Fully Integrated Customer Management for Microsoft Outlook

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• Fully Integrated Customer Management for
  Microsoft Outlook

in conjunction with
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What do you need in a CRM solution?

• To pre-qualify your Leads
• Keep track of Contacts Companies
• Focus on Opportunities
• Work as a team without changing your working
  practices
• All without leaving Outlook
• So you can save time and money

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Pre-qualify all of your leads
and quickly turn them into Contacts
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To keep Track of Contacts

• You can see a consolidated view of
• E-Mails
• Phone Calls
• Tasks
• Appointments
• Documents

• see all of their activities

• or view their appointments etc.

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View each Companys information, contacts, tasks,
e-mail history files
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To focus on Opportunities

• The Opportunity Manager unifies your information
  and allows different forms to be used

• Helps organise your forms, appointments and tasks
  by company, contact and user

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To set up your Sales Cycle
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So your sales team can focus on each one
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With full Customisation on all forms
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It helps you work as a Team

• You can share information using Outlook Public
  Folders
• and centralise Sent Items, your Calendar, all
  your Contacts, Tasks, Opportunities and written
  Journals

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Without changing how you work

• It automatically copies messages

• and supports private and personal contacts

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All without leaving Outlook
Log phone calls, create e-mails, tasks, make
appointments and see their documents
Process an e-mail to set the Active Contact
View the Active Contact
View all activities for the Active Contact
Search by first name, last name, partial name,
etc.
Your new TeamScope Toolbar allows -.

• Seamless integration within Microsoft Outlook
• Quickly logs e-mails, phone calls, appointments
• with a fast look-up for Contacts, Companies or
  Leads

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and the Mail Merge tool
allows you to -
Mail Merge your Contacts and Leads
by specifying filters or just picking individuals
and then sending any marketing material by
e-mail, fax or postal mail.
and finally recording what was sent on their
contact or lead form.
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So You Save Time and Money

• Leverage your Outlook investment
• Outlook integration reduces training cost
• No external databases required
• Full support for remote and disconnected users
• Easy install, setup and management

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What our customers are saying

• "When I found TeamScope CRM I loved it! Since
  we're a Microsoft / Outlook house, its a perfect
  fit. It does everything Act! does, only better,
  and it is directly integrated into Exchange /
  Outlook."
• Joel CanfieldApplications Manager, Pac
  Advantage
• "Your TeamScope CRM product is really a gem!
  After switching to Exchange Server I was
  desperately seeking for something that would
  replace Goldmine, which is not ideal for Exchange
  solutions. Now we've got it!"
• Stefan GrafPresident, Graf Elotec
• "After looking at a number of CRM products we
  were impressed with the wide range of features
  and great integration within Microsoft Outlook,
  all at a very affordable price!
• Lisa SainatoVice President, Pollution Risk
  Services

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and finally all of the TeamScope add-ins

• TeamWork Workflow allows you to take full
  advantage of the Microsoft Outlook environment to
  centrally manage your business processes. All
  workflow items are stored in Microsoft Exchange
  public folders as a workflow travels through
  each of its steps, the appropriate users can
  access all of the latest information needed for
  them to complete their portion of the project.
  Your team's workflow data is centralised, so you
  can quickly see whether a given task has been
  completed or not, and where in the process a
  particular item has been reached.
• TeamScope CRM Power Pack gives you the tools you
  need to integrate your customer and sales data
  into your enterprise information architecture,
  and to most easily maintain your CRM data over
  time. This set of integration tools and support
  utilities is designed to play an important role
  in any shared TeamScope implementation. If you
  are purchasing TeamScope CRM for more than a
  single user installation, the Power Pack is a
  highly recommended addition to your TeamScope
  CRM solution. You save over 40 with the
  TeamScope CRM Power Pack as opposed to buying
  the items separately!
• Included in the power pack are TeamScope
  DataLink, TeamScope Contacts Scrubber,
  TeamScope Updater and TeamScope CRM Reporter
• TeamScope DataLink allows you to easily perform
  data transfer and synchronisation between your
  Outlook information and any Access / OBDC
  database. In the initial stages it is used to
  import contact data into Outlook from other
  applications and can then be used to enables your
  organisation to effortlessly integrate Outlook
  with existing business information. The product
  operates on any Outlook form, whether it is
  built-in or custom built one and it supports all
  Outlook field types. You can use Outlook
  DataLink with any Outlook folder, whether it is
  a private folder or an Exchange Public folder.

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• TeamScope Contacts Scrubber
• Provides a means of easily eliminating duplicate
  records from your Outlook Contacts. It works by
  processing your Outlook Contacts, looking for
  possible duplicate items. As it finds duplicates,
  it presents them to you, displaying
  field-by-field comparisons of item data, and
  proposing a logical way of merging the item data
  into one unique item. The user may then merge
  these items the user can opt to use the
  program's proposed merge, or override it with
  personal own choices, on a field-by-field basis.
• TeamScope Updater
• Enables you to manage your Outlook Data without
  Programming. As you use Outlook you will find the
  need to make periodic adjustments and updates to
  your data. Until now performing these updates
  required the ability to program and a detailed
  understanding of the Outlook object model no
  end-user tool was available to do this
  effectively. Outlook Updater fills this need by
  allowing you to perform data manipulations on any
  Outlook object. Outlook Updater understands the
  intricacies of your Outlook data, including
  custom, (user-defined), fields and forms and the
  multi-valued Keywords data type.
• TeamScope Reporter
• Is designed for those with enterprise reporting
  needs. Reporter transfers all or selected
  portions of your TeamScope CRM data into
  Microsoft Access, where you can then create
  sophisticated reports and perform robust data
  analysis, using the full power and flexibility of
  the Access report writer. In addition Reporter
  comes with a series of pre-defined sales and
  business reports and you can use these reports as
  is, or customise them to meet your specific needs.

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Thank You!

• You can download the TeamScope CRM 30 day free
  trial by contacting us, the European TeamScope
  Solution Partner

Davton Consulting2 Butterfly Meadows
BeverleyEast Yorkshire
HU17 9GA
England 44
(0) 1482 429806 or sales_at_davton.com