Spindle Professional

TOTAL DOCUMENT DISTRIBUTIONprint - fax - email - archive - crm

Presented by Robert Ball

WHAT’S IN IT FOR THE CLIENT?

“Reduced annual stationery costs by £20,000”

&

“Saved over 2000 man hours each year”

John Cupitt, IT & Systems Manager with Connection Seating

This equates to around £40,000

WHAT’S IN IT FOR THE CLIENT?

“Achieved savings of over £8,000 in the first year of installation”

&

“70 per cent reduction in time processing and distributing documents”

Chris Hill, IT Manager with Tokai Carbon Europe

ROI IN MONTHS NOT YEARS

Return On Investment Calculator (Spindle Professional) ROI v3.0

Simply fill in the number of documents you create per month and see how much you could save.

Solution Cost £3,000

Accounting Documents Per Month Per Year Document Production Costs

Sales Statements 200 2400 Printing 80.0p

Sales Invoices 200 2400 Faxing 4.5p

Copy Invoices 50 600 Emailing .0p

Credit Notes 20 240 Fulfillment 50.0p Yes include fufillment in my savings

Sales Orders 200 2400

Purchase Orders 50 600

Remittance Advices 25 300

Other Documents Per Month Per Year

Quotations 50 600

Letters 50 600

Debtors Letters 100 1200

Other 100 1200

Total Documents 1,045 12,540

Current cost 836£ 10,032£

New costs 227£ 2,721£

Saving 609£ 7,311£

My savings

Year 1 4,311£ 5 months to pay for itself

Year 2 11,123£

Year 3 18,434£ Year 3 savings

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Current Costs New Costs With FulfillmentMethod of distributing documents

Current Costs vs Spindle Costs

Cost

s per

month

WHAT’S IN IT FOR YOUR COMPANY?

• Additional Revenue

– Increased opportunities for training, installation and consultancy

• Increased reasons for taking and maintaining support contracts

• More connections to your clients and more reasons for them to remain with you

• Frees up capital for other IT expenditure!

• What is Spindle Professional?

• Spindle Professional’s Positioning

• How it works?

• Business Documents

• Live demonstration using Sage 200 Sales

Orders emailed/faxed/printed/archived

• New Features

• Summary

• Credit Hound Overview

PRESENTATION AGENDA

• Spindle Professional is an intelligent Windows printer driver

• Associate a set of ‘Rules’ to a document

• Get the right information to the right person at the right time

• Distribute documents via email, fax and print

• Electronically file (archive) documents

• Link archived documents to other systems, like CRM & Invu & SharePoint Server (& MOSS)

WHAT IS SPINDLE PROFESSIONAL?

• Save time and money– The cost of sending out a single page can cost you 70p 80p 90p

– Emailing that page costs you ZERO

– Faxing it costs you 5p 6p 7p

• Automatically archive (file) your documents

• Update your stationery in seconds, no wastage

• Deliver important information immediately

• Add Barcodes, Terms and Conditions, sales messages etc.

WHY USE SPINDLE PROFESSIONAL?

What type of documents do businesses use?

StatementsSales ordersInvoicesCredit notesDelivery notesPicking listsPurchase ordersRemittancesReminder Letters…

Accounting Documents

QuotationsJob sheetsSupport LogsBill of materialsGeneral lettersInternal Documents…

Accounting Reports Other Documents

Aged debtorsAged creditorsSuggested paymentsProfit & LossBalance SheetDay BooksAccount AnalysisTransaction listingsPostings reportStock reports….

BUSINESS DOCUMENTS

How

Spindle Professional works

HOW SPINDLE PROFESSIONAL WORKS

Windows Application

Communications

Email

Fax

Printer

Spindle Professional

Archive

Spindle Professionalin action

1. Send our client’s their Sales Orders– Using either email, fax, print – attaching terms and conditions

– Splitting UK and Spanish accounts

2. Email the sales reps a copy of each Sales Order

3. Archiving the sales orders under each accounts attachments area

4. Linking the archived files to their contacts in CRM (Sage 200 CRM)

WHAT ARE WE GOING TO DO?

SPINDLE PROFESSIONAL 2009 SUMMARY

• Saves the end user time

• Saves the end user money

• Generates extra revenue for you

• Justifies expenditure on IT Systems

CREDIT HOUND INTRO

• Cash flow is one of the most important aspects of a business. If there is not enough money in the bank because of poor credit control, even a profitable business can go bust. Credit control is all about managing your customers, and making sure you get paid on time.

• Credit Hound® is a powerful, award-winning credit control solution. It works with your accounts software to get you paid sooner - so you improve your cash flow, reduce bad debts and increase your bank balance.

RED LETTER DAY INCENTIVE

Between now and 31st December top performing salesperson can choose from one of the following Red Letter Days.

SUBARU IMPREZA RALLY DRIVING

• Get to grips with the 280bhp Pro-drive 'Group N' Subaru Impreza

• Learn skid control, power slides and handbrake turns

• Two demo laps then three sessions behind the wheel

• Certificate and lunch included

LONDON THEATRE BREAK WITH TOP PRICE SEATS FOR TWO

• Two top-price tickets to your choice of show from our range

• Choose from 39 Steps, Blood Brothers, Chicago, Buddy, Woman in Black,

• We Will Rock You, Grease, Sound of Music and Never Forget

• Stay the night at a central London hotel

• We even include breakfast the following morning

SCUBA DIVING WITH SHARKS

• Swim with sharks at an award-winning aquarium

• Half an hour diving with sand tiger sharks, angel sharks, nurse sharks or lemon sharks

• Includes entry into the aquarium for two guests

• Suitable for novices and experienced divers - scuba training included

FAMILY WATER SPORTS DAY - SAILING, WINDSURFING AND KAYAKING

• Wow, a variety of water sports for all the family to sample in one experience!

• Try dinghy sailing and the chance to helm your own boat

• A lesson on the dry land simulator, then you can go out on the windsurfers

• Conclude by trying out the kayaks

OVERNIGHT WINE TASTING BREAK IN THE COUNTRY WITH DINNER FOR TWO

• Taste a variety of red and white wines and learn to match them with food

• Work in teams to identify wines in the blind tasting challenge

• Our wine experts have hosted 1,400 tasting events in 39 countries

• Accommodation, dinner and full English breakfast included

THANK YOU

Thank You

and

Good Luck