MYOB ClientConnect Plus

1. MYOB ClientConnect

2. IntroducingMYOB ClientConnect

4. Features

5. Demo 3

6. What is ClientConnect? It is a customer relationship manager (CRM) system which works within MS Outlook. 4

7. Can I use this if I do not have MSOutlook? There is only one answer- NO 5

8. Do I need MYOB Accounting? NO It works without that but if you have it can be linked for creating Quotes 6

10. Manage opportunities with the contacts

11. Provide excellent customised reports to measure the performance of the sales

12. Share and collaborate

13. Provide workflow automation 7

15. Better organization of email, tasks and schedules

16. Improved process for better managing contacts and sales opportunities

17. Personalized group emails

18. Automate reporting

19. Centralized data8

21. Opportunity

22. Sale

23. Tele , Email, task, meeting, etc

24. Share and collaborate

25. Manage workflow

26. Reports9

27. How does it look?

28. Dashboard

29. Contact Manager

30. Opportunity Manager

31. Full Mail & PC Search

32. Group Marketing

33. Opportunity & Pipeline Reporting

34. Quoting directly in MYOB Premier

35. Workflow Set actions to be taken as the opportunity moves thorough the pipeline. 18

37. MYOB ClientConnect NZ $119/user/year inc GST

38. MYOB ClientConnect PlusNZ $179/user/year inc GST

39. Team version

41. System Requirements * First install the latest Service packs on the server and clients 21

42. Activation/Licensing Workflow Subscription Model Installation Serial Number After installation complete – Activate within 30 days At month 11 of the subscription Warning message After month 12 of the subscriptions Most of ClientConnect is disabled Functioning areas: View data Report Manager 22

43. Activation/Licensing Workflow After Installation, upon product launch. 23

44. Activation/Licensing Workflow On month 11 of the subscription 24

45. Activation/Licensing Workflow Expired Subscription 25

46. Activation/Licensing Workflow Product is set to read-only and disabled in the following areas: (no new data or editing of existing data) 26

47. Integration with Premier Setting in ClientConnect Administrator Accounting Accounting Plus Premier Premier Enterprise MYOB EXO Business None Selected (Default) 27

48. Integration with Premier ClientConnect Opportunity Window Quote Button Launches new functionality ClientConnect Contact Manager, Opportunity Window and Company Window Open Account button EXO SQL Server Background Sync Only Enterprise Edition Syncs Contact and Company data 28

49. Integration with Premier Quote Button Open Account Button 29

50. Demo 30

51. Questions? ? 31