Client Connect Presentation
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Transcript of Client Connect Presentation
Slide 1MYOB Pty Ltd
MYOB ClientConnect
Slide 2
Introducing
MYOB ClientConnect
Slide 3
Agenda Today
Overview
Features
Demo
3
Slide 4
What is ClientConnect?
It is a customer relationship manager (CRM)
system which works within MS Outlook.
4
Slide 5
Can I use this if I do not have MSOutlook?
There is only one answer- NO
5
Slide 6
Do I need MYOB Accounting?
NO It works without that but if you have it can be
linked for creating Quotes
6
Slide 7
What does it do?
It can basically :
Manage contacts
Manage opportunities with the contacts
Provide excellent customised reports to measure
the performance of the sales
Share and collaborate
Provide workflow automation
7
Slide 8
How does it benefit my business?
Generate more business and improve customer
relations
Better organization of email, tasks and
schedules
Improved process for better managing contacts
and sales opportunities
Personalized group emails
Automate reporting
Centralized data
8
Slide 9
General view of opportunity management?
Contact
Opportunity
Sale
Tele , Email, task, meeting, etc
Share and collaborate
Manage workflow
Reports
9
Slide 10
How does it look?
Slide 11
Dashboard
Slide 12
Contact Manager
Slide 13
Opportunity Manager
Slide 14
Full Mail & PC Search
Slide 15
Group Marketing
Slide 16
Opportunity & Pipeline Reporting
Slide 17
Quoting directly in MYOB Premier
Slide 18
Workflow
Set actions to be taken as the opportunity moves
thorough the pipeline.
18
Slide 19
Three versions available
• Standalone single user versions
o MYOB ClientConnect NZ $119/user/year inc GST
o MYOB ClientConnect PlusNZ $179/user/year inc GST
• Team version
o MYOB EXO ClientConnect NZ $799/user/1st year & $399 2nd year
Slide 20
Edition Differences
20
Slide 21
System Requirements
Server Machine Recommendations Client Machine Recommendations
Windows 2000 / 2003/ 2008, Professional or
Windows Server
Windows 2000, XP or Vista Operating
System (32/64bit)
Outlook 2002, 2003 or 2007 Outlook 2002, 2003 or 2007
2 GHz CPU or faster 2 GHz CPU or faster
2 GB Ram or More 1GB Ram or more (minimum)
2 GB of available hard drive space 2 GB of available hard drive space
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Supported Server Operating Systems
Windows 2000 Pro Windows 2000 -Terminal Server
Windows XP Pro 32/64bit Windows 2003 -Terminal Server 32/64bit
Windows 2000 Server Windows 2008 -Terminal Server 32/64bit
Windows 2003 Server 32/64bit
Windows Vista (32/64bit)
* First install the latest Service packs on the server and clients
Slide 22
Activation/Licensing Workflow
Subscription Model
Installation Serial Number
After installation complete – Activate within 30 days
At month 11 of the subscription
• Warning message
After month 12 of the subscriptions
• Most of ClientConnect is disabled
• Functioning areas:
View data
Report Manager
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Slide 23
Activation/Licensing Workflow
After Installation, upon product launch.
23
Slide 24
Activation/Licensing Workflow
On month 11 of the subscription
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Slide 25
Activation/Licensing Workflow
Expired Subscription
25
Slide 26
Activation/Licensing Workflow
Product is set to read-only and disabled in the following areas: (no
new data or editing of existing data)
26
Section Action Comments
ClientConnect
Today
Activities buttons
Outlook Toolbars Main, Email,
Appointment, task,
Contact forms
Disable all ClientConnect toolbar buttons in these Outlook forms
Contact Manager Several areas Disable all toolbars, and buttons. Keep all tabs activated
Company
window
Several areas Disable toolbar and buttons. Keep all tabs activated
Opportunity
Manager
Several areas Disable toolbar and buttons. Keep all tabs activated
Opportunity
window
Several areas Disable toolbar and buttons. Keep all tabs activated
Report Manager Keep Functional
Slide 27
Integration with Premier
Setting in ClientConnect Administrator
• Accounting
• Accounting Plus
• Premier
• Premier Enterprise
• MYOB EXO Business
• None Selected (Default)
27
Slide 28
Integration with Premier
ClientConnect Opportunity Window
• Quote Button
Launches new functionality
ClientConnect Contact Manager, Opportunity
Window and Company Window
• Open Account button
EXO SQL Server Background Sync
• Only Enterprise Edition
• Syncs Contact and Company data
28
Slide 29
Integration with Premier
Quote Button
Open Account Button
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Slide 30
Demo
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Slide 31
Questions?
?
31