Efficy CRM v10Release 03/03/16

Fabrice Lambert - Pre-Sales ManagerFrédéric CANEVET – Web Marketer

Agenda

o Introduction

o Lastest news about Efficy

o Efficy CRM version 10 new featureso CRM Intelligence Moduleo Core features

o Promotions & Trainings

o Conclusion

o Q/A

Efficy 10 years Anniversary

Efficy’s Award : Largest Project- Belfius Bank

Belfius.be

Banking & Insurance with commitments to sustainability and the community

o 5000 users – 3500 dailyo 6 Millions customerso 5000 MS Exchange agendas

Follow us on on our blog : tips & tricks, news…

http://www.efficy.com/blog/

The new Efficy CRM Addon Store

http://www.efficy.com/addonstore/

Efficy 10New Features

#efficy10

Efficy 10 philosophy

o Offer a brand new CRM analytics philosophyo Simplify access to information to save time in everyday

tasks.o Improve the document and project management features

Efficy 10 in a few figures

NewMajor

features

100 + New features

MainFeature

improvements

Updated

Compatibility & corrections

CRM IntelligenceChronosBadges

Planning viewExcel filteringInfinite lists

Multi-currency…

SSOPerformances

Flexmail multi-accountsExtranet

Document SharingDynamic WebForms

ERP Connectors…

Mac sidebarOffice 2016Office 365IE Edge

Windows 10…

Part 1

CRM Intelligence Module

#efficy10

Give intelligence to your data…

o “CRM Intelligence Module”, o Analysing and gaining meaningful knowledge from your data.o With only a few clicks you can analyse your current situation, but also

have a predictive overview. o A 20 of ready-to-use interactive dashboards.

o You can add your own KPI according !

Demonstration

Efficy CRM v10Core Features

#efficy10

Chronos concept

In 2016, the problem is not having data…

The problem is to see what is important amongst all the information…

If you have the right information at the right time, you will make the right decision!

With Chronos, in 1 single view you have:

• Everything that has been done in the past, • Everything that will be done in the future!

Chronos in everyday use

Opportunity

Marketing Campaign

Call

Support call

Reply customerReply company

Open case

MeetingeMail solution

Case closed

??

?

Démonstration

Import multiple files in a project

o New project templateso Transfert existing documents

Planning view

All others small news recap

o Multi-currency (fixed priced or real time prices).o SSO access by using your computer login to grant access to Efficy.o Performance optimisation for high volume data.o A new Efficy sidebar specifically for Mac userso Multi-accounts for Flexmailo More specific error messages Efficyo Compatibility with Office 2016 & MS « Edge »o …

Promotions & trainings

Anniversary offers 1/3

Migrate to the Cloud, Efficy hosting on our servers!o Efficy takes care of all technical management (back-ups, maintenance…)o €20 discount/ user/ month on the catalog price for 1 year from the subscription dateo Includes migration services and the latest Efficy CRM updates 

Simplify your email management: we’ll host them for you!o Guarantees a perfect integration of your emails with your Efficy CRM on the

Cloudo €6 /user/ month instead of  €7.5 / month / usero 50% discount on the set-up cost of a 10-user pack (€225 (excl. VAT) instead of

€450)

Anniversary offers 2/3

Take full advantage of Efficy CRM: sign-up for training!o 1 person registered = 1 person invited to this training for freeo Benefit from our new occupational courses created for different user profiles

(Sales, marketing, customer service, project management, etc.)o Product courses: Have 0 emails in your inbox, Efficy beginners training, master how to

use queries, personalise template documents, service contracts, invoicing, etc

Business Intelligence: Turn your data into knowledge with Qliko Interactive reports, dashboards for multiple indicators (sales, projects,

activity level, …)o All standard dashboards for €75 user (token) / month + 2 days installation at a

cost of €1,500 excl. VAT instead of €1,900 (Min. 5 users for On Premise version) 

Anniversary offers 3/3Targeted and personalised email marketing with Flexmailo High deliverability, behavioural analysis, marketing automation, surveys, landing

pages & SMSo Free ½ day “Efficy Marketing & Newsletters via Flexmail” training when purchasing a

Flexmail Licence Pack + 50000 email credits at the price of €1500

Discover Efficy’s new Add-on Catalogue (Efficy.com/AddonStore)o Creation of static or dynamic forms to link your website  to Efficyo Invoice personalisation (mult-currency, multi-VAT, automatic invoicing, etc.)o Integration of your ERP software (Sage, Bob50, Winbooks etc.)o Extranet for document sharing and editing

A free ½ day audit training and tips and tricks when purchasing an add-on from the catalogue

More informations about Efficy CRM v10

o Replay of this webinar on the blog

o Features & benefits documents

o 1 to 1 demonstration

Conclusion

Efficy CRM v10 – 03/03/16

o New features for more performances & business insights

o Special promotions & training until 31/03/16

o Book your upgrades as soon as possible

Ask your sales representative – sales@efficy.com

Q&A Session