Examples: New Contacts Last 30 Days, Contacts Edited Last 30 Days, Contacts Missing Address, Key Contacts, etc Contacts with Contract Management Set-up and define the attributes of a Contract through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Contracts from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Set-up Contract records that can be used to track software Contracts, customer pricing Contracts, vendor purchasing Contracts, equipment service Contracts, etc Offers a feature that creates a Unique ID on the Contract record to be used for tracking purposes and automatically creates network share linked to the Contract record for storing files related to the Contract record. Link individual s or Assets to a Contract to be able to accurately track maintenance Contracts and estimated Contract renewal dates and values. Ability for Administrators to create and save multiple summary views of Contracts Examples: Expired Contracts Last 30 Days, New Contracts Last 30 Days, Contracts Up For Renewal Next 30 Days, etc Contracts with 6

7 Evaluation: Document Management Link files to any item within the system and have the files stored in a company share. Drag and drop any file from your desktop or any other location to an item within the system and have the file automatically copied to the network share, properly indexed, and linked to the specific item. All files are indexed, searchable, viewable and retrievable through the system database and available to all users based on their permissions. Ability for Administrators to create and save multiple summary views of Documents across the entire system with the ability to create pre-defined views that include Examples: New Documents Last 7 Days, Documents from Last Year, etc Documents with /Direct Mail Marketing Set-up and manage Global and Personal HTML or Plain Text drafts that can contain bookmarked fields from the Contact, Account, or current User. Create or Direct Mail lists using advanced filtering on any User Defined Field that is available on the Account or Contact. Create or Direct Mail lists using filters on any sales data point that is available through the integration to your ERP system. Create or Direct Mail lists using advanced Gap Analysis filters to identify Accounts that are purchasing a specified amount of a specific product group but NOT purchasing a specified amount of a LIKE product group. Create or Direct Mail lists of Contacts that are linked to Opportunities and apply filters based on User Defined Fields from the Opportunity or Contact. Ability for Marketing to publish HTML promotional s that can be accessed by sales people and sent individually or in bulk through a Mass Communicate function or through a Mailing function. Track all Contacts that have requested to be on an Opt Out List and have the Contacts automatically filtered out of lists. Ability to have promotional s sent to Contacts by a single person and have all replies routed to the salesperson responsible for the Account. Set-up the processing rate of s through the Mailer application so s are not sent in bulk or at a higher rate than an hosting service permits. Track all Contacts that are a part of a Mailing and easily View Mailing history for a Contact within the system. Logging/Management Automated logging of all inbound and outbound correspondence that passes through the Enterprise Mail Server, including s sent and received through Outlook Web Access, non-users of the solution, and s sent through mobile devices. logging does not require the user to utilize the CC: or BCC: fields in order to log the . The logging process is completely automated and requires no user intervention. 7

8 Evaluation: View and act on s that are logged. Set-up comprehensive rules that are applied to the Logging process to restrict what addresses should not have s logged. Create extensive HTML or plain text drafts that are quickly and easily accessible when sending new s through Outlook that contain bookmarked information fields from the Contact, Account, or current user. Select an from the Outlook Inbox and take Action to create a new item (Appointment, Task, Opportunity, Activity, etc ), view history related to the Contact or Account, or open the Contact or Account with a single click. Manually or through an automated service scan your local Inbox and Sent items and categorize all that has been logged, allowing users to delete all logged s and easily see when they have received an from a Contact whose address is not in the system. Scan your Inbox and identify s that have been received from addresses that are not in the database and then easily create new Contacts or update existing Contacts. Select multiple Contacts in any Contact view and Mass Communicate to the Contacts using Global or Personal drafts to personal, individual s to each user, not a bulk BCC . Ability for Administrators to create and save multiple summary views of s Examples: Today s , from Last 7 Days, Customer s, Prospect s, etc s with Expense Management Set-up and define the attributes of an Expense through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Expenses from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Quickly enter an Expense from an Appointment or Activity and have the Expense linked to the same parent of the Appointment/Activity. Link Expenses to any record type in the system such as Accounts, Contacts or Opportunities. Create custom views of Expenses through the Manager s Console to be able analyze and report on Expenses across the system by Account, by user, by Expense types, etc Track mileage and company defined mileage rates within the Expense Manager. 8

9 Evaluation: Ability for Administrators to create and save multiple summary views of Expenses Examples: Expenses Last 30 Days, Unpaid Billable Expenses, All Travel Expenses Last Year, etc Expenses with Notes Set-up and define the attributes of a Note through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Notes from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Ability for Administrators to create and save multiple summary views of Notes Examples: New Notes Last 30 Days, New Notes Last Year, etc Notes with Opportunity Management Set-up and define the attributes of an Opportunity through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Opportunities from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Link all influencing Contacts within the database to an Opportunity and assign a User Defined role to each Contact. Track Opportunity Next Action Steps and Dates through management of Outlook based Tasks and Appointments that automatically update the Next Action Step and Next Action Date on the Opportunity. Track Opportunity amount and forecasted values at a high level or through the use of detailed values from line item forecasting for categories such as vendor or product groups. Single view access to all Opportunity based items and records such as Activities, Appointments, Documents, , Expenses, Notes, Quotes, Support and Tasks related to the Opportunity. Create configurable views of Opportunities based on filtering of User Defined Fields in order to manage and create sales funnels. Export highly specific Opportunity lists with the use of extensive filtering capabilities. Track specific notes by Contact to an Opportunity. 9

10 Evaluation: Create and assign Tasks specific to an Opportunity and maintain linking to the parent Account or Contact. Set-up company defined sales process and the track the history of an Opportunity as it moves through the sales stages Generate actions for all linked Contacts linked to the Opportunity. Launch enterprise Word templates directly from an Opportunity. Attach documents directly to the Opportunity and track all changes made to the documents throughout the selling and project delivery phases of an Opportunity. Link Sales Activity directly to an Opportunity. Link individual Expense items to an Opportunity. Link key correspondence to an Opportunity. Link an Opportunity directly to an Event in order to track the return on the investment of a specific Event. Set-up and define specific processes to manage Opportunities using global Task Groups. Ability for Administrators to create and save multiple summary views of Opportunities across the entire system with the ability to create pre-defined views that include Examples: New Opportunities Last 30 Days, Opportunities with Past Due Next Action Steps, Opportunities Past Projected Close Date, Lost Opportunities Last 30 Days, etc Opportunities with Project Management Advance an Opportunity, once closed, from the selling mode to the project delivery mode and maintain all of the electronic history used during the selling process. Link billable and non-billable Activities to a project for billing purposes. Offers a feature that creates a Unique ID on the Opportunity to be used for tracking and automatically creates network share linked to the Opportunity for storing files related to the project. Link project related Expenses directly to a project to help analyze actual costs associated with a project. Set-up Tasks required for successful project delivery and assign them to the appropriate project managers with automated reminders. Link outside influencers to a project such as engineering firms, architectural firms, Contractors or Consultants and track their Activities related to each specific project. Once an Opportunity is closed and becomes an active project use the line item Forecasting to detail billing/revenue milestones of the project. Extensive reporting to allow detailed analysis of projects. Track all documents related to each specific project through Document Management capabilities. 10

11 Evaluation: Add customized Project Details tabs to the Opportunity to track every detail about the project to be used for reporting. Post standardized Word templates for all key documents (change orders, project update notice, project transmittals, etc ) that are used in the project delivery process. Automatically create system level folders with hyperlink access, from the Opportunity, for the purposes of storing and sharing electronic files related to the project. Quote Management Set-up and define the attributes of a Quote through an easy to use utility, with the ability to make changes after implementation without involving the Ability to have Lists automatically update between the ERP business system and the database for accessibility within the Quote Management system. Ability to have Quotes created within the system automatically pushed to the ERP business system through and interface that s been configured specifically for the client s ERP business system. Create quotes from an Account, Contact or Opportunity. Track various information including freight, deposits, surtaxes, discounts, and more. Apply line item or quote level discounts with the ability to hide discounts at the line item level when providing a lot discount on a Quote. Set-up unlimited Word templates that can be used to create a Quote form that contains unlimited bookmarks of information from the parent Account, Contact or Opportunity that the Quote is generated from. Ability for Administrators to create and save multiple summary views of Quotes Examples: Closed Quotes Last 30 Days, Today s New Quotes, All Open Quotes, etc Quotes with Support Management Set-up and define the attributes of a Support record through an easy to use utility, with the ability to make changes after implementation without involving the Create and edit Support records from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Create Account, Contact or Opportunity based Support items for yourself or assign to other users. 11

12 Evaluation: Offers a feature that creates a Unique ID on a Support record to be used for tracking purposes and automatically creates network share linked to the Support record for storing files related to the Support record. Automated notification of Support items on creation, on due dates and on reminder dates. Link Support related documents directly to a Support record for reference by all users. Maintain extensive user notes as a Support record evolves through the resolution process. Ability for Administrators to create and save multiple summary views of Support records across the entire system with the ability to create pre-defined views that include Examples: New Support Last 30 Days, Past Due Support, Open Support by User, etc Support records with Task Management Create Tasks that are linked to any record type in the system. Ability to re-assign a Task to someone else and maintain tracking of Task completion. Automated notification of Tasks on creation, on due dates and on reminder dates. Create and edit Tasks from the core desktop application or through a web interface that is accessible from mobile devices, tablets, smartphones, etc Take Action from the Task to quickly create a follow-up or view history related to the parent record of the Task. Create predefined Personal and Global lists of Tasks within a Task Groups that allows standardized lists of Task to be quickly generated and assigned to the appropriate people at different stages of the selling process. Example: A company can have a predefined list of Tasks that get assigned to different users in the system once an Opportunity is closed Single point of access to all company and personal Tasks for each user through the use of the Outlook Mailbox. The ability to select a group of Accounts, Contacts or Opportunities from a grids view and create a Mass Task that allows for a standard Task to be set-up and assigned, in Mass, to one or multiple users. Example: Create a list of Accounts not buying a certain product using Gap Analysis functions and assign a task to the appropriate sales rep to follow up with each Account and identifying why they aren t buying that product. Ability for Administrators to create and save multiple summary views of Tasks Examples: Tasks Due Next 7 Days, All Past Due Tasks, All Open Tasks in Region X, etc

13 Evaluation: Tasks with Ticketing System Set-up and define attributes of any Support, IT or Trouble Ticket using User Defined Fields and have a system generated Ticket Number assigned to the Ticket for tracking purposes. Ability for Administrators to create and save multiple summary views of Tickets Examples: All Open Tickets, Current Tickets Assigned to Steve, Tickets Opened Last 30 Days, etc Tickets with Advanced Features of the System Alerts & Notifications Create automated Alerts & Notifications containing reports that are sent to users providing information about what has taken place in the system. Automated Alerts allow for the following functionality: Sent at specified time intervals Examples: At the close of every day, once a week, monthly, etc. Sent when a specified event occurs in the system Examples: a new Contact is added to a rep s territory, a new Opportunity is created at a branch, a new order is placed, etc. Creation of general alerts that will only show the information relevant to the recipient (as based on system permissions) Create alerts on any data found in the system with the ability to use highly flexible filters to create highly specific alerts containing only the data needed Add multiple data points to the same alert Example: A Branch Summary alert that will show all key metrics for reviewing the sales performance of that branch for the previous day Access the data that the alert references directly from the . Examples: Alert containing new Contacts added in last 24 hours will allow the user to open the Contact directly from the , Alert showing Open Orders over $500 will allow the open order to be opened directly from the alerts can be created through an easy to use utility that does not require any involvement from the Annual Planning Features Set-up advanced planning rules that allow sales and profit goals to be created, reviewed and committed on an annual basis. Set-up planning by Vendor, by Group, by Salesperson, by Territory, by Branch, by Region and have all sales and profit goals roll-up from any level to another. 13

14 Evaluation: Set-up goals for new Opportunities to be created and closed in the planning year. Set-up goals for new Activities to be performed in the planning year. Set-up personal Objectives to be accomplished in the planning year. Ability for sales managers to be set-up as reviewers to be able to view sales plans as they develop during the planning season and approve the plans before they are committed. Create custom scorecards based on a company s specific needs to be able to track actual performance versus goal. Ability for a sales rep, branch manager, territory manager, or sales manager to easily view their goals and their current % to goal at any time. Business Intelligence and ERP Integration Automatically synchronize key financial and sales data for all Customers from your primary ERP/business operating system to the system using an automated process that runs on a pre-determined schedule and runs on a nightly basis, at a minimum. Analyze sales, profit, margin and unit performance based on any of the following Summary Types: Salesperson ID Account (By Master Account ID, Bill To ID or Ship To ID) Territory Branch Region Corporate Analyze detailed sales, profit, margin and unit performance within each Summary Type above by up to 5 different configurable Group Summary types based on any attribute available from the Account record, Invoice Header, Invoice Line or Master tables from within the Business System. Common Examples: Customer Type SIC Code Vendor Major Group Group Revenue Class Item Code Quickly generate Point of Sale reports by any Group Type with detailed invoice header and invoice line details through Line Item Sales History across an of the Summary Types listed above. Analyze Open Orders and Open Quotes with the ability to drill down to the line item details from the Order/Quote. Access key sales data offline with an easy to use synchronization process. Compare and analyze actual sales and profit performance against corporate, region, branch, territory, account, and salesperson goals which are able to be setup in an easy to use Annual Planning feature. Quickly export any grid view of data to a report form in Excel, PDF or CSV format. 14

15 Evaluation: Perform detailed Gap Analysis within a product/revenue group to identify sales/ conversion Opportunities that exist with a customer. Combine actual sales history with the sales Activities performed within an Account for a particular product/revenue group to identify key focal areas for future sales Activities to be performed. Performed detailed analyses of sales performance within a specific industry, industry category, SIC code, NAICS code or any other field that is used to specify an Account record in your system. Perform analyses for the entire company or by sales territory, branch or region. Event/Marketing/Campaign Management Set-up and define the attributes of an Event through an easy to use utility, with the ability to make changes after implementation without involving the Manage various company Events such as training, counter days, open houses, marketing campaigns, webinars and seminars. Create and maintain extensive prospect mailing lists and selectively choose mailing lists for desired Campaigns. Generate Event invitation lists based on POS data from business system integration data and easily import send mass invitation s. Track multiple sessions within a single Event along with attendees that have confirmed for the Event and individual sessions. Set-up resources to be used for an Event such as training rooms and conference rooms that can be scheduled and assigned to sessions when planning an Event. Create and maintain both HTML and plain text s within an Event. View summary information for an Event that will show the key indicators of success for a specific Event including the new Accounts, Contacts and Opportunities generated from the Event. Extensive interface to Exchange to process Campaign mailings and log the within the system. Set-up Word Mail Merge templates to be used when sending direct mail confirmations to Contacts who have scheduled to attend an event. Track both billable and free handouts that are required for an Event. Track Event registration fees and easily track who has and has not paid for an Event. Exchange Sync Offers an easy to use utility that allows a user to automatically move contacts from the system to their personal Outlook contacts. Allows the user to utilize highly flexible filters to only sync the key contacts relevant to their job. When running Outlook on an Exchange Server platform, each user has the ability to set-up rules on which Contacts within the database they would like to have synced to their local Outlook Contacts. Based on the rules defined, those Contacts are added automatically through a server side Service that runs on a defined schedule to keep each user s Contacts updated. 15

16 Evaluation: Once Contacts have been moved to the user s personal Outlook Contacts, they can be synced to the user s mobile device. Utility respects permissions that have been set-up in the system and will only allow a user to move the Contacts which are included in their permissions. Incentives Tracking Program Provides an easy way for an organization that offers Incentive, Points, or Rewards programs to their customers to track the accumulation of those points. Offers an easy to use utility that allows an Administrator to create and maintain the program. Allows for the creation of a set of rules that governs how points are accumulated. Allows for variable rules which can change depending on the promotion being offered in any given month. Example: Any product purchased from Line X gets triple points in August All sales data automatically populates into the program as a result of integration to a company s ERP system. Program can be completely maintained in the system, removing the need for spreadsheets and manual data entry. Mobile Accessibility Access key data through a web interface that is accessible from mobile devices, tablets, smartphones, etc. Search, create and edit the following information through the mobile interface: Accounts Activities Appointments Assets Contacts Contracts Expenses Forecasts Notes Opportunities Support Records Tasks Tickets View and analyze extensive sales history, open order and open quote information through a built in interface to your primary ERP business system. Conduct searches of current inventory levels, with the ability for Administrators to specify which inventory data will be accessible through the mobile interface. Review your Daily Activities with an easy to use Dashboard that shows all Appointments and Tasks that are scheduled for the day, and all Activities and Expenses that have been created during the day. 16

17 Evaluation: Customize your homepage by selecting from a wide range of company specific Alerts & Notifications that show detailed views of key data sets. Examples: Regional Sales Summary, Contacts Created in Last 5 Days, YTD Sales Summary by Group Offline Synchronization Offline functionality that provides 100% of client functionality in an offline environment. Synchronize a specified dataset based on advanced filters that can be set-up and managed by each user based on their level of access. Set-up date based filters on each item in the system to be able to minimize the offline dataset based on each individual user s preferences. Perform Quick Syncs that further restrict the sync process for daily on and off syncs. Apply Account record level filters for users that have a need to sync Accounts across an entire region or branch based on a User Defined Field value on the Account record. Ability to work in a completely disconnected environment using the same user interface that is used when working in a connected environment. Reporting and Dashboards Create quick exports with extensive filtering for all information within the system including relational exports. Ability for Administrators to create and save multiple summary views of data system data with Create views of information by salesperson, by territory, by branch office, by region or the entire company. Create and save Personal or Global views that contain specific fields, filters and formatting for ANY item or record type in the system. Global views automatically limit the information visible to the user based on the user s specific permissions. View key record and item types in either a grid view displaying the raw data similar to Excel or through a Summary/Analysis view that creates a dashboard type interface allowing for detailed analysis of the information. Advanced Summary/Analysis views are available for: Opportunities Forecasts Activities Expenses Phone Logging Quotes BSI Data 17

18 Evaluation: Provides a reporting structure that allows all companies using the system to share globally published reports, eliminating the need for each individual company to create and support their own custom reports. provider allows customers to request creation of reports and publishes those reports to a public download site that allows users to download the reports that are appropriate to their business, eliminating the high cost of the customer creating and managing the reports in house. Create company specific reports using industry standard reporting tools that can be used with Microsoft SQL Server. System Configuration and Management Administrative Console Single point of access to all Administrative utilities through a convenient interface that is easy to use and does not require extensive database or programming expertise. Enterprise control of all screen designs, user defined fields and grid views. Enterprise control of publishing system updates through a simple user and intuitive interface without having to directly access the database or write code. Offers Administrative Utilities to easily perform the following actions: Design and control user interface of all screens Set-up and control all User Defined Field values Set-up and manage of all grid views in system Create and publish Word Templates Manage lists for Quotations for enterprise use Move Accounts and Contacts between sales territories Combine duplicate records and their history Set rules and scan system for duplicate Accounts and/or Contacts and then combine those Accounts and/or Contacts Import any Item or Record and link to existing records through any unique field within database Manage the rights and utilities that each user has access to throughout the system Set-up user groups to be able to easily manage User Permissions Configurable database hierarchy with an architecture that can be designed with up to four levels to mimic existing company structure Create and manage Alerts & Notifications alerts to provide users with key details on actions that have occurred within the system Create and manage and Incentives Program to create Incentive/Loyalty/ Rewards programs that are based on actual sales numbers Manage Annual Sales Planning Create and manage Task Groups 18

19 Evaluation: Access to Administrative Utilities can be granted on a per utility basis and can be granted to one or multiple users, allowing an organization to have the appropriate person manage each area. System Support provider has a dedicated support team located in the United States. Services of support team can be accessed through the phone, , or a web based support site. provider offers extensive help files that can be accessed by administrators and users. Technology Architecture Uses Microsoft Outlook for all functionality, but does not require Microsoft Outlook. Uses Exchange Server for logging and other functions, but does not require Exchange Server. Uses Microsoft SQL Server as the database engine and storage of all data within the system to provide enhanced speed and flexibility. All Files (Word, Excel, PDF, etc ) and logged s are stored in a Company Share on the file system and indexed through the database for quick and easy accessibility. Client interface can be accessed directly through Microsoft Outlook toolbar providing a familiar interface for all users, but does not require Microsoft Outlook. Entire product is developed in the C#.NET and VB.NET code base that allows for extensive and cost effective customizations and integration to third party applications and data sources. system is an on premise solution. All data is stored locally at the client site, giving the client full control over their systems and data. Mobile application combines the security of an on premise solution with the flexibility of a hosted solution. Mobile application is hosted locally at the client site on a web server. General Considerations when Implementing, SFA, and BI Solutions Does the company own the code base of the product? (Or are they a reseller who is unable to control the code base, requiring that future feature requests are charged for customization work?) Does the company provide a comprehensive Roadmap to Success that will help guide your organization through the process of implementing a /SFA/BI strategy? Does the company provide vertical market expertise that can help guide your company through a successful implementation of the strategy? Does the company have a history of successful implementations, with a customer retention rate of 98%? 19

Dare to Compare. General System Features System Support General Considerations

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