Transcript Document

www.mxcontact.com
The complete CRM,
Contact Management
and
Sales Automation System
for
Microsoft® Outlook®
Overview
This presentation is divided into 6 sections:
Section 1
The Outlook/Exchange Environment
The reasons for using Outlook/Exchange for CRM
Section 2
MX-Contact Configuration
How MX-Contact is configured and licensed
Section 3
MX-Contact Functionality
An overview of MX-Contact’s general functionality
Section 4
General Issues
Issues such as customisability, reporting, etc.
Section 5
Demonstration
A day in the life of a user
Section 6
Contact Details
Installation
Evaluation/Live Versions
The Outlook/Exchange Environment
Section 1
Why use Outlook for Contact Management
Microsoft Outlook – Limitations
What is MX-Contact adding to Outlook
Advantages of an Outlook-based Solution
Other Advantages of Using Outlook
The Microsoft Exchange Server “Database”
Outlook – the Universal “Front-End”
Contact Details
Download the White Paper – Using Outlook for CRM/Contact Management
Why use Outlook for Contact Management?
Microsoft Outlook already has the following facilities for managing client
interactions:
A Contacts Folder for profiling
Contacts
A Calendar Folder for Meeting
and Event Scheduling
Inbox for Messaging/E-mail
Tasks for Time/To-Do
Management
Journal for Activity/Document
Tracking
Contact Details
Microsoft Outlook - Limitations
Outlook has the following disadvantages in its use as a workgroup/enterprisewide contact manager:
Data stored in users’ Private Mailboxes (Contacts,
Appointments, etc.)
Limited sharing of information
Frequent duplication of data
Outlook has limited Folders (e.g. Contacts but no
Companies, etc.)
It is difficult for Users to link items
No Customer view of all interactions
Contact Details
What is MX-Contact adding to Outlook?
MX-Contact overcomes most of Outlook’s limitations by adding:
A centralised “database” on public folders
Additional “Out-of-the-box” CRM functionality (e.g.
Companies, Opportunities, Products, Incidents,
Events, etc.
Unlimited number of additional user-defined/customisable folders, forms, tabs etc.
Seamless linking of related items to create a single
view of all Customer “Relationship” information
Contact Details
Advantages of an Outlook-based Solution
Outlook/Exchange have the following advantages in being used as the
platform/foundation of a CRM system:
Outlook is always the 1st application to be opened
Outlook is always kept open
Familiar Interface
One calendaring system universal across company
and supply chain
One e-mail store
One document management system
Easy synchronization with most PDA’s
Contact Details
Other Advantages of using Outlook
An Outlook-based solution is far less expensive than a conventional CRM
system to implement (i.e. has a greatly reduced Total Cost of Ownership):
No additional infrastructure needed
Exchange Server already in place
Cost of upgrade to new versions of Outlook shared
Reduced training time (cost)
Wider application of same training
Reduced installation time over conventional CRM
systems
Contact Details
Outlook – the Universal “Front-End”
Outlook is becoming the universal “front-end” for:
Messaging
Calendaring/Scheduling
Collaboration and Workflow
Customer Relationship Management
Knowledge Management
Business Intelligence
Contact Details
Configuration
MX-Contact is available in 7 different Editions. MX-Contact comprises a Base
System, with optional Sales, Marketing and Support Modules.
MX-Contact Editions
Base System
Sales Module
Marketing Module
Support Module
Training Module
Industry Vertical Solutions
Foreign Language Versions
Pricing
Contact Details
Download the MX-Contact Information Sheet – Configuration
Editions
MX-Contact is available in 7 different Editions, which cater for the needs of a
single user through to an organisation with many thousands of users.
Personal
Professional
SOHO Standard
SOHO Advanced
Workgroup
Corporate
Enterprise
MX-Contact can be utilised with Outlook 2000, 2002/XP and/or 2003. It can
be operated in a mixed environment, namely where some users are say on
Outlook 2000 while others have already upgraded to 2003.
Contact Details
Personal Edition
The Personal Edition is designed for a single user or small/home office and
runs off an Outlook Data/Personal Folders (.pst) file. It offers the same
functionality as the Workgroup Edition but does not require Exchange Server.
Utilises an Outlook Data/Personal Folders File (.pst) for Data Storage.
Does not require Exchange Server
Can be used in conjunction with utilities that facilitate sharing of
Outlook data files across several PC’s (e.g. Outlook Folders)
Limited to the standard set of MX-Contact folders, i.e. the Base
System.
Does not support the optional Sales, Marketing and Support Modules.
Contact Details
Professional Edition
The Personal Edition is designed for a single user or small/home office and
runs off an Outlook Data/Personal Folders (.pst) file. It offers the same
functionality as the Corporate Edition but does not require Exchange Server.
Utilises an Outlook Data/Personal Folders File (.pst) for Data Storage.
Does not require Exchange Server
Can be used in conjunction with utilities that facilitate sharing of
Outlook data files across several PC’s (e.g. Outlook Folders)
Advanced Customisation: MX-Contact Folder Property Page which
allows for the addition of an unlimited number of user-defined folders.
Supports the use of the optional Sales, Marketing and Support Modules
(which are each licensed separately).
Contact Details
SOHO Standard Edition
The SOHO Standard Edition is designed for a small/home office and runs off
an MSDE/SQL Server 2005 Express Edition database. It offers the same
functionality as the Workgroup Edition but does not require Exchange Server.
Utilises a Microsoft Desktop Edition 2000/SQL Server 2005 Express
database for data storage.
Allows a small group of up to 10 users to share a common database
without a dedicated server (although this is recommended).
Operates in conjunction with a set of Outlook Data File Folders, which
are used only for the Outlook forms (No data is stored in the Outlook
folders).
Does not require Exchange Server.
Limited to the standard set of MX-Contact folders, i.e. the Base
System.
Does not support the optional Sales, Marketing and Support Modules.
Contact Details
SOHO Advanced Edition
The SOHO Advanced Edition is designed for a small/home office and runs off
an MSDE/SQL Server 2005 Express Edition database. It offers the same
functionality as the Corporate Edition but does not require Exchange Server.
Utilises a Microsoft Desktop Edition 2000/SQL Server 2005 Express
database for data storage.
Allows a small group of up to 10 users to share a common database
without a dedicated server (although this is recommended).
Does not require Exchange Server.
Operates in conjunction with a set of Outlook Data File Folders, which
are used only for the Outlook forms (No data is stored in the Outlook
folders).
Advanced Customisation: MX-Contact Folder Property Page which
allows for the addition of an unlimited number of user-defined folders.
Supports the use of the optional Sales, Marketing and Support Modules
(which are each licensed separately).
Contact Details
Workgroup Edition
The Workgroup Edition is designed for a team of users sharing a "database"
on Exchange Server Public Folders but who need only limited 'Contact
Management' functionality.
Utilises Exchange Server Public Folders for data storage.
Limited to the standard set of MX-Contact folders, i.e. the Base
System.
Does not support the optional Sales, Marketing and Support Modules.
Contact Details
Corporate Edition
The Corporate Edition is designed for a team of users sharing a "database" on
Exchange Server Public Folders who need advanced Sales, Marketing and
Support capabilities and/or the ability to add their own custom folders.
Utilises Exchange Server Public Folders for data storage.
Advanced Customisation: MX-Contact Folder Property Page which
allows for the addition of an unlimited number of user-defined folders.
Supports the use of the optional Sales, Marketing and Support Modules
(which are each licensed separately).
Contact Details
Enterprise Edition
The Enterprise Edition is designed for for a team of users who for various
reasons (database size or corporate IT standards) want to share a SQL Server
database rather than an Exchange database.
Utilises a Microsoft SQL Server 2000 or 2005 database for data
storage.
Operates in conjunction with a set of Outlook Data File or Exchange
Server Public Folders, which are used only for the Outlook forms (No
data is stored in the Outlook folders).
Identical Outlook User Interface as for the Corporate Edition.
Advanced Customisation: MX-Contact Folder Property Page which
allows for the addition of an unlimited number of user-defined folders.
Supports the use of the optional Sales, Marketing and Support Modules
(which are each licensed separately).
Contact Details
Base System
The MX-Contact Base System is the core set of folders for all 7 Editions of MXContact and provides basic Contact Management functionality for those users
just wanting to keep track of the contacts they deal with.
Companies
Contacts
Groups
Products (With Company Products and Contact Products)
Calendar
Tasks
Documents
E-Mail
Journals
Reporting
Contact Details
Sales Module
The Sales Module is only available for the Professional, Corporate and
Enterprise Editions. It offers the following additional features:
Opportunity Management
Project Tracking
Sales Methodologies / Account Management Plans
Orders and Orders Details (linked to a standard Product/Item
Table/Folder)
Contact Details
Download the MX-Contact Information Sheet – Sales Module
Marketing Module
The Marketing Module is only available for the Professional, Corporate and
Enterprise Editions. It offers the following additional features:
Event/Function Management
Campaign Management
Surveys
Contact Details
Download the MX-Contact Information Sheet – Marketing Module
Support Module
The Support Module is only available for the Professional, Corporate and
Enterprise Editions. It offers the following additional features:
Incident/Service Request Management
Issue/Defect Management
Asset Management/Product Registrations
Service Contract Management
Contact Details
Download the MX-Contact Information Sheet – Support Module
Training Module
The Training Module is only available for the Professional, Corporate and
Enterprise Editions. It offers the following additional features:
Programs
Training Courses
Classes
Session Scheduling
Attendance Register
Assignments
Contact Details
Download the MX-Contact Information Sheet – Training Module
Industry Verticals
MX-Contact has customised vertical solutions for the following industries:
Legal/Case Management
Motor Vehicle
Real Estate
Many others are under construction. These Industry solutions are only available
for the Professional, SOHO Advanced, Corporate and Enterprise Editions.
Contact Details
Foreign Language Versions
MX-Contact is available in the following foreign languages:
German
French
Dutch
Czech
Polish
Italian
Spanish (available shortly)
Chinese (available shortly)
Contact Details
Download the MX-Contact Information Sheet – Localisation
Pricing
MX-Contact is priced on a per user basis, i.e. Named Licenses as
opposed to Concurrent Licenses.
MX-Contact is licensed according to the Edition used and the Modules
required per user.
Please request the latest Price List from the following web page:
http://www.exchangewise.com/Products/MXContact/Request_for_Pricing.asp
Contact Details
Base System Functionality
MX-Contact Elements
Toolbars/Shortcuts
Data
Folders
Forms
Views
Company/Contact Profiling
Companies
Contacts
Calendaring and Scheduling
Activity/Task Management
Tracking of Customer Interactions
Journals (Phone Calls/Visits)
Documents
E-mail
Contact Details
Toolbars/Shortcuts
The only visible difference in Outlook with MX-Contact loaded is the addition of
another Toolbar, an MX-Contact Menu and a new Group in the Outlook Bar (for
Outlook 2000/2002):
MX-Contact
Toolbar
New MXContact
Group
Contact Details
MX-Contact Data
MX-Contact stores its data in either a shared PST file, Exchange Server Public
Folders, or SQL Server so that your customer database is centrally available
and accessible to everyone on the network.
Public
Folders
Contact Details
MX-Contact Folders
Many additional folders have been created to store standard CRM-type data.
Master (Top-Level) folders
such as Companies,
Contacts, Opportunities
Sub-folders, e.g.
Companies\Products
Centralised folders for
documents, e-mail, journals,
calendar and tasks.
Associations Folders for
linking items in one folder
to those in another.
System Folders for
setup/administration.
Contact Details
MX-Contact Forms
Custom Forms have been created for each MX-Contact folder. The Company
form is shown below. Each form can have several custom pages / tabs to define
additional information and show records that relate to that item.
Custom
Pages to
store any
amount of
detail about
the item
displayed
MX-Contact
Command Bar to
add/open/delete
related items
Tabs showing
related records
Contact Details
MX-Contact Folder Views
You can create any number of Custom Views based on standard or custom
fields to group, sort and filter sub-sets of your data in any folder.
Sort by Industry
Group by
Country
Filter on Company Type
Contact Details
Companies Folder
The Companies folder is where you keep details of any organisation that you
deal with or have some kind of interaction with. These can be customers,
prospects, vendors, suppliers, partners, resellers, etc.
Contact Details
Download the MX-Contact Information Sheet – Company/Contact Profiling
Company Views
Any number of custom views can be created to group, sort and filter companies.
This allows you to work with only the sub-set of the overall database that
pertains to you, e.g. only customers, or Financial Services companies, etc.
Contact Details
Download the MX-Contact Information Sheet – Company/Contact Profiling
Company Demographics
A Company Form is available to record the standard demographic information of
any company, such as name and address, phone, details, etc.
Contact Details
Download the MX-Contact Information Sheet – Company/Contact Profiling
Company Profile
Clicking on the Profile tab on the Company Form shows a page where any
number of fields can be created to categorise your customer/prospect database
to any degree possible.
Standard
Profile
Fields
Any number of additional fields can be
created here. Existing fields can be
relabelled, removed, etc.
Contact Details
Associated Companies
Associated Companies are organisations related to one company in some way.
This shows the relationships between Holding Companies & Subsidiaries,
Customers and their Resellers, Vendors, Bankers, Auditors, etc.
Tab showing
other
companies
associated
to this
company
Contact Details
Download the MX-Contact Information Sheet – Company/Contact Profiling
Associated Contacts
Associated Contacts are the contact people related to one company in some
way. These can be employees of the company, decision makers, advisors,
auditors, etc.
Tab
showing
contacts
associated
to this
company
Contact Details
Download the MX-Contact Information Sheet – Company/Contact Profiling
Contact Demographics
Detailed profiles can be maintained of all contacts. Both General and Profile
information can be stored.
Contact Details
Download the MX-Contact Information Sheet – Company/Contact Profiling
Contact Profile
The Profile Tab keeps details of sporting interests, family situation, likes and
dislikes, etc. Views can be created to select say all golfers, etc. for a direct
e-mailing, etc.
Contact Details
Download the MX-Contact Information Sheet – Company/Contact Profiling
Calendaring/Scheduling
Users can continue to schedule appointments from their personal calendar
folder in the same way they always did. They have only a few extra links to
create, namely to the Companies, Contacts and Users attending the meeting.
Contact Details
Download the MX-Contact Information Sheet – Calendar Management
Task/To-Do Management
Tasks are used to record things that have to be done for a company or contact,
for example a proposal that has to be submitted. They can be assigned to
someone else in the organisation to be done by a certain date.
Contact Details
Download the MX-Contact Information Sheet – Task Management
Journals (Call Reporting/Activity Tracking)
Journals are used to build up a history of all calls made to a customer/client.
These are usually phone calls or visits but can be used to record details about
any kind of interaction.
Contact Details
Download the MX-Contact Information Sheet – Journals
Documents
Documents can be linked to a company and/or contact (plus opportunities,
etc.). They can easily be generated using standard templates that are also
stored in MX-Contact.
Contact Details
Download the MX-Contact Information Sheet – Document Handling
E-mail
All e-mail sent and received can be automatically linked to a company and/or
contact and copied to the Public Folder. Thus all (relevant, and non-confidential)
incoming/outgoing email is visible to the organisation as a whole.
Contact Details
Download the MX-Contact Information Sheet – E-Mail Handling
Opportunities (Sales Module)
All potential sales to companies and/or contacts are called Opportunities.
These can be renamed depending on the nature of the products/services that
you sell, e.g. Deals, Trades, etc.:.
Contact Details
Opportunity Details (Sales Module)
You can collect and report on a variety of information relating to an opportunity,
such as value, probability of closing a sale, estimated close dates, status/stage,
and more:
Multiple
Companies,
Contacts,
Users,
Products,
etc. can be
linked to one
opportunity
Contact Details
General Issues
Customisability
Off-line (Remote) Use
Use with a Personal Digital Assistant
Reporting
Integration with Legacy Systems
Security
Who can use MX-Contact?
Benefits
Contact Details
Customisability - Folders
MX-Contact folders can customised to almost any extent possible:
Folders can be renamed to match the terminology that your
users are familiar with, e.g. Companies can become Accounts,
Opportunities changed to Deals, etc
Any number of new folders can be added, e.g. Time Sheets,
Licenses, Assets, etc.
Any number of sub-folders can be added to top-level folders for
one-to-many type links, e.g. Contact Skills.
Association folders can be created to cater for many-to-many
relationships between items in 2 different folders, e.g. Contacts
to Assets.
A Property Page manages the MX-Contact properties of each
folder.
Contact Details
Download the MX-Contact Information Sheet – Customisation
Customisability - Forms
Using the Outlook Forms Designer, all MX-Contact forms can be customised to
almost any degree possible. You can add any number of additional controls
such as labels, text boxes, combo boxes, etc.
Special custom
controls such as
grids listing records
from back-end
databases can also
be used.
Custom fields can be
added “on the fly”.
VBScript can be
added to code
Business Rules,
perform custom
actions,
manipulate data,
etc.
Contact Details
Customisability –
- Folder Views
You can create any number of Custom Views based on standard or custom
fields to group, sort and filter sub-sets of your data in any folder.
Views are
created
using the
standard
Outlook
View->
Current
View->
Define
Views
Sort by Industry
Group by
Country
Filter on Company Type
Contact Details
Off-line (Remote) Use
The MX-Contact folders can be added to your Favorites folder for use off-line on
your notebook.
Cached Mode with Outlook 2003
MX-Contact can be used in Cached Mode in conjunction with
a Managed or Hosted Exchange Service.
Download the White Paper on Managed Exchange Services:
Offline Use
Full MX-Contact functionality is available while “off-line” or
disconnected from the Exchange Server. All changes made
by you and all other users are synchronized both ways when
you reconnect to your Exchange Server.
Contact Details
Download the MX-Contact Information Sheet – Remote Use
Use with a Personal Digital Assistant (PDA)
MX-Contact data can be synchronized to any PDA that integrates with Outlook:
Calendar, Tasks and E-Mail
All Calendar and Task entries are automatically created in a
User’s Private Mailbox folders and are therefore visible to the
PDA
Contacts
The subset of Contacts that are “owned” by a User can be
set to automatically synchronies to the user’s Private Mailbox
“Contacts” folder, from where these contacts will synchronies
to the PDA, along with any other ‘personal’ contacts
Contact Details
Download the MX-Contact Information Sheet – PDA Synchronization
Reporting
3 different reporting mechanisms are available:
Outlook Folder Reports
You can create any number of custom folder views showing
exactly the records and fields you want. You can then print any
view in Table or Memo style
Crystal Reports (See some Sample Reports)
A number of pre-customised reports listing records across
multiple folders are available. Crystal Report Writer can be used
to format any kind of report according to the users’ needs. All
Crystal Reports can be run off the Exchange database or the
SQL Server database created by MX-Sync (included with the
Enterprise Edition or available as an optional extra for the
Workgroup and Corporate Editions).
SQL Server Reporting Services
A set of reports created for SQL Server Reporting Services is
also available for the Enterprise Edition.
Contact Details
Download the MX-Contact Information Sheet – Reporting
Integration to Legacy Systems
Various mechanisms exist to link the MX-Contact Database with an existing ERP
or other database:
Database Structure
MX-Contact is structured like a relational database with ID Fields in
Master tables and these same ID’s in related records. Both the
Outlook “links” and the MX-Contact “relational” links are maintained
concurrently within the Exchange data store.
Integration with SQL Server
MX-Contact’s “relational” database makes it possible for a) Crystal
Reports (or any other application) to view the Exchange data as a
set of related “tables” and b) MX-Sync (included with the Enterprise
Edition or available as an optional extra for the Workgroup and
Corporate Editions) to synchronies the Exchange data directly to a
SQL Server database.
Contact Details
Security
Security in MX-Contact is fully governed by Exchange Folder Permissions:
Users (or groups of users) can be given rights
(permissions) to
See a folder (Folder Visible)
Add new items
Edit own or all items
Delete own or all items
Distribution Lists can be created for different groups
or teams of users that need to be given different
rights to different folders
Contact Details
System Requirements
.MX-Contact is a COM Add-In that runs inside Microsoft Outlook and uses either
a shared PST file, Exchange Server Public Folders or SQL Server for data
storage:
Client
Outlook 2000 Service Pack 3, or
Outlook 2002 (Outlook XP) Service Pack 3
Outlook 2003 Service Pack 1
Server (for WorkGroup and Corporate Editions)
Microsoft Exchange Server 5.5, SP3 or higher
Microsoft Exchange Server 2000, SP1 or higher
Microsoft Exchange Server 2003, SP1 or higher
Server (for Enterprise Editions)
Microsoft SQL Server 2000, SP1 or higher
Contact Details
Who can use MX-Contact?
MX-Contact can be used by anyone that is using Outlook already and has any
kind of interaction with either internal or external “clients” (or suppliers) of any
kind. These can be:
Field Sales Representatives
Internal Salespeople
Telemarketers
Marketing Personnel
Event/Function Co-ordinators
Campaign Managers
Help Desk/Customer Support Representatives
Accounts Receivable/Payable Clerks
Shipping Clerks
Contact Details
Benefits
MX-Contact provides the following benefits to corporate users:
Standardises the customer-facing team on a common tool
Provides contact management functionality in an
environment that all users are already familiar with, namely
Microsoft Outlook, ensuring rapid deployment and
acceptance of the new system
Keeps all employees on one universal Calendaring system
(namely Outlook) as opposed to certain users having to
adopt a different scheduling tool that would ordinarily form
part of a non-Outlook based CRM system
Delivers personal, team and corporate information directly to
a user’s desktop
Increases productivity per sales representative
Contact Details
Further Benefits
MX-Contact provides the following additional benefits to corporate users:
Provides single view of all related customer information to
everyone in the organisation. This both encourages team-based
selling, and increases customer satisfaction by allowing
information flow between all departments
Provides ability to implement sales methodologies/processes by
business unit or product type. Tracks forecasted business and
the costs of securing that business
Integrates with external applications, such as order entry,
manufacturing, etc
Allows management to make “fact-based decisions” based on
statistical data automatically captured by the system, and
reported on
Contact Details
MX-Contact Demonstration
The following process is designed to give an overview of the functionality of
MX-Contact as it would apply to the user of the system:
This sequence will demonstrate some of the aspects of a
day in the life of an Account Manager (Janet Leverling)
using MX-Contact to facilitate managing her customers.
This demonstration will illustrate how you use MXContact to manage a centrally accessible customer
database while at the same time allowing you to continue
using Outlook as far as generating mail, tasks, and
appointments in exactly the same way that you are
currently familiar with.
MX-Contact seamlessly interacts with the database on
the set of Public Folders (or Personal Folders in the case
of the single-user Personal and Professional Editions)
while you work in Outlook as you would normally do.
Contact Details
Task/To-Do Management
It’s Monday morning and I arrive in the office ready for the week ahead.
Naturally the first thing I do is open Outlook to check for mail. A task reminder
pops up prompting me to set up my monthly status meeting with Great Lakes:
Contact Details
Task/To-Do Management
I click on Open Item to open the task (this is a recurring task that I've set to
repeat once a month because this is one of my A Category customers):
Contact Details
Company Demographics
Using the Links Toolbar on the task I open Great Lakes Company Form to see all
the related details about the company, so as to check what activity there’s been
on the account:
Contact Details
Associated Contacts
Clicking on the Contacts Tab I review the linked contacts to remember who’s
who, and see if anybody has added any additional contacts. I select Jack
Daniels and click on Open Contact to view his record.
Tab
showing
contacts
associated
to this
company
Contact Details
Contact Demographics
I review Jack Daniels’ Contact Record to check all his details:
Contact Details
Contact Profile
Clicking on the Profile Tab I’m reminded he has a birthday coming up, and that
he is a keen golfer. I must mention the upcoming golf day. I close Jack’s record.
Contact Details
Associated Opportunities
Clicking on the (Company) Opportunities tab I notice 2 opportunities for Great
Lakes. I open the ‘Promotion for selected accounts’ by selecting it and clicking
Open Opportunity.
Contact Details
Opportunity Details
I notice that Great Lakes is participating in the Röd Kaviar promotion with 8
other accounts. I make a note to discuss the progress with Clayton Palmer. I
close the Opportunity window.
Multiple
Companies,
Contacts,
Users,
Products,
etc. can be
linked to one
opportunity
Contact Details
Appointments
I check the (Company) Appointments tab to see if anyone else in the company
has scheduled to be at Great Lakes over the next 2 weeks. I notice Clayton
Palmer has a stock take there on Thursday.
Contact Details
Documents
Clicking on Documents I see our librarian has added the Chairman’s report so I
open the Document and read this quickly. This will surely come up at the
meeting. I close the Word document and then close the Document item.
Contact Details
Calendaring/Scheduling
I call Jack and setup the meeting. He can see me on Thursday at 10:00. I
schedule this appointment from my diary, selecting Great Lakes from Recent
Items.
Contact Details
E-mail
The day before the meeting I send him a quick e-mail confirming that it’s still on
for tomorrow. I can generate this using Send Mail to Recent Item.
Contact Details
Activity Completion
After the meeting I return to my desk, bring up my Outlook Calendar, and mark
the appointment as Completed.
Contact Details
Call Reporting
This automatically triggers a Journal for me to record what transpired at the
meeting. This builds up the history of all interactions that have occurred with the
customer.
Contact Details
Documents
I quickly draft a letter confirming the pricing we agreed at the meeting. I can do
this by opening the contact from Recent Items and clicking New Document,
Create New Document, selecting a Template, and then clicking OK:
Contact Details
Documents
The Word template is opened and automatically populated with the necessary
name/address fields. The document is then saved as an attachment (or
shortcut) to the MX-Contact Document (item):
Contact Details
Summary
From this demonstration sequence hopefully you will have seen how:
easy it is to move around MX-Contact within
Outlook
you can continue to manage e-mail, tasks and your
calendar in the same way that you're used to, so
minimal training is required to get up and running
MX-Contact adds powerful CRM functionality to
Outlook while at the same time using standard
Outlook items (Tasks, Appointments, Contacts,
Journals, etc.) to achieve this
everyone in the organisation can have a central
view of all customer-related information, so that all
departments can co-ordinate their activities to
serve the customer better
Contact Details
Installation – Evaluation Edition
Section 6
Register in our web site Community Area
(Note if you have previously requested anything from ExchangeWise via e-mail, you will be
automatically registered with your e-mail address and password ‘exwise’).
Download/install the Evaluation Edition (from the ExchangeWise
web site).
Evaluation Guide (PDF Format)
Evaluation Guide (CHM Format)
See the User Guides page for other useful manuals, tutorials and
instruction sheets.
Contact Details
Installation – Personal/Professional Editions
Download/install the latest MX-Contact Full Installation Package
(from the ExchangeWise web site).
Installation Guide – Personal/Professional Edition (PDF Format)
See the User Guides page for other useful manuals, tutorials and
instruction sheets.
Contact Details
Installation – Workgroup/Corporate Editions
Download/install the latest MX-Contact Full Installation Package
(from the ExchangeWise web site).
Installation Guide – Workgroup/Corporate (PDF Format)
Installation Guide – Workgroup/Corporate in a Managed
Exchange Environment (PDF Format)
See the User Guides page for other useful manuals, tutorials and
instruction sheets.
Contact Details
User Guides/Tutorials
Download the latest MX-Contact User Guide
MX-Contact Tutorial – Base System (PDF Format)
MX-Contact Tutorial – Base System (CHM Format)
MX-Contact Tutorial – Support Module (PDF Format)
MX-Contact Tutorial – Support Module (CHM Format)
Contact Details
Information Sheets
In case you missed the Information Sheets referenced in the Presentation,
these are listed below again for convenience:
White Paper - Using Outlook for CRM/Contact Management
White Paper - Managed Exchange Services
MX-Contact Information Sheet – Configuration
MX-Contact Information Sheet – Sales Module
MX-Contact Information Sheet – Marketing Module
MX-Contact Information Sheet – Support Module
MX-Contact Information Sheet – Training Module
Other Information Sheets are available on our Knowledge Base
web site.
Contact Details
Information Sheets
In case you missed the Information Sheets referenced in the Presentation,
these are listed below again for convenience:
MX-Contact Information Sheet - Company/Contact Profiling
MX-Contact Information Sheet - Calendar Management
MX-Contact Information Sheet - Task Management
MX-Contact Information Sheet - Journals
MX-Contact Information Sheet - E-Mail Handling
MX-Contact Information Sheet - Document Handling
MX-Contact Information Sheet - Parameters
MX-Contact Information Sheet - Territories
Other Information Sheets are available on our Knowledge Base
web site.
Contact Details
Instruction Sheets
A series of additional Instruction Sheets are available on our Knowledge Base
that deal with special topics relating to MX-Contact:
Importing Data
Using MX-Contact with Outlook 2003 in Cached Mode
Creating Reports
Creating Word Templates
Using MX-Verify
Picklists
Contact Details
Contact Details
Web: http://www.exchangewise.com
E-mail: [email protected]
Head Office - Australia
Unit 20, 6-8 Old Castle Hill Road
Castle Hill
NSW, 2154
Australia
Phone: +61 (2) 8850-0288
Fax: +61 (2) 9383-8074
We have offices in Australia, South Africa and Germany, as well as
certified Business Partners worldwide.
Contact Details
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