ACT! for Notes 4.2 Advanced

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ACT! for Lotus Notes Advanced Edition

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ACT! for Notes 4.2 Advanced

  1. 1. ACT! FOR LOTUS NOTES 4.2 ADVANCED VERSION Mike Lazarus GL Computing
  2. 2. LEVERAGE YOUR ACT! FOR LOTUS NOTES INVESTMENT <ul><li>Powerful & integrated scheduling </li></ul><ul><ul><li>schedule meetings, calls, and “to dos” for self or others </li></ul></ul><ul><ul><li>automatically synchronize with the Notes Mail calendar </li></ul></ul><ul><li>Rapid deployment & updates </li></ul><ul><ul><li>quickly deployed to all local and remote users </li></ul></ul><ul><ul><li>easily distribute updates through the template refresh process </li></ul></ul><ul><li>Reduced sales operations & IT support requirements </li></ul><ul><ul><li>leverage the Lotus Notes infrastructure </li></ul></ul><ul><ul><li>no need to implement, train and support a new platform </li></ul></ul><ul><li>Optimized replication </li></ul><ul><ul><li>utilize the replication technology and procedures already being used </li></ul></ul><ul><ul><li>more efficient and reliable than the synchronization found in other products </li></ul></ul><ul><li>Ease of integration with other applications </li></ul><ul><ul><li>open scalable architecture can easily integrate with other applications </li></ul></ul>
  3. 3. KEY BENEFITS OF ACT! FOR NOTES <ul><li>Full integration with Notes mail and calendar </li></ul><ul><li>Blackberry integration </li></ul><ul><li>The ability to integrate bi-directionally with Non Notes applications </li></ul><ul><li>Can be easily and inexpensively customized to meet specific business requirements </li></ul><ul><li>Centralize all relationship history </li></ul><ul><li>Track information by Contact & Company </li></ul><ul><li>Collaborate across the enterprise </li></ul><ul><li>Standardize terminology & data </li></ul><ul><li>Manage individual and group activities </li></ul><ul><li>Automate correspondence </li></ul><ul><li>Monitor sales opportunities and forecast revenue </li></ul>
  4. 4. UNIFIED VIEW OF RELATIONSHIP <ul><li>All history relating to any interactions with prospects, customers distributors, and end-users are easily accessed through the main contact view. </li></ul>
  5. 5. CENTRALIZED, STANDARDIZED CONTACT RECORDS <ul><li>Maintain “rolodex” information for sales and marketing </li></ul><ul><li>Segment by “category” (e.g. Prospect, Dealer, End-user Customer) </li></ul><ul><li>Segment by “ID/Status” (e.g. Evaluating, Active) </li></ul>
  6. 6. EXPAND CENTRALIZED KNOWLEDGE BASE <ul><li>20 user fields on both contact & company records can be defined to standardize Castle Rock specific information, e.g.: </li></ul>
  7. 7. IMPROVE PRODUCTIVITY OF SALES PERSONNEL <ul><li>Schedule, categorize & track all activities. (Managers can monitor them!) </li></ul><ul><li>Assign activities to another individual. Will automatically appear in their activity list. </li></ul><ul><li>AFN & Notes calendars fully integrated. </li></ul>
  8. 8. ACTIVITY SERIES <ul><li>Create Activity templates for marketing campaigns or projects </li></ul><ul><li>Create activity templates </li></ul>
  9. 9. REPEATING EVENTS
  10. 10. TOUCH MORE CUSTOMERS AND PROSPECTS <ul><li>Select target recipients for individual or broadcast communications. </li></ul><ul><li>All correspondence is automatically logged in contact history. </li></ul>
  11. 11. CREATE OPPORTUNITY DOCUMENTS AND TRACK SALES RELATED INFORMATION <ul><li>Create an Opportunity document and associate it with a Contact. </li></ul><ul><li>Sales Executive / Managers can track expected Sales by month, quarter, year. Track related Activities, Emails, Notes and key field changes within that Opportunity. Create and track as many Opportunity documents as you like. </li></ul>
  12. 12. VISIBILITY INTO FORECAST <ul><li>There are a number of Opportunity Views that you can access from the Navigator to access Information about an Opportunity </li></ul>
  13. 13. REAL-TIME ACCESS INTO CONSOLIDATED FORECAST <ul><li>View forecast by salesperson, sales stage, type of sale, probability, etc.. </li></ul>
  14. 14. MEASURE AND ANALYZE ACTIVITY BY SALES REP/MONTH/CONTACT <ul><li>Select reporting timeframes (e.g., week, month, quarter, year) and what Activity types to display via Pop-ups - no programming needed. </li></ul>
  15. 15. DRILL DOWN OR PRINT DETAILED INFORMATION <ul><li>“ Drill down” by clicking on a User’s Name to expose the Company that the Activity was created for. Drill down further to see the date the Activity is either due or has been completed. </li></ul>
  16. 16. EXPORT INFORMATION FROM ANY VIEW INTO EXCEL
  17. 17. EXCEL EXPORT <ul><li>export all or selected documents in a view or a selected fields from a form to an Excel spreadsheet </li></ul>
  18. 18. GOOGLE MAPS INTEGRATION <ul><li>High-lite a contact and press the Google “Map” button for driving directions </li></ul>
  19. 19. INTEGRATE AFN WITH ANOTHER AFN DB
  20. 20. MAKE MASS CHANGES TO DOCUMENTS AT ONCE
  21. 21. INTEGRATION WITH MS EXCEL AND WORD <ul><li>Bi- directional integration with Fields in AFN with fields in MS office documents </li></ul><ul><li>Grabs fields from AFN document and embeds them into MS office documents </li></ul>
  22. 22. WEB INTERFACE <ul><li>Access AFN from the Web!!! </li></ul>
  23. 23. WEB INTERFACE
  24. 24. BIZMOBILE
  25. 25. BENEFITS OF AFN <ul><li>Inexpensive and rapid deployment </li></ul><ul><li>Integration with the Notes Mail and Calendar </li></ul><ul><li>Share information </li></ul><ul><li>Tight and robust security </li></ul><ul><li>Minimal deployment expense </li></ul><ul><li>Minimal support expense </li></ul><ul><li>AFN can easily be customized to meet specific business requirements </li></ul>

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