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Office Automation


eCRM

Objective

SYSPRO CRM puts the customer at the center of the business model and closes the collaboration and information loop, creating a 360-degree view of the relationship.  eCRM is a new flavor of SYSPRO CRM, bringing the power of CRM to the mobile user via the Internet.

The Value of eCRM

  • With eCRM, SYSPRO adds an important component to its SYSPRO CRM solution technology, enabling users to add additional value by leveraging the power of the Internet to give mobile employees the same advantages as those working at the office.
  • Salespeople and employees alike have embraced the global community idea and today work outside the office as well as within.  Whether employees travel to their clients or work from satellite offices, they must have a way to share information with their respective headquarter organizations.  SYSPRO  has developed such a solution for SYSPRO CRM.  It's called "eCRM."
  • Mobile users may access eCRM from anywhere.  Because eCRM is accessed through a standard web browser, issues relating to platform dependencies and installation become redundant.  Gone are the hassles of upgrading every employee's computer.  Gone is the need to use specific computer types to run the program.  Thanks to the Internet, users can access critical data residing on the company's computer system from a PC, Macintosh or even a Palm PDA.  All the user requires is a link to the Internet and a web browser.
  • Mobility in computing has evolved and brought about the Personal Digital Assistant (PDA).  SYSPRO CRM also recognizes the power of wireless mobile users and PDAs.  Once again, platform dependencies are not an issue.  eCRM can be accessed from a variety of PDAs, including Palm and PocketPC systems made by such companies as Palm, Handspring, Sony, Hewlett-Packard and Compaq.  The only requirement is that the user has access to the Internet.  Most PDAs today can easily access the Internet via modems and cell phones.  The formula is simple:  PDA + Internet = eCRM access.

Components

To facilitate ease of information access, eCRM consists of three major portals:  Web Marketing Portal, Mobile Employee Portal and Customer Service Portal.

 Web Marketing Portal

Corporate websites attract potential customers as a result of marketing campaigns and other promotional efforts.  eCRM provides a way to 'capture' an interested party's information, automatically storing the data in SYSPRO CRM as a potential lead.  With eCRM processing, the prospect can start even before you come into the office.  A simple setup even allows non-technical staff to easily generate a custom lead capture web form on the fly.  Lead Capture has never been so easy!

  • Map any HTML field to any SYSPRO CRM field
  • Check for duplicates and apply logic for creating/updating account records
  • Log information received via web forms as activities in SYSPRO CRM
  • Automatically trigger conditional follow-up processes
  • Generate basic HTML forms or link to existing ones

Mobile Employee Portal

Mobile computing allows companies to conduct business anywhere in the world.  eCRM provides mobile users access to needed information any time of the day, inside or outside the office.

Salespeople must no longer carry a heavy computer.  Client sites, home computers and even internet cafes offer a portal to needed data resident on a company's computer.  Need that last-minute account profile before take-off?  Just pop open a laptop or wireless PDA and view or modify any information with your company on a real-time basis.  The Mobile Employee Portal is designed to accommodate whatever device used, regardless of screen color or resolution.  All the functionality of SYSPRO CRM is translated to the Mobile Employee Portal.

While users will find a layout similar to that of the SYSPRO CRM Dashboard, the Mobile Employee Portal features a new look that serves to optimize Internet technology.  Portal integration even enables PDA users to view a new lead as it is being generated.

The eCRM Employee Portal provides access to the following SYSPRO CRM Dashboard functions:  Calendar, Tasks, Accounts, Marketing, Sales and Service.

Customer Service Portal

Because eCRM gives the customer a greater degree of control over problem resolution, the service technician is free to deal with more serious issues.  Customers have the ability to view a knowledge base filled with common issues and resolutions, often discovering an immediate solution while avoiding service charges. 

The Customer Service Portal also gives the customer a way to initiate a Service Ticket and check on its status.  Since SYSPRO CRM maintains records of customer-related issues and problems, service technicians have ready access to all such data, greatly facilitating their abilities to solve problems.

  • Create Service Tickets from anywhere at any time
  • Verify the status of any submitted Service Ticket
  • Share sharing information online with technicians
  • Locate answers to common problems via a web-enabled knowledge base interface
  • Reduce wait times and increase satisfaction

Configuration Information

  • Each eCRM installation can support up to 100,000 web transactions per day for 10 to 100 concurrent users, users depending on the intensity of usage
  • Supports LINUX, Microsoft and Netscape web servers and requires an installation of SYSPRO CRM (Professional or Enterprise Edition)

 

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