Efficy CRM 10.1 new features

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10.1

Features & Benefits

Release 15th September 2016

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Table of content

Efficy CRM v.10.1 new features ................................................................................................................................................... 3

1 – A deeper integration between Efficy CRM & Peak Me Up sales coaching App .................................................................... 3

2 - Simplify Efficy Customization & daily use............................................................................................................................... 4

Efficy CRM Addon Store .............................................................................................................................................................. 7

Price list – Euros HT .................................................................................................................................................................... 8

Peak Me Up Price list (Launching price) ........................................................................................................................................ 8

Efficy CRM Price list....................................................................................................................................................................... 8

Training ..................................................................................................................................................................................... 9

Efficy CRM v10. & 10.1 news ........................................................................................................................................................ 9

CRM Intelligence Module (Qlik Sense) .......................................................................................................................................... 9

User training programs ................................................................................................................................................................. 9

Marketing Training Courses ........................................................................................................................................................ 10

Administrator Training Courses .................................................................................................................................................. 10

Upgrades trainings ..................................................................................................................................................................... 10

Compatibilities ......................................................................................................................................................................... 11

Peak Me Up Mobile App ............................................................................................................................................................. 11

Server Side .................................................................................................................................................................................. 11

The information in this documents are purely indicative and non-contractual. Please call your account manager for any questions.

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Efficy CRM v.10.1 new features

EFFICY CRM 10.1 has 2 main goals:

Offer deeper integration between Efficy CRM & Peak Me Up Mobile App. Give you more insights about your data thanks to a new version of the CRM Intelligence Module

1 – A deeper integration between Efficy CRM & Peak Me Up sales coaching App

The first version of the integration will all Efficy & Peak Me Up user to work more smoothly:

Linking between Peak Me Up actions types to certain entity states in Efficy. This will allow to use the same rules between Efficy CRM & Peak Me Up.

Generate Peak Me Up actions from Efficy when these entities reach certain states in Efficy (ex: numbers of calls, meetings… filled in Efficy CRM).

Feeding Efficy CRM with Peak Me Up data (ex: new sales opportunities…).

Visualize information from Peak Me Up in Efficy (ex: number of sales opportunities, actions to check…).

Thanks to this deeper integration, Peak Me Up will be fully integrated into Efficy CRM:

Note:

- Peak Me Up can be used as a stand alone app, or used with Efficy CRM or used by a third party CRM.

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- Efficy will integrate the Peak Me Up products & action catalogue in Conficy.

2 - Simplify Efficy Customization & daily use

1. MS Outlook improvement.

Efficy MS Outlook integration will now offer a simpler buttons customization.

For instance, it will allow you to create quickly a button in MS Outlook to transform an email in a case, or whatever

type of entity you may need:

The MS Exchange integration will now synchronize the “all day” event in both directions (ex: Meetings…).

Efficy agenda will also manage “Out of office” appointments.

2. Excel like filter grids in in lists

The filtering will allow you to filter easily your data “on the fly” to display only interesting data :

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3. Ready to use HTML custom entities in Conficy

This will allow you to quicly customize Efficy CRM, as a new entity (ie : cars, insurance…), will be created

automatically in Conficy.

4. Others features

Efficy 10.1 will also include: Encode Decode Mime64, Split Acti and Task by icon in entitypicker…

And also few visual improvements, like flags for undone tasks or first action on a record :

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Efficy CRM Addon Store

Efficy CRM has several optional modules that extend Efficy possibilities, made by Efficy or by it’s business partners.

Discover these addons on the Efficy Addon Store at http://www.efficy.com/addonstore/

You will see for example :

- SMS sending

- Online Chat

- User interface optimized for iPad

- …

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

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Price list – Euros HT

Peak Me Up Price list (Launching price)

Nb of users Stand Alone For Efficy CRM user

Less than 25 14.90 € 19.90 €

More than 25 11.90 € 19.90 €

Efficy CRM Price list

More information http://www.efficy.com/pricing/

http://www.efficy.com/pricing/

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Training

Efficy CRM v10. & 10.1 news

2h webinar / or private session on site for upgrading.

CRM Intelligence Module (Qlik Sense)

Training DAR Sales + Qlik Sense basic usage

Public session - 1 day – 500€ per user ( Minimum 5 - Maximum 10)

Private session - 1 day – 1.500€ (8 users/session – 200€/ add.user Maximum 12)

Training DAR Marketing + Qlik Sense basic usage



Training DAR Helpdesk + Qlik Sense basic usage

Public session - 1 day –500€ per user ( Minimum 5 - Maximum 10)


Training Efficy DAR’s + Qlik Sense Designer Advanced usage



Training for developers & customization, please call us.

User training programs

Efficy CRM Basics Training (for new Efficy CRM users).

1 day - 245€ public session – 950€ private session (8 users/ session – 100€/ add. user)

Sales & Account Management

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Half day - 190€ public session – 500€ private session (6 users/ session - 50€/ add. user)

Marketing Training Courses

Marketing, Newsletters via Flexmail


Flexmail Builder Training - by Flexmail


Administrator Training Courses

Conficy “Fields & Content Management” (for CRM Administrators)


Conficy “Users, Rights & Security Management” (for CRM Administrators)


Queries Training (for advanced users)


Templates Training (for advanced users)


Upgrades trainings

Efficy Upgrade Session (for end-users who upgrade from old versions to Efficy v10)


All prices mentioned are in Euro and Excluding VAT

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Compatibilities

Peak Me Up Mobile App

Androïd : https://play.google.com/store/apps/details?id=air.droid.com.royalappforce.peakmeup iOS : https://itunes.apple.com/fr/app/peak-me-up/id934992977?mt=8

Server Side

Operating systems Server (OS)

Microsoft Windows 2003 (32 bit) & Microsoft Windows 2008, 7, 8, 8.1, 2012 and 2012 (R2) (32 and 64 bit) :

supported

Web servers

Efficy requires the web Microsoft IIS.

Apache (all versions) deprecated

Microsoft Internet Information Services (IIS) : IIS 6, 7, 8.0 and 8.5 supported

Relational Database Management Systems (RDBMS)

Efficy supports the databases Firebird, Microsoft SQL Server and Oracle.

Firebird

Firebird 2.1 and 2.5 (32 and 64 bit) supported

Firebird 2.1.2 (32 and 64 bit) recommended

Microsoft SQL Server

Microsoft SQL Server 2000 and 2005 deprecated

Microsoft SQL Server 2008 (32 and 64 bit) supported

Microsoft SQL Server 2012 (32 and 64 bit) supported

https://play.google.com/store/apps/details?id=air.droid.com.royalappforce.peakmeup

https://itunes.apple.com/fr/app/peak-me-up/id934992977?mt=8

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Microsoft SQL Server 2014 (32 and 64 bit) recommended

Oracle

Oracle 10g (Enterprise V10.2) supported

Oracle 11g (Enterprise V11.2) supported

Oracle 12g (Enterprise V12.1) (32 and 64 bit) recommended

Mail servers

Efficy synchronizes with the mail servers IBM Lotus Domino or Microsoft Exchange.

IBM Lotus Domino :

7.0.1 deprecated

8.5.3 supported

9.0 recommended

Microsoft Exchange :

Microsoft Exchange 2010 (SP1, SP2) supported

Microsoft Exchange 2013 supported Microsoft Exchange 2016 recommended Satellite software

dtSearch (allows full-text searching in files attached to Efficy documents)

dtSearch 7.63 build 7835 recommended

dtSearch is included in the installation of Efficy, but full-text searching is an optional feature. Purchase a dtSearch

license from your Efficy reseller to activate this feature.

Refer to http://support.dtsearch.com/faq/dts0103.htm to discover the supported file formats

Ghostscript (required for the conversion into PDF documents)

Ghostscript 8.6x supported

Ghostscript 8.64 recommended ImageMagick (allows thumbnail previews of image files and PDF

documents)

ImageMagick 6.5.9.x-Q16-windows-dll supported

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ImageMagick 6.6.0.x-Q16-windows-dll recommended

CRM Intelligence (Qlik Sense)

En SAAS : 1 token necessaire pour chaque utilisateur qui a besoin d’accéder aux tableaux de bord.

En On Premise : 1 token necessaire pour chaque utilisateur qui a besoin d’accéder aux tableaux de bord (minimum

de commande de 5 tokens). Qlik Sense doit être installé sur le serveur. La configuration minimale dépend du volume

de données à traiter. Nous contacter pour avoir les informations selon votre base de données et vos tableaux de

bord.

Client side

Operating systems (OS) client

Apple OS X and Microsoft Windows are the tested OSes.

Apple OS X

Apple OS X 10.7 (Lion) deprecated

Apple OS X 10.8 (Mountain Lion) supported

Apple OS X 10.9 (Maverick) supported

Apple OS X 10.10 (Yosemite) supported

Apple OS X 10.11 (El Capitan) recommended

Microsoft Windows

Microsoft Windows XP, Vista, 7, 8, 8.1 and 10 supported

The 64-bit versions of Windows are fully supported (by the 64-bit version of the Efficy Sidebar)

Web browsers

The tested browsers are Apple Safari, Google Chrome, Microsoft Edge, Microsoft

Internet Explorer and Mozilla Firefox.

Apple Safari

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Apple Safari under 6 deprecated

Apple Safari 6 and higher supported

Google Chrome

Google Chrome under 40 deprecated

Google Chrome 40 and higher supported

Microsoft Edge

Microsoft Edge is the standard web browser of the operating system Windows 10.

Microsoft Edge 20.x supported

Microsoft Internet Explorer

Microsoft Internet Explorer 5.5, 6, 7 and 8 deprecated

Microsoft Internet Explorer 9 and 10 deprecated

Microsoft Internet Explorer 11 recommended

Mozilla Firefox

Mozilla Firefox under 40 deprecated

MozillaFirefox 40 and higher supported

Office software

Strictly speaking, office software such as Microsoft Office is not required to work

with Efficy. However, the user experience benefits greatly from the integration of

Microsoft Office (with interaction between Efficy and Outlook, Word, Excel and

PowerPoint), of Microsoft Outlook Web Access (OWA), of IBM Lotus Notes, Microsoft

Entourage and Apple Mail.

Apple Mail (OS X)

Apple Mail is a standard mail client included in the OS X operating system.

Apple OS X 10.7 (Lion) deprecated

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Apple OS X 10.8 (Mountain Lion) supported

Apple OS X 10.9 (Maverick) supported

Apple OS X 10.10 (Yosemite) supported

Apple OS X 10.11 (El Capitan) recommended

IBM Lotus Notes

IBM Lotus Notes R5 and R6 deprecated

IBM Lotus Notes R7 deprecated

IBM Lotus Notes R8.5.3 supported

IBM Lotus Notes R9.0 recommended

Microsoft Entourage (OS X)

Microsoft Entourage 2004 deprecated

Microsoft Entourage 2008 supported

Microsoft Office

Microsoft Office XP, 2003 and 2007 supported

Microsoft Office 2010 and 2013 recommended * Microsoft Office 2016 supported * * The 64-bit versions are fully compatible with the Efficy 64-bit Efficy Sidebar and Efficy's Office/Outlook Add-Ins (enabling the integration between Microsoft

Office/Microsoft Outlook and Efficy)

Microsoft Outlook for OS X

Microsoft Outlook 2011 SP1 supported

Microsoft Outlook 2016 recommended

Microsoft Outlook Web Access/App Microsoft Outlook Web Access (OWA) for Exchange 2007 & Microsoft Outlook Web App for Exchange 2010 SP2

supported

Smartphones

Any smartphone synchronized with Microsoft Outlook/Exchange or IBM Lotus Domino allows you to work on companies, contacts, tasks and

appointments from Efficy.

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Apple iOS 6 and higher & BlackBerry 10 and higher & Google Android 4.0 and higher (Google, HTC, Samsung etc.) &

Windows Phone 8 and higher supported

Telephony Integration (Autodialing) (CTI)

CTI integration comes with a single requirement: a TAPI driver must be available on the client workstation. Therefore, autodialing works with

any type of telephone exchange and device, including softphones, provided they offer a client TAPI interface.

Business

Efficy CRM 10.1 new features