crm 2013 and other product highlights from planmill
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Accelerating Your SuccessAccelerating Your Success
PLANMILL CRM EVENT21.03.2014
TERVETULOA – WELCOME!
Accelerating Your SuccessAccelerating Your Success
PLANMILLTODAY
2.4.2014 2© 2014 PlanMill Ltd. I www.planmill.com
Accelerating Your SuccessAccelerating Your Success
PLANMILL IN BRIEF
2.4.2014 3© 2014 PlanMill Ltd. I
www.planmill.com
25+COUNTRIES
100+CUSTOMERS
20 000+USERS
13YRS IN BUSINESS
25SKILLED EXPERTS
2 000+ NET SALES (T€)
Accelerating Your SuccessAccelerating Your Success
PLANMILL SOLUTON IN BRIEFAPI 1.0 since 2010
2.4.2014 4© 2014 PlanMill Ltd. I www.planmill.com
SALES
EXPENSES REQUESTS
PROJECTS TIME
FINANCES
Accelerating Your SuccessAccelerating Your Success
Our customers are the future makers and shakers. They are leading the way in their fields of expertise pushing the boundaries into new levels.
OUR CUSTOMERS LEAD THE WAY
5© 2014 PlanMill Ltd. I www.planmill.com2.4.2014
Accelerating Your SuccessAccelerating Your Success
BOOST YOUR BUSINESSConnect to PlanMill Business Application Suite via API
6© 2014 PlanMill Ltd. I www.planmill.com2.4.2014
Accelerating Your SuccessAccelerating Your Success
PLANMILL CRM HISTORY IN BRIEF
2.4.2014 7© 2014 PlanMill Ltd. I
www.planmill.com
2011CONTRACTSSALES ORDERS
2012ASIAKASTIETO CONN.MOBILE WEB APPS
2013OPPORTUNITY ITEMS
2005ACCOUNTSCONTACTSACTIONS
2006CAMPAIGNSOPPORTUNITIESREQUESTS
2010PRODUCTSLINKEDIN
Accelerating Your SuccessAccelerating Your Success
PLANMILL CRM 2013NEW FEATURES
2.4.2014 8© 2014 PlanMill Ltd. I www.planmill.com
Accelerating Your SuccessAccelerating Your Success
Highlights of 2012-2014 product releasesMobile Updating project from
sales order and linking tasks and order items
Signature for outgoing emailsCommenting (beta)
Timer & Time report UI & API enhancements
Person & Competence & Ceiling pricingUpload extra attachments to invoices
Report editor (beta)
Asiakastieto Connector
Resource proposals Request API enhancements
Time report & Absence locking when period is locked, otherAbsence enhancements
Email invoicing & full invoice automation, improved checks for invoicingDraft invoice acceptance
New UI themes
Multi-select in filters
Opportunity items
Moving requests with time reports to other project
Nordic invoice templates and reference numbers
Opportunity reports
Sales order enhancements
Currency precision & rounding settings
Different csv options in report exports
2014 near future releasesImproved opportunity item reporting (TCV)
Commenting Expense 2.0 (daily allowance calculation & Google directions API)
Chinese invoices
2.4.2014 9© 2014 PlanMill Ltd. I www.planmill.com
Accelerating Your SuccessAccelerating Your Success
DID YOU KNOW THIS ABOUT PLANMILL CRM?
EXTRANET• Your reseller partners can use your
PlanMill, too…• Your customers can log in to your
PlanMill as extranet users…
LEADS & EMAILS• You can import leads to PlanMill from
file…• You can send email campaigns from
PlanMill…• You can get your website form data to
PlanMill automatically…
SALES DOCUMENTS & INVOICES• You can get PDF contracts, quotes and
orders from PlanMill directly…• We can handle languages, currencies
and country specific issues that other CRMs or ERPs can’t…
SOCIAL MEDIA & CHANNELS• You can get Uservoice, Twitter, Facebook
and other social media messages & alerts to PlanMill…
• You can see your Twitter feed in PlanMill and even tweet back…
2.4.2014 10© 2014 PlanMill Ltd. I
www.planmill.com
Accelerating Your SuccessAccelerating Your Success
Personalize your PlanMill experience
Personalize
Tweet us…… Or get your own tweets here
Choose your reports
Select your charts and lists
Accelerating Your SuccessAccelerating Your Success
LEADS, SOCIAL CHANNELS & COLLABORATION
2.4.2014 12© 2014 PlanMill Ltd. I www.planmill.com
Accelerating Your SuccessAccelerating Your Success
SOCIAL MEDIA CONNECTS EASILY TO PLANMILL
2.4.2014 13© 2014 PlanMill Ltd. I
www.planmill.com
Accelerating Your SuccessAccelerating Your Success
COMMENTING FEATURE (INTERNAL BETA)
2.4.2014 14© 2014 PlanMill Ltd. I
www.planmill.com
Accelerating Your SuccessAccelerating Your Success
PLANMILL & GOOGLE
• Google Single-Sign-On (SSO)
• Google Maps – See where you are going to meet your customers
• Google Directions & Timezone API – Coming soon!
• Add meetings to Google calendar & contacts to Google contacts using PlanMill Mobile
2.4.2014 15© 2014 PlanMill Ltd. I
www.planmill.com
Accelerating Your SuccessAccelerating Your Success
SALES PROCESS- From lead to delivery
2.4.2014 16© 2014 PlanMill Ltd. I www.planmill.com
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SALES PROCESS 101
Accout & Contact
Meeting with prospect (Action)
Opportunity Quote Order or Contract
Handover to delivery & Invoicing
Accelerating Your SuccessAccelerating Your Success
SEARCH & CREATE ACCOUNT USING ASIAKASTIETO
12
3
4
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BE A PLANMILL MOBILE PRO MOBILE PRO Track todo’s with Actions
56
7
8
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CONTINUOUS & ONE-TIME SERVICES WITH OPPORTUNITY ITEMS
9
See rolling revenue forecasts based on continuous service or one-time sales
Accelerating Your SuccessAccelerating Your Success
MULTIPLE LANGUAGES & CURRENCIES + DEFAULT & CUSTOMIZED PDF LAYOUTS
Click Action to Opportunity Click to convert Opportunity to Quote & Order
Print & Send order quotes and confirmations from PlanMill
10
11
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3 STEPS FROM ORDER TO INVOICING12 13
14No more manually created tasks or
revenuesTasks from template or order items
Revenues automatically - even all the way to invoicing
Accelerating Your SuccessAccelerating Your Success
REPORTS & INDICATORS
Accelerating Your SuccessAccelerating Your Success
PLANMILL CRM 2014/2015GUIDELINES
2.4.2014 24© 2014 PlanMill Ltd. I www.planmill.com
Accelerating Your SuccessAccelerating Your Success
PLANMILL CRM KEY FOCUS AREAS
2.4.2014 25© 2014 PlanMill Ltd. I
www.planmill.com
SERVICECUSTOMER SERVICESUPPORTHELP DESK
BI & CONNECTAPIKPI’S & REPORTING3RD PARTY APPS & SERVICES
MARKETINGACCOUNTSCONTACTSACTIONS
SALESPIPELINE & PROFITCONTRACTSSALES ORDERS
Accelerating Your SuccessAccelerating Your Success
WE BUILD PLANMILL WITH AN API FIRST APPROACH
APIs
METADATA & UI APIsOrganize PlanMill data, UI & layouts
DATA APIsQuery core CRM object data
2.4.2014 26© 2014 PlanMill Ltd. I www.planmill.com
Data in / Data out
Accelerating Your SuccessAccelerating Your Success
MORE INFORMATION
Thomas Hood, CEO & Partner
PlanMill Ltd.
Hämeentie 19, FI-00500 Helsinki
Tel: +358 40 558 5138
Email: firstname.lastname@planmill.com
Website: www.planmill.com
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