1.what is adaptcrm? 2.product architecture and features 3.what is adaptanywhere? 4.erp/accounting...

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

• 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?

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

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

Marketing view (a snapshot)

Marketing Campaign (a snapshot)

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

Sales Funnel (a snapshot)

Sales Opportunity (a snapshot)

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

Service view (a snapshot)

Service Ticket (a snapshot)

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

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

Account collaboration folders (a snapshot)

Account Integration to other Systems (a snapshot)

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)

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

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

Account Integration to other Systems (a snapshot)

• 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

•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

• 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?

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

• 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

Demonstration/Q&A

7. Demonstration/Q&A