Product Tour

Copyright QGate Software Limited. Paribus Interactive™ is a trademark of QGate Software Limited – all rights reserved.

Microsoft Dynamics CRM Lead support The user does no more than open a Lead record and Paribus Interactive kicks in Identifies existing possible matches across Accounts, Contacts and other Leads Click any count summary to see details of results

Lets start with LEADs(Selected a Lead Record)

Click on results summary to see results details

Possible Matches

Microsoft Dynamics CRM Lead support From the result cards, the user can Review, Goto and Select an existing record Selecting a record will populate the Existing Contact/Account field in the Lead record

Lets start with LEADs(Selected a Lead Record)

Select a record and it will populate the Existing

Contact & Account fields

Select a record

Microsoft Dynamics CRM Lead support Selecting a record will populate the Existing Contact/Account field in the Lead record

Lets start with LEADs(Selected a Lead Record)

Select a record and it will populate the Existing

Contact & Account fields

Lead updated

Microsoft Dynamics CRM Lookup support Creating a new Opportunity automatically opens up the Paribus Interactive search User can add what they know of the Account and Contact name The user searches and the results summary is shown

Lookup Support(Opportunities)

The user only knows the contact and they work for a

network company

Incomplete data

Microsoft Dynamics CRM Lookup support Same as with Leads, Select a record card, and the detail gets populated into the Opportunity

Lookup Support(Opportunities)

Select a records and the details are populated into

the Opportunity

Select a record

Microsoft Dynamics CRM Multiple Lookups Here is an example where there is more than one relationship Each relationship (Account and/or Contact) can be mapped to a combined Paribus Interactive Search Each relationship can be managed individually as the relationships are determined This also shows the flexibility of where Paribus Interactive can be added into CRM

Multiple Lookup Support(Using Cases as an example)

Microsoft Dynamics CRM Lookup anywhere Here is an example of applying the Paribus Lookup to Phone Calls The lookup search can be added to any form via Codeless configuration

Lookup Support(Anywhere – Activity example)

Via codeless configuration to any CRM form

Apply anywhere

Microsoft Dynamics CRM Paribus Interactive Enhanced Search Using the core search feature added to the main menu

Enhanced Search

Adds a powerful search capability

General Search

Microsoft Dynamics CRM Paribus Interactive Enhanced Search Using the Enhanced Search, a user can find a “rob” at a “network” company All contacts at a “network” company etc Additional fields can be added to make the search more location specific

Enhanced Search

Search for anything e.g. first network

General Search

Microsoft Dynamics CRM Adding Accounts The Paribus Interactive search form captures the data The user carries out a check for existing records – across Accounts and Leads If no results the data is automatically populated into a new record

Adding Accounts

Paribus Interactive captures data input

Search

Searches across Accounts and Leads

Possible Matches

Microsoft Dynamics CRM Adding Contacts Same as adding Accounts, the data is captured and used to search for existing records If there is a match on Account the Contact is added to that existing Account If not match the data is added to a new Contact record

Adding Contacts

Check existing Account and Contact

Search

Phonetic Data Matching Foto Centre, Photo Center Kris Dixon, Chris Dickson, Criss Dicksen Cheryl Wiatt, Sheryl Wyiatt, Sherril Wyatt

Synonyms, Abbreviations and Acronym Matching Robert, Bob, Bobbie, Rob, Robbie, Roberto William, Will, Willy, Bill, Billy International Business Machines, IBM, I.B.M

Data Sequence Variation Florida University, University of Florida Arizona 1st National Bank, First National Bank of Arizona 123 (Flat A) Acacia Avenue, Flat A – 123 Acacia Avenue

Data Segmentation QGate Software, Q Gate Software Q-Gate Software GuideMark, Guide Mark, Guide-Mark 3Com, 3 Com, 3-Com

Gender Analysis Paul v Paula Daniel v Danielle Jo v Joe Andy v Andie

Intelligent and Sophisticated Data Matching Capabilities

The Paribus Cloud

The Paribus Cloud Intelligent data search engine as a service (SaaS) Hosted in the Microsoft Azure Cloud through secured SSL communications A private annual subscription service Dynamics CRM Data adoption into the Paribus Cloud from CRM Online or via IFD for CRM on premise Smart data synchronization

Dynamics CRM Onlineor IFD on premise

Enhanced User Experience

Smart Data Synchronization

Paribus Interactive service on Azure

Secure Results

The Paribus Search Engine… Intelligent Data Search Engine Providing sophisticated search capabilities (‘fuzzy’ and phonetic searches) A unique ‘Sequence Variation’ search capability (‘University of London’ v ‘London University’)

Service Deployment… Cloud based SaaS service Subscription based Secure cloud hosted

Feature Highlights

Microsoft Dynamics CRM Searching… Perform “web like” searches within CRM Find information within CRM both quickly and easily Search across multiple CRM entities in a single search

Microsoft Dynamics CRM Duplicate Detection… Automatically identify potential duplicates in CRM Identify potential duplicates across multiple CRM entities Proactive identification to avoid duplicate data entry

(Pre-release, subject to change)

Copyright QGate Software Limited. Paribus Interactive™ is a trademark of QGate Software Limited – all rights reserved.