act! for notes 4.2 advanced

ACT! FOR LOTUS NOTES 4.2 ADVANCED VERSION Mike Lazarus

GL Computing

LEVERAGE YOUR ACT! FOR LOTUS NOTES INVESTMENT

Powerful & integrated scheduling schedule meetings, calls, and “to dos” for self or others automatically synchronize with the Notes Mail calendar

Rapid deployment & updates quickly deployed to all local and remote users easily distribute updates through the template refresh

process Reduced sales operations & IT support

requirements leverage the Lotus Notes infrastructure no need to implement, train and support a new platform

Optimized replication utilize the replication technology and procedures already

being used more efficient and reliable than the synchronization found

in other products Ease of integration with other applications

open scalable architecture can easily integrate with other applications

KEY BENEFITS OF ACT! FOR NOTES

Full integration with Notes mail and calendar Blackberry integration The ability to integrate bi-directionally with Non

Notes applications Can be easily and inexpensively customized to

meet specific business requirements Centralize all relationship history Track information by Contact & Company Collaborate across the enterprise Standardize terminology & data Manage individual and group activities Automate correspondence Monitor sales opportunities and forecast

revenue

UNIFIED VIEW OF RELATIONSHIP

All history relating to any interactions with prospects, customers distributors, and end-users are easily accessed through the main contact view.

CENTRALIZED, STANDARDIZED CONTACT RECORDS

Maintain “rolodex” information for sales and marketing

Segment by “category” (e.g. Prospect, Dealer, End-user Customer)

Segment by “ID/Status” (e.g. Evaluating, Active)

EXPAND CENTRALIZED KNOWLEDGE BASE

20 user fields on both contact & company records can be defined to standardize Castle Rock specific information, e.g.:

IMPROVE PRODUCTIVITY OF SALES PERSONNEL

Schedule, categorize & track all activities. (Managers can monitor them!)

Assign activities to another individual. Will automatically appear in their activity list.

AFN & Notes calendars fully integrated.

ACTIVITY SERIES

Create Activity templates for marketing campaigns or projects

Create activity templates

REPEATING EVENTS

TOUCH MORE CUSTOMERS AND PROSPECTS

Select target recipients for individual or broadcast communications.

All correspondence is automatically logged in contact history.

CREATE OPPORTUNITY DOCUMENTS AND TRACK SALES RELATED INFORMATION

Create an Opportunity document and associate it with a Contact.

Sales Executive / Managers can track expected Sales by month, quarter, year. Track related Activities, Emails, Notes and key field changes within that Opportunity. Create and track as many Opportunity documents as you like.

VISIBILITY INTO FORECAST

There are a number of Opportunity Views that you can access from the Navigator to access Information about an Opportunity

REAL-TIME ACCESS INTO CONSOLIDATED FORECAST

View forecast by salesperson, sales stage, type of sale, probability, etc..

MEASURE AND ANALYZE ACTIVITY BY SALES REP/MONTH/CONTACT

Select reporting timeframes (e.g., week, month, quarter, year) and what Activity types to display via Pop-ups - no programming needed.

DRILL DOWN OR PRINT DETAILED INFORMATION

“Drill down” by clicking on a User’s Name to expose the Company that the Activity was created for. Drill down further to see the date the Activity is either due or has been completed.

EXPORT INFORMATION FROM ANY VIEW INTO EXCEL

EXCEL EXPORT

export all or selected documents in a view or a selected fields from a form to an Excel spreadsheet

GOOGLE MAPS INTEGRATION

High-lite a contact and press the Google “Map” button for driving directions

INTEGRATE AFN WITH ANOTHER AFN DB

MAKE MASS CHANGES TO DOCUMENTS AT ONCE

INTEGRATION WITH MS EXCEL AND WORD

Bi- directional integration with Fields in AFN with fields in MS office documents

Grabs fields from AFN document and embeds them into MS office documents

WEB INTERFACE

Access AFN from the Web!!!

WEB INTERFACE

BIZMOBILE

BENEFITS OF AFN Inexpensive and rapid deployment Integration with the Notes Mail and

Calendar Share information Tight and robust security Minimal deployment expense Minimal support expense AFN can easily be customized to meet

specific business requirements