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Spindle Professional 2009
- 1. TOTAL DOCUMENT DISTRIBUTION print - fax - email - archive - crm Spindle Professional Presented by Robert Ball
- 2. WHAT’S IN IT FOR THE CLIENT? “Reduced annual stationery costs by £20,000” & “Saved over 2000 man hours each year” John Cupitt, IT & Systems Manager with Connection Seating This equates to around £40,000
- 3. WHAT’S IN IT FOR THE CLIENT? “Achieved savings of over £8,000 in the first year of installation” & “70 per cent reduction in time processing and distributing documents” Chris Hill, IT Manager with Tokai Carbon Europe
- 4. ROI IN MONTHS NOT YEARS Return On Investment Calculator (Spindle Professional) ROI v3.0 Simply fill in the number of documents you create per month and see how much you could save. Solution Cost £3,000 Accounting Documents Per Month Per Year Document Production Costs Sales Statements 200 2400 Printing 80.0p Sales Invoices 200 2400 Faxing 4.5p Copy Invoices 50 600 Emailing .0p Credit Notes 20 240 Fulfillment 50.0p Yes include fufillment in my savings Sales Orders 200 2400 Purchase Orders 50 600 Current Costs vs Spindle Costs Remittance Advices 25 300 £900 Other Documents Per Month Per Year £800 Quotations 50 600 Costs per month £700 Letters 50 600 £600 Debtors Letters 100 1200 £500 Other 100 1200 £400 Total Documents 1,045 12,540 £300 Current cost £ 836 £ 10,032 £200 £100 New costs £ 227 £ 2,721 £- Saving £ 609 £ 7,311 Current Costs New Costs With Fulfillment Method of distributing documents My savings Year 1 £ 4,311 5 months to pay for itself Year 2 £ 11,123 Year 3 savings Year 3 £ 18,434
- 5. WHAT’S IN IT FOR YOUR COMPANY? • Additional Revenue – Increased opportunities for training, installation and consultancy • Increased reasons for taking and maintaining support contracts • More connections to your clients and more reasons for them to remain with you • Frees up capital for other IT expenditure!
- 6. PRESENTATION AGENDA • What is Spindle Professional? • Spindle Professional’s Positioning • How it works? • Business Documents • Live demonstration using Sage 200 Sales Orders emailed/faxed/printed/archived • New Features • Summary • Credit Hound Overview
- 7. WHAT IS SPINDLE PROFESSIONAL? • Spindle Professional is an intelligent Windows printer driver • Associate a set of ‘Rules’ to a document • Get the right information to the right person at the right time • Distribute documents via email, fax and print • Electronically file (archive) documents • Link archived documents to other systems, like CRM & Invu & SharePoint Server (& MOSS)
- 8. WHY USE SPINDLE PROFESSIONAL? • Save time and money – The cost of sending out a single page can cost you 70p 80p 90p – Emailing that page costs you ZERO – Faxing it costs you 5p 6p 7p • Automatically archive (file) your documents • Update your stationery in seconds, no wastage • Deliver important information immediately • Add Barcodes, Terms and Conditions, sales messages etc.
- 9. BUSINESS DOCUMENTS What type of documents do businesses use? Accounting Documents Accounting Reports Other Documents Aged debtors Quotations Statements Aged creditors Job sheets Sales orders Suggested payments Support Logs Invoices Profit & Loss Bill of materials Credit notes Balance Sheet General letters Delivery notes Day Books Internal Documents… Picking lists Account Analysis Purchase orders Transaction listings Remittances Postings report Reminder Letters… Stock reports….
- 11. HOW SPINDLE PROFESSIONAL WORKS Communications Email Windows Application Fax Spindle Professional Printer Archive
- 12. Spindle Professional in action
- 13. WHAT ARE WE GOING TO DO? 1. Send our client’s their Sales Orders – Using either email, fax, print – attaching terms and conditions – Splitting UK and Spanish accounts 2. Email the sales reps a copy of each Sales Order 3. Archiving the sales orders under each accounts attachments area 4. Linking the archived files to their contacts in CRM (Sage 200 CRM)
- 14. SPINDLE PROFESSIONAL 2009 SUMMARY • Saves the end user time • Saves the end user money • Generates extra revenue for you • Justifies expenditure on IT Systems
- 15. CREDIT HOUND INTRO • Cash flow is one of the most important aspects of a business. If there is not enough money in the bank because of poor credit control, even a profitable business can go bust. Credit control is all about managing your customers, and making sure you get paid on time. • Credit Hound® is a powerful, award-winning credit control solution. It works with your accounts software to get you paid sooner - so you improve your cash flow, reduce bad debts and increase your bank balance.
- 17. RED LETTER DAY INCENTIVE Between now and 31st December top performing salesperson can choose from one of the following Red Letter Days.
- 18. SUBARU IMPREZA RALLY DRIVING • Get to grips with the 280bhp Pro- drive 'Group N' Subaru Impreza • Learn skid control, power slides and handbrake turns • Two demo laps then three sessions behind the wheel • Certificate and lunch included
- 19. LONDON THEATRE BREAK WITH TOP PRICE SEATS FOR TWO • Two top-price tickets to your choice of show from our range • Choose from 39 Steps, Blood Brothers, Chicago, Buddy, Woman in Black, • We Will Rock You, Grease, Sound of Music and Never Forget • Stay the night at a central London hotel • We even include breakfast the following morning
- 20. SCUBA DIVING WITH SHARKS • Swim with sharks at an award- winning aquarium • Half an hour diving with sand tiger sharks, angel sharks, nurse sharks or lemon sharks • Includes entry into the aquarium for two guests • Suitable for novices and experienced divers - scuba training included
- 21. FAMILY WATER SPORTS DAY - SAILING, WINDSURFING AND KAYAKING • Wow, a variety of water sports for all the family to sample in one experience! • Try dinghy sailing and the chance to helm your own boat • A lesson on the dry land simulator, then you can go out on the windsurfers • Conclude by trying out the kayaks
- 22. OVERNIGHT WINE TASTING BREAK IN THE COUNTRY WITH DINNER FOR TWO • Taste a variety of red and white wines and learn to match them with food • Work in teams to identify wines in the blind tasting challenge • Our wine experts have hosted 1,400 tasting events in 39 countries • Accommodation, dinner and full English breakfast included
- 23. THANK YOU Thank You and Good Luck