Wintouch eCRM A Customer Relationship Management Solution designed specifically for AS/400 or iSeries Users.

Wintouch eCRMWintouch eCRM

A Customer Relationship Management Solution designed specifically

for AS/400 or iSeries Users

WintouchWintouch®® eCRM eCRM

Comprehensive, Enterprise Customer Relationship Management solution specifically designed for the IBM iSeries 400

Browser-based Web-enables green screen applications Easily integrates with AS/400 systems Affordable Highly customizable

Wintouch eCRMWintouch eCRM

1. Quick “green screen” access2. Web browser access to Wintouch and AS/400 data 3. Highly customizable

Useful for Sales, Marketing, Customer Service, Project Management, Asset Management, Supply Chain Management, Purchasing, HR, Channel Management, Accounting

Wintouch eCRMWintouch eCRMHow it Works:1. Wintouch eCRM Runs on your AS/400 Server2. Users Access Wintouch eCRM on an Internet

Browser3. Client (Windows-like) screens launch in a Java

Applet or as an Application4. All Data is stored on the AS/400

Wintouch eCRMWintouch eCRMFeatures:1. 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

2. Critical Data Sharing Pulls data from existing AS/400 applications Automatically populates fields in other AS/400 applications

3. 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 ActivitiesUser’s To Do List: Daily Activities

Switch to Weekly Activities ViewSwitch to Weekly Activities View

Switch to Monthly Activities ViewSwitch to Monthly Activities View

Account Summary: CustomerAccount Summary: Customer

Last and Next Activities for this account

Imported data from back-end or ERP systems to help close sales!

Tie Wintouch into your existing Customer Master File

Different Account Type: VendorDifferent Account Type: Vendor

Easily Customize Any ScreenEasily Customize Any Screen

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

Extended Profile: Sales Opportunity ProfileExtended Profile: Sales Opportunity Profile

Extended Profile: Sales by SupplierExtended Profile: Sales by Supplier

Extended Profile: Sales by Product CategoryExtended Profile: Sales by Product Category

Extended Profile: Customer Service & Incident LogExtended Profile: Customer Service & Incident Log

Extended Profile: Interests & HobbiesExtended Profile: Interests & Hobbies

Integration to MS Word for Mail-Merged DocumentsIntegration to MS Word for Mail-Merged Documents

““AS/400 Green Screen” EmulationAS/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 CapabilitiesExtensive 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 ReportsReporting: Group Definition to Exportable Reports

Use pre-defined templates or customize report layout Export to a variety of

formats

Add multiple criteria

E-mail blasts from data/market segment reportsE-mail blasts from data/market segment reports

Use HTML Templates

Insert WT field contents into e-mail subject line

Completed Activities by UserCompleted Activities by User

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

Numerous User/Group Definable PreferencesNumerous User/Group Definable Preferences

User Security Settings & Pull-Down Menu Editing is EasyUser Security Settings & Pull-Down Menu Editing is Easy

add, change or delete menu items

Control security access by any Wintouch user

In Conclusion: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 eCRM