ccpocket – market reach ent mid sme axapta great plains sba wholesale trades service

CCPocket – CCPocket – Market ReachMarket Reach

ENT

MID

SME

AXAPTA

GREAT PLAINS

SBAWHOLESALE

TRADES

SERVICE

CCPocket – CCPocket – Value AddValue Add

Office CRM ERP

Desktop CRM SFA SOP

Mobility

SecuritySecurity

CCPocket - A three tiered approachCCPocket - A three tiered approach

• CCPocket brings credit card, MapPoint, ERP and CRM to one unified interface.

CCPocket - the power to do moreCCPocket - the power to do more

• CCPocket is a secure, cost-effective system, for connecting a mobile sales force to the office any time, anywhere.

CCPocket – CCPocket – Extends the OfficeExtends the Office

Verticals – Verticals – Market PotentialMarket Potential

Pharm/Cosmetic

Medical Supply

General Wholesale Trades

FIELD SERVICE

RETAIL

Electronic signature and order confirmation • A printable copy of order and confirmation details including

signature, can be simultaneously dispatched to the customer’s fax or computer.

Inventory Control• Your sales force can now manage inventory.

Field Service• Send out jobs, reassign jobs on the fly, capture customers

signature• MapPoint makes getting the job easier

Payments• Online payment gateway for credit cards

CCPocket – CCPocket – Features and FunctionFeatures and Function

Facilitate order and payments terms • Accept and apply payments from customers.• Apply payment to orders and invoices.• Calculate individual discount payment terms.• Restrict ordering past a customers credit limit.• Calculate tax on orders.

C.R.M. • View CRM notes and comments.• Ability to support multiple companies on a single PDA.• Add or change customer details.

CCPocket – CCPocket – Features and FunctionFeatures and Function

CCPocket - delivers to the CustomerCCPocket - delivers to the Customer

“Ordinarily it would take up to five days to get an order to head office where now it’s virtually instantaneous. We really only need one person in the office to overlook the whole process so there have been significant cost savings.”

Simon Apter Sales Manager - Profile Products

CCPocket - delivers to the CustomerCCPocket - delivers to the Customer

“I think the resellers are going to see it as an opportunity to add a lot of value to their existing base…..I think there is going to be a lot of potential and I am very excited about it.”

Steve Liliopoulos Solutions Consultant

Microsoft Business Solutions - Financials