Common Sense CRM<br />Prepared for<br />Presented by <br />Keith Bilyeu<br />CogentDigital, Inc.N196 Eastowne LaneAppleton...
SalesOutlook™<br /><ul><li>A Simple, Affordable, and Flexible, Sales, Marketing and Service Add-on for Microsoft Outlook.
As Easy to Use As Your Email!!!
As a Matter of Fact SalesOutlook is Part of Outlook itself!!!!</li></ul>		Think of It As “Common Sense” CRM!!!<br />
Considerations When Selecting A CRM Solution<br />Synchronization – Remote (field Sales) users’ data must roll up to the m...
Considerations When Selecting A CRM Solution (cont’d)<br />Technology –  Good path for staying current as technology evolv...
SalesOutlook “Common Sense” CRM Goals<br />Be Flexible and Easy to Use. <br />Leverage User’s Familiarity with Microsoft O...
Building Better Relationships Is Easy With SalesOutlook<br />SalesOutlook Provides Your People Easy to Use Tools They Need...
SalesOutlook Makes Users Productive Faster By Leveraging Their Familiarity With Microsoft Office<br />CRM experts suggest ...
SalesOutlook is Flexible and Can Manage Any Sales or Business Process – From Simple to Complex<br />Post Sale<br />Pre-Sal...
 Sales Tools
 Networking
 Added Value
 Analysis
 Business Reviews
 Proof of Value
 Product
 Development
 Services
 Reports
 Competition
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SalesOutlook CRM

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CRM that is as easy as your email. SalesOutlook is the Premier Outlook based CRM product.

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SalesOutlook CRM

  1. 1. Common Sense CRM<br />Prepared for<br />Presented by <br />Keith Bilyeu<br />CogentDigital, Inc.N196 Eastowne LaneAppleton, WI 54915<br />
  2. 2. SalesOutlook™<br /><ul><li>A Simple, Affordable, and Flexible, Sales, Marketing and Service Add-on for Microsoft Outlook.
  3. 3. As Easy to Use As Your Email!!!
  4. 4. As a Matter of Fact SalesOutlook is Part of Outlook itself!!!!</li></ul> Think of It As “Common Sense” CRM!!!<br />
  5. 5. Considerations When Selecting A CRM Solution<br />Synchronization – Remote (field Sales) users’ data must roll up to the main database, flawlessly, each time they connect. <br />The software should have been designed with synchronization in mind.<br />The easier the better<br />Account Management – Contacts must roll up to an ultimate Account record<br />
  6. 6. Considerations When Selecting A CRM Solution (cont’d)<br />Technology – Good path for staying current as technology evolves.<br />Total Cost of Ownership – Hardware, server side software costs and the ongoing cost of maintaining the system, enhancing / extending it, continuing training and support of your team.<br />Ease of Use – Systems that further leverage existing knowledge (Outlook email) have higher success rates, lower training costs, and produce maximum return on investment.<br />
  7. 7. SalesOutlook “Common Sense” CRM Goals<br />Be Flexible and Easy to Use. <br />Leverage User’s Familiarity with Microsoft Office, Outlook, and Email for Greater Acceptance and Faster Adoption.<br />Be Affordable to Buy, Implement and Own.<br />
  8. 8. Building Better Relationships Is Easy With SalesOutlook<br />SalesOutlook Provides Your People Easy to Use Tools They Need to Be More Productive and Provide Better Service to Your Customers and Business Partners.<br />Right Inside of Their Email System!!!<br />
  9. 9. SalesOutlook Makes Users Productive Faster By Leveraging Their Familiarity With Microsoft Office<br />CRM experts suggest that business users spend more time in Microsoft Office than any other application suite, and they spend more time inOutlook than all of the other Office programs combined.<br />SalesOutlook uses this to its advantage by providing robust relationship management and collaboration features right inside Outlook and Office. <br />This makes your users more productive and virtually eliminates “user acceptance” issues that are common with other CRM packages.<br />
  10. 10. SalesOutlook is Flexible and Can Manage Any Sales or Business Process – From Simple to Complex<br />Post Sale<br />Pre-Sale<br />Plan<br />Relationship<br />Sell<br />Review<br /><ul><li> Reports
  11. 11. Sales Tools
  12. 12. Networking
  13. 13. Added Value
  14. 14. Analysis
  15. 15. Business Reviews
  16. 16. Proof of Value
  17. 17. Product
  18. 18. Development
  19. 19. Services
  20. 20. Reports
  21. 21. Competition
  22. 22. Recognition
  23. 23. Deployment
  24. 24. Training
  25. 25. Sales Tools
  26. 26. Forecasting
  27. 27. Motivation
  28. 28. Channel Strategy
  29. 29. Call Targeting
  30. 30. Negotiation Process
  31. 31. Reference Manual
  32. 32. Team Coordination
  33. 33. Collateral Fulfillment
  34. 34. Order Entry
  35. 35. Product Availability
  36. 36. Promotion Management
  37. 37. Sample Management
  38. 38. Customer Inventories
  39. 39. Lead Management
  40. 40. Opportunity Strategy
  41. 41. Credit
  42. 42. Proposals
  43. 43. Technical Support
  44. 44. Funnel Management
  45. 45. Product Planning
  46. 46. Pricing
  47. 47. Contracts
  48. 48. Reference Material
  49. 49. Billing/AR
  50. 50. Installation
  51. 51. Service
  52. 52. Returns
  53. 53. Change Orders
  54. 54. Warranty</li></ul> Expense reports, communication, call reports, calendar coordination, training, etc.<br />
  55. 55. Easily Manage Accounts Having Multiple Locations With SalesOutlook<br />Streamlined, one-screen access to all your important account information.<br />Easily customize field labels and choice list values.<br />Accounts are assigned to account managers and team members.<br />
  56. 56. SalesOutlook Helps You Build Better Relationships With Your Contacts<br />Easy access to all your important Contact information.<br />Information is always one or two clicks away.<br />Quick access to email, and keep track of all your interactions and your schedule for each business relationship.<br />
  57. 57. Grow Sales By Moving OpportunitiesThrough Your Pipeline Faster<br />Track the movement of Opportunities through Stages / Milestones.<br />Track Notes, Tasks and Appointments for each Opportunity.<br />Quickly convert a “won” opportunity into a project for delivery.<br />Associate multiple Contacts with each Opportunity.<br />
  58. 58. Free-Form Notes Allow You To Build A Detailed History Of Interactions<br />Attach or link any file system object or Outlook item to any Note for permanent storage and quick access.<br />Quickly insert the content of any email message to store permanently and to share with colleagues.<br />Use Outlook Categories to make searching for specific information quick and painless.<br />
  59. 59. Easily Schedule And Assign Follow UpTasks And Appointments<br />Quickly generate and assign follow up Tasks and Appointments when completing each Milestone in the Sales Process.<br />Built-in support for online meetings and conferences using NetMeeting or Microsoft Exchange Conferencing Server.<br />Create recurring Tasks and Appointments or one-time activities, just as you would in Outlook.<br />
  60. 60. Ensure That Every Request Is Handled Promptly And Professionally<br />Improve satisfaction by responding to all requests faster.<br />Stop things from “falling through the cracks” to create happy customers and business partners.<br />Leverage knowledge and experience by creating a searchable knowledge base.<br />Keep track of all the Actions that take place in handling complex requests.<br />
  61. 61. Integrating Word Documents And Excel Spreadsheets Is A Snap!<br />Incorporate your own Microsoft Word and Microsoft Excel templates into SalesOutlook.<br />Generate literature, proposals, and letters with just a click or two.<br />Documents and Spreadsheets are automatically associated with Contacts and Accounts.<br />
  62. 62. Powerful, Flexible Reporting & Analysis<br />SalesOutlook offers “canned” reports to get you started.<br />Point and click reporting<br />Any number of custom reports can be easily created suing Excel or industry standard Crystal reports<br />
  63. 63. Build Instant Reports & Lists Inside Outlook Itself!<br />Views are easily customized ad-hoc queries that display information you need in list format.<br />One click opens the record!<br />
  64. 64. The Best Way To Understand The Power And Flexibility Of SalesOutlook Is To See It In Action!<br />Live System Overview<br />
  65. 65. Partial SalesOutlook Client List<br />Penske (150) Logistics Supply Chain Management www.penske.com<br />ConvaTec (330) Healthcare Products (Division of BMS) www.convatec.com<br />Solvay (150) Healthcare Products & More www.solvay.com<br />Presstek, Inc. (75) Printing Technology Mfg. www.presstek.com<br />Informatics (27) Project Management www.informaticscorp.com<br />Prologis (300+) Distribution / Logistics www.prologis.com<br />US Gypsum Corporation (60) Building Materials Mfg. www.usg.com<br />NEC (75) Consumer Electronics www.necsam.com<br />
  66. 66. Q & A<br />
  67. 67. Thank You!!!<br />

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