Microsoft CRM and DycoTrade

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2 Microsoft CRM and DycoTrade Why CRM in combination with DycoTrade? Streamline the Opportunity and Quotation Process Establish collaboration with and between Traders & Counterparties Deliver structured and clean data for Financial,- or Transactional-systems Support a variety of business processes DycoTrade provides powerful modules for managing Trade, Risk and Logistic processes. All transactions, financial and logistic, can be analyzed and reported to the finessed detail. The best of both worlds

3 Best of both worlds CRM (Marketing and sales automation) DycoTrade (ERP) CRM Service management Lead management Account management Quotes Purchase / Sales Contracts Logistics / Transport Finance / Risk / HRM Warehouse / Production Customer satisfaction Service management Opportunity management Counterparty indexing Aging reports for traders Personal Dashboards with KPI Outlook integration Visiting reports Quotes Interfaces Physical trades Shipment files Counterparties Addresses Aging Parcel sampling and tracking Sample request and tracking Reference data management

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5 Tablet Desktop Phone Cloud On-Premises

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7 Custom Web Portal Touch Experience Apps SharePoint Microsoft Office Composite UI

8 Self-Service Dashboards Guided Report Wizards Data Drill Through Advanced Analysis

9 Social IM Custom Channels

10 Business Analysts Developers System Administrators Mail-Merge and Templates Document Templates Workflow-Driven Processes Self-Service Reports Views, Forms Data Model Integration Custom UI Custom Logic and Business Rules Advanced Business Intelligence Users, Organizations Business Units Security Roles Settings Templates, KB articles

11 PC Phone & Tablet Work with customer data and business processes on a device and in the location of your choice

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13 Key-Modules Account,- & Contact-Management Counterparty Audit Quotations/Contracts Sample Requests Visiting Reports Reporting & Dashboards * Factsheet with more information is available at the stand

14 Account,- & Contact-Management Collaborate with offices over the world by sharing Basic Account & Contact data. Visualize where Accounts are located and what products they produce or use. Register Sales Opportunities and follow up activities to achieve successes. (Qualify, Develop, Propose, Close)

15 Counterparty Audit Counterparty Audit Request initiated by Trader Review on several subjects; Finance Department Logistic Department Requested Limit & Conditions Approved and stored on Account Details During the Audit, Traders can continue with Quotes, Samples or other Activities

16 Quotations / Contracts Easily Create Quotes (even when counterparty is being audited) Looks and feels of Office Information is prefilled Creation of follow-up activities (manually or automatically) Track Activities regarding Quote on the personal dashboard Update the Quote and send it to DycoTrade Send to DycoTrade button is enabled when mandatory field are filled in and Counterparty has been Audited Visualize Data by using Charts

17 Sample Requests Trading Perspective; When Sample Request has arrived; Call Potential Customer When Sample Request hasn t arrive; Examine what s causing the delay Management Perspective; Review the number of Sample Requests by Trader by Month The number of Sample Requests combined with number of Quotes could be used as business indicator

18 Visiting Reports Company Formatted Visiting reports to complement Account Data; What s the current production capacity per product? Who s the product manager? What s the demanding capacity? What s the reason of the visit? Rules(s) of Thumb*: After each Visit a Visit Report must be created. During the year there should be at least 10 quotes. * Organization Dependent

19 Reporting & Dashboards Working with CRM should not end up in an administrative task but it should help you and others. Examples of Reporting; Overview of activities attached to a (Potential) Customer [Traders] Overview of Quotations per Product Group per Trader or Region [Management] Examples of Dashboards Cockpit for Traders to identify Accounts, Contact, Quotes, Samples or Outstanding Invoices, they are responsible for. Cockpit for Management to visualize Goals of Traders or Teams.

20 Meet us at our stand to discuss opportunities

21 Contact Information Dynamic People B.V. Koningin Wilhelminaplein HK Amsterdam The Netherlands Internet: Contact: Henk Herkelman Phone: +31 (0)