SOFTWARE CRM OFFER AFTER-SALES SYSTEM. Lyra - CRM, Offer & Service Management

Transcription

1 CRM-OFFER-SERVICE MGMT CRM OFFER AFTER-SALES SOFTWARE SYSTEM Lyra - CRM, Offer & Service Management The leading application software in Italy for managing Business activities, Offers and Services

2 SYSTEM LYRA INFORMATION INTEGRATION The project Lyra The ambitious goal of the project, entirely developed in Italy by Softeam, is to integrate all the processes of gathering and managing information between the Company and its Customers, into a single operational and powerful tool. Market Key benefits The creation, the developments and the constant updates are the result of a continuous commitment with the demands and needs of our customers, who find in Lyra a real added value to their daily activities. Entirely developed, distributed and supported in Italy by Softeam Why Lyra in your Company? Clear and confidential information Reduction of paper Integration with personal productivity softwares Reduced Time-to-Market Statistical Analysis Working out of the office A constant attention to your needs Collect Manage INFORMATION Integrate B2B Specifically oriented to B2B "Mobile" mode to access Lyra from tablets and smartphones "" mode for off-site use, without an Internet connection Powerful fully customizable interface, to define content and layout But we already have our ERP! Who could work without one? But the ERP (Enterprise Resource Planning) is almost always something that concerns the Administrative Office, solving mainly accounting and tax issues, stock, logistics and production. Lyra has established itself inside the companies as an integral component of the ERP. Areas like Offer Management, Service and Commercial Activities, Technical Interventions Planning, and Information Sharing, are often "gray areas" even in the most advanced ERP.

3 CRM LYRA OFFER AFTER-SALES CRM Offer Personal Data Management: customers, prospects, suppliers, agents. "Summary" Sheet to display all the reports and activities between the customer and/or representative, monitor the activities, track the procedures of ongoing negotiations, access the history of the offers, check requests assistance. Shared calendars, automatically generated on the activities uploaded, with an user-friendly interface and a drag & drop integration with MS Outlook. "Business Card" Module for registering the personal data directly from business cards customer. "Mass Mailing" Module for informative s, promotions or newsletters. Memo, Alerts, Notifications to automatically inform the users about the status of a negotiation, the progress of a project, a request for assistance, etc. The information when, where, and how you need it! Product Configurator for default settings, restrictions, required components, exclusive elements, etc. Language options for the creation of the Offer. Unlimited multi-currency price lists generated manually or semi-automatically. Generation of the Offer in ".doc" or directly in ".pdf", completely customizable. All the changes in the Offer are tracked in the database, and you can always access the previous versions or check similar offers. Monitoring negotiations, statistical analysis and "follow up" on the portfolio offers. CRM All activities related to Company/Customer can be classified and tracked within the database of Lyra. Lyra allows you to integrate the common business tools like: word processors, spreadsheets, , instant messaging, contacts, shared calendar, maps. Offer Management Lyra uses a powerful graphical product configurator, with a tree structure and infinite levels. These features are particularly appreciated in companies producing tools, machinery and equipment.

4 EASY ENTERPRISE LYRA LIGHT SALES SERVICE Serial number 360º control: open tickets, active contracts, warranty status, interventions, break downs, offers and parts replacement orders. Interventions are scheduled and managed with the possibility to set up technicians, serial number, days, activities. The activities are tracked and saved. Technician Data Sheet that displays skills, languages, passports and visas expiration dates. It is possible to manage the maintenance contracts and all related data, including interventions, break downs, replacement parts, tickets, costs, profitability of the contract, etc. Priorities can be defined, shared and managed in order to assign deadlines to the staff. An Outlook-style interface that allows you to define and customize the screens layout, grids and reports, including several options for graphs, filtering, grouping, export. Data exchange and integration with the ERP through the use of exchange tables. Intervention Reports signed through an electronic device. Versions light is the version for CRM and business activities. All the records and movements inside the Company and between the Customers can be classified and tracked in real time. The features of service are aimed to manage the Technical/Commercial after-sales processes with a better information sharing between Sales Area and Technical Assistance. services are integrated into this version. sales involves the use of a powerful graphical configurator product, with a tree structure and infinite levels, able to display the technical specifications, suitable options and list of components of the product presented in the offer. The version enterprise provides a complete structure and data sharing. Information becomes a "corporate heritage", offering an excellent organization of Technical and Commercial processes. easy is the simplified version (single-user) of Lyra, dedicated to Small Business. All basic functions are available. It can also be considered as a first approach for companies that are being structured. Lyra allows to manage technical and commercial after-sales processes, improving the information sharing between Sales Area and Technical Assistance. light service sales enterprise easy Small Business

5 MOBILELYRA OFFLINE COMPANIES Operating modes Optional Modules LAN Users connected in LAN to Lyra Mobile MS Win TS or Citrix primary db Authorized user connected through mobile devices VPN Remote Connection Mass Mailing AddOn Collect Multi Language Interface (Eng, Fra, Esp, Deu) Server Replication Server Replication Local users connected to the secondary db User connected to the primary db, Mobile Expenses Docs RIT when on-site, and the local db, when off-site Connector Integration between software applications Lyra (CRM) & Helios (ERP) Sharing LAN Server Replication MS Win TS/Citrix Lyra Mobile Industries Food Industry Automotive Industry Healthcare/Medical Electrical Material Donato Carriero/ Business Development Director Fameccanica Data SpA Mechanical Industry Textiles Jewelry Packaging Ceramics Cardboard Glass Office Preferred to other alternatives because it is the only system that adapts to the way we work and the needs we have. It can be customized to best suit our particular requirements.

6 ITALY LYRA CONVENTIONS ASSOCIATIONS Conventions Softeam has signed a series of agreements with prestigious Associations which represent many of the most important Italian companies producing capital goods. The members have special commercial conditions. Acimac - Associazione Costruttori Italiani Macchine Attrezzature per Ceramica Acimall - Associazione costruttori italiani macchine e accessori per la lavorazione del legno Acimga - Associazione Costruttori Italiani Macchine per l Industria Grafica, Cartaria, di Trasformazione e Affini Acimit - Associazione Costruttori Italiani di Macchinario per l'industria Tessile Api Lecco - Associazione Piccole e Medie Industrie della Provincia di Lecco Assocomaplast - Associazione Nazionale Costruttori di Macchine e Stampi per Materie Plastiche e Gomma Assofluid - Associazione Italiana dei Costruttori ed Operatori del Settore Oleoidraulico e Pneumatico Assofoodtec - Associazione Italiana Costruttori Macchine Impianti, Attrezzature per la Produzione la Lavorazione e la Conservazione Alimentare Assomac - Associazione nazionale costruttori macchine dell area pelle Assomarmomacchine - Associazione dei costruttori e utilizzatori di macchine e attrezzature varie per la lavorazione delle pietre naturali Gimav - Associazione Italiana Fornitori Macchine ed Accessori per la lavorazione del vetro Ucimu - Associazione dei costruttori italiani di macchine utensili, robot, automazione e di prodotti a questi ausiliari Ucima - Unione Costruttori Italiani Macchine Automatiche per il Confezionamento e l Imballaggio Unacoma - Unione Nazionale Costruttori Macchine Agricole The agreements do not commit the Associations in any way. Softeam is responsible for the special commercial conditions of the members. Softeam SpA - C.so Emanuele Filiberto, 16/A I LECCO Tel info@softeam.it -