crm 2013 and other product highlights from planmill

Accelerating Your SuccessAccelerating Your Success

PLANMILL CRM EVENT21.03.2014

TERVETULOA – WELCOME!


PLANMILLTODAY

2.4.2014 2© 2014 PlanMill Ltd. I www.planmill.com


PLANMILL IN BRIEF

2.4.2014 3© 2014 PlanMill Ltd. I

www.planmill.com

25+COUNTRIES

100+CUSTOMERS

20 000+USERS

13YRS IN BUSINESS

25SKILLED EXPERTS

2 000+ NET SALES (T€)


PLANMILL SOLUTON IN BRIEFAPI 1.0 since 2010


SALES

EXPENSES REQUESTS

PROJECTS TIME

FINANCES


Our customers are the future makers and shakers. They are leading the way in their fields of expertise pushing the boundaries into new levels.

OUR CUSTOMERS LEAD THE WAY

5© 2014 PlanMill Ltd. I www.planmill.com2.4.2014


BOOST YOUR BUSINESSConnect to PlanMill Business Application Suite via API

6© 2014 PlanMill Ltd. I www.planmill.com2.4.2014


PLANMILL CRM HISTORY IN BRIEF

2.4.2014 7© 2014 PlanMill Ltd. I

www.planmill.com

2011CONTRACTSSALES ORDERS

2012ASIAKASTIETO CONN.MOBILE WEB APPS

2013OPPORTUNITY ITEMS

2005ACCOUNTSCONTACTSACTIONS

2006CAMPAIGNSOPPORTUNITIESREQUESTS

2010PRODUCTSLINKEDIN


PLANMILL CRM 2013NEW FEATURES



Highlights of 2012-2014 product releasesMobile Updating project from

sales order and linking tasks and order items

Signature for outgoing emailsCommenting (beta)

Timer & Time report UI & API enhancements

Person & Competence & Ceiling pricingUpload extra attachments to invoices

Report editor (beta)

Asiakastieto Connector

Resource proposals Request API enhancements

Time report & Absence locking when period is locked, otherAbsence enhancements

Email invoicing & full invoice automation, improved checks for invoicingDraft invoice acceptance

New UI themes

Multi-select in filters

Opportunity items

Moving requests with time reports to other project

Nordic invoice templates and reference numbers

Opportunity reports

Sales order enhancements

Currency precision & rounding settings

Different csv options in report exports

2014 near future releasesImproved opportunity item reporting (TCV)

Commenting Expense 2.0 (daily allowance calculation & Google directions API)

Chinese invoices


http://wiki.planmill.com/display/HELPEN/PlanMill+14.4+Release+Notes

http://wiki.planmill.com/display/HELPEN/PlanMill+14.6.8+Release+Notes










http://wiki.planmill.com/display/HELPEN/Create+projects+and+tasks+directly+from+Sales+Order






http://wiki.planmill.com/pages/viewpage.action?pageId=4456588


































http://wiki.planmill.com/display/HELPEN/14.8.1+Fresh+new+look+and+feel+PlanMill

http://wiki.planmill.com/display/HELPEN/14.8.1+Fresh+new+look+and+feel+PlanMill













































DID YOU KNOW THIS ABOUT PLANMILL CRM?

EXTRANET• Your reseller partners can use your

PlanMill, too…• Your customers can log in to your

PlanMill as extranet users…

LEADS & EMAILS• You can import leads to PlanMill from

file…• You can send email campaigns from

PlanMill…• You can get your website form data to

PlanMill automatically…

SALES DOCUMENTS & INVOICES• You can get PDF contracts, quotes and

orders from PlanMill directly…• We can handle languages, currencies

and country specific issues that other CRMs or ERPs can’t…

SOCIAL MEDIA & CHANNELS• You can get Uservoice, Twitter, Facebook

and other social media messages & alerts to PlanMill…

• You can see your Twitter feed in PlanMill and even tweet back…

2.4.2014 10© 2014 PlanMill Ltd. I

www.planmill.com


Personalize your PlanMill experience

Personalize

Tweet us…… Or get your own tweets here

Choose your reports

Select your charts and lists


LEADS, SOCIAL CHANNELS & COLLABORATION



SOCIAL MEDIA CONNECTS EASILY TO PLANMILL

2.4.2014 13© 2014 PlanMill Ltd. I

www.planmill.com


COMMENTING FEATURE (INTERNAL BETA)

2.4.2014 14© 2014 PlanMill Ltd. I

www.planmill.com


PLANMILL & GOOGLE

• Google Single-Sign-On (SSO)

• Google Maps – See where you are going to meet your customers

• Google Directions & Timezone API – Coming soon!

• Add meetings to Google calendar & contacts to Google contacts using PlanMill Mobile

2.4.2014 15© 2014 PlanMill Ltd. I

www.planmill.com


SALES PROCESS- From lead to delivery



SALES PROCESS 101

Accout & Contact

Meeting with prospect (Action)

Opportunity Quote Order or Contract

Handover to delivery & Invoicing


SEARCH & CREATE ACCOUNT USING ASIAKASTIETO

12

3

4


BE A PLANMILL MOBILE PRO MOBILE PRO Track todo’s with Actions

56

7

8


CONTINUOUS & ONE-TIME SERVICES WITH OPPORTUNITY ITEMS

9

See rolling revenue forecasts based on continuous service or one-time sales


MULTIPLE LANGUAGES & CURRENCIES + DEFAULT & CUSTOMIZED PDF LAYOUTS

Click Action to Opportunity Click to convert Opportunity to Quote & Order

Print & Send order quotes and confirmations from PlanMill

10

11


3 STEPS FROM ORDER TO INVOICING12 13

14No more manually created tasks or

revenuesTasks from template or order items

Revenues automatically - even all the way to invoicing


REPORTS & INDICATORS


PLANMILL CRM 2014/2015GUIDELINES



PLANMILL CRM KEY FOCUS AREAS

2.4.2014 25© 2014 PlanMill Ltd. I

www.planmill.com

SERVICECUSTOMER SERVICESUPPORTHELP DESK

BI & CONNECTAPIKPI’S & REPORTING3RD PARTY APPS & SERVICES

MARKETINGACCOUNTSCONTACTSACTIONS

SALESPIPELINE & PROFITCONTRACTSSALES ORDERS


WE BUILD PLANMILL WITH AN API FIRST APPROACH

APIs

METADATA & UI APIsOrganize PlanMill data, UI & layouts

DATA APIsQuery core CRM object data


Data in / Data out


MORE INFORMATION

Thomas Hood, CEO & Partner

PlanMill Ltd.

Hämeentie 19, FI-00500 Helsinki

Tel: +358 40 558 5138

Email: [email protected]

Website: www.planmill.com

mailto:[email protected]

http://www.planmill.com/

http://www.linkedin.com/companies/146494?trk=NUS_DIG_CMPY_FOL-prof

http://www.linkedin.com/redirect?url=http://www.facebook.com/pages/PlanMill/113127949964&urlhash=CpRH

http://twitter.com/planmill

crm 2013 and other product highlights from planmill

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