e-Emphasys Technologies Inc. 2501 Weston Parkway

Suite 101, Cary, NC 27513

T: 919 657 6565 F: 919 657 0773 E: info@e-emphasys.com

www.e-emphasys.com

Data SheetCust[eCRM]

omer Relationship Management

Overview

eCRM integrates powerful productivity tools for your sales, marketing and customer service teams, including detailed tracking of information about each customer and their fleet. Graphical dash boards empower increased visibility, with real-time reporting and analytics. Make data driven decisions with personalized KPIs and detailed reporting metrics available daily. Sales quotes can be generated directly, and support staff can resolve customer tickets related to specific units, whether they are logged-in as phone calls, e-mails or web form submissions. eCRM is developed on the Microsoft Dynamics platform, with exclusive functionality designed for Equipment Dealerships and Rental companies. It improves operational efficiency by enabling timely and accurate customer data across the organization. Deep customer insight in the office or the field helps to improve customer satisfaction and close more deals.eCRM is an end-to-end business process that eliminates the need for complex and costly integrations. It enhances productivity by eliminating duplication of data entries, streamlining business processes, and improving organizational task management. With full visibility of equipment inventory, specifications, images, configurations, pricing information, attachments & options, customer credit position, and margin information, it equips your sales team with the comprehensive capability of configurating and negotiating deals. eCRM helps sales personnel to manage the complete sales cycle in a structured and proactive manner, keeping track of each meeting, offer and interaction.

IN RD ELU ES DTR OY M B SE SS ET CPR OA RC PTI /CES

ENCEIG AL NLE DT RNI E PS OSE RTNI INS GUBFinancialExcellence

CustomerRelationshipExcellence

EquipmentSalesExcellence

SupplierRelationshipExcellence

RentalExcellence

ServiceExcellence

PartsManagementExcellence

FleetManagementExcellence

Key Features

• Sales force automation to easily create and follow-up with leads

• Intelligent tracking and management of customerinformation such as contact details, equipmentinventory, maintenance, and order history

• Scheduling automation ensures your sales staffnever misses a customer touchpoint

• Seamless integration with back office systemsensures a single source of truth

• Delivers instant insights and recommendations• Deal-sheet offers a mechanism for structured

needs, analysis, and configuration of quotes andorders

• Supports images of models and attachments,options and trade-ins

• Access Price Lists, Finance Options andAmortization Charts, along with Customer Creditinformation, split by line of business (sales, parts,service and rental)

• Edit list price of items while building Sales / Rentalquotes

• Allow / Disallow Write-in Warranties in Salesquotes

• Integration with market intelligence enablescomprehensive Sales Reporting, with Win-LossAnalysis and Goal Management

• Revenue and Profit Reporting by geography,branch, line of business, OEM, equipmentcategory, model, etc., with drill-down totransaction detail

• Controlled edits and view capabilities, dependingon authorization, with option to hide cost detailsfor restricted roles

• Multi-level approval workflow for proposals ororders exceeding discounting thresholds

• Option to fetch Cost Price and List Price fromParent Model

• The Report Parameters feature enables separatemaintenance of terms and conditions for eachcompany and business unit

• Compatible with a wide range of devices runningWindows, iOS and Android

• Additionally, users can search stock equipmentby current equipment office and fleet status.Users can select an equipment and drill-down toview its configuration details

Customer Relationship Management[eCRM] Data Sheet

New Configure Price Quote (CPQ)

• CPQ is a sophisticated tool designed to help yoursales force produce accurate quotes for anycustomer requirement. It automates andcentralizes the complex product, pricing andbusiness rules in real-time. CPQ integratesseamlessly with Dynamics CRM and e-EmphasysERP to offer everything a sales department needsat fingertips.

• Ability to include multiple pieces of equipment in asingle quote

• Improved Advance Search Functionality - Userscan search stock and non-stock equipment bylinked attachments and linked components – bymanufacturer and by line of business

• View Equipment Life-cycle Cost details - Abilityto view Life-cycle details of the stock equipment.Can be easily controlled via role-basedauthorization in CRM

• View Equipment Service History details - Abilityto view the open work orders on the stockequipment and service history of the equipment

e-Emphasys Technologies Inc. 2501 Weston Parkway

Suite 101, Cary, NC 27513

T: 919 657 6565 F: 919 657 0773 E: info@e-emphasys.com

www.e-emphasys.com

Customer Relationship Management[eCRM] Data Sheet

BenefitsŸ Proactively manage your sales pipeline from an

automated, data-driven platformŸ Reduce manual processes and increase speed

and efficiencyŸ Follow a focused and guided approach for

optimum sales-force productivityŸ Look after your customers – pre-sale and post-

sale, with integrated toolsŸ Keep track of all sales activities, equipment

configuration, and customer historyŸ Get an overview of customers and equipment,

with insight into all service and rental contractsŸ Generate all-inclusive proposals (equipment,

attachments, rental, warranty, service, trade-ins)Ÿ Generate more leads, create on-site quotes, and

close more dealsŸ Keep your entire team connected from any

device, with MS Office and Outlook integrationŸ Deep customer insight improves customer

service in real-time

Ÿ Tax Interface Integration in CPQŸ CPQ sends transaction data to tax interface, and tax

interface calculates and sends back the total tax amount

Ÿ With this integration sales staff can see the tax owed in real-time

Ÿ Tax Interfaces get automatically updated at regular intervals to reflect changing rates and rules in the 12,000+ U.S. sales and use tax jurisdictions. That means you can stop looking-up sales tax rates altogether

Ÿ Docu Sign Integration

Ÿ DocuSign Integration with CPQ enables your sales staff to send a quote proposal document to a customer for approval

Ÿ Sales force receives automatic notification when agreements have been signed, allowing you to finalize sales agreements quickly and efficiently

e-Emphasys Technologies Inc. 2501 Weston Parkway

Suite 101, Cary, NC 27513

T: 919 657 6565 F: 919 657 0773 E: info@e-emphasys.com

www.e-emphasys.com