Foreword - SalesManager · SMS Business Object Manager ... Maris Hotels, Nedcon, ... (KPI’s) from various departments can easily be added to the

All rights reserved. © SalesManager Software 2016

Foreword Dear reader, Many thanks for the interest shown in our products. We hope that this document gives you a clear if not concise impression of the products and services that we provide. SalesManager Software BV is a flexible organisation with 25 years’ experience in the development, implementation and support of customer relationship, order-processing, inventory, project and service management systems. More than 1.000 implementations of our product line have been completed throughout Europe in that time. SalesManager Software has grown into a true specialist in this sector and can offer you as potential customer in-depth knowledge and understanding of your business requirements in this area. We have built CRM, ERP, Procurement, Project and Service Management solutions for a wide range of business sectors and have a rich repository of reusable product which is available to our customers. All software is web-based and available in our Cloud or on-premise. A demonstration system is available that covers all processes for sales, order-entry, purchasing, inventory management, service and marketing departments. Please let us know if you wish to access it. We are obviously more than willing to demonstrate the products personally to you and your team. Please let us know if we can be of any further assistance in your supplier selection process. SalesManager Software B.V. Burgemeester Haspelslaan 41 1181 NB Amstelveen, the Netherlands T: (+31) 020 696 56 50 SalesManager International Ltd 157 Thomas Street The Digital Hub, Dublin 8, Ireland T: (+353) 1 480 6273 E:[email protected] W: www.salesmanager.com

http://www.salesmanager.com/


Table of contents

Please allow us to introduce ourselves ...................................................................5

Introduction ........................................................................................................5 History ...................................................................................................................... 5 Language versions .................................................................................................... 5 Customer partnerships ............................................................................................ 6 Applications .............................................................................................................. 6 SaaS or On-Site ......................................................................................................... 6

SalesManager Online .............................................................................................7

The basics ...........................................................................................................7 Introduction ............................................................................................................. 7 Dashboards .............................................................................................................. 7 Account management .............................................................................................. 8 Product Management ............................................................................................ 14 Workflow ................................................................................................................ 15 Reporting ................................................................................................................ 16

Customer Relationship Management ................................................................... 17

SalesManager CRM ........................................................................................... 17 Introduction ........................................................................................................... 17 CRM Dashboards .................................................................................................... 17 Multiple addresses and locations .......................................................................... 18 Activity management ............................................................................................. 19 Opportunity Management ..................................................................................... 20 Database selections ............................................................................................... 21

Enterprise Resource Planning ............................................................................... 22

SalesManager ERP ............................................................................................. 22 Introduction ........................................................................................................... 22 Supply chain and inventory management ............................................................. 22 Purchase orders ..................................................................................................... 23 Goods inwards ....................................................................................................... 24 Inventory management ......................................................................................... 25 Sales Orders ........................................................................................................... 27 Shipments .............................................................................................................. 28 Sales Invoicing ........................................................................................................ 29 Multiple Twinfield Administrations ....................................................................... 30

Service Management ........................................................................................... 31

ServiceManager ................................................................................................ 31 Introduction ........................................................................................................... 31 Installed Base Management .................................................................................. 31 Service Level Agreements ...................................................................................... 32 SLA Invoicing .......................................................................................................... 32 Service Requests .................................................................................................... 33 Mailscan ................................................................................................................. 33 Service Calls ............................................................................................................ 34 Service Product Management ............................................................................... 36 Service Management Reporting ............................................................................ 37 E-Self ServiceManager ........................................................................................... 38


Project Management ........................................................................................... 39

TimeManager .................................................................................................... 39 Introduction ........................................................................................................... 39 Project set-up ......................................................................................................... 40 Project templates ................................................................................................... 41 Time sheets ............................................................................................................ 42 Expenses ................................................................................................................. 42 Project billing ......................................................................................................... 43 Project reporting .................................................................................................... 44

Procurement to Pay (P2P) .................................................................................... 45

SalesManager P2P ............................................................................................. 45 Introduction ........................................................................................................... 45 Authorizations ........................................................................................................ 45 Product catalogue .................................................................................................. 46 Requisitions ............................................................................................................ 47 Approvals ............................................................................................................... 50 Issuing the Purchase Order .................................................................................... 52 Goods Inwards ....................................................................................................... 53

Purchase Invoices + Twinfield integration .......................................................... 53

Marketing ............................................................................................................ 54

CampaignManager ............................................................................................ 54 Introduction ........................................................................................................... 54 Selection Criteria .................................................................................................... 54 Customer Groups ................................................................................................... 55

SalesManager Touch ............................................................................................ 57 Introduction ........................................................................................................... 57

Technology .......................................................................................................... 58

SMS RAD FrameWork ........................................................................................ 58 General ................................................................................................................... 58 Components of the SMS RAD FrameWork ............................................................ 58 SMS GUI Designer .................................................................................................. 59 VBScript .................................................................................................................. 59 Main features ......................................................................................................... 59 SMS Business Object Manager .............................................................................. 60 Computer Telephony Integration (CTI) .................................................................. 61 Third Party Integration ........................................................................................... 61 Hardware/Software requirements for On-Site usage ........................................... 62 SalesManager Online – SaaS configuration ........................................................... 63

Who are we?

© SalesManager Software 2016 Page: 5

Please allow us to introduce ourselves

Introduction

History

SalesManager Software (SalesManager) is a software house specialising in the Customer Relationship and Service Management marketplace. Founded in 1989, the company has installed its main product, SalesManager Online, with over 50.000 users across Europe and is preferred supplier at many national and international operating companies. The products of SalesManager Software are designed to allow medium to large organisations automate and manage their sales, procurement, logistics, and service operations. Based on its unique SMS RAD FrameWork environment all products from SalesManager can be quickly and easily customised to the customer’s exact requirements. This last makes SalesManager a unique player in the marketplace. All products are available as Web thin-client and Windows client-server. Touch versions of the software available on iOS devices (iPad and IPhone) and Android phones. Thanks to the availability of product versions for the major European languages, SalesManager Software currently services over 1.000 sites and more than 50.000 business users worldwide. All software is Unicode compliant, Multibyte, n-tiered and runs on Microsoft SQL Server 2008/12/14. Customers using our products include Aegir Marine, AICN, Beekenkamp, Biomedic, BIS, Bring Logistics, Caseware, Citibank, D-Drinks, Deli XL, Deliflor, Franke, Fresenius Kabi, Kiwa,L’Oreal, Maris Hotels, Nedcon, Schiphol Airport, Tilburg City Council and Vechtstad Consultancy.

Language versions

SalesManager Software products are available in 13 different languages. We currently support English, Dutch, German, Polish, Italian, Hungarian, Greek, Spanish, Romanian, Russian, Turkish, Chinese and French. Adding a new language is about 1-2 days’ work. SalesManager Software applications utilise a glossary system, whereby adding a new language is simply a case of translating the terms and the screens and reports will automatically be translated.

Who are we?


Customer partnerships

At SalesManager Software we strive to build long-term partnerships with our customers. We provide workable solutions and remain focused on the customer and its requirements. This has resulted in a numbered of vertical solutions been built through partnering with our customers. Examples are FMCG, Automotive, Construction, Education, City Councils, Healthcare, Premiums & Gifts, Professional Services, Transport and Certification & Inspection.

Applications

All product created by SalesManager Software is built using our SMS Rapid Application Development (RAD) FrameWork. The SMS RAD FrameWork is an award-winning development environment, allowing us to build applications in a fast and efficient manner. For customers investing in the SalesManager Enterprise line of software, we ship the development environment with the product offering unprecedented customisation facilities to the customer of its consultancy partner.

SaaS or On-Site

SalesManager Online products are available in the Cloud as SaaS (Software As A Service) solutions or On-Site. SalesManager Online Base system including CRM is available from €37.50 per user per month. On-Site customers can have the Client-Server or Web versions installed local and run both parallel.

SalesManager Online – the Base System


SalesManager Online

The basics

Introduction

SalesManager Online offers a complete suite of Business Software for small and medium sized businesses. The software is completely customisable at data model, middleware and front-end levels. Standard functionality can be made accessible via access rights to users or group of users. Each user of group of users gets only the functionality that they require.

Dashboards

SalesManager Online offers fully customisable Dashboard Management facilities for users or groups of users. All objects in the SalesManager Online ERD can be added to a dashboard. Key Performance Indicators (KPI’s) from various departments can easily be added to the personalised dashboard of a user or group of users. Leads, opportunities and quotes would be most common by an account manager; while a service agent would typically want service tickets, resolution times, service planning and service contracts in his or her Dashboard. Orders, shipments and invoices for the logistics department.



Account management

All base information about customers and suppliers can be stored and searched on here. No limit is set on the number of fields user wish to search on. The search criteria can easily be changed. With Twinfield integration the supplier and customer base data is seamlessly updated in the creditors and debtor ledgers.

A corporate structure of different companies relating to a given company can be defined and made available to the account managers. Third-parties that are involved with an account can also be registered (Proffered suppliers, competitors, advisors etc.). The team at your company with the roles they play at an account can also be setup. These roles are used within the SalesManager Workflow for determining which user to allocate to an automatic task.



Persons and individuals The SalesManager Online model supports not only a business-to-business sales model, but also a business-to-consumer model. A person can also be an employee of a company, or perform multiple roles at many companies. A person can be a consultant at one company, board member of another and a committee member of the local golf club. Opportunities, orders, shipments, invoices, SLA’s etc. can be tracked per person in a B2C business environment.



Calendar and activity planning

SalesManager supports a GroupWare or team approach to agenda management. Users can make appointments for themselves or other users if so authorised. All agendas of all users may be visible if security permits. Calendar and to-do’s can be synchronised with Microsoft Outlook, Google Calendar and Lotus Notes.



Microsoft Office integration

SalesManager offers seamless integration with Microsoft Office, Office for Mac and Office 365. All fields in the data model can be used in SalesManager templates for mail-merging with MS Word. An unlimited number of bookmarks are supported, allowing the mail merging of complex multi-levelled quotations, order confirmations, service level agreements etc. With SalesManager’s unique “one-click mail merge” a document can be merged with an object (quote, order, SLA etc.), a PDF created on the fly, the PDF saved in the SalesManager database for that object (under q quote for a customer) and then e-mailed to the recipient, with a personalised e-mail – all with just one click of the mouse!



Document Management

SalesManager Online contains a complete document management system. Documents of any format can be stored in the database or if required linked to from your own third party DMS. Mail-merge output, e-mail attachments or simply brochures or pricelists can be added to the database as documents and later attached to customers in SalesManager CRM. Simply clicking on the stored document will initiate the associated viewer (Word, Excel, Adobe, AutoCAD etc.) and open the document.

Documents are not only linked to an account or person, but also to any object within the SalesManager Online suite. A PDF of a purchase order or a Request for Proposal can be linked to the purchase order itself. Quotes issued or pricelists sent can be attached to opportunities and orders.



E-mail

SalesManager Online offers bi-directional integration with Microsoft Outlook, Google G-Mail and Lotus Notes E-mail systems. The data from your E-mail package is integrated into SalesManager so that you do not have to continually switch between the two applications. If you change an appointment in your E-mail product or on your Smartphone, then the appointment will be automatically updated in SalesManager.



Product Management

SalesManager Online offers product managers an insight into all sales, purchasing and inventor activities around the product groups and ranges they offer. All financial data or pricing, margins etc. can be registered and SalesManager Online offers extensive text facilities for storing both technical and commercial data on any given product. Product managers can also get a view on how the current pipeline affects their products and can use the data for planning purposes. All opportunities, quotations, contracts, shipments, warehousing and orders for any given product can be searched on. Companies can thus easily gauge the impact of price changes or discontinuation of lines can have on sales.

Preferred Suppliers of products and their pricing, terms and conditions etc. are also saved on the product master. Assembled products can also be formed by grouping products together to create a new product. Brochures and technical support documents can also be attached to a product.



Workflow

SalesManager Online offers extensive workflow management. Workflows can be initiated from any part of the SalesManager Online environment. Workflow is event driven. In simple terms an event in a company’s daily business can be used to trigger a workflow. This could be an extension of a contract, a promised delivery of goods not met or the expiration of the payments of an invoice.

An event can be a simple to-do in the SalesManager Online system for a user to take action. Follow up on a quotation, calls for unpaid bills or contacting a supplier for late delivery of goods. An event can also be an e-mail to either users of the system or contacts with the SalesManager Online environment. The work flow can also mail-merge a standard MS Word document and mail that to a customer. Contract extensions including details of the existing contract would be an example of this. Alerts, known by SalesManager Online as I-Mail push real-time messages to users of the system.



Reporting

SalesManager Online offers extensive reporting facilities. All our reports are built using the engine of Crystal Reports XI. We provide a layer on top of this, whereby reports are built using the glossary database of SalesManager. This means that if a term is added to a report, then the report will automatically translate itself into to any of the languages we currently support. Customers can build their own reports and add them to the repository.

Customer Relationship Management (CRM)


Customer Relationship Management

SalesManager CRM

Introduction

SalesManager CRM offers Enterprise Customer Relationship Management software to the middle market. The software is completely customisable at data model, middleware and front-end levels. Standard functionality can be made accessible via access rights to users or group of users. Each user of group of users gets only the functionality that they require.

CRM Dashboards

SalesManager CRM offers fully customisable Dashboard Management facilities for users or groups of users. All objects in the SalesManager CRM ERD can be added to a dashboard. Key Performance Indicators (KPI’s) from various departments can easily be added to the personalised dashboard of a user or group of users. Leads, opportunities and quotes would be most common by an account manager; while a service agent would typically want service tickets, resolution times, service planning and service contracts in his or her Dashboard.



Multiple addresses and locations

SalesManager CRM supports an unlimited number of addresses and locations per customer. All international address layouts are supported. Per address locations can be added. This could be a building on a large company complex or a building site without an as yet known address.

Contact persons at locations can also be registered with contact details. The installed base of company can be linked to any location.



Activity management

All communications in and outbound with a contact of a company are logged in SalesManager CRM. All e-mail plus attachments are stored in the system. Activities planned for a user can be continually monitored and evaluated. Users of the system see each day on their PC, iPads or Android smartphones what calls they have to make, customers to visit and other tasks to be carried out.

Tasks can be allocated to any user of the system and documents can be added to a task. Workflow can be initiated that ensures that completed tasks can automatically trigger a follow-up activity for the same or another user.



Opportunity Management

SalesManager CRM offers extensive opportunity management facilities. Opportunities can be tracked from an initial enquiry through to the eventual order. All contact that takes place plus all documentation sent is registered in the system. Forecasting and pipelining is incorporated.

Products and services can of course be added to each opportunity, as can documents like RFI’s, RFP’s, Quotes etc. from the SalesManager Document Management System. Quotations can be generated on the fly by mail-merging SalesManager templates with Microsoft Word.



Database selections

SalesManager offers users the possibility of running selections on the database for marketing purposes. Users can define their selection criteria and run this against the database. The resulting hits can be manually updated. You can either remove targets from the list or manual insert new targets that did not meet your selection criteria. The list can then be mail merged with Microsoft Word and can be printed, faxed or e-mailed to the target group. Follow-up activities can also be generated for the associated account managers.

Enterprise Resource Planning



SalesManager ERP

Introduction

SalesManager ERP offers end-to-end support for all business processes for manufacturing and distribution companies. All core processes from procurement, assembly, inventory management, order processing, shipments and invoicing are covered by SalesManager ERP. The system is fully integrated with SalesManager with rest of the SalesManager Online suite, including CRM covering the sales process and ServiceManager for after sales and support.

Supply chain and inventory management

SalesManager ERP covers the complete procurement process. Requests for proposals, proposal evaluation and approvals, conversion to purchase orders and processing of the purchase invoices are all processes covered by the system.



Purchase orders

Purchase Orders can be placed for goods and e-mailed in one click to suppliers including a personalised email. Templates for the purchase orders are made with Microsoft Word and the personalised e-mail templates are maintained within the SalesManager ERP system. The PDF is stored in the SalesManager Document Management system.



Goods inwards

Goods inwards can be booked easily in SalesManager ERP. From the Purchase Order we can suggest what we expect the Good Inwards delivery to be. The warehouse operator simply has to control the number of items received and if they match the expected delivery click on

the button and the rest of the goods are automatically updated completed deliveries by SalesManager ERP. The stock position is also adjusted in the general ledger of your Financial Accounting System.



Inventory management

SalesManager ERP tracks all inventory at all location in the customers Eco structure. You can maintain multiple locations internally (racks, pallets etc.) or multiple locations, goods in transit or goods bonded.

Any changes that occur to stock levels are automatically updated in the general ledger of the bookkeeping system being used. For Twinfield this is standard. For other bookkeeping systems please check with us first.



Purchase Invoices When Goods Inwards have been booked, you can create a Purchase Invoice directly from the Goods Inward screen. When the Purchase Invoice arrives the user simply has to check it against what was expected, update the Invoice Number from the supplier and the Invoice is booking is complete. This is then automatically booked through to your Financial Accounting System. This is standard for Twinfield.



Sales Orders

Sales orders in SalesManager ERP can either be entered manually or generated form the Opportunity/Quote component of SalesManager CRM. Order lines can be added manually, from a configuration or on the fly. Text lines can also be added for one-off items. If an item is pre-assembled, all items assembled product will appear on the order. An Order Confirmation document can be created by mail-merging a MS Word template.



Shipments

From the Sales Order the pick-list is generated for the warehouse or production department to ship the goods. When the goods have been picked the Shipment Document can be completed and printed for the transporter. The stock position is then automatically updated in the Financial Accounting System. This is standard functionality for companies working with Twinfield.



Sales Invoicing When shipments have been processed, SalesManager ERP will add an invoice proposal to the invoicing hub. The finance department can then process the invoices one-by-one or as a batch. Customised invoice layouts can be created for the customer and invoices can be printed, sent as PDFs via e-mail or sent as UBL 2.0 documents to a web server. SalesManager ERP ensures an update of the Financial Accounting System. The turnover, VAT and debt are booked to the general and accounts receivable ledgers.



Twinfield integration SalesManager ERP offers seamless Twinfield integration. Debtor and creditor base information is managed in SalesManager and additions and updates are automatically updated in Twinfield. All transactions, be that purchase or sales invoices, goods received or delivered, are updated real-time in the Twinfield bookkeeping system. Accounts receivable and accounts payable are viewable in SalesManager Online at debtor or creditor level.

Clicking on Make Creditor in the screen above will create a Creditor real-time in Twinfield and upload the creditor details. Multiple Twinfield Administrations SalesManager ERP supports multiple Twinfield Administrations. Multiple business units of a company can do business with the same customer in one SalesManager ERP system. The customer will then have a different debtor number per administration. The same applies to Suppliers. Per business unit the same supplier can have different creditor numbers per administration.

Service Management


Service Management

ServiceManager

Introduction

Our service management product ServiceManager offers customers a complete ticket tracking and tracing system for their service and customer care departments. Service Requests can be logged and service plans attached to initiate workflow for the relevant service organization to address the problems raised. The dispatcher can assign tickets to engineers. Engineers can pick up their Service Calls and if required log all time and material against the tickets. Other features include:

Service level agreements (SLA’s)

Installed base management

Configuration management

Known problems and solutions per product

Time and Materials registration.

Installed Base Management

ServiceManager manages the installed base of your customers. The installed base can either be manually entered into the system or imported from your back office system. All serial number information of the main product and its modules can be saved in the system. The service history of all equipment in the installed base is always available.

Service Management


Service Level Agreements

Service Level Agreements are the kern of any service management system. The level of service offered and the financial consequences thereof are determined by the SLA. In ServiceManager multiple SLA’s can be added to a company. Service response times and callout intervals can be set per SLA and determine the levels of escalation that are to be initiated if a ticket is not successfully on time. Escalations can generate alerts to an agent’s screen in ServiceManager or send an e-mail to customers and/or users of the system. The installed base can be linked to the SLA. ServiceManager can calculate maintenance charges by picking up the prices from the product database and applying the associated maintenance percentage fee. We also provide automatic re-indexing of all SLA invoice amounts to reflect inflation etc.

SLA Invoicing

ServiceManager provides invoicing facilities for the service department. ServiceManager can be interrogated at any time and asked for the number of SLA’s due to be invoiced by any given date. Since maintenance is usually paid up-front, the service department can easily get a list of all SLA’s due for invoicing and print them individually or as a batch.

Service Management


Service Requests

New service requests or incidents can be entered through the Service Request function. The dispatcher can then allocate the incident to a service engineer. The dispatcher can also attach a service plan to the incident, which generates in turn the appropriate workflow to handle the problem.

An incident can be related to a product or service but also to an installed base record and/or a Service Level Agreement.

Mailscan

Mailscan is a server-based process that scans dedicated mailboxes e.g.

([email protected]) and creates automatically a service request when a mail

comes in. It will determine from which company the ticket has come from and link that company to the ticket. An automatic Service Call can also be generated to alert an agent to handle the ticket.

mailto:[email protected]

Service Management


Service Calls

Service engineers can use Service Calls to get a list of service activities to be carried out at their customers. The dispatcher is responsible for allocating a service request to a service engineer. The service engineer can see what ticket the call applies, the installed base and SLA information on the equipment. The location within the customer’s site is also shown. Service Calls also appear in the Agenda system prefixed by a service icon.

Service Management


Time and materials management ServiceManager offers time and materials management for Service Calls. Engineers simply need to enter the amount of time they have spent on a service job and that is added to the labour component of the Service Call. Any spare parts used on the job can be picked up from the item master and added to the job ticket. ServiceManager then produces a worksheet, which can be signed by the client.

Service Management


Service Document Management

ServiceManager offers a complete Document Management System for Service professionals. Technical documentation such as drawing and specifications can be added to products. ServiceManager supports any document format that can be viewed on the PC. Should you not wish to store the documents in the ServiceManager relational database, then a link can be set to the network address of the document and saved in ServiceManager.

Service Product Management

ServiceManager manages all service activities around any given product. The number of tickets and Service Calls can be viewed, as can known problems and solutions on that product. If the same problems recur regularly then an Issue can be raised on that product for discussion between the product manager and the supplier or factory manufacturing it.

Service Management


Service Management Reporting

ServiceManager offers extensive reporting facilities. All our reports are built using the engine of Crystal Reports XI. We provide a layer on top of this, whereby reports are built using the glossary database of ServiceManager. This means that if a term is added to a report, then the report will automatically translate itself into to any of the languages we currently support. Customers can build their own reports and add them to the repository.

Service Management


E-Self ServiceManager

ServiceManager’s web portal solution, E-Self ServiceManager, affords companies the ability of linking their websites to the ServiceManager database. Customers can log problems and use E-Self ServiceManager’s track and trace functionality to monitor the status of their service requests. E-Self-ServiceManager also offers services such as FAQ’s at product level and online technical documentation. Customers can customise E-Self ServiceManager to their own web sites look-and-feel.

Project Management


Project Management

TimeManager

Introduction

TimeManager offers a comprehensive project management and timesheet solution for professional services companies. In TimeManager Projects can be setup, budgeted and tracked. Per project phases, tasks and activities can be optionally defined depending on the complexity of the project.

Project Management


Project set-up

With TimeManager phases and tasks can easily be added to a project by either manually entering them or picking them up from the TimeManager library of predefined project templates.

An unlimited number of phases and tasks can be added to a project. For each phase and task budgeted and planned hours can be added. Personnel who will be booking hours on this project can be allocated at project and/or phase/task levels. Rates per employee/discipline can also be set per project.

Project Management


Project templates

The TimeManager library module allows users to configure templates of frequently used project set-ups. You could have one for Prince2, RAD3, RIBA or other project management methods. Rates can also be setup here, but also overridden at actual project setup depending on what was negotiated with the customer.

Project Management


Time sheets

Users can book their hours in a number of ways, through the SalesManager calendar or via the time sheets control. User book their hours in a simple to use grid allowing them to write hours against the various projects at different customer or internal projects through the same control. Sick leave and holidays can also be booked here.

Expenses

Expenses can be booked per project/customer in TimeManager. Expenses booked in your accounting system can be integrated into the project administration in TimeManager.

Project Management


Project billing

TimeManager offers extensive billing support. Projects can be invoiced based on milestones or based of the hours booked by the various workers on a project for a given interval. A specifcatio of the hours worked can be incuded with the invoice.

Project Management


Project reporting

TimeManager offers a wide range of project reports from timesheet specifications to project and loss overviews per project. All reports are built with Crystal Reports and can be adjusted by the customer. New reports can be built and added to the SalesManager Reporting kernel.

Procurement to Pay (P2P)



SalesManager P2P

Introduction

SalesManager P2P covers the complete procurement process from requisition requests through the approval of purchasing processes right up until deliverables and processing of the purchase invoices. SalesManager P2P offers Twinfield integration at all stages of the purchasing process.

Authorizations

SalesManager P2P supports a number of authorisation levels for the approval process. Per level a different amount for authorisation can be set. If a requisition amount falls within that level, then a notification will be sent to the authoriser to approve the requisition. If multiple approvals are required (for example, all ICT purchases must be approved by the CIO), then multiple notifications will be sent out and a purchase order will not be issued until all parties have approved the purchase.



Product catalogue

SalesManager P2P has a product catalogue. You do not need to use this and can add any text you want for the product you wish to purchase. However, most companies with a procurement operation will work with supplier catalogues from the Specialised Suppliers or large Wholesalers. These can be imported into SalesManager P2P. Per product you can define the suppliers and choose any one as the preferred supplier. If you want to issue a Request for Quotation, you can mail-merge in one Click a MS Word document which will email a RFQ in PDF form to all suppliers for the various products on the requisition request.



Requisitions

Buying something is a simple process. The user chooses Requisition in the main navigator bar and sees the Requisition screen.

By clicking on New, a new Requisition screen will appear.



Before we can submit a requisition we need to select a Supplier

The user then fills in the rest of the requisition details. Description, Required by, Approved Before, Price etc. Clicking on Save saved the base detail. We can now add the product(s) that we want to buy.

You can either click on the button on product detail, which will open a modal there you can select a product from the catalogue (% in the product name is wildcard), or you can



type in the description of the foods you wish to purchase and the price you want to buy it for. When the user has have added the products he or she wants to buy and saved them, we then click on Authorisation in the Left-side navigator to complete the process. You can go back to Product and adjust the Requisition if you are not happy with the detail, and go back to Authorisation when you are ready.

Clicking on Submit completes the process and the Requisition will be submitted for Approval.



Approvals

The approval process is driven by the SalesManager Workflow engine. Alerts are sent to approvers via the Internal Mail system of SalesManager, but also via normal via SMTP and Microsoft Exchange (Outlook). When an approver logs into SalesManager P2P their dashboard will appear. On this Approvers Dashboard we can see that he has a number of Approvals pending.

By drilling in on one of the I-Mails (Internal Mails) we can see who has asked for an approval and drill into the approval itself.



An approver can also log into the systems and search for all requisitions waiting for his/her approval.

By clicking on the Approve button the requisition will move along to the next approver in the approval process. When the second approver authorises the purchase, the requisition can be converted to a purchase order.



Issuing the Purchase Order

For users who have their own budget and the order value is within their authorisation limit, Purchase Orders can be sent automatically to the Supplier without the intervention of the Purchasing department. However, many organisations insist that the Purchasing Department is the only entity allowed to issue Purchase Orders. First we check to see if a purchase order has been raised.

By clicking on A Purchase Order will be created from the requisition.



Clicking on in the toolbar results in a pop-up asking you to choose a Word Template. The purchase order data will then be mail-merged with the Word Template, a PDF will be generated and the purchase order including a personalised E-mail body will be emailed to the Supplier. The order then enters the SalesManager ERP process stream.

Goods Inwards

When the goods are delivered they can be booked into SalesManager. Should the delivery contain numerous line items and the shipment is as ordered, then the user simply has to

click on the button, and all lines will be updated as having goods received. From the Goods Inwards screen a Purchase Invoice proposal can be generated.

Purchase Invoices + Twinfield integration

Purchase Invoices be booked into the system, approved and automatically journalised into Twinfield. Invoices scanned through Basecone van be matched against Purchase orders with the goods delivery and approved for processing.

Marketing


Marketing

CampaignManager

Introduction

An essential component of every CRM system is the means to be able to leverage the data in your database for marketing purposes. Many CRM databases like SalesManager contain thousands of fields, which may or may not be of interest to the marketing professional. CampaignManager addresses these requirements and is an essential addition to our stable of CRM products for heavy-usage customers.

Selection Criteria

The SalesManager data model currently contains more than 3.000 fields and hundreds of tables. For an automotive customer to search for all management team members of clients with a Scania truck older than 2008, weighing over 7 tons and having a good credit rating, would take an intrinsic knowledge of the SalesManager data model to achieve results. While it is possible, it can be quite frustrating. We therefore decided, when building CampaignManager, to allow the customer to build his own views of the database, and allow him to mix fields from every possible table into his own “Personal Views”.

Selections can be made on any field in the database with an unlimited number of combinations possible. Depending on the type of field chosen different selection facilities appear. If the field is for example numeric, then a range selection is suggested. If a field is a table, the associated drop down content is made available for searching on. Overall, the user interface is as intuitive as possible. Selections can be tested by clicking on the Count Button which will result in the selection been executed on the server and only the number of hits returned. You can thus widen or tighten up your search criteria to achieve the number of targets you require. An unlimited number of Selection Criteria may be saved and these can be reused in future marketing campaigns.

Marketing


Customer Groups

Companies who maintain large databases with SalesManager usually do business with various groups of clients. End-users, distributors, VARS etc. are examples of this. However, determining who is a VAR may depend on various criteria. With CampaignManager’s Customer Groups, users can build up communities of clients, which can be later used for campaign execution. Campaign groups can be built by including or excluding stored Selection Criteria or other customer groups. For example, a customer group of solvent indirect channel members could include both VARS and Distributor Customer Groups but exclude all bad payers. Bad payers would be a separate Selection Criteria.

The resulting hits of the Customer Group are then displayed. Targets may be manually deleted from the list and new companies or contacts can be added.

Marketing


Campaign execution

Campaigns can be built either from a single Selection Criteria or from one or more Customer Groups. Various rules can be set on defining the campaign. If, for example, you only want one person mailed per company, you can tell the package in what order of importance it should pick that person i.e. First, Managing Director, if there isn’t one in the database, then the Sales Manager and if he does not exist the Service Manager. If no contact person exists for a company in the campaign, you can tell Campaign Manager what text you want to have printed on your correspondence (Attn. the Managing Director for example).

The campaign can then be mailed, faxed or e-mailed. Activities can be created for users to carry out the follow-up on the campaign. Account Plans can also be used to initiate a series of activities for various staff members as a result of the mailing.

Mobile


SalesManager Touch

Introduction

SalesManager Touch offers clients access to their SalesManager Online data via an iOS or Android device. Base customer data including all contact persons and communications with the customer are made available. The installed base and route details are also provided. Users can dial the customer directly from the device, send an SMS or send the customer an e-mail. Modern sales professionals need to have up-to-date information on their customers at all times. Not just on the company network but also when they are on the road. SalesManager Touch offers the sales person true mobile CRM functionality.

SalesManager Touch offers the service professional a broad spectrum of CRM functionality. Standard functionality offered is:

Mobile customer data with all address and contact person information. This can be updated and new data added.

Complete customer contact history. All visit reports, mailing, in- and outbound e-mail are available on the SalesManager Touch.

Agenda. Views of all appointments, per day, week and month. Views of all your colleagues’ agenda’s.

Real-time connect to the central SalesManager database.

Technology


Technology

SMS RAD FrameWork

General

All SalesManager Software product is built using the SMS RAD (Rapid Application development) Framework. All screens, the underlying database and the business logic are fully customisable. The system is multi-tenanted, but each customer in our Cloud has its own Database and own Software repository. Our change management system ensures that new releases have no negative affect on bespoke work down for existing customers and offers them transparent upgrades to their hosted solution.

Components of the SMS RAD FrameWork

The SMS RAD FrameWork consists of various components which are outlined here.

Technology


SMS GUI Designer

Our Object Oriented Programming Tool, the SMS GUI Designer, allows developers at SalesManager Software and trained application managers at our customers, to build new forms, change existing ones and maintain the business logic.

VBScript

We chose to use VBScript as the scripting language behind the SMS RAD FrameWork. While offering developers rich functionality, it is relatively easy to learn and use. We use it for navigation purposes, communications with the middle ware and business rules management at both the front and back-end.

Main features

GUI design is dynamic i.e. it allows for run-time modification.

Component architecture

Application partitioning (run the Opportunity object on one server and the Mailing object on another for better performance)

Static application framework in C++

Dynamic application framework in VBScript

Use of MFC

Use of C++ call-back functions from dynamic application framework

ActiveX controls (applications will run under Windows or through an Internet browser)

Technology


GUI definitions in a repository

Semantic link between GUI control and data dictionary

Database independence

Use of VBScript for additional control formatting

Use of VBScript for initiating new application window instances

SMS Business Object Manager

The SMS Business Object Manage handles all table and views in the SMS Data Dictionary. This dictionary is proprietary, but generates the required structures for Microsoft SQL Server databases. The customer can add new fields, tables and views, which immediately become available to the SMS GUI Designer for building into an application.

Technology


Computer Telephony Integration (CTI)

SalesManager Software offers in cooperation with 3CX CTI Software integration with your VOIP telephone system. Companies or individuals can be called directly from our software products over your existing computer network. When a connection has been established with the customer, the call will be automatically rerouted to the user’s telephone extension. For inbound calls, the customer data of the caller is immediately shown on the screen of the end-user in both SalesManager and ServiceManager.

Third Party Integration

SalesManager Software offers standard bi-directional interfacing with a number of Financial and ERP systems. Address data, article info, turnover, account receivable, order and invoices are examples of objects that we have interfaced to other systems in the past. We have standard interfaces to Baan, Coda, Exact, Microsoft Dynamics Navision, Sage, SAP, Twinfield and Unit 4/Agresso. Building a new interface takes approximately two weeks work.

http://www.frontline-systems.nl/

Technology


Hardware/Software requirements for On-Site usage

To be able to guarantee good response times we advise clients to install a separate web and database server for SalesManager products. Database server

Here follows a typical configuration for a SalesManager database server for 50–250 concurrent users. Server: Dual Intel Xeon Processor 3.0 GHz 512Kb L2 Cache 4Gb DDR SDRAM memory 3 x 300GB SCSI HDU Embedded Ethernet NIC Windows Server 2003 5 Cal Licence MS SQL Server Licence CD-ROM Web server Here follows a typical configuration for a SalesManager database server for 100 concurrent users. Per additional concurrent user we recommend 30Mb of memory. Server: Dual Intel Xeon Processor 3.0 GHz 512Kb L2 Cache 6 Gb DDR SDRAM memory 1 x 72GB SCSI HDU Embedded Ethernet NIC Windows Server 2003 IIS MS SQL Server Licence CD-ROM Mobile iOS or Android devices.

Technology


SalesManager Online – SaaS configuration

SalesManager Online is hosted at the largest hosting centre in Europe at Schiphol Airport in the Netherlands. Databases of customers are backed-up daily and a restore can be requested from up to thirty days old. Customers can backup their own data to their local servers are any time. A full XML dump of the complete environment of the customer is provided. SalesManager Online runs on Internet Explorer, Firefox, Chrome and Safari.

Windows 2008 R2 Web Server

Windows 2008 R2 Database Server

Web Site Monitoring (Websitepulse)

Verisign Extended Validation SSL

UltraDNS DOS attack prevention

IDS (Intrusion Detection System)

IPS (Intrusion Protection System)

Off-site backups

CO2 neutral environment