Optimised customer visit process with Adobe Interactive Forms. An overview

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Darleen Jody Cannon
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1 Optimised customer visit process with Adobe Interactive Forms An overview

2 Agenda Process scope Your benefits

3 Process scope optimised customer visit process with Adobe Interactive Forms Acquisition and sales Institution and person mgmt. Visits and tasks Opportunity Sales planning and analysis Contract creation and approval Offer Case Rating and calculation Workflow Marketing Marketing planning Segmentation Campaign Marketing analytics Customer service Call centre Complaints Customer self service Service analytics Organisational Management of territorial areas and employee data , # 3

calculation Workflow Marketing Marketing planning Segmentation Campaign Marketing analytics Customer service Call centre

Process scope optimised customer visit process with Adobe Interactive Forms Structured offline/online use of CRM for visit reports, template and advertising material distribution based on Adobe

4 Process scope optimised customer visit process with Adobe Interactive Forms Structured offline/online use of CRM for visit reports, template and advertising material distribution based on Adobe Interactive Forms, incl. integration of SAP CRM in addition to Outlook or Lotus Notes Visit preparation Visit realisation Visit follow-up Visit created in SAP CRM Institution visited Visit reports prepared and sent to SAP CRM Current customer file/doctor dossier created as a document Visit/activity report created as a document ONLINE OFFLINE OFFLINE , # 4

1 2 3 Visit preparation Visit realisation Visit follow-up Visit created in SAP CRM Institution visited Visit reports prepared and sent to SAP

5 Process scope optimised customer visit process with Adobe Interactive Forms In detail: structured offline/online use of CRM for visit reports, template and advertising material distribution Your logo Interactive forms to enter all relevant visit information. The forms can be structured to suit and can also include the order entry in addition to reports. The forms can be saved for completion at a later date. The forms can be printed , # 5

Process scope optimised customer visit process with Adobe Interactive Forms Seamless integration of Outlook and CRM comparison of appointments

6 Process scope optimised customer visit process with Adobe Interactive Forms Seamless integration of Outlook and CRM comparison of appointments and contacts SAP CRM 7.0 Synchronisation OUTLOOK Transfer of the virtual index cards and visit reports Same view in both calendars , # 6

7 Process scope optimised customer visit process with Adobe Interactive Forms Seamless integration of Outlook and CRM comparison of appointments and contacts SAP CRM 7.0 Synchronisation OUTLOOK Contacts Synchronisation of CRM in Outlook and vice versa Changes synchronised in both directions Appointments & tasks s Appointments and tasks from the CRM can be sychronised in Outlook Changes synchronised in both directions Both calendars show the same appointments and tasks A special CRM category allows for differentiation s from Outlook can be saved in SAP CRM at the workplace/institution s can be sent directly in SAP CRM at the workplace/institution , # 7

tasks from the CRM can be sychronised in Outlook Changes synchronised in both directions Both calendars show the same appointments and tasks A special CRM category allows

8 Your benefits Advantages of the optimised customer visit process with Adobe Interactive Forms 1 Integrated process with no inconsistencies between media 2 Shorter process run times 3 Continually up-to-date customer data 4 Simple, flexible use 5 Time savings for employees , # 8

between media 2 Shorter process run times 3 Continually up-to-date

9 Thank you for your attention! People Processes Technologies maihiro The essence of CRM , # 9

11 Imprint Germany maihiro GmbH Osterfeldstr Ismaning near Munich T F Geschäftsstelle Hamburg Ruhrstr. 11A Hamburg T F welcome@maihiro.com Austria maihiro GmbH Tech Gate Vienna Donau-City-Str Vienna T F welcome@maihiro.com maihiro GmbH. All rights reserved. All the content of this document is the intellectual property of maihiro GmbH. This content may only be used and the intellectual property rights to the content may only be transferred with the written permission of maihiro GmbH. The content of this publication is made available by maihiro GmbH. It is non-binding, is intended for information purposes only and may be altered without prior notice. maihiro GmbH accepts no liability and offer no guarantee in relation to errors or omissions in this document. There shall be no further liability arising from the information contained in this publication , # 11

com www.maihiro.com maihiro GmbH. All rights reserved. All the content of this document is the intellectual property of maihiro GmbH.

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