CRM(Customer Relationship Management)

An Application For

iSeries 400 DMASfrom

Copyright I/O International, 2003 , 2010 Skip IntroSkip Intro

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CRM

Customer Relationship Management A “contact management” application for

DMAS Utilizes a “Browser based” interface for the

end user End users may be local or remote via the

web

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CRM

Enterprises Supports enterprises that are

– Present customers (in DMAS customer master)

– Prospects (not yet in customer master) Prospects recorded as companies 51 thru 70 (customers

are 01 thru 20)

Customers and prospects intermingled in same list Feature provided to “convert” a CRM prospect to

a DMAS customer

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CRM

Contacts Contacts include

– Contacts in DMAS customer master

– Contacts entered into CRM application

Unlimited number of contacts per enterprise Contact List function lists contacts for all

enterprises or single enterprise Numerous selection options available to limit

contents of Contact List

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CRM

Contacts . . . View details of a contact by clicking contact name Ability to quickly add new contact for existing enterprise

or add new prospect When viewing contact, click button to view contact Note

Log or Call List For customer contact, quick access to

– Customer sales– Status of orders– Invoice history– A/R inquiry– Shopping cart

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CRM

Notes Communications with contacts are recorded as “notes” Notes are recorded at the contact level Unlimited number of notes per contact CRM notes also accessible by DMAS internal note

function Note Log function lists all notes for an enterprise or

contact Numerous selection options available to limit contents

of Note Log list

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CRM

Notes . . . Notes may be marked as

– Open

– Protected

– Private

– Completed

Each note includes a review date Review date is used to schedule future

communications with a contact

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CRM

Call List Call List function lists all notes scheduled for

follow-up activities Call List displays notes that are not marked as

“completed” Activities on Call List are listed in review date

sequence for easy follow-up Numerous selection options available to limit

contents of Call List

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CRM

Call List . . . Advance the Call List calendar by a single day at a

time or a week at a time Make calls directly from the list Update the note to reflect latest communications View scheduled calls for all contacts or a single

contact Create a new note by clicking the note icon

CRM Summary

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List OptionsList Options

CRM Summary

Initial ListInitial List

Contact List

(click button to view detail)

Note Log

Single EnterpriseSingle Enterprise

Call List

Contact DetailContact Detail

List OptionsList OptionsAll ContactsAll Contacts Single ContactSingle Contact Review NoteReview Note

List OptionsList OptionsInitial ListInitial List Single ContactSingle Contact

View SalesView SalesAdd ProspectAdd Prospect Add ContactAdd Contact Convert ProspectConvert Prospect

Add NoteAdd Note

Advance ListAdvance List

Back to Title PageBack to Title Page Tailoring OptionsTailoring Options

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End of Presentation

For more information about the

Customer Relationship Management

Application for iSeries 400 DMAS,

call I/O International, Inc.

at (914) 232-2233

Thank you for your interest

Suite 2002Pinewood Business CenterSomers, New York 10589

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