The abbreviation CRM stands for Customer Relation-ship Management and encompasses all activities for developing and maintaining customer relationships. These activities can be divided into three areas: Sales, Marketing and Service.

For effective and targeted sales activities

.CRM

Effective working in the businessWith the contact manager you have a complete 360 degree view of your customers, here you can see the complete history with the selected address, you have direct access to the contact data of the contact partner and in conjunction with the ERP module you can even directly create sales and purchasing documents. If you write or receive emails in my-factory, these can be used to automatically create a contact entry for the address, if desired.

Target-oriented marketingWith the innovative dynamic target groups you can evaluate your CRM information perfectly. Create target groups by means of the buying patterns of the customer, the contacts entered, events visited, etc. The options are extremely multifaceted and offer a targeted approach to customers in order to increase your sales. You use these target groups for serial emails, letters, telephone campaigns, and much more besides.

myfactory International GmbH • Agnes-Pockels-Bogen 1 • D-80992 München•Tel.: +49 (89) 21 90 963 - 0 • Fax: +49 (89) 21 90 963 - 49 • info@myfactory.com • www.myfactory.com

www.myfactory.comStand 04/2014

For effective and targeted sales activities

Function overview CRM General • Managing contacts• Recording and qualifying order opportunities• Creation of standard letters• Duplicate checking• Visit management• Trip administration

Contact management• Contact manager• Definition of types of contacts, contact outcomes, contact subjects• Contact outcomes• Contact subjects• Automatic contact creation from emails• Linking in the ERP module

Evaluations• Opportunity lists• Opportunity evaluation lists• Opportunities by article groups• Project status• Addresses without contacts• Contacts for addresses• Contacts lists• Address list• List of interested parties• Contact partner list• Trip/customer list• Trip evaluation

Master data• Address reference• Address groups• Interested parties› reference• Interested parties› groups• Contact partners• Classification of contact partners• Standard letters• Classification of contacts• Classification of order opportunities• Text modules

Marketing add-on module• Static/dynamic target group definition• Serial emails• Serial letters• Management of marketing identifiers• Classification• Management/planning of activities• Campaign management• Event management• Email sequences• Newsletter (in conjunction with myfactory.B2B)• Surveys (in conjunction with myfactory.B2B)• Address lists by marketing identifiers• Target group evaluations by • Address • Main contact partner • All contact partners • Contact partners from group, etc.• Dynamic target groups by • Purchased / non-purchased articles • Purchased / non-purchased article groups • Delivered / non-delivered article batches • Contacts / no contact • Sales revenue• Static target groups by • Marketing identifiers • Sectors • Representatives • Freely-definable identifiers • Address/customer/supplier/etc. • Individual selection• Filter options within the target groups

Service and support add-on module• Support emails received• Automatic answering facility• Identification by processer, status, department, etc.• Pre-defined email replies• Order overview• Case overview• Case information• Support case by contact partner• Cases by supplier• Case overview by supplier• Cases by project• Status overviews• Integrated knowledge database

Optimum service«Service and support» is the ideal expansion for myfactory.CRM. Service enquiries can be created manually or automatically through incoming emails. They are assigned automatically through the sender address. Standard templates simplify the

reply process and automation increases efficiency. Processing personnel, departments and status values depict the desired workflow. The history provides the necessary transparency.

.CRM