Presentation for Advantage CRM by Paradigm Information Systems

1. Advantage CRM
Software for the Machine Tool Industry

2. Legal Stuff
• This presentation is the property of Paradigm Information
Systems
• It is confidential to the intended recipient for the purpose
of evaluating software sold and/or supported by Paradigm
Information Systems
• Any other use is unauthorized
• Information contained in this presentation is for
demonstration purposes only

3. Advantage CRM – What is it?
Advantage is software that helps companies manage their
relationship with their customers. It does the following:
• Maintains a full database of current and potential
customers
• Keeps notes, documents and other electronic data in a
central database that’s accessible to everyone.
• Allows salesmen to document all interactions with a
customer.
• Manages detailed price lists from multiple suppliers for
quick lookup in the field.
• Provides a place to store product documentation that is
available to all salesmen
• Generates quotes and tracks information on all
opportunities
• Gives sales and support staff the ability to view and see
actual machine and service information for an existing
customer.

4. Who created it?
• Paradigm Information Systems.
• 17+ year old software development company
• Creator of FMS, a service system specifically
designed for Machine Tool Service Departments
• Builder of customized solutions for the various
industries
• International customer base (U.S. – Canada –
Europe)

5. Modules
• Advantage contains several modules that would be used by
sales and support staff to manage customer information.
• The module screen is shown below.

6. Company Module
Company List
•View all companies
in one convenient
place
•Sort organize and
filter list as needed
•Export to excel or
other format
•Use for mailers,
email campaigns,
etc…
•Store and manage
an unlimited number
of records

7. Company Module
Company Details
•Many fields of
information for
companies
•Organize by
territory, salesman,
etc…
•Identify the machine
builder(s) of interest
•Save one or more
industry tags per
record
•Tabs along the
bottom organize
even more
information

8. Company Module
More Company Details…
(Notes)
•Use the notes
feature to document
all interaction with
company and
contacts
•View all notes by
date, type, creator,
etc…
•Everyone enters
notes in one place
•Never miss
important details
again!

9. Company Module
More Company •Advantage CRM
Details… (Service links to the FMS
Information) Service System
•Salesman and other
can view live service
information
•Stay informed of all
current service calls,
part orders,
installations, and
more…
•View and print
actual service report

10. Company Module
More Company Details… (too much to show) Other company data
• Contacts – see all important
contacts for this customer.
• Open Calls – list of all open
service calls
• Part Orders – list of all direct
part sales
• Quotes – all sales quotes
• Sales Orders – all customer
orders/purchases
• Machines – list of all
machines owned by customer
• Attachments – stored
electronic documents
• Tasks, schedules and
more…

11. Activity Log
Activity List
•See all documented
activities in one place
•Filter/search by
company, contact,
quotes, orders, etc…
•Specify the type of
activity (call, email,
visit, etc…
•View full activity log
for every salesman
or user
•Never lose any
information

12. Price List Module
Price List
• Load full and
current price lists
•Automatically
updated for each
salesman
•Machines, options,
service parts…
everything!
•Search and filter
by number or type
•No need to call to
ask for pricing
*** Sample pricelist shown with sample prices ***

13. Price List Module
Item Details
• Advantage
maintains
information on all
items
•Description,
pricing, cost, etc…
•See a full list of
compatible options
for each machine
•Pricing for all
options as well
•Data is centrally
managed for instant
updates to the field
*** Sample items shown with sample prices ***

14. Quotes Module
Full quoting capability
•Use Advantage to
generate quotes
•Use built in price list
to build pricing
•Manually type in any
item not in the price
list
•Apply discounts by
line item
•Quickly see totals
•Print or email for
customer
*** Sample quote shown with sample prices ***

15. Quotes Module
Quote Details
• Track additional
information on
quotes
•Financing, quote
date, competitors,
etc…
•Document
competitors
•Use information for
analysis and
reporting
•Store documents,
drawings, etc… per
quote
*** Sample quote shown with sample prices ***

16. Sales Order
Sales Orders
• Convert Quotes into
Sales Orders for
processing
•Update pricing,
discounts, etc…
•Specify shipping
information
•Use tabbed folders
to store various files
and other information
*** Sample sales order shown with sample prices ***

17. Sales Order
More Sales Order Details…
• Track additional
information on sales
orders
•Confirm information
from builder/factory
and enter into
Advantage
•Salesmen and
others can see
information instantly
•Links to FMS
Service System to
create installation
tickets
*** Sample sales order shown with sample prices ***

18. Sales Order
• Use sales order data to
generate a printed copy
•Use for internal tracking
•See profit margin
*** Sample sales order shown with sample prices ***

19. Advantage CRM does more...
Manage customers and salesmen by territory
Use project module for tracking company
projects / tasks / to-do items
Automatically generate email blasts to
selected companies and contacts
Run detailed reports on all sales and quote
activity
View other service information directly from
Advantage

20. Future enhancements v2.0
• Available in the Fall of 2011
• Accessible from IPAD and IPAD2
devices
• Mobile device input from Android
and IPhones
• Tighter integration with service
department
• Enhance reporting
• Updated user documentation
• More...

21. Availability
• Advantage CRM Version 1.2 is stable and ready to use
NOW
• Takes only a few weeks to implement after the
following:
– Initial study and assessment
– Conversion of existing data
– Review of system templates and configuration
– Training of key people
– Configuration of hardware and software

22. Questions?

23. Contact Information
Maurice Dorris
Technical Consultant
Paradigm Information Systems
mdorris@pdis.com
Ph. 310.768.2965
Fx. 877-285-4429