Wintouch e CRM A Customer Relationship Management Solution

Wintouch e. CRM A Customer Relationship Management Solution designed specifically for AS/400 or i. Series Users

Wintouch® e. CRM Comprehensive, Enterprise Customer Relationship Management solution specifically designed for the IBM i. Series 400 § § § Browser-based Web-enables green screen applications Easily integrates with AS/400 systems Affordable Highly customizable

Wintouch e. CRM 1. 2. 3. Quick “green screen” access Web browser access to Wintouch and AS/400 data Highly customizable Useful for Sales, Marketing, Customer Service, Project Management, Asset Management, Supply Chain Management, Purchasing, HR, Channel Management, Accounting

Wintouch e. CRM How it Works: Wintouch e. CRM Runs on your AS/400 Server 2. Users Access Wintouch e. CRM on an Internet Browser 3. Client (Windows-like) screens launch in a Java Applet or as an Application 4. All Data is stored on the AS/400 1.

Wintouch e. CRM Features: 1. 2. 3. Easy, secure access to Wintouch & AS/400 data using any web browser. Options include: § Connected to the network at the office § From home or a hotel via a dial up line § Connected via cellular connection § Disconnected using “Wintouch Lite” with remote sync Critical Data Sharing § Pulls data from existing AS/400 applications § Automatically populates fields in other AS/400 applications Highly customizable at user and departmental levels § Multiple levels of security determined by administrator § Customize by “Account Type” (i. e. Vendors, Partners, Customers) § Easily add fields for new data or import from your ERP systems

User’s To Do List: Daily Activities

Switch to Weekly Activities View

Switch to Monthly Activities View

Account Summary: Customer Tie Wintouch into your existing Customer Master File Last and Next Activities for this account Imported data from back-end or ERP systems to help close sales!

Different Account Type: Vendor

Easily Customize Any Screen Drag and Drop new fields into any Wintouch e. CRM screens with the “Customize” button to have data you need at your fingertips.

Extended Profile: Sales Opportunity Profile

Extended Profile: Sales by Supplier

Extended Profile: Sales by Product Category

Extended Profile: Customer Service & Incident Log

Extended Profile: Interests & Hobbies

Integration to MS Word for Mail-Merged Documents

“AS/400 Green Screen” Emulation The emulator icon at the account toolbar (red arrow) can take you directly to the AS/400 page you want to be on, using our 5250 script development tool

Extensive Search Capabilities Choose the Criteria Fill in or Choose the Data Element Account (red arrow) or Contact (blue arrow) searches are easy Tabs can easily be added to enable searches on your most important data elements

Reporting: Group Definition to Exportable Reports Add multiple criteria Use pre-defined templates or customize report layout Export to a variety of formats

E-mail blasts from data/market segment reports Use HTML Templates Insert WT field contents into email subject line

Completed Activities by User View activities completed by staff members to address performance issues or assure good customer care.

Numerous User/Group Definable Preferences

User Security Settings & Pull-Down Menu Editing is Easy Control security access by any Wintouch user add, change or delete menu items

In Conclusion: The tools you use determine how well you do the job. • Do you have the tools you need? • Do they work with your current system? • Are you growing revenue and cutting costs? Wintouch e. CRM