Data3 S Eluzzion Crm 2010 Gc 001

1. eluzzion CRM for SF Excellence

2. What’s inside? Carry your part of the database with you wherever you go and synchronize changes Use the web to enter and extract all the information you need from the central database Carry all the essential information you need in the palm of your hand Log in from anywhere to check updated reports on the web Allows your CRM manager to configure the system according your ad hoc needs Data System Solutions s.r.o. www.Data3s.com

3. Client Case Study:

4. Quick Overview: Home Page Logistics Planner Pers. & eLearning Inst. Search Profile PDA Cards Admin Target Tools Group Web Segmentor Reports Expense HR Tools Diary Org. Contracts Structure Driver’s Sales Log Data Transfer Warehous Territory Orders e (Rep’s Mgt. Inventory)

5. H Administration Tools • Define your part of the database & what specific data you want “see” • Create new users • Create & amend reports • Create & change campaign templates. • Keep individuals and teams (organizational/geographical) updated • Update both org. & cost-centre structures

11. • Define your part of the database & what specific data you want “see” • Create new users • Create & amend reports • Create & change campaign templates. • Keep individuals and teams (organizational/geographical) updated • Update both org. & cost-centre structures

15. Web Reports Features Benefits • Can be exported in any major format • The exports can later be used & processed • Features a filter function • Standard reports can be fine-tuned ad hoc • Dynamic reports • The information is updated continuously • Reporting services • The system can send the user an e-mail with: • Alarm function – attachment – alert – link • Timely warnings in case of underperformance

16. Web Reports Online Dashboards – Home Page

17. Web Reports Online Dashboards – Connection Days (overview)

18. Web Reports Online Dashboards – Connection Days (overview)

19. Web Reports closed & scheduled days

20. Web Reports Online Dashboards

21. Web Reports Online Dashboards – Drill-down: activity overview

22. Web Reports Online Dashboards – Drill-down: activity plan vs. reality

23. H Web Reports – corp. overview

25. Home Page Features Benefits • Fully customisable • Unique company view & contents • Customisable through Admin tools • Can be customised by local CRM Managers • Possesses multiple web functions • Presents multi-system information • Contains links to individual modules • Enables quick & easy access to all • Collects news from other information relevant information systems • Provides quick-view orientation • Shows planned activities • Helps maintain deadlines and fulfill tasks • Presents notification & warnings

26. Home Page

27. Home Page

28. Home Page

29. Home Page

30. Home Page

31. H Home Page

33. Planner Features Benefits • Drag and drop functionality • Smooth & easy appointment scheduling • Preset, customizable list of activities • Lets users plan all possible activities (universal scheduling tool) • Features a wizard to assist planning • Guides users, ensuring timely & proper • Allows single- and multi-day planning completion of plans & reports • Allows multiple target planning with a • Ensures consistency of data entered into redundancy alarm function the system • Enables direct access to client info • Supports effective planning by allowing users to quick check the relevance of each planned target

34. Planner – month view

35. Planner – list view

36. H Planner – activity plan

38. Person & Institution Search Features Benefits • Multiple search & sort criteria • Users can comb an entire database for key expressions • Full text search • Allows immediate scheduling of search results • Information columns in the search display can be customised / configured • Shows only relevant, required information for fast and focused • Offers direct access to the Planner utilisation of search results

39. Person & Inst. Search

45. H Person & Inst. Search

47. Profile Cards (Person & Institution Details) Features Benefits • Contains complete profile data • Provides a complex view of the client • Shows complete interaction history • Allows users to (re)schedule an • Shows planning status of each entry appointment directly

48. Profile Cards

49. Profile Cards

50. Profile Cards

51. H Profile Cards

52. Update Requests

53. H U. Requests – my updates

55. Target Group Features Benefits • Target group setting • Prevents target customers from being left unvisited • Multiple target edit functionality • Allows fast and simple (pre)setting of • Automatic alert function target groups • Makes sure that the target client is visited at the optimum (set) frequency

56. Target Group

57. Target Group

58. H Target Group - report

60. Segmentor Features Benefits • Based on comprehensive profile data • Saves time by enabling users to prioritize • Corresponds to company classification and select the best targets system • Requires users to follow methods • Optimizes campaign efficiency across SF established by HQ • Quick and easy view of individual doctors' value

61. Segmentor

62. H Segmentor

64. Expense Diary Features Benefits • Comprehensive solution for expense • Removes the need for an additional expense reporting reporting system • Integrated with other company information • Offers easy & timely expense management systems (R/3) • Enables activity effectiveness analysis • Real time expense tracking • Allows calculation of “cost of sales” • Checks costs against sales data • Allows real-time control of budget spending • Shows cumulative cost data • Easy to aggregate for individual reporting of multi-criteria analyses (e.g. per person, per • Flexible structure of financial data product, per org. or geo. Unit, etc.)

65. Expense Diary

66. Expense Diary

67. Expense Diary – summary

68. H Expense Diary – summary

70. Contracts Features Benefits • Pre-defined contract templates • Easy to select & use • Minimum risk of error • Module guide • Easy to process real-time information • Integrated with other work-flow managing from each work-flow process phase systems (R/3) • A complex picture of the rep/client • Maintains historical data cost/profit history

71. Contracts

72. Contracts

73. Contracts – detail H

75. Sales Data Features Benefits • Detailed sales data with • Enables sales personnel to focus on the multi-criteria comparison (by right sales points product, region, period, etc.) • Allows quick & easy evaluation of the • Geographic representation of previous sales strategy & tactics historical data • Dynamic 3D modeling and export functionalities

76. Sales Data

77. Sales Data

78. Sales Data

79. Sales Data

80. Sales Data – print preview

81. H Sales Data - map

83. Territory Management Features Benefits • Multiple search & sort criteria • Enables versatile clients prioritization • Sales, costs, & profits • Shows client’s value & profitability • Sales target vs. sales reality • Follows the trend to target achievement

84. Territory Management

85. H Territory Management

87. Warehouse (Rep’s Inventory) Features Benefits • Allows users to track all items used for • Allows users to assess the effectiveness promotional purposes of promotional materials • Keeps a complete record of each users • Enables global and drill-down view of transaction history financial data from promotional materials • Users can make ad hoc order requests distributed by users for additional promotional materials for • Adds profitability criteria to profile data customers

88. Warehouse

89. Warehouse

90. Warehouse

91. Warehouse

92. H Warehouse

94. Transfer Orders Features Benefits • Direct connection to call reports • Fast and easy ordering • Direct connection to warehouse • Fast and easy product sales • Easy reporting for supervisors • Convenient performance tracking • Single-system (unified) tracking

95. Transfer Orders

96. Transfer Orders

97. Transfer Orders

98. Transfer Orders – details H

100. Driver’s Log Features Benefits • Convenient reporting and tracking • Easy reporting of all car-related expenses (petrol, cleaning, maintenance, et • Quick overview of employee routes c.) • Supports an unlimited number of • Mileage report and evidence drivers and cars breakdown • List of drivers and cars can be predefined

101. Driver’s Log

102. Driver’s Log - export H

104. Organizational Structure & User’s Card Features Benefits • Organization system of the company • Helps users find colleague contact information • Includes a digital “business card” for the • Allows users to identify (and contact) reps user: responsible for specific clients (persons or o personal & contact information institutions) and vice versa displayed in “read-only” format • Lets users quickly & easily get info on colleagues, clients & business data • Intuitively structured • Promotes easy orientation & effective communication • Cross-referenced with client data • Ensures information quality & safety

105. Organizational Structure H

107. HR Tools Features Benefits • Connects CRM to the organization • Allows HR managers to track all employees system of the company from a Human and assigned company property Resources (HR) perspective • Gives HR managers a “long view” of each • Direct insight into historical changes employee with an additional basis for cost measurement • Manage rights at various levels of • Superior transmission of structured management information • Advanced reporting capabilities • Online reports can be scaled to cover a range of personnel, from individual users to sales groups, business units or the entire company.

108. HR Tools - overview

109. HR Tools – detail view

110. H HR Tools – detail view

112. eluzzion Mobile (PDA) Features Benefits • Customer database on a mobile device • Increases a rep’s flexibility in the field • Ensures the safety & security of data • Synchronisation via “thick” client • Saves time & improves the accuracy of data • Built-in reporting templates

113. H eluzzion Mobile (PDA)

115. e-Learning Features Benefits • Designed for remote training & testing •Makes training & educational activities of key employee groups simple, fast, and flexible • Built-in solution that can be integrated •Enables comparison of activities & with CRM / ETMS systems sales against results from training & education • Results are integrated into users’ data •Allows management to evaluate “total performance”

116. e-Learning Select your test from the list and press “play” to begin...

117. e-Learning Multiple choice questions  are graded by the system. Open-text  answers are sent to the teacher.

118. e-Learning e-Learning allows you to test visual as well as written information ...

119. H e-Learning  Click the score card next to your completed test to see your  results.

121. Logistics Features Benefits • Easy access to warehouse, stock • All key company data in a single interface and sales data • Improved management of stock data • Direct interface to wholesaler systems • Better forecasting • Warehouse comparison • Easier generation of orders • Current supply status

122. Logistics What eluzzion Logistics connects: Sales to Sales to Pharmacies Distributors Logistics Inventory Supplies

123. Logistics  Menu Bar Warehouse Comparison 

124. Logistics Total Sales in 2008 Total Sales [units] Pharmacies, Distributors, Warehouse, Stocks Week

125. Logistics Inventory by Distributor Inventory / Sales [weekly] Week

126. H Logistics Sales Seasonality

127. Synchronization

128. H Synchronization

129. How will eluzzion be implemented? Analysis Kick off Design Support Training Maintenance Integration Service Reports Database Campaigns

130. About Data3s Data3s is a pharmaceutical CRM company dedicated to the development of high-quality solutions powered by Microsoft technologies. Our core business is eluzzion CRM, a fully-integrated CRM/BI solution which offers the advantages of a clear, user-friendly interface with intuitive controls and easy access to multi-system information on customers, partners and colleagues. Our clients include leading international life sciences companies who depend on us to make sure their SFE concepts are supported by the best technology in pharma. To that end, we are ISO 9001 certified and a Microsoft Gold Certified Partner whose services are designed to promote business and operations excellence.

131. Contact Us Data3s is an international company headquartered in Prague, Czech Republic, with dedicated support centers available in other countries upon demand. For more information about Data3s products and services please write to us at info@data3s.com or call us at +420 241 771 214. Interested customers may make price enquires directly with a sales representative by writing to sales@data3s.com. For all other information please visit us on the web at www.data3s.com.

Data3 S Eluzzion Crm 2010 Gc 001

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