Upload
rodger-fletcher
View
213
Download
0
Tags:
Embed Size (px)
Citation preview
SellingPoint SystemOverview
connect ing your potent ia l
Jeremy TilleyLead Software Architect, Vesigo Studios Inc.
About Vesigo Studios
Established in 1999
Based in Medford, Oregon
Specializing in internet based smart client applications for vertical industries
World-wide customer base
Microsoft Certified Partner
What is SellingPoint?
SellingPoint is a Connected Commerce Platform
Automates the communication between internal systems and people/systems on the outside
Catalog distribution Order entry Quotes and estimates Business forms and surveys Customer relationship management Data mining, analysis, and reporting
Over 3,000 distinct product featuresand a workflow framework for complete customization ofbusiness processes
Solid, mature product with 2 years of researchand development in the current 5th version
$900K research and development investmentacross over 6 years
What is Connected Commerce?
The principle of connecting,electronically in real-time,all the pieces related toconducting successfulcommerce
Overlaps these concepts:
Supply chain management Enterprise resource planning Customer relationship management
A natural progression of technology’s role in business and an increasing necessity
A scalable approach that grows with your business, allowing as little or as much connectivity as desired.
Connected Commerce andYour Organization
Much more than just an online store
Enable real-time, automatedcommunication between yourbusiness and:
Suppliers and vendors Dealers and sales people Distributers Shipping and freight Customers
Successful companies depend on connected commerce to drastically lower operating expenses
Puts you in control of data, dealers, trading partners, and customers
3 Pillars of theSellingPoint System
SellingPoint is a software system that consists of three main applications:
SellingPoint Management Studio◦ Windows application designed for manufacturer use◦ Create catalogs, download and process orders, manage forms, administer CRM,
create and view analysis reports◦ The hub of activities, coordinating publication of catalogs, quote interviews, and
forms
SellingPoint Sales Edition◦ Windows application designed for laptops used by salesmen◦ Create orders, interact with CRM, initiate requests for a quote, sync with catalogs
SellingPoint Exchange◦ Server application responsible for all brokering traffic across the system◦ Includes an online store and provides the web services used by Management
Studio and Sales Edition◦ Usually offered as a hosted service by Vesigo Studios, but can be installed on in-
house servers
Order Entry Made Easy
Complete order entry and account management that works right out of the box
Automatic catalog synchronization takes the confusion out of publishing your products and pricing
Easily maintain multiple catalogs, hundreds of dealers, and thousands of customers
Orders can be placed in 2 ways:
SellingPoint Exchange Online Store SellingPoint Sales Edition
SellingPoint ExchangeOnline Store
Full featured e-commerce web store that is ready to go “out of the box”
Auto account creation and order management for complete customer maintenance
All store features and content are easily customized through SellingPoint Management Studio
Fully parametric SellingPoint catalogs drive the online store, making it possible to preserve manufacturing data and enforce engineering rules and validation
Supports skinning and customization via ASP.Net Master Pages
Fully standards compliant and secured with 128 bit SSL encryption
SellingPoint Sales Edition
Designed for dealers, salesmen, and high volume customers
Works with or without an internet connection
Automatically updates catalog by subscribing to SellingPoint Exchange accounts
Access to CRM, quotes, orders, and business forms
Customized to FitYour Business
Customize the look and feel of your catalog using photographs, renderings, videos, and animation
Fully parametric prices that are formula driven offers unlimited pricing possibilities
Order entry to fit your business process using SellingPoint Workflow™
Security features to restrict access
Pricing adjustments on a per customer basis
Electronic payment processing compatible with merchant accounts, eCheck, and PayPal®
SellingPoint includes powerful CRM technologies that will grow with your business and allow you to start automating customer satisfaction.
SellingPoint CRM is flexible, so it works in the way you work. With complete integration with Microsoft Office applications, employees will be up and running with minimal training.
Start Automating Customer Relationship Management
All CRM functions are available directly in SellingPoint Management Studio
SellingPoint Sales Edition allows access to all features the sales person has permission to
CRM Always at Your Fingertips
Customers Contacts Leads Opportunities Competitors Invoices Leads Marketing Lists Orders Products Campaigns Quotes Sales Literature Accounts
Queues Articles Knowledge Base Announcements Activities Reports Sales Customer Service Marketing Work Assignments Support Cases Contracts Services
Preconfigured andReady to Go
A few of the preconfigured CRM sections include:
Complete control over all CRM configuration
Easily change the layout of all fields
Add new fields anytime, on the fly
Role based security controls the scope of customer data
Data mining and analysis tools provided by SQL Server 2005
Workflow and custom code support for over 40 programming languages
Absolute Customization
Exclusive SmartQuote technology takes the guess work out of creating estimated for clients
SmartQuote collects the information you need via an electronic interview with the client
Collect drawings, specification sheets, andother files that will helpyou prepare accuratequotes
Efficiently Create andManage Quotes
Revolutionary way of streamlining the quoting process
Create interviews in different categories, giving salesmen the right questions for the right job
Question branching enables authoring of interviews that respond intelligently to user input
SmartQuote Interviews
SmartForm is an exclusive technology available to SellingPoint users and eliminates the need for a mountain of paper forms by storing them electronically
Using industry forms standards, turn ordinary paper business forms into electronic forms that can be submitted directly into your backend data system
Empower Forms with SmartForm
Excellent way to consolidate business forms and simplify distribution
Process forms with powerful workflow technology and connect forms directly with line of business applications
Access forms from within SellingPoint, a web browser, or mobile device
Connect Business Forms to Your Databases with SmartForm
SellingPoint Manufacturing Connectors are add-ins that connect your SellingPoint implementation to a manufacturing design package
Directly import product data from and export orders as jobs to manufacturing software such as Microvellum
Connect to Manufacturing
Live, server based reporting in SellingPoint lets you bring in data real-time from virtually anywhere in the SellingPoint System.
Report Builder technology lets you create and manage your own custom reports. No need for additional reporting tools like Crystal Reports.
View the reports in real time from SellingPoint, a web browser, or even live in Microsoft Excel.
Live Reports
Get over 40 reports ready to go out of the box, based on CRM data
Provides a great basis for quickly modifying common reports to look the way you want
Analyzing preconfigured reports offers a hands on approach to more complex report authoring
Preconfigured Reports
Use multiple accounts to manage dealers individually and keep orders separated, catalogs unique, pricing appropriate and allow web store customization.
View dealer activity and project trends in real-time with reporting and analytical tools in SellingPoint CRM.
Manage Dealers and Sales Teams with Ease
Scalable Architecture toMeet Your Needs
Suppliers
SellingPoint Server
ERP
Consumer
Accounting
Other LOB Apps
SellingPoint Inner SystemCommunication Platform
Manufacturing
Dealers andSalesmen
SellingPointSales Edition
SellingPointWeb Store
MarketingEngineering Accounting Shipping
SellingPointManagement Studio
Multi-Channel Commerce
Core SellingPoint Services
CatalogSub-System
OrderSub-System
ProfileSub-System
In-Store POS e-Com Web
Reporting/Analysis
MarketingSub-System
SellingPointManagement Studio
Vendor Management/Merchandizing App
TPI
InternalLOB Apps
Direct Marketing
Inner SystemCommunication Platform
Get experienced technical assistance from the staff at Vesigo Studios
Become part of the SellingPoint community and get tips, help, and solutions via our blogs and forums
Training available in 3 ways:◦ Web meeting based training◦ At your location◦ At our location in
Medford, Oregon
We’re Here to Help
www.sellingpointsystem.com
Toll Free: 866-848-5919
Have your questions answered and see the specific features
1 hour web meeting session, with all interested at your organization encouraged to attend
Pose scenarios and brainstorm possible solutions
Get a custom quote and understand timeframes involved based on your needs
Schedule a Demonstration
www.sellingpointsystem.com
Toll Free: 866-848-5919
SellingPoint SystemThank you for your time
connect ing your potent ia l
www.sellingpointsystem.com