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



Similar documents
Product Information. Sugar vs Zoho. Features Comparison

SMART CRM Desk for Service Sector. Solution for Customer Relationship Mgmt (CRM) in Service Industry

Sugar Professional. Approvals Competitor tracking Territory management Third-party sales methodologies

Sugar Professional. Approvals Competitor tracking Territory management Third-party sales methodologies

Editions Comparison Chart

Your guide to an integrated and holistic software solution for a dynamic business environment.

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

It is a feature that enables the user to save his data to any internal or external storage device and restore it back once required.

Is a feature that enables the user to save existent data to any internal or external storage device and restore it back once required.

Dare to Compare. General System Features System Support General Considerations

WAREHOUSE MANAGEMENT SOFTWARE

CRM for small business.

Software Editor & Business Consulting

c360 Product Catalog

IT Solutions Web Development Mobile Applications.

ACCESS ANYWHERE FIELD SERVICE SOFTWARE. MindYourService

Results CRM 2012 User Manual

CLOCKWORK Training Manual and Reference: Inventory. TechnoPro Computer Solutions, Inc.

SAGE 300 ERP ADD-ONS. GreyMatrix. Salesforce. Integration. Auto Revise Quote. ecommerce Magento. Integration. Document.

Fleet Management. Technical Data Sheet. General Features

Calibration Control. Calibration Management Software. Tools for Management Systems

Intelligence Reporting Frequently Asked Questions

S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y

Business Management Made Simpler

Long-Term Customer Loyalty. Total Integration. Investment For The Future. CRM. Customer Relationship Management

Dealer Management Services (DMS) Framework

Óbuda University Keleti Károly Faculty of Business and Management Institute of Enterprise Management

Online Packaging Management Solution

FieldEZ for Oil and Gas

Microsoft Office Small Business 2007

ShareNet. Technical Support Software. Powerful Request tracking built on the ShareNet platform!

Product Feature Comparison Matrix

CUSTOMER MANAGEMENT IN THE CLOUD

Embraiz CRM System User Guide

Mobile app for Android Version 1.0.x, January 2014

CWA Flow. CWA Flow 8D Report. The flexibly configurable software. Claim and Complaint Management. User-defined forms and processes

User Guide QAD Customer Relationship Management. Introduction Sales Management Marketing Management Customer Service Reference

ipm IPM PROJECT MANAGEMENT

Cloud and Self-hosted Bitrix24 at a glance. Bitrix24

TigernixERP, one of the most used software for inventory management and purchase order system

Flyer SMS Engineering srl

Prestashop ERP User manual

SAP Business One mobile app for Android Version 1.0.x November 2013

How To Use A Microsoft Dynamics Crm

Sales Force Management-SFA Windows/Iphone/Android) Leads Management Orders and invoices Business Intelligence

Features of AnyShare

ERP Comparison Whitepaper: Microsoft Dynamics, NetSuite, & Odoo

CRM Comparison Guide. Microsoft Dynamics CRM and Act! compared

IDEAS Property Clerk Enterprise Property Management Accounting Software. IDEAS Software

OpenERP at a Glance. Open Source: OpenERP is committed to Open Source. The software is published under the AGPL licence

Market Challenges Business Drivers

ROOM SCHEDULING SYSTEM

Property Manager V7.0 User Guide

Introduction to MRP-Link

Infor CRM Compatibility Guide. Updated December 2014 Includes compatibility for supported versions of Saleslogix 8.1.x and earlier

Build Contacts, Manage Relationships, Get Results

PRODUCTIVITY PACK FOR PIVOTAL CRM

Software Solutions. Microsoft Dynamics CRM. SoftASA Business Software. masventa Business GmbH Von-Blanckart-Str Alsdorf

User Guide QAD Customer Relationship Management. Introduction Sales Management Marketing Management Customer Service

Lumen Recruitment Systems

Your guide to an integrated and holistic software solution for a dynamic business environment.

PRODUCTIVITY PACK FOR PIVOTAL CRM

For Innovative SOLUTION OVERVIEW

VNC Zimlets. Version 1.0 Berlin, 06. August 2014

Remote management of industrial equipment. Monitor and control field equipment over the web

Sage 100 ERP 2014 Connect your business.

Timebase 247 Service Definition

GFI Product Comparison. GFI MailArchiver 6.0 vs Waterford Technologies MailMeter Archive

For TruckMate SOLUTION OVERVIEW

CRM Request for Proposal. Rhode Island Economic Development Corporation. Request for Proposal for a CRM System. July 3, 2013

MS-8913: Microsoft Dynamics CRM 4.0 Applications. Course Objectives. Required Exam(s) Price. Duration. Methods of Delivery.

Pegasus improving the way you work

101 ways to use SysAid

Customer Timeline - New in Summer Web Lead Capture - New in Summer Built-In Dashboards - New in Summer 2012

PREVIOUS USER TYPES FOR CONTRACTS BASED ON THE FORMER PRICELISTS (BEFORE MAY 1st, 2008)

Sage MAS Intelligence - Introducing Dazzling Reports & Brilliant Analysis for Sage MAS 90 and 200. Leanne Lowe Sage Software

Ovation Operator Workstation for Microsoft Windows Operating System Data Sheet

For TMWSuite SOLUTION OVERVIEW

Chemistry Enterprise Dashboard

UNIFIED CAR RENTAL SYSTEM Connect your customers, your employees, your business. Wheels Car Rental

We ve created this handy checklist to help you choose the real estate CRM and marketing system that checks off all the right boxes.

Grant Management & Project Control

Sage ERP MAS. Everything you want to know about Sage ERP MAS Intelligence. What is Sage ERP MAS Intelligence? benefits

NSD Business Controlling System NSD BCS 4.01

ManageEngine SupportCenter Plus 7.7 Edition Comparison

License Metrics and User Definitions

VEDATRAK CRM 2.1. User's Guide

Soonr Workplace Enterprise Plan Overview

Transcription:

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 www.softeam.it/lyra

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.

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 emails, 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, e-mail, 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.

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

MOBILELYRA OFFLINE COMPANIES Operating modes Optional Modules LAN Users connected in LAN to the @ 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.

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-23900 LECCO Tel +39 0341 422323 info@softeam.it - www.softeam.it