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1 Customer Relationship Management Personalise your business with Customer Relationship Management. Sparkstone CRM delivers more out-of-the-box than almost any other CRM product on the market today. Having up to date, accurate contact data is essential to maintain the high level of service and communication that your customers and business contacts expect. Sparkstone CRM, specifically designed for mobile, makes it easy for your team to see full contact details, customer sales histories, communications, social marketing posts, tasks and to dos. Sales teams love using Sparkstone CRM quick create contacts wherever you are, log product interests, check product availability, check customer credit history and available credit, create opportunities or even create sales orders for same day dispatch whilst on the move. Automatic follow up tasks and our unique simple workflow configuration makes business process automation a breeze you don t need to be a genius to use our software! Your staff will love using the simple interface providing everything they need to know to service your growing customer base at a simple touch of the screen.

2 Contact records Contact info. Suits both B2C and B2B CRM Personal Avatar Name, title, gender Multiple addresses and default contact address Multiple phone numbers and default phone number Multiple addresses and default address for contact Customer/Contact rating user defined rating system Contact type with unlimited source contact types Contact source with unlimited user defined source types Unlimited user defined fields Company name, number, vat registration, year end Contact actions. Send personalised s Send standard s based on user defined templates Add Tasks, edit Tasks, complete Tasks View Contact To Do lists Add Wish Lists Create Opportunities Optional Custom actions eg Request Quote Add Events Review Sales History Add Relations View entire Contact Communications History (Completed Tasks, s in and out, database events, Social Media postings etc) Quick create contact Fast data entry Optional capture picture from Ipad camera and add to Contact all in a single step User defined extra information capture (optional) Easy create follow up tasks and welcome s Easy create opportunities and add Wish Lists Capture every Contact! Fast Contact search from home screen Rapid, easy to use Contact search Easy to read results list Easy progressive filter of results list Create Contact Actions from results list including: Send s to Contact Add Tasks Add Wish Lists Create Opportunities Custom Actions eg Request Quote Add Events

3 Contact Past Sales Order History See customers entire sales order history Date Order status Order number Gross value Branch and division of sale Actions Send to customer Create task for customer Send order confirmation View Sales order line items Stock code Short name Qty on order Gross/discount/Sale Line actions Add to wish list Create task Send to contact Contact Past Sales Order History A single view of all of the communications history for a Contact Colour coded for easy use Data from: Completed tasks eg; Phone calls Notes Meetings Presentations Outbound s and Inbound s Inbound Social Media Posts eg Tweets Outbound Social Media Posts Database events received for order

4 Products Integration with full Sparkstone back office available, optionally including: Product catalogue management Inventory management Warehouse management Multi location management Sales order processing Epos and Trade Counter operations Product information Details Image Link to customer web site Pricing information Live quantity availability information Branch quantity information Long description Optional user definable field display (requires custom theme) Product sales orders Live Product outstanding sales orders information Link to Contact record Product purchase orders Live Product outstanding purchase order information Outstanding quantity information Expected delivery dates and Required by dates Supplier product code Supplier contact information Product Social Media information Trap Tweets and responses relating to product in Product History see Social Media Manager below Link to originating post Create Tweets from Product record Product special offers See current special offers available on Product Fast, easy, product search from home screen Rapid, easy to use Product search Easy to read results list Product image in result list Easy progressive filter of results list Create Product Actions from results list including: Add to wish lists

5 Wish Lists/Order pads Wish lists or Order forms/pads provide an easy way for you to store your prospects and customers product interests Search for products fast Build collections/alternates or traditional wish/gift lists Build order pads for conversion to sales or to opportunities for later conversion to sales Store items in singles or multiple quantities See images in line See what your customers and contacts are seeing on line Scroll through alternatives Present sales alternatives to customers and really meet their exact needs Easily see detailed product information Easily see product availability at each of your sites and stores Anonymous Wish Lists/Order pads Create unlimited anonymous wish lists by searching for and adding any number of products to a background wish list Quick access to Anonymous Wish Lists Give Names to Anonymous Wish Lists for easy reference Search Anonymous Wish Lists Rapid, easy to use Wish List Search Easy to read results list Easy progressive filter of results list View Wish List lines Functions Product code Product name Quantity required on wish list Sell price Physical on stock Status of wish list item (new, subject to opportunity, sold) In line image Remove from wish list View full product details Save wish list (to existing Contact Record or Quick Create New Contact Record) After saving Wish List: Add Event to Wish List Create Opportunity from Wish List item(s) Create Sales Order from Wish List item(s) Contact owner of Wish List Create tasks for owner of Wish List relating to Wish List Contact Wish Lists/Order pads Create unlimited multiple Wish List/Order Pads per Contact Unlimited items per wish list Multiple quantities per item Contact Wish list line information as above for Anonymous wish list Contact Wish List functions: Remove from wish list View full Product details Add Event to Wish List Create Opportunity from Wish List item(s) Create Sales Order from Wish List item(s) Contact owner of Wish List Create tasks for owner of Wish List relating to Wish List

6 Tasks Tasks are the heart of the CRM system allowing sophisticated relationship management through easy to use Task creation and automation allowing users to easily manage their day and never miss an opportunity to delight a customer or valued contact of your business. My Tasks Easy access to My Tasks from Home screen My Task - fast search Rapid, easy to use Task search Easy to read results list Easy progressive filter of results list Actions from the results list include Message/Phone Contact Device/App dependent Contact View Contact View/Edit Task Task status Pre-programmed as: Not started In progress Completed Waiting on someone else Deferred Task types (task templates) Create unlimited task types Task type data Task type name Task short code Default Assignee to perform task (if left blank Task assigned to creating user) Default starting delay from creation date Default duration Default start time Default starting status Default starting priority Default scheduled status (to appear in Calendar views and for integration to Outlook Calendar) Default template to send on task creation Flag to suppress Creation from user ie blind/silent send Default next task type to create on task creation (ie what Task to do next ) Default template to send on task completion Flag to suppress Completion from user ie blind/silent send Flag to display in task in Communications History

7 Tasks Create Tasks for current user or for specified user to perform Create unlimited tasks using task types related to Contacts Additionally link Tasks to Events, Wish lists, Wish List Lines, Opportunities, Sales Orders, Purchase Orders, Product records Planned notes and Completion notes per task Planned and Actual data stored on completing Tasks so maintaining full audit trail over activities and efficiency Flags to determine inclusion in Contact History Flags to determine appearance in Calendar view and upload to Outlook 365 Auto-send or send customized on Task creation Auto create or customize first next action on Task creation Auto-send or send customized on Task completion Task functions Edit s on Task creation Assign to another user Edit and save Tasks Edit and complete Tasks Edit s on Task completion Optional integration to Outlook 365 Task Calendar View Task Calendar View available in Desktop Dashboard

8 Opportunities Opportunity types (templates) Unlimited, user definable, opportunity types Opportunity type features: Opportunity type name Estimate close date Estimated value (direct entry or from default estimate value) Default starting stage Default starting probability Customer budget Opportunity type notes Default opportunity notes User defined task type to create on opportunity creation (what sort of task to create first) User defined template to send on opportunity creation Opportunity stages Unlimited user defined stages Link default probability percentages to stages Task type to create on stage edit (what sort of task to create on changing to specified Opportunity stage) Opportunities Unlimited Opportunities per contact Direct Opportunity value entry Calculated value from default Estimate (ie from products and quantities selected) Create Opportunities from Wish lists/order pads Create Opportunities with/from bespoke quotes Auto create first task on Opportunity creation Auto create on Opportunity creation (silent send, or for user edit prior to send) Opportunity Actions from Contact record Create Opportunity Edit Opportunity Add Events to Opportunities Add Wish Lists to Opportunities Add Tasks to Opportunities Send (s) to Opportunity s contact Opportunity Manager Available in Desktop version only Complete view of Opportunity Pipeline by user Easy sorting and progressive filtration of Opportunities

9 Events Your Contacts Events are incredibly useful focal points for your Contacts enhance your service by building activities to meet your Contacts Events Event types Events Store unlimited user defined Event Types (eg birthday, anniversary, wedding, exhibitions etc) Unlimited Events per Contact Recurring Events Event notes Event Actions from Contact Create Event Edit Event Add Wish Lists to Events Add Opportunities to Events Add Tasks to Events contact from Event Relationships Relationship Types Store unlimited Relationship Types Gender (M/F/N) specific Relationship Types (eg Sister = F) Relationship linking link 2 or multi way linked Relations eg Holding company/subsidiary/associate, Father/Daughter/Son, Husband/Wife, Staff roles Relationships Store unlimited Relationships between Contacts Corporate structures, colleague relationships, interpersonal relationships Auto select related relationship types based on first selection and contact gender Relationship Actions Add Relationship Send Contact Send to Relation Amend Relationship View Relation Contact Record View Relations Wish lists Relationship Wish List Actions Add Tasks Create Opportunities from the Relation s Wish List for the Contact Sell item(s) from the Relation s Wish List to Contact

10 Social Media Manager A (trial) subset of the Sparkstone Social Media Manager is currently bundled with Sparkstone CRM Store social media account info for contact for Twitter and Facebook Twitter Company Set up search terms at company level Trap tweets of interest to company Retweet, Tweet back and Tweet User Set up search terms per user Trap tweets of interest to user Retweet, Tweet back and Tweet Contact Auto create search terms per contact User defined search terms per contact (eg contact s competitors) Retweet, Tweet back and Tweet (Private Message) Auto create tasks based on inbound tweets (eg follow up customer support tasks) Products/stock items Auto create search terms per product User defined search terms per product (eg competitor offers) Trap Tweets per product into product History Retweet, Tweet back and Tweet Auto create tasks based on inbound tweets (eg price offers review) Inbound Tweets Capture all Inbound Tweets (PMs) into Contact History (as completed tasks) Auto create Tweet acknowledgements Auto create new Contact Task on Tweet Acknowledgement Send Outbound Tweets (Tweet/Tweet back/etweet/pm) Capture all Outbound Tweets into Contact History (as completed tasks) Auto create new Contact Task on Outbound Tweet Send

11 /Calendar and Outlook 365 integration integration integration with Outlook 365 Send s from all platforms Add Images from Camera or Albums to all s templates Unlimited user definable HTML templates System defined replaceable tags for use by user in creating templates Inbound s Capture all Inbound s into Contact History (as completed tasks) Auto create acknowledgements Auto create new Contact Task on Acknowledgement Send Outbound s Capture all Outbound s into Contact History (as completed tasks) Auto create new Contact Task on Send Calendar integration eg [FirstName] returns the Contacts first name Full list available to ensure personalised s are easy to produce Upload Sparkstone CRM new and changed appointments into Outlook 365 for clear visibility of all your appointments on all of your connected devices Target Platforms Desktop Mobile Ipad and 7 tablets Smart Phone specific templates to follow Target Operating systems/browsers Tested OS/Browsers IOS/Safari Windows/Chrome Unapproved OS/Browsers Windows Safari/Firefox/IE Android Personalisation Optional personalisation of application theme Optional multi lingual/personalised dictionaries Optional customisation of windows to display custom fields