1.what is adaptcrm? 2.product architecture and features 3.what is adaptanywhere? 4.erp/accounting...
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![Page 1: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/1.jpg)
1. What is ADAPTcrm?
2. Product Architecture and Features
3. What is ADAPTanywhere?
4. ERP/Accounting System Integration
5. Why ADAPTcrm?
6. History of ADAPT Software
7. Product Demonstration/Q&A
Agenda
![Page 2: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/2.jpg)
• Complete Relationship Management• Customers, Suppliers/Principals, Channel, Employees …• Marketing, Sales, Service, Defects, Collaborative
Activities• Integration with Accounting Systems• Business Process Automation• Web/PDA Access
1. What is ADAPTcrm?
![Page 3: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/3.jpg)
Collaboration
Marketing Sales Service
AccountingInternet
ADAPTcrm
Fulfillment
Back Office
ADAPTations
Programs
Front OfficeADAPTanywhere
NOTE: Click on a Function for a list of features. Click here to skip section.
2. Product Architecture
![Page 4: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/4.jpg)
Collaboration
Marketing Sales Service
AccountingInternet
ADAPTcrm
Fulfillment
Back Office
Programs
Front OfficeADAPTanywhere
Marketing Campaign/Event ManagementBudget Estimate and Actual Expense TrackingReal-Time Response Tracking Per Campaign/EventReal-Time Profitability Analysis and ForecastingIntegrated Mass Marketing Tools for Email/Mail
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Marketing)
ADAPTations
![Page 5: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/5.jpg)
Marketing view (a snapshot)
![Page 6: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/6.jpg)
Marketing Campaign (a snapshot)
![Page 7: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/7.jpg)
Collaboration
Marketing Sales Service
AccountingInternet
Fulfillment
Back Office
Programs
Front OfficeADAPTanywhere
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Sales)
ADAPTations
Sales Opportunity/Pipeline ManagementSales Process/Milestone ManagementTrack Competitors/Buying Issues per OpportunityTrack Sales-Related Expenses per OpportunityDetailed Analysis Using Metrics and Graphs
ADAPTcrm
![Page 8: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/8.jpg)
Sales Funnel (a snapshot)
![Page 9: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/9.jpg)
Sales Opportunity (a snapshot)
![Page 10: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/10.jpg)
Collaboration
Marketing Sales Service
Internet
Fulfillment
Programs
Front OfficeADAPTanywhere
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Service)
ADAPTations
ADAPTcrm
Accounting
Back Office
Service Ticket/Incident TrackingService Level Agreement (SLA) TrackingItem-Based Warranty TrackingAutomatic Routing, Escalations, NotificationsNatural Language Service Knowledge Base
![Page 11: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/11.jpg)
Service view (a snapshot)
![Page 12: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/12.jpg)
Service Ticket (a snapshot)
![Page 13: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/13.jpg)
Collaboration
Marketing Sales Service
Internet
ADAPTcrm
Fulfillment
Programs
Front OfficeADAPTanywhere
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Fulfillment)
ADAPTations
Accounting
Back Office
Physical and Electronic Collateral Request SystemInventory/Allocation Management for Items and KitsUser-Defined Document Types/Templates for Form LettersIndustry Standard and User-Defined Label TemplatesPerform Requests from All Departmental Records
![Page 14: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/14.jpg)
Collaboration
Marketing Sales Service
Internet
Fulfillment
Programs
Front OfficeADAPTanywhere
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Collaboration)
ADAPTcrm
ADAPTations
Accounting
Back Office
Daily, Weekly, Monthly CalendarComplete Task ManagementIntegrated Account/Contact DBBusiness Process Management Internal Knowledge Base
![Page 15: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/15.jpg)
Account collaboration folders (a snapshot)
![Page 16: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/16.jpg)
Account Integration to other Systems (a snapshot)
![Page 17: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/17.jpg)
Collaboration
Marketing Sales Service
AccountingInternet
ADAPTcrm
Fulfillment
Back Office
Programs
Front OfficeADAPTanywhere
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Internet)
ADAPTations
Lead Capture from the WebWeb/PDA Access via Cellular-Ready DevicesCustomer Self Service from the WebRemote User Support (Browser-Based Access to ADAPT)
![Page 18: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/18.jpg)
Collaboration
Marketing Sales Service
AccountingInternet
ADAPTcrm
Fulfillment
Back Office
Programs
Front OfficeADAPTanywhere
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Front Office)
ADAPTations
Industry-Standard Front-Office Application IntegrationMAPI Integration to Send/Receive Emails via MS OutlookContact, Task and Appointment Synch with MS OutlookDDE Integration to MS Word and Excel Documents/Templates Integrated Launching of Web Sites via Default Browser
![Page 19: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/19.jpg)
Collaboration
Marketing Sales Service
AccountingInternet
ADAPTcrm
Fulfillment
Back Office
ADAPTations
Programs
Front OfficeADAPTanywhere
NOTE: Click on pull-down list to return to main Architecture menu.
2. Product Architecture (Back Office)
ADAPTationsReal-Time PFW/ BatchMaster / ACCPAC /Great PlainsSynch Contacts, Accounts, and Critical Contact DetailsConvert CRM Prospects to Customers/VendorsReal-Time Queries and Order Entry from Account Screen Function-Level Security on All Supported Features
![Page 20: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/20.jpg)
Account Integration to other Systems (a snapshot)
![Page 21: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/21.jpg)
• Capture Leads from the Web and Automatically Respond
• Online Access via Virtually any Web-Enabled Device
• Correspond with Field Service and Provide 24 x 7 Customer Support
3. What is ADAPTanywhere?
Optional Web Access
![Page 22: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/22.jpg)
•Typical Integration Capabilities • Real-Time Database Synchronization• Batch Import of Customers/Vendors• Convert Prospects to Customers/Vendors• Customer/Vendor Query• Order/PO History Query• Accounts Receivable/Payable Query• Inventory Query• Sale Order Entry
4. ADAPTcrm Accounting Integration
All these are available with
![Page 23: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/23.jpg)
• It’s Simple• Web-Style User Interface
• Consistent Screen Design • It’s Complete
• Marketing, Sales and Service in One Core Module • Pre-Built Accounting Systems Integration Included
• It’s Affordable• Most Features Offered in a Box in Its Price Range • Can be Customized Quickly and Implemented in Days
5. Why ADAPTcrm?
![Page 24: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/24.jpg)
6. ADAPTcrm Position to competition?
Tier 4: PIMs (Up to $500 per User)
Tier 3: Departmental Solutions ($250-1,500+ per User)
Tier 2: CRM Systems ($1,500-$4,000+ per User)
Tier 1: Integrated CRM ($4,000+ per User)
Outlook
![Page 25: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/25.jpg)
• 1993: Company Established, Sold Open Source Templates, Contact/Customer Management Template Used by More than 20,000 Users
• 1994: Established Strong Customer Base through Expertise in Rapid Application Development, Customer Management and Financial Software Integration
• 1995-1996: ADAPT v1.0 Released (Only Packaged Contact/Customer Management Product on Market with Real-Time Financial Software Integration
• 1997-1998: ADAPT v2.0 Released Under Private Label (e.g., ADAPT for PFW, ADAPT for Macola, etc.)
• 1999: Channel Partners Established to Extend ERP Market and Regional and International Penetration
• 2000: ADAPT v2.5 Released, OEM Relationship with Syspro Software and Best Software (formerly Sage) Established
• 2001: ADAPTcrm v3.0 Released, General Market Penetration Efforts Initiated, OEM Relationship with Magic Software Established
• 2002: ADAPTanywhere Released as a Result of Increase Demand for Web Access, ADAPTcrm v3.6 Released to Complete Core Features Offering
• 2003: ADAPTcrm India operations established, ETC appointed first ARP partner in India.
6. History of ADAPT Software
![Page 26: 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT](https://reader030.vdocuments.net/reader030/viewer/2022032704/56649d455503460f94a22687/html5/thumbnails/26.jpg)
Demonstration/Q&A
7. Demonstration/Q&A