Business! Business! Overview What is ‘ Business!’ ? Business! Structure Business! Concepts ...
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Business! Business! Overview What is ‘ Business!’ ? Business! Structure Business! Concepts Step by Step Contact Management Activity Management Correspondence Management
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Transcript of Business! Business! Overview What is ‘ Business!’ ? Business! Structure Business! Concepts ...
Business!Business! Business!Business!
Overview What is ‘ Business!’ ? Business! Structure Business! Concepts Step by Step
Contact Management Activity Management Correspondence Management
What is ‘Business!’ ?What is ‘Business!’ ? What is ‘Business!’ ?What is ‘Business!’ ?
Rolodex for all Departments
Stores Business Information about: Companies: address, phone numbers,
website, company type, business lines, …
Contacts: client profile, contact details, marketing & research mailing details, …
Information is stored in secure manner Read and Write Access can be controlled
separately
Security can be set on document level
What is ‘Business!’ ?What is ‘Business!’ ?What is ‘Business!’ ?What is ‘Business!’ ?
Sales Information Tool
Store information related to Business Relations:
Planned Activities: To-Do’s, phone calls, meetings, …
Reports on Activities: To-Do’s, meetings, phone calls, incoming and outgoing correspondence, …
Information is stored in secure manner Read and Write Access can be controlled
separately Security can be set on document level
Business! StructureBusiness! StructureBusiness! StructureBusiness! Structure 4 databases:
Contacts Company & Contact information ~ department rolodex
Activities Meetings, Correspondence, … ~ sales information
Mailings Queries
Keywords User Profiles Dynamic Configuration Templates
1 Interface
Business! ConceptsBusiness! Concepts Business! ConceptsBusiness! Concepts
What are Business! Concepts ?
Recurring features Provide a consistent and easy to use
approach to using the application Examples
Action Buttons Inheritance Document Linking Mandatory fields Document Based Security Audit Trail Auto-creation of documents
Business!Business!Business!Business!
Step By Step
Contact Management Companies, Contacts, …
Activities Management Meetings, To-Do’s, Marketing Actions, …
Correspondence Management Email, Faxes, Documents, …
Contact ManagementContact ManagementContact ManagementContact Management
Companies
Creating Companies Using the Contact Dialogue Recognizing Mandatory Fields Setting Document Security
Viewing Companies Editing Companies
Audit History Creating Company Business Lines
Using Inheritance Auto-create after creation of company
Viewing Company Business Lines
Contact ManagementContact ManagementContact ManagementContact Management
Contacts
Creating Contacts Using the Contact Dialogue Auto-create after creation of company
Viewing Contacts Using Quick Navigation Using embedded views Finding your way: using the route planner
Viewing Contacts by Client Profile
Contact ManagementContact ManagementContact ManagementContact Management
My User Profile
How do I edit my User Profile?
Settings that relate to Contact Management:
Document Security Inheritance for new documents Preferred Route Planner
Business!Business!Business!Business!
Step By Step
Contact Management Companies, Contacts, …
Activities Management Meetings, To-Do’s, Marketing Actions, …
Correspondence Management Email, Faxes, Documents, …
Activities ManagementActivities ManagementActivities ManagementActivities Management
Creating Activities
Scheduling an Action Using the Activity Dialogue Clearing Selections Keep informed: using notification &
reminders
Scheduling a Phone Call Adding an Activity your Calendar
Scheduling a To-Do Scheduling a Visit
Activities ManagementActivities ManagementActivities ManagementActivities Management
Viewing Activities
All Activities Open Activities Activities by Week Jumping to Activities using the Other Dialogue My Activities
Marking an Activity as Completed
Updating the document Using the Activity Dialogue
Activities ManagementActivities ManagementActivities ManagementActivities Management
Creating Activity Reports
Phone Call Report Adding to the conversation Linking documents / creating response
documents To-Do Report Visit Report
Activities ManagementActivities ManagementActivities ManagementActivities Management
Scheduling meetings Creating Seminars Creating Enrolments Creating Mass Activities
Mass Actions Mass Email Mass Fax Mass Mail Merge Research Distribution
Activities ManagementActivities ManagementActivities ManagementActivities Management
My User Profile
How do I edit my User Profile?
Settings that relate to Activity Management:
Office, Department, … Default schedule time Document Security Synchronizing Activities with your Calendar Inheritance for new documents
Business!Business!Business!Business!
Step By Step
Contact Management Companies, Contacts, …
Activities Management Meetings, To-Do’s, Marketing Actions, …
Correspondence Management Email, Faxes, Documents, …
Correspondence MgtCorrespondence MgtCorrespondence MgtCorrespondence Mgt
Creating Correspondence
Email Email
Saving As Draft Using Delivery Options
Letter Notes Letter
Fax Notes Fax
Documents Notes Documents Word Documents
Correspondence MgtCorrespondence MgtCorrespondence MgtCorrespondence Mgt
Creating Correspondence using Templates
Creating templates Notes Templates Word Templates
Email Email based on Template
Letter Notes Letter based on Template Word Letter based on Template
Fax Notes Fax based on Template Word Fax based on Template
Correspondence MgtCorrespondence MgtCorrespondence MgtCorrespondence Mgt
Creating Inbound Correspondence
Create In Business! > Inbound Document Creating Replies in Business!
Creating Inbound To-Do’s
Create In Business! > To-Do
Correspondence MgtCorrespondence MgtCorrespondence MgtCorrespondence Mgt
My User Profile
Settings that relate to Correspondence Management:
Office, Department, … Language ! Default schedule time Document Security Inheritance for new documents
PeopleWare PeopleWare N.V.N.V.
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2660 Hoboken2660 Hoboken
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