Objective
To extend the benefits of the SYSPRO
enterprise system by supplying all the key components of customer and
vendor management in a single module that seamlessly integrates back
office accounting and ERP functionality, as well as Microsoft®
front office programs.
The Value of SYSPRO CRM
The conventional approach to CRM software
is to assemble CRM solutions in pieces. Virtually all CRM
programs consist of different modules, such as marketing, sales and
service, that are used by different departments to track the same
customer. In consideration of all of the other software that
tracks critical customer information, such as accounting, ERP systems,
websites and email, it is evident that the piecemeal approach to CRM
just adds to the complexity of business software solutions.
SYSPRO CRM challenges this piecemeal
approach to CRM. The solution is designed to offer all of the
key components of business management in one simple module that can be
acquired inexpensively and implemented quickly. By employing a
powerful set of collaboration tools, SYSPRO CRM puts people at the
center of the enterprise, while linking all other business activities
(marketing, sales, service, fulfillment and accounting) and important
business data (SYSPRO accounting transactions, Microsoft Office®
documents and Outlook™
emails) back to the people.
SYSPRO CRM allows everyone to share the
same data while using similar screens to track revenue-generating
campaigns, opportunities and services provided to customers. It
has the look and feel of a single program, not a complex collection of
many different pieces of software, resulting in a CRM system that will
actually get used.
- Enterprise-class CRM functionality
that's easy to use and affordable
- One module to support sales,
marketing, service, fulfillment and accounting
- Real-time integration to SYSPRO
Version 4.0 and higher
- Extensive customization capabilities
without programming or a DBA
- Complete implementation and training
in days, not months
CRM Design Philosophy
By eliminating extensive menu commands
and employing an intuitive, customizable "Dashboard" design,
SYSPRO CRM achieves a surprisingly simple user interface while
delivering unsurpassed interdepartmental integration.
The SYSPRO CRM Dashboard is organized
into three groups:
Work Center -- These are the functions
that all employees will probably want to use. Collectively,
these make up the heart of the collaboration system that allows
everyone in a company to share information and coordinate
efforts related to an enterprise's most important assets: their
customers.
- Calendar - displays appointments
assigned to individuals for specific days or a range of days
- Tasks - displays tasks that have
been assigned by the user or by others to the user
- Accounts - displays accounts
assigned to the user, or all accounts based on an individual's
rights
- History - displays a history of past
activities to help analyze personal workflow or company
productivity
Departments -- These are the functions
that will be useful to certain users based on theri role in a
company. Collectively, these functions provide Customer
Relationship Management (CRM) capabilities that are normally sold as
separate modules with traditional CRM products.
- Marketing - displays open and/or
closed marketing campaigns in list or graphical views
- Sales - displays pending and/or
won/lost sale opportunities in list or graphical views
- Fulfillment - displays all sent
and/or unsent mail requests in list views
System Manager -- These are
administrative functions that would typically be used by a
departmental manager or a system administrator. The System Manager
simplifies the most complex setup functions through the use of
intuitive tables, menus and dialog boxes.
- Tools - displays a selection of
tools for database management and system administration
- Setup - displays a highly organized
list of setup choices with access to extensive configuration
tables
Targeted Mass Marketing - Finding New
Customers First
Designed for marketing professionals,
the Marketing Department View provides the facilities and tools for
establishing, executing, tracking and reporting the success of any
marketing-related campaign.
Marketing Features in SYSPRO CRM
- Establishes campaign records for
unlimited user-defined campaign types
- Adds unlimited user-defined
fields/forms/folders to each campaign record
- Creates and links appointments,
tasks and activities to specific campaigns
- Attaches unlimited documents of
various document types to each campaign
- Tracks estimated budgets and actual
expenses related to each campaign
- Executes email, fax broadcasts and
direct mailing within each campaign
- Links account responses and
opportunities resulting from specific campaigns
- Generates revenue forecasts and
illustrates real-time profitability analysis per campaign
Advanced Sales Automation - Helping
Convince Customers to Buy
Designed for sales professionals, the
Sales Department View provides the facilities and tools for
maintaining information about accounts, contacts and the opportunities
that result from a company's relationship with them.
Sales Features in SYSPRO CRM
- Manages sales opportunities by
creating and linking opportunity records to specific amounts
- adds unlimited user-defined
fields/forms/folders to each opportunity record
- Maintains a complete history of
activities with unlimited notes about each opportunity
- Creates and links appointments,
tasks and activities to specific sales opportunities
- Executes graphical sales pipeline
reports in real-time based on user-defined metrics
- Tracks key sales milestones by
utilizing sophisticated sales process management features
- Analyzes competitors, buying issues
and project trends using the competitor knowledge base
- Produces sales expense and win/loss
analyses through extensive reporting capabilities
Complete Customer Service - Helping
Keep Customers Happy
Designed for service professionals, the
Service Department View provides the facilities and tools for
establishing account-specific Service Level Agreements (SLA), service
tickets and warranty program tracking.
Service Features in SYSPRO CRM
- Establishes user-defined Service
Level Agreements per each account
- Affiliates and tracks user-defined
warranty programs for inventoried items
- Logs and tracks service tickets for
specific accounts related to serialized or lotted items
- Routes and escalates reported
service tickets automatically based on user-defined rules
- Creates and links appointments,
tasks and activities to specific service tickets
- Adds unlimited user-defined
fields/forms/folders to each service ticket
- Maintains a complete history of
activities with unlimited notes about each service ticket
- Populates and utilizes the natural
language knowledge base to search for problem resolutions
Real-Time Accounting Integration -
Ensuring Profitability
SYSPRO CRM's unprecedented real-time
front to back office integration has the facilities and tools for
providing customers and vendors with accounting-related CRM
functionality from a single application.
Accounting Features in SYSPRO CRM
- Combines prospects with SYSPRO
customers and vendors in the same CRM database
- Converts prospects to customers and
accounts to vendors directly from SYSPRO CRM
- Synchronizes accounts, contacts,
phone numbers, bill-to and ship-to addresses
- Queries the SYSPRO accounting
database from the CRM account screen in real-time
- Produces quotation and purchase
order entries in real-time directly from SYSPRO CRM
- Creates SYSPRO sales orders directly
from the synchronized CRM account record
- Views accounting activities directly
from account records within SYSPRO CRM
- Rights-based, field and screen-level
security on accounting functions are accessed by SYSPRO CRM
Other Key CRM Features include:
- Fulfillment - a full-featured
literature inventory and mail request management system
- Reporting - a comprehensive built-in
report writer for generating or executing internal and external
reports
Additional "Portal" Features
Under Development
- Web Portal - for providing customer
self-service, capturing leads and generating automated responses
- Email Portal - for automatically
capturing or recording email-based service requests and sales
opportunities
- Telephone Portal - for providing
automatic outbound dialing and screen pops for outbound calling
Minimum System
Requirements/Recommendations
- Display: XGA (1024x768)
- CPU: Pentium II or higher
(recommended)
- O/S: Windows NT/2000/9x
(client and server)
- HD: 100MB (server), 2MB
(client)
- RAM: 64MB or higher
(recommended)
- DBMS: Native support for
MS-SQL server and Pervasive SQL 2000
See also eCRM
