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ACT! for Lotus Notes Advanced Edition
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ACT! FOR LOTUS NOTES 4.2 ADVANCED VERSION Mike Lazarus
GL Computing
LEVERAGE YOUR ACT! FOR LOTUS NOTES INVESTMENT
Powerful & integrated scheduling schedule meetings, calls, and “to dos” for self or others automatically synchronize with the Notes Mail calendar
Rapid deployment & updates quickly deployed to all local and remote users easily distribute updates through the template refresh
process Reduced sales operations & IT support
requirements leverage the Lotus Notes infrastructure no need to implement, train and support a new platform
Optimized replication utilize the replication technology and procedures already
being used more efficient and reliable than the synchronization found
in other products Ease of integration with other applications
open scalable architecture can easily integrate with other applications
KEY BENEFITS OF ACT! FOR NOTES
Full integration with Notes mail and calendar Blackberry integration The ability to integrate bi-directionally with Non
Notes applications Can be easily and inexpensively customized to
meet specific business requirements Centralize all relationship history Track information by Contact & Company Collaborate across the enterprise Standardize terminology & data Manage individual and group activities Automate correspondence Monitor sales opportunities and forecast
revenue
UNIFIED VIEW OF RELATIONSHIP
All history relating to any interactions with prospects, customers distributors, and end-users are easily accessed through the main contact view.
CENTRALIZED, STANDARDIZED CONTACT RECORDS
Maintain “rolodex” information for sales and marketing
Segment by “category” (e.g. Prospect, Dealer, End-user Customer)
Segment by “ID/Status” (e.g. Evaluating, Active)
EXPAND CENTRALIZED KNOWLEDGE BASE
20 user fields on both contact & company records can be defined to standardize Castle Rock specific information, e.g.:
IMPROVE PRODUCTIVITY OF SALES PERSONNEL
Schedule, categorize & track all activities. (Managers can monitor them!)
Assign activities to another individual. Will automatically appear in their activity list.
AFN & Notes calendars fully integrated.
ACTIVITY SERIES
Create Activity templates for marketing campaigns or projects
Create activity templates
REPEATING EVENTS
TOUCH MORE CUSTOMERS AND PROSPECTS
Select target recipients for individual or broadcast communications.
All correspondence is automatically logged in contact history.
CREATE OPPORTUNITY DOCUMENTS AND TRACK SALES RELATED INFORMATION
Create an Opportunity document and associate it with a Contact.
Sales Executive / Managers can track expected Sales by month, quarter, year. Track related Activities, Emails, Notes and key field changes within that Opportunity. Create and track as many Opportunity documents as you like.
VISIBILITY INTO FORECAST
There are a number of Opportunity Views that you can access from the Navigator to access Information about an Opportunity
REAL-TIME ACCESS INTO CONSOLIDATED FORECAST
View forecast by salesperson, sales stage, type of sale, probability, etc..
MEASURE AND ANALYZE ACTIVITY BY SALES REP/MONTH/CONTACT
Select reporting timeframes (e.g., week, month, quarter, year) and what Activity types to display via Pop-ups - no programming needed.
DRILL DOWN OR PRINT DETAILED INFORMATION
“Drill down” by clicking on a User’s Name to expose the Company that the Activity was created for. Drill down further to see the date the Activity is either due or has been completed.
EXPORT INFORMATION FROM ANY VIEW INTO EXCEL
EXCEL EXPORT
export all or selected documents in a view or a selected fields from a form to an Excel spreadsheet
GOOGLE MAPS INTEGRATION
High-lite a contact and press the Google “Map” button for driving directions
INTEGRATE AFN WITH ANOTHER AFN DB
MAKE MASS CHANGES TO DOCUMENTS AT ONCE
INTEGRATION WITH MS EXCEL AND WORD
Bi- directional integration with Fields in AFN with fields in MS office documents
Grabs fields from AFN document and embeds them into MS office documents
WEB INTERFACE
Access AFN from the Web!!!
WEB INTERFACE
BIZMOBILE
BENEFITS OF AFN Inexpensive and rapid deployment Integration with the Notes Mail and
Calendar Share information Tight and robust security Minimal deployment expense Minimal support expense AFN can easily be customized to meet
specific business requirements