Wintouch eCRM

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Wintouch eCRM

• A Customer Relationship Management Solution
  designed specifically
• for AS/400 or iSeries Users

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Wintouch eCRM

• Comprehensive, Enterprise Customer Relationship
  Management solution specifically designed for the
  IBM iSeries 400

• Browser-based
• Web-enables green screen applications
• Easily integrates with AS/400 systems
• Affordable
• Highly customizable

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Wintouch eCRM

1. Quick green screen access
2. Web browser access to Wintouch and AS/400 data
3. Highly customizable

Useful for Sales, Marketing, Customer Service,
Project Management, Asset Management, Supply
Chain Management, Purchasing, HR, Channel
Management, Accounting
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Wintouch eCRM

• How it Works
• Wintouch eCRM Runs on your AS/400 Server
• Users Access Wintouch eCRM on an Internet Browser
• Client (Windows-like) screens launch in a Java
  Applet or as an Application
• All Data is stored on the AS/400

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Wintouch eCRM

• Features
• Easy, secure access to Wintouch AS/400 data
  using any web browser. Options include
• Connected to the network at the office
• From home or a hotel via a dial up line
• Connected via cellular connection
• Disconnected using Wintouch Lite with remote
  sync
• Critical Data Sharing
• Pulls data from existing AS/400 applications
• Automatically populates fields in other AS/400
  applications
• Highly customizable at user and departmental
  levels
• Multiple levels of security determined by
  administrator
• Customize by Account Type (i.e. Vendors,
  Partners, Customers)
• Easily add fields for new data or import from
  your ERP systems

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Users To Do List Daily Activities
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Switch to Weekly Activities View
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Switch to Monthly Activities View
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Account Summary Customer
Tie Wintouch into your existing Customer Master
File
Imported data from back-end or ERP systems to
help close sales!
Last and Next Activities for this account
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Different Account Type Vendor
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Easily Customize Any Screen
Drag and Drop new fields into any Wintouch eCRM
screens with the Customize button to have data
you need at your fingertips.
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Extended Profile Sales Opportunity Profile
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Extended Profile Sales by Supplier
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Extended Profile Sales by Product Category
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Extended Profile Customer Service Incident Log
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Extended Profile Interests Hobbies
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Integration to MS Word for Mail-Merged Documents
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AS/400 Green Screen Emulation
The emulator icon at the account toolbar (red
arrow) can take you directly to the AS/400 page
you want to be on, using our 5250 script
development tool
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Extensive Search Capabilities
Choose the Criteria
Fill in or Choose the Data Element
Tabs can easily be added to enable searches on
your most important data elements
Account (red arrow) or Contact (blue arrow)
searches are easy
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Reporting Group Definition to Exportable Reports
Add multiple criteria
Use pre-defined templates or customize report
layout
Export to a variety of formats
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E-mail blasts from data/market segment reports
Insert WT field contents into e-mail subject line
Use HTML Templates
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Completed Activities by User
View activities completed by staff members to
address performance issues or assure good
customer care.
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Numerous User/Group Definable Preferences
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User Security Settings Pull-Down Menu Editing
is Easy
Control security access by any Wintouch user
add, change or delete menu items
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In Conclusion

• The tools you use determine how well you do the
  job.
• Do you have the tools you need?
• Do they work with your current system?
• Are you growing revenue and cutting costs?

Wintouch eCRM