Brought to you by... A developer of CRM software for SMEs and work groups of larger firms. A developer of CRM software for SMEs and work groups of larger.

Brought to you Brought to you by..by..

A developer of CRM software for A developer of CRM software for SMEs and work groups of larger SMEs and work groups of larger firms.firms.

Based in North SydneyBased in North Sydney Launched in March 2002Launched in March 2002 Aim to deliver a practical Aim to deliver a practical

CRM tool for companies CRM tool for companies with 1 to 50 staffwith 1 to 50 staff

Legrand SoftwareLegrand Software

Legrand CRMLegrand CRM

A range of CRM solutions that are A range of CRM solutions that are fast and easy to deployfast and easy to deploy

Targeted at groups of 5 to 50+ usersTargeted at groups of 5 to 50+ users 3 editions3 editions

– STDSTD– PROPRO– CORPCORP

Integrates with a range of AccountingIntegrates with a range of Accounting

What is CRM?What is CRM?

Customer Relationship ManagementCustomer Relationship Management– Aligns business processes with customer Aligns business processes with customer

strategies to build customer loyalty and strategies to build customer loyalty and increase profits over time.increase profits over time.

– Creates a consistent customer Creates a consistent customer experienceexperience

A good CRM software A good CRM software solutionsolution

Business to Business ViewBusiness to Business View Seamless interaction with OutlookSeamless interaction with Outlook Powerful grouping/classification of Powerful grouping/classification of

Companies and ContactsCompanies and Contacts On-screen and printed reportsOn-screen and printed reports Marketing (Campaign Management)Marketing (Campaign Management)

A good CRM software (cont.)A good CRM software (cont.)

Sales Opportunity ManagementSales Opportunity Management SynchronisationSynchronisation Links to Accounting SoftwareLinks to Accounting Software Effective and affordableEffective and affordable

CRM core fundamentalsCRM core fundamentals

Ease of useEase of use Ease of information sharingEase of information sharing

– Networked systemNetworked system– Support for remote users and laptop Support for remote users and laptop

usersusers Manage business information, not just Manage business information, not just

contact informationcontact information Works in conjunction with desktop Works in conjunction with desktop

tools such as Outlook, Word and Exceltools such as Outlook, Word and Excel

CRM core fundamentals CRM core fundamentals (cont.)(cont.)

Manage Activities and Task assignmentsManage Activities and Task assignments– Schedule events and tasksSchedule events and tasks– Works seamlessly with personal Outlook dataWorks seamlessly with personal Outlook data– Activity reporting Activity reporting

An easy and flexible method for An easy and flexible method for classifying and grouping companies and classifying and grouping companies and contactscontacts

An easy way to manage the volume of An easy way to manage the volume of emailemail

Beyond fundamentalsBeyond fundamentals

Manage marketing activitiesManage marketing activities– Campaigns, Targets, RespondentsCampaigns, Targets, Respondents

Manage sales opportunitiesManage sales opportunities– Categorise by region, category, sales repCategorise by region, category, sales rep

Manage customer support issuesManage customer support issues– Record support calls, track resolutionRecord support calls, track resolution

Track Items Sold Track Items Sold – Record serial numbers, expiry datesRecord serial numbers, expiry dates

The Legrand differentiationThe Legrand differentiation

Addresses the 2 biggest issues of Addresses the 2 biggest issues of CRM softwareCRM software– Ease of implementationEase of implementation– Ease of useEase of use

Extended FunctionalityExtended Functionality– Integration with accountingIntegration with accounting– Hierarchy of solutionsHierarchy of solutions– Data synchronisationData synchronisation

Companies a ‘360Companies a ‘360°° view’ view’

Business-to-business view of your Business-to-business view of your customer relationshipscustomer relationships– One super-informative company screen, One super-informative company screen,

view view all contact and account information all contact and account information and history from a central locationand history from a central location

Provides unlimited classifications Provides unlimited classifications with Keywordswith Keywords– More than just ‘Company type’ More than just ‘Company type’

A full 360A full 360°° business view business view

Company Documents Company Documents

Provides a central repositoryProvides a central repository Ensures consistencyEnsures consistency Electronic files of any typeElectronic files of any type

ContactsContacts

Ease of Managing / Creating ListsEase of Managing / Creating Lists– Retrieval of Keyword lists and advanced Retrieval of Keyword lists and advanced

search criteriasearch criteria – ‘‘scratchpad’ to which you can scratchpad’ to which you can

add/remove Contact names to build a add/remove Contact names to build a new listnew list

Ease of operations performed on listsEase of operations performed on lists– Send emails from within Legrand CRMSend emails from within Legrand CRM– Mail Merge / print labelsMail Merge / print labels

ContactsContacts

Marketing ActivitiesMarketing Activities

Record campaign informationRecord campaign information Link tasks, schedules and notesLink tasks, schedules and notes Link targetsLink targets Manage respondentsManage respondents Monitor sales opportunitiesMonitor sales opportunities

MarketingMarketing

Managing Sales Managing Sales OpportunitiesOpportunities

Structured approach to managing Structured approach to managing sales opportunities.sales opportunities.

Monitor current sales opportunities by Monitor current sales opportunities by sales rep, sales territory, product sales rep, sales territory, product category, every phase of the sales category, every phase of the sales processprocess

Analyse the outcome of past sales Analyse the outcome of past sales opportunities by sales rep, sales opportunities by sales rep, sales territory, product categoryterritory, product category

Managing Sales Managing Sales OpportunitiesOpportunities

Managing Sales Managing Sales OpportunitiesOpportunities

CalendarCalendar

Legrand CRM includes traditional Legrand CRM includes traditional Group Calendar and Task Group Calendar and Task management features.management features.

Ability to run reports on Calendar Ability to run reports on Calendar events, Tasks and Activity notesevents, Tasks and Activity notes

OutlookOutlook

Interacts bi-directionally with OutlookInteracts bi-directionally with Outlook– Transfer Contacts to and from Outlook to Transfer Contacts to and from Outlook to

Legrand CRM Legrand CRM – Transfer selected emails from Outlook to Transfer selected emails from Outlook to

Legrand CRM.Legrand CRM.– Transfer Tasks from Legrand CRM to Transfer Tasks from Legrand CRM to

Outlook, and back. Outlook, and back. – Transfer Appointments from Legrand Transfer Appointments from Legrand

CRM to Outlook, and back. CRM to Outlook, and back.

Customer ServiceCustomer Service

The Optional Customer Service The Optional Customer Service module enables users to track module enables users to track customer service issues, from initial customer service issues, from initial contact all the way through to contact all the way through to resolution.resolution.

Manage tasks, events and activities Manage tasks, events and activities for each case from a central location.for each case from a central location.

Customer ServiceCustomer Service

Items TrackingItems Tracking

This optional module delivers the This optional module delivers the ability to maintain a Products table ability to maintain a Products table and keep track of items that have and keep track of items that have been sold to Customers, including been sold to Customers, including warranty dates, contract expiry warranty dates, contract expiry dates, etc… dates, etc…

Items TrackingItems Tracking

Accounting System Accounting System IntegrationIntegration

Links customer and accounting Links customer and accounting databasesdatabases– Outstanding balancesOutstanding balances– Contact informationContact information– Credit limitsCredit limits– Accounting notesAccounting notes