Client Connect Presentation

MYOB Pty Ltd

MYOB ClientConnect

Introducing

MYOB ClientConnect

Agenda Today

Overview

Features

Demo

3

What is ClientConnect?

It is a customer relationship manager (CRM)

system which works within MS Outlook.

4

Can I use this if I do not have MSOutlook?

There is only one answer- NO

5

Do I need MYOB Accounting?

NO It works without that but if you have it can be

linked for creating Quotes

6

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

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

General view of opportunity management?

Contact

Opportunity

Sale

Tele , Email, task, meeting, etc

Share and collaborate

Manage workflow

Reports

9

How does it look?

Dashboard

Contact Manager

Opportunity Manager

Full Mail & PC Search

Group Marketing

Opportunity & Pipeline Reporting

Quoting directly in MYOB Premier

Workflow

Set actions to be taken as the opportunity moves

thorough the pipeline.

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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

Edition Differences

20

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

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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After Installation, upon product launch.

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On month 11 of the subscription

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Expired Subscription

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Product is set to read-only and disabled in the following areas: (no

new data or editing of existing data)

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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


Opportunity

window


Report Manager Keep Functional

Integration with Premier

Setting in ClientConnect Administrator

• Accounting

• Accounting Plus

• Premier

• Premier Enterprise

• MYOB EXO Business

• None Selected (Default)

27


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

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Quote Button

Open Account Button

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Demo

30

Questions?

?

31

Client Connect Presentation

Education

Transcript of Client Connect Presentation