Zy Connect Crm Solutions Overview

Your Complex Business, Simplified CRM SOLUTIONS OVERVIEW

About ZY ConnectZY Connect is a business management solutions specialist that designs and implements customer

relationship management (CRM) processes and systems that help companies stay connected – across

the enterprise and between departments, teams and people. Our customized strategies and workflows

save money and time while supporting critical sales and marketing programs, giving companies the

opportunity and ability to develop and reinforce valuable connections with customers, vendors and

partners. Our solutions include proven CRM and application integration capabilities. Offering turnkey

solutions that go beyond simple strategy and advice, we integrate and consolidate data sources for

streamlined communication channels, support advanced analysis of actionable information, and

automate key business operations, including financial management, inventory control, and

communications functions.

Our Team

Since 1997, ZY Connect has provided actionable, real-time information that helps companies develop

business management solutions that improve productivity and efficiency. The ZY Connect team is

composed of seasoned Microsoft-certified professionals whose extensive knowledge of enterprise-

grade applications is enhanced by years of real-world experience. From planning to implementation,

the ZY Connect team supports clients in all stages of their CRM initiative.

Customer Relationship Management SolutionsAre you looking for a cost-effective solution that helps your team identify new opportunities, improve

customer loyalty, enhance communication channels, manage internal processes, and share information

throughout your company? Become more agile and responsive than your competition by leveraging a

flexible and scalable CRM solution that allows you to provide unparalleled service and support to your

network of business contacts – customers and prospects alike – while you capitalize on sales and growth

opportunities.

• Implementations

• Customizations & Integrations

• Upgrades & Migrations

• Training & Support

• Third-Party Plug-Ins

CRM SOLUTIONS OFFERED:


900 West IL Route 22 , Suite 140, Lake Zurich, IL 60047 847.242.7000 telephone www.zysolutions.com/zyconnect

©2012 ZY Solutions Corporation. All Rights Reserved.


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“

ZY’s single-system

solution allows us to

share all our customer

information and

interactions quickly

and easily, putting

critical, actionable

information in front

of everyone who

needs it, whenever

and however they

need it. Priti Soni, IT Manager

United States Drug Testing Laboratories

Microsoft Dynamics CRM

Microsoft CRM solutions, which offer unmatched user adoption, convenience, and business

productivity, allow you to quickly consolidate customer information, efficiently manage relationships,

streamline business processes, and optimize your marketing campaigns. Microsoft Dynamics CRM

provides central access to critical business data, giving your team the ability to collaboratively respond

to customer and internal inquiries quickly and efficiently. And that means better customer satisfaction,

streamlined processes, and increased effectiveness.

Why Choose a CRM Solution From Microsoft?

As the global leader in business computing software, Microsoft’s innovative products meet the evolving,

contemporary needs of any size organization, in virtually every market space. Dynamics CRM offers a

familiar, intelligent, and connected experience that means sales, marketing, and customer service

professionals don’t have to learn a new application. Seamlessly and easily interfacing with Microsoft

Office Outlook, Dynamics CRM’s rapid customizations and integration with third-party plug-ins mean

superior scalability and unrestricted personalization for every department. And you can extend the

reach of Dynamics CRM even further to manage and maximize all your critical relationships – including

those with partners, suppliers, contractors and others – all at no additional cost.

CRM Implementation Options ZY Solutions is a managed Microsoft Silver Partner with specific competency designation for Microsoft

Dynamics CRM. That means we are a recognized industry leader in premises-based and online

implementations of Microsoft CRM, as well as mobile solutions that extend the reach of Microsoft CRM.

Microsoft offers the power of choice in deployment – enabling you to change your deployment type,

should the need arise. At ZY Connect, we evaluate each client’s needs and goals, maximizing the

customization potential of Microsoft Dynamics CRM as we help companies determine the right

implementation option for them.

Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online, a cloud-based, Microsoft-hosted solution, combines the power of

online services with the richness of your everyday business applications. As a trusted provider of state-

of-the-art technology and processes, Microsoft maintains a secure, consistent, and interactive

experience for every user. CRM Online simplifies management and maintenance through automatic

software updates without interruption, freeing IT staff to focus on other, more critical business matters.

With a solution that offers a 99.9% uptime guarantee, flexible pay-as-you-go pricing, and unparalleled

scalability, you can streamline your CRM implementation and realize an immediate business impact

while reducing systems management and maintenance costs.




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“

We’re continually

finding more ways to

use it, and it’s easy to

add new processes.

I’m confident we’ll

continue to grow

with our CRM solu-

tion, especially with

ZY Connect at our

side. I’m glad we

used them to imple-

ment CRM - they

continue to be a

pillar in our success.

Rob Osmond, CEOBenchmarc Display

Microsoft Dynamics CRM On-Premises

Microsoft Dynamics CRM On-Premises gives your business ultimate control and flexibility over your

customer relationship management system. Leveraging standard Microsoft applications and server

platforms, Microsoft Dynamics CRM On-Premises seamlessly integrates with your existing infrastructure

and can be tailored to your unique business requirements with customizations and trusted third-party

add-ons.

Beyond Standard CRM DeploymentsAt ZY Connect, we offer a full suite of strategic consulting services that maximize the value, usability, and performance of your CRM solution.

Customization and Integration Solutions

Because the best solutions are those designed for specific challenges, we work closely with our clients to customize new or existing CRM environments to deliver improved workflows and processes that meet unique needs. We invest the time to understand everything that impacts your ability to run your business and then design a solution that addresses your current needs and long-term objectives. Regardless of where operational data resides – in spreadsheets, a database or an ERP system – we can create a fully personalized and integrated experience within your CRM environment.

Upgrades and Migrations

For companies looking to upgrade an existing Microsoft Dynamics CRM solution, our Microsoft-

certified team of professionals makes the conversion process painless, easy and effective. But what if

you’re using a different product? We use proven tools that remove duplicates and cleanse data from

other CRM systems, ensuring smooth data migration to your new system, minimizing the risk of data

loss and ensuring a successful transition.

Training & Support

Because you want high performance from your system today and tomorrow, we offer comprehensive

training that speeds user adoption – delivering a faster return on investment – along with flexible

support programs that allow for adjustments to your CRM solution well after it’s deployed.

CRM Benefits by RoleCRM is the lifeblood of any company. Our CRM solutions feed virtually all our clients’ critical growth and

service roles, maximizing the value of customer relationships and enhancing productivity throughout

the organization.




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“

They then provided

an effective CRM

solution – integrated

with Microsoft

Outlook – that puts

critical data at our

fingertips, whenever

and however we

need it. Their solution

– customized to

our specific needs

and seamlessly

integrated into our

business cycle –

is intuitive, easy

and dependable.

Camillo Santomero, PresidentGuard Hill Holdings

Sales Microsoft Dynamics CRM provides the tools your sales team needs to manage accounts, track leads,

and monitor key information. You’ll find and convert prospects quicker and act fast when opportunity

knocks. Leveraging highly intuitive sales pipeline and revenue analysis functionality, your organization

can improve financial planning to accurately identify trends and forecast business. Personalized reports

and dashboards – defined by roles or group permissions – give critical team members the real-time

business insight that optimizes sales efforts.

Customer Service

Even the most agile companies can have trouble staying ahead of customers’ ever-changing demands.

However, those with robust, personalized CRM solutions are best able to respond to shifting customer

priorities, effortlessly managing accounts, cases, schedules and contracts. Our customized Microsoft

Dynamics CRM solutions employ a familiar user interface to trigger the workflows and notifications that

empower your representatives to deliver a consistently high level of support to the most demanding

customers.

Marketing

From planning to execution, Dynamics CRM helps your team market efficiently with actionable

information and intuitive tools in one system. A streamlined process lets your team segment contacts

into lists for targeted marketing efforts that deliver tailored messages, plan and track activities and

events, and compare results to objectives.

Field Service & Project Management SolutionsWe help professional services organizations improve their efficiency and effectiveness in the field with

proven tools for improved help desk, field service, job costing, and PSA project management

capabilities. Our field service and project management solutions automate and streamline field

operations, improving efficiency and saving money.

Complete Professional Services Software

Fieldpoint Service Applications’ Alert Stratus enhances Microsoft Dynamics CRM functionality with a

comprehensive solution for professional service organizations. Companies with Microsoft Dynamics

CRM or Microsoft Dynamics GP can now include project management, contract administration, and

field service dispatching. Alert Stratus allows organizations to shift their efforts to customer service and

away from administrative tasks with integrated office, sales, and service business systems. The devil’s in

the details, and so is customer satisfaction. Easily and effortlessly stay on top of all your meetings,

phone calls, customer appointments, and all your other business interactions with a single framework

that integrates all your prospecting, sales, and service functions.




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“

ZY presented

Microsoft Dynamics

CRM to us as a

solution to further

improve our ability to

communicate and

track our customers’

activities and require-

ments. We have

found Dynamics

CRM to be easy to

use, flexible and

more powerful than

originally planned.

Erik Brainard, PresidentAnritsu Industrial Solutions USA

Drag-and-drop scheduling, timesheet portal, and project costing features improve resource planning,

budgeting and customer billing processes. Link contract recurring billing with preventive maintenance

tracking to grow your service offerings while streamlining daily processes. Your team will enjoy

increased flexibility and heightened productivity with a well-integrated and user-friendly professional

services solution accessed within Microsoft Office Outlook or from the web. Designed for maximum

impact and efficiency, Alert Stratus enhances Microsoft Dynamics CRM while maintaining the integrity

of your solution’s capabilities, features, budget, and delivery time. Alert Stratus is particularly valuable

for IT service providers, MSP’s, engineering, management consultants, marketing firms, medical

equipment service providers, software developers, and the telecommunications industry. As an Alert

Stratus Premier Partner, ZY Connect is the preferred provider of Alert Stratus implementations and

integration, offering enhanced Dynamics GP and Dynamics CRM capabilities that mean positive

bottom-line results.

Lead Generation & Data Cleansing SolutionsSales, marketing, business development, recruitment – virtually every critical team in a company needs

accurate, current customer and prospect information. But most companies continue to use marketing

databases loaded with outdated and inaccurate information – data that brings high opportunity costs

and undermines the best sales efforts. Successful companies need current, relevant information that

maximizes the time and money investment tied to new business generation. Effective and accurate data

cleansing and research solutions mean your team can focus on converting leads and closing deals

rather than updating useless contact information.

The Most Advanced Internet Research Tools

ZY has partnered with Broadlook Technologies, a CRM and B2B data specialist, to offer clients a wide

range of effective tools that allow them to quickly discover specific details, build comprehensive

marketing lists, and find up-to-date contacts and associated information. Broadlook’s solutions

automatically aggregate the research of B2B companies and contact information from major Internet

sources in real time and then seamlessly transform the data into business-ready information for sales

and marketing, business development, and recruiting efforts. Advanced alert notifications directly

within CRM ensure your information about your leads, contacts and accounts remains current,

positioning you to strike first, capitalize on new opportunities, and close more business.

The Broadlook CRM Suite seamlessly integrates within Dynamics CRM and includes innovative built-in

features that bring current company and contact data from the web into CRM, cross-referencing data

and delivering clean and timely information on accounts, contacts and leads. Remove duplicates by

seamlessly and automatically transforming data with standard naming conventions, and eliminate

manual data entry into CRM. We integrate Broadlook’s innovative Internet research solutions with

systems such as Dynamics CRM, populating CRM with current, relevant, and business-ready data that

maximizes clients’ IT investment.




“

“

What was a surprise

for me, beyond the

technical expertise,

was the assistance ZY

provided in planning

and implementing

best practice sales

process and work-

flows, which, in turn,

allowed us to maxi-

mize sales force

efficiency.

Marc LawrenceCOO, Lawrence Foods

Solutions for Email Marketing & AutomationCompanies today need reliable ways to cost-effectively leverage information from CRM for critical sales

and marketing activities. We can help you provide your team with leading-edge marketing automation

solutions integrated directly within Microsoft Dynamics CRM which deliver actionable high-quality

leads to sales teams and eliminate manual processes.

Marketing Power for Microsoft Dynamics CRM

ZY Connect integrates the power of Dynamics CRM with CoreMotives’ robust email and web marketing

solutions, allowing for direct campaign tracking in a familiar CRM environment while eliminating the

dependency on third-party email marketing systems. It’s an effective pairing that gives sales and

marketing teams the relevant information to support marketing efforts, qualify leads, and discover fresh

opportunities. See who has interacted with your website or marketing campaigns, uncover the nature

of the interactions, and use the information to close more deals.

CoreMotives’ single centralized system provides email marketing, lead scoring, web visitor tracking,

nurture marketing, web forms, surveys, and alert notifications that allow companies to identify, track,

and target prospects who interact with their website, email campaigns and other marketing efforts.

CoreMotives’ cost-effective solutions significantly enhance base CRM functionality while removing

time- and money-wasting inefficiencies. CoreMotives’ smart forms not only connect to existing CRM

contacts or leads, they also convert anonymous web site visits into known, actionable CRM records in

real time. Eliminate the cumbersome process of managing campaigns with CRM and then trying to

execute with a separate email system. CoreMotives’ solutions, which offer robust alert notification and

trigger capabilities, let you close business faster. With an intuitive interface, out-of-the-box email design

templates, and their code-free web form builder, this is a user-friendly solution from the word go. And

since CoreMotives’ solutions are based on the Windows Azure cloud, you can say goodbye to high-cost,

high-maintenance software.

Mobility Solutions

ZY Connect is committed to delivering unparalleled management tools that reduce communication

delays and increase efficiency, building a foundation for more agile and effective customer-facing

organizations. From top executives to customer service and operational professionals throughout the

organization, users everywhere need reliable, functional, easy-to-use tools to access and manage CRM

information, increase responsiveness and capitalize on potentially fleeting opportunities. We can

extend your Microsoft Dynamics CRM deployment to key users’ mobile devices with today’s best-in-

class mobility solution.

The Power of Close®

ZY Solutions’ partnership with CWR Mobility, the leading provider of mobile CRM solutions, meets the




“

“

I always find that ZY

comes prepared with

solutions that fit our

business. They aren’t

trying to push the

latest technology if it

doesn’t fit our needs.

They always approach

our business with our

best interests at the

forefront.

Jeff Schullo, VP, AdministrationSpecialty Print Communications

growing demand for mobility technologies that boost team productivity, enhance customer satisfaction

and grow revenue. With advanced, multi-platform mobile CRM solutions based on the Microsoft

Dynamics CRM platform, CWR Mobility has raised the mobility standard throughout the CRM industry.

CWR Mobility’s solutions, which present Dynamics CRM’s familiar look and feel on every device, are

rapidly deployed, easily managed, adaptive, and cost-effective.

CWR Mobility’s CRM solution allows field sales, service, and marketing professionals to stay closer to

customers and one another, effectively and efficiently. With powerful features, unique IT benefits and

unmatched value, it’s the only mobile CRM solution that meets the needs of nimble, customer-centric

companies and their employees, from sales and support staff to technology teams and company

management. CWR Mobility’s mobile solution seamlessly integrates an enterprise-class mobile CRM

infrastructure into the Dynamics CRM installation. CWR Mobility’s market-leading mobility solution for

Microsoft Dynamics CRM is available across mobile platforms, including iPhone®, iPad®, Blackberry®,

Android™, and Windows® phone platforms.

About ZY SolutionsZY Solutions is an information technology and multimedia consulting company that specializes in

innovative solutions that allow businesses to quickly gain insight into operations, automate processes,

build relationships, generate growth, and develop new capabilities. By offering professional interactive

media services, paired with best-in-class technical expertise and support, we can deliver focused

strategic solutions from design to execution.

Contact ZY Solutions at 847.242.7000 to find out how our team of experienced professionals can

help you make the most of your business process initiatives.

ZY Connect and all ZY Solutions logos are trademarks of ZY Solutions Corporation. All other logos and trade names are trademarks or registered trademarks of their respective owners.

Zy Connect Crm Solutions Overview

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