Maximize sales force automation further by making the most of up to date lead information as they go through the sales process. Evolution's collaborative Lead Management Tools provide tools for these frequently described scenarios:

• Addressing one client's requests within a time sensitive schedule even with numerous other clients to manage
• Communicating with other sales staff or sales managers about completed events or closed sales in a timely fashion.
• Being able to collaborate successfully with other staff members on leads because shared information, document management and event handling can now be handled seamlessly.

All of the information mentioned in the list above is kept under the specific lead file for that prospect. Accessing Leads can be done by anyone in your company who has access to that file instead of having to look into a different software application.

These and many other time saving tools are available to your business by implementing Evolution Business Management Software for your company. Contact us today for a live demonstration.

CRM: A Complete View of Customers

Build revenue and optimize the potential of additional sales opportunities by offering an exceptional level of customer service to your clients. For Companies that provide Call center based customer support or service desk functions for your customers Evolution's CRM structure gives your company a total view of your Customer so you can both provide service and maximize sales opportunities with one phone call.

Evolution offers contact based accounting so you can perform various Accounts receivable and Accounts Payable functions. This means any Orders and Invoices processed directly from the Customer file will track to your company's General Ledger. Role based User Access Settings will define the information and functions an Employee has access to.

Here are just some areas you can manage Customers within Evolution CRM:

• Evolution stores all contact information for every client and even validates fields as you type them.
• Add custom fields for Custom Data for every customer. This could be specific data defined by your work flow process.
• Evolution tracks all Work Orders, Request for Quotes, Quotes and Orders.
• Shows a complete history of what projects, tasks or support requests each customer has had and even keeps track of the products owned by that customer.
• Evolution allows you to keep track of all personnel within a customer's business.
• Documents can be easily stored under each customer account.
• Evolution has integrated all of your email functions, emails can be easily tracked by storing each email under the respective Lead or Customer file.
• Tracks complete appointment histories for every customer, including the results of each meeting and minutes if needed.
• Automatically perform Account forecasting and payment history for every one of your clients.

Evolution customer relationship management does much more than what can be mentioned in this list above. Try Evolution first hand and see how Evolution Business Management Software can benefit your company.

Resellers

For companies who utilize Resellers or Dealers who resell your products and services Evolution's CRM tool set includes a section especially for Resellers. Functionality within Resellers includes:

• Complete communications tracking with built in Reminders for Calls, Tasks, and Appointments.
• The ability to keep record of all Personnel and their Role within the Reseller within a Reseller file.
• Store numerous documents within the Reseller file by category and type of Document.
• The ability to track Projects that your Resellers are involved in.
• A complete Products Sold history for each Reseller.
• The ability to track which Product families a Reseller includes in their portfolio of offerings to their clients.
• Complete Accounts Receivable functionality for each Reseller including, Work Orders, Orders, Invoices, RFQ's, Quotes, Account Information, Billing information and Sales Activity for each record.
• Complete Accounts Payable functionality for each Reseller including Bills, Purchase Orders, and Account information including Vendor Taxation numbers.

Here you can have all of the functionality built into Customers with additional functionality designed to manage Resellers to track which lines or Product families a Reseller sells in addition to tracking any of your Products they have sold. This gives you an accurate picture of your Resellers performance.

Rolodex

For general contacts that don't fall into the normal categories of leads, customers and the like, Evolution has developed areas to store miscellaneous contacts: Your company lawyer or stock broker, or any food service and catering companies you may use.

Rolodex is designed for contacts that can be accessed by the entire company (for staff that have appropriate security permissions).

"Personal Contacts" are exactly that Contacts that are only used by you and can not be accessed by anyone else within the company. Personal Contacts are accessible through the Personal tab. All of these contacts are built to utilize the full power of Evolution's centralized management technology:

• Complete email, appointment and time management
• Complete document and file management
• Project management
• Task management
• Personnel that belong to the Contact Corporation or personal information if the contact is an individual
• Much more!

An important aspect to remember:

Every staff member in your business (with the correct security settings) can now gain access to all of your CRM information in an online and offline manner.

This is a powerful benefit because you are not dependent on an Internet connection or by database or network disconnection problems. Your sales staff can now open their laptop in front of any client or customer, view the latest inventory levels, supplier orders or data important to the transaction and tell their customer right on the spot if their needs will be met on time and within budget; no need to contact anyone directly in the office, no need to pull any other staff out of productivity. The benefits of continual access to your live information can't be understated. This is just one benefit of integrated CRM data management. Fill out a Request for Information form to see how Evolution can benefit your business today.

Because Evolution is designed as an integrated Business Management Software Application other types of functionality are integrated with the Customer Relationship Management tool set.

Data Import Tool

Get Started quickly! Evolution comes packaged with a powerful import tool that allows you to take an export from any software and import its information directly into Evolution. Evolution even allows you to specify exactly what fields or areas within the software you would like your old data to be moved into. Simply "connect the dots" and your import is complete. Millions of contacts can be added to Evolution in a minutes or even seconds. Evolution perfectly scales to any size. There are no database size performance limits to you Evolution software.

Below is a Short List of the types of data that can be imported. If you don't see your system listed call us, we likely already have an import for your file type!

• QuickBooks Lists
• Peachtree
• Goldmine
• ACT! Including All Notes and Groups!
• Excel
• Access
• SQL Server
• Oracle
• dBase / Fox Pro (and many others)
• Outlook (Including E-mail, Contacts, Calendar, and Tasks)
• Comma Separated Text Files
• Any ODBC compliant data source

Added Benefits for Accountants

Out of office accountants or accounting controllers can now access all needed business information remotely from their office by "synchronizing" with your version of Evolution. From there they can do all of your accounting remotely, never needing to physically enter your office, siphon through paper receipts or request an email containing your current accounting data.

Your Accountant (with your security permission) can access scanned invoices, receipts or deposits that you have placed in your Evolution software and validate your standings within moments. Never limit your accounting procedures because a staff member or outside accountant is updating your data. All data management with Evolution can be done "live" with no limitations.

Try Evolution Today: Click Here

Schedule a web based demonstration and see how Evolution can benefit your company today.

For more information see: Evolution introduction (concept), Process Flow Optimization (concept), Network and Data Optimization (slides)