The complete CRM,

1
www.mxcontact.com
The complete CRM, Contact Management and Sales
Automation System for Microsoft Outlook
2
Overview
This presentation is divided into 6 sections
Section 1 The Outlook/Exchange Environment The
reasons for using Outlook/Exchange for
CRM Section 2 MX-Contact Configuration How
MX-Contact is configured and licensed Section
3 MX-Contact Functionality An overview of
MX-Contacts general functionality Section
4 General Issues Issues such as
customisability, reporting, etc. Section
5 Demonstration A day in the life of a
user Section 6 Installation Evaluation/Live
Versions
3
The Outlook/Exchange Environment
Section 1

• Why use Outlook for Contact Management
• Microsoft Outlook Limitations
• What is MX-Contact adding to Outlook
• Advantages of an Outlook-based Solution
• Other Advantages of Using Outlook
• The Microsoft Exchange Server Database
• Outlook the Universal Front-End

Download the White Paper Why CRM Projects Fail
4
Why use Outlook for Contact Management?
Microsoft Outlook already has the following
facilities for managing client interactions

• A Contacts Folder for profiling Contacts

• A Calendar Folder for Meeting and Event Scheduling

• Inbox for Messaging/E-mail

• Tasks for Time/To-Do Management

• Journal for Activity/Document Tracking

5
Microsoft Outlook - Limitations
Outlook has the following disadvantages in its
use as a workgroup/enterprise-wide contact
manager

• Data stored in users Private Mailboxes
  (Contacts, Appointments, etc.)
• Limited sharing of information
• Frequent duplication of data
• Outlook has limited Folders (e.g. Contacts but no
  Companies, etc.)
• It is difficult for Users to link items
• No Customer view of all interactions

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What is MX-Contact adding to Outlook?
MX-Contact overcomes most of Outlooks
limitations by adding

• A centralised, shared database.
• Additional Out-of-the-box CRM functionality
  (e.g. Companies, Opportunities, Products,
  Incidents, Events, etc.
• Unlimited number of additional user-defined/-custo
  misable folders, forms, tabs etc.
• Seamless linking of related items to create a
  single view of all Customer Relationship
  information.

7
Advantages of an Outlook-based Solution
Outlook/Exchange have the following advantages in
being used as the platform/foundation of a CRM
system

• Outlook is always the 1st application to be
  opened
• Outlook is always kept open
• Familiar Interface
• One calendaring system universal across company
  and supply chain
• One e-mail store
• One document management system
• Easy synchronization with most PDAs

8
Other Advantages of using Outlook
An Outlook-based solution is far less expensive
than a conventional CRM system to implement (i.e.
has a greatly reduced Total Cost of Ownership)

• No additional infrastructure needed
• Exchange Server already in place
• Cost of upgrade to new versions of Outlook shared
• Reduced training time (cost)
• Wider application of same training
• Reduced installation time over conventional CRM
  systems

9
Outlook the Universal Front-End
Outlook is becoming the universal front-end for

• Messaging
• Calendaring/Scheduling
• Collaboration and Workflow
• Customer Relationship Management
• Knowledge Management
• Business Intelligence

10
Configuration
MX-Contact is available in 7 different Editions.
MX-Contact comprises a Base System, with optional
Sales, Marketing and Support Modules.

• MX-Contact Editions
• Base System
• Sales Module
• Marketing Module
• Support Module
• Training Module
• Industry Vertical Solutions
• Foreign Language Versions
• Pricing

Download the MX-Contact Information Sheet
Configuration
11
Editions
MX-Contact is available in 7 different Editions,
which cater for the needs of a single user
through to an organisation with many thousands of
users.

• Personal
• Professional
• SOHO Standard
• SOHO Advanced
• Workgroup
• Corporate
• Enterprise

MX-Contact can be utilised with Outlook 2000,
2002/XP, 2003 and/or 2007. It can be operated in
a mixed environment, namely where some users are
say on Outlook 2000 while others have already
upgraded to 2003.
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Personal Edition
The Personal Edition is designed for a single
user or small/home office and runs off an Outlook
Data/Personal Folders (.pst) file. It offers the
same functionality as the Workgroup Edition but
does not require Exchange Server.

• Utilises an Outlook Data/Personal Folders File
  (.pst) for Data Storage.
• Does not require Exchange Server
• Can be used in conjunction with utilities that
  facilitate sharing of Outlook data files across
  several PCs (e.g. Outlook Folders)
• Limited to the standard set of MX-Contact
  folders, i.e. the Base System.
• Does not support the optional Sales, Marketing
  and Support Modules.

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Professional Edition
The Personal Edition is designed for a single
user or small/home office and runs off an Outlook
Data/Personal Folders (.pst) file. It offers the
same functionality as the Corporate Edition but
does not require Exchange Server.

• Utilises an Outlook Data/Personal Folders File
  (.pst) for Data Storage.
• Does not require Exchange Server
• Can be used in conjunction with utilities that
  facilitate sharing of Outlook data files across
  several PCs (e.g. Outlook Folders)
• Advanced Customisation MX-Contact Folder
  Property Page which allows for the addition of an
  unlimited number of user-defined folders.
• Supports the use of the optional Sales, Marketing
  and Support Modules (which are each licensed
  separately).

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SOHO Standard Edition
The SOHO Standard Edition is designed for a
small/home office and runs off an MSDE/SQL Server
2005 Express Edition database. It offers the same
functionality as the Workgroup Edition but does
not require Exchange Server.

• Utilises a Microsoft Desktop Edition 2000/SQL
  Server 2005 Express database for data storage.
• Allows a small group of up to 10 users to share a
  common database without a dedicated server
  (although this is recommended).
• Operates in conjunction with a set of Outlook
  Data File Folders, which are used only for the
  Outlook forms (No data is stored in the Outlook
  folders).
• Does not require Exchange Server.
• Limited to the standard set of MX-Contact
  folders, i.e. the Base System.
• Does not support the optional Sales, Marketing
  and Support Modules.

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SOHO Advanced Edition
The SOHO Advanced Edition is designed for a
small/home office and runs off an MSDE/SQL Server
2005 Express Edition database. It offers the same
functionality as the Corporate Edition but does
not require Exchange Server.

• Utilises a Microsoft Desktop Edition 2000/SQL
  Server 2005 Express database for data storage.
• Allows a small group of up to 10 users to share a
  common database without a dedicated server
  (although this is recommended).
• Does not require Exchange Server.
• Operates in conjunction with a set of Outlook
  Data File Folders, which are used only for the
  Outlook forms (No data is stored in the Outlook
  folders).
• Advanced Customisation MX-Contact Folder
  Property Page which allows for the addition of an
  unlimited number of user-defined folders.
• Supports the use of the optional Sales, Marketing
  and Support Modules (which are each licensed
  separately).

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Workgroup Edition
The Workgroup Edition is designed for a team of
users sharing a "database" on Exchange Server
Public Folders but who need only limited 'Contact
Management' functionality.

• Utilises Exchange Server Public Folders for data
  storage.
• Limited to the standard set of MX-Contact
  folders, i.e. the Base System.
• Does not support the optional Sales, Marketing
  and Support Modules.

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Corporate Edition
The Corporate Edition is designed for a team of
users sharing a "database" on Exchange Server
Public Folders who need advanced Sales, Marketing
and Support capabilities and/or the ability to
add their own custom folders.

• Utilises Exchange Server Public Folders for data
  storage.
• Advanced Customisation MX-Contact Folder
  Property Page which allows for the addition of an
  unlimited number of user-defined folders.
• Supports the use of the optional Sales, Marketing
  and Support Modules (which are each licensed
  separately).

18
Enterprise Edition
The Enterprise Edition is designed for for a team
of users who for various reasons (database size
or corporate IT standards) want to share a SQL
Server database rather than an Exchange database.

• Utilises a Microsoft SQL Server 2000 or 2005
  database for data storage.
• Operates in conjunction with a set of Outlook
  Data File or Exchange Server Public Folders,
  which are used only for the Outlook forms (No
  data is stored in the Outlook folders).
• Identical Outlook User Interface as for the
  Corporate Edition.
• Advanced Customisation MX-Contact Folder
  Property Page which allows for the addition of an
  unlimited number of user-defined folders.
• Supports the use of the optional Sales, Marketing
  and Support Modules (which are each licensed
  separately).

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Base System
The MX-Contact Base System is the core set of
folders for all 7 Editions of MX-Contact and
provides basic Contact Management functionality
for those users just wanting to keep track of the
contacts they deal with.

• Companies
• Contacts
• Groups
• Products (With Company Products and Contact
  Products)
• Calendar
• Tasks
• Documents
• E-Mail
• Journals
• Reporting

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Sales Module
The Sales Module is only available for the
Professional, Corporate and Enterprise Editions.
It offers the following additional features

• Opportunity Management
• Project Tracking
• Sales Methodologies / Account Management Plans
• Orders and Orders Details (linked to a standard
  Product/Item Table/Folder)

Download the MX-Contact Information Sheet Sales
Module
21
Marketing Module
The Marketing Module is only available for the
Professional, Corporate and Enterprise Editions.
It offers the following additional features

• Event/Function Management
• Campaign Management
• Surveys

Download the MX-Contact Information Sheet
Marketing Module
22
Support Module
The Support Module is only available for the
Professional, Corporate and Enterprise Editions.
It offers the following additional features

• Incident/Service Request Management
• Issue/Defect Management
• Asset Management/Product Registrations
• Service Contract Management

Download the MX-Contact Information Sheet
Support Module
23
Training Module
The Training Module is only available for the
Professional, Corporate and Enterprise Editions.
It offers the following additional features

• Programs
• Training Courses
• Classes
• Session Scheduling
• Attendance Register
• Assignments

Download the MX-Contact Information Sheet
Training Module
24
Industry Verticals
MX-Contact has customised vertical solutions for
the following industries

• Legal/Case Management
• Motor Vehicle
• Real Estate

Many others are under construction. These
Industry solutions are only available for the
Professional, SOHO Advanced, Corporate and
Enterprise Editions.
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Foreign Language Versions
MX-Contact is available in the following foreign
languages

• German
• French
• Dutch
• Czech
• Polish
• Italian
• Spanish (available shortly)
• Chinese (available shortly)

Download the MX-Contact Information Sheet
Localisation
26
Pricing

• MX-Contact is priced on a per user basis, i.e.
  Named Licenses as opposed to Concurrent Licenses.
• MX-Contact is licensed according to the Edition
  used and the Modules required per user.
• Please request the latest Price List from the
  following web page
• http//www.exchangewise.com/Products/MXContact/Req
  uest_for_Pricing.asp

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Base System Functionality

• MX-Contact Elements
• Toolbars/Shortcuts
• Data
• Folders
• Forms
• Views
• Company/Contact Profiling
• Companies
• Contacts
• Calendaring and Scheduling
• Activity/Task Management
• Tracking of Customer Interactions
• Journals (Phone Calls/Visits)
• Documents
• E-mail

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Toolbars/Shortcuts
Toolbars/Shortcuts
The only visible difference in Outlook with
MX-Contact loaded is the addition of another
Toolbar, an MX-Contact Menu and a new Group in
the Outlook Bar (for Outlook 2000/2002)
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MX-Contact Data
MX-Contact stores its data in either a shared PST
file, Exchange Server Public Folders, or SQL
Server so that your customer database is
centrally available and accessible to everyone on
the network.
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MX-Contact Folders
Many additional folders have been created to
store standard CRM-type data.

• Master (Top-Level) folders such as Companies,
  Contacts, Opportunities
• Sub-folders, e.g. Companies\Products
• Centralised folders for documents, e-mail,
  journals, calendar and tasks.

• Associations Folders for linking items in one
  folder to those in another.

• System Folders for setup/administration.

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MX-Contact Forms
Custom Forms have been created for each
MX-Contact folder. The Company form is shown
below. Each form can have several custom pages /
tabs to define additional information and show
records that relate to that item.
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MX-Contact Folder Views
MX-Contact Folder Views
You can create any number of Custom Views based
on standard or custom fields to group, sort and
filter sub-sets of your data in any folder.
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Companies Folder
The Companies folder is where you keep details of
any organisation that you deal with or have some
kind of interaction with. These can be customers,
prospects, vendors, suppliers, partners,
resellers, etc.
Download the MX-Contact Information Sheet
Company/Contact Profiling
34
Company Views
Any number of custom views can be created to
group, sort and filter companies. This allows you
to work with only the sub-set of the overall
database that pertains to you, e.g. only
customers, or Financial Services companies, etc.
Download the MX-Contact Information Sheet
Company/Contact Profiling
35
Company Demographics
A Company Form is available to record the
standard demographic information of any company,
such as name and address, phone, details, etc.
Download the MX-Contact Information Sheet
Company/Contact Profiling
36
Company Profile
Clicking on the Profile tab on the Company Form
shows a page where any number of fields can be
created to categorise your customer/prospect
database to any degree possible.
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Associated Companies
Associated Companies are organisations related to
one company in some way. This shows the
relationships between Holding Companies
Subsidiaries, Customers and their Resellers,
Vendors, Bankers, Auditors, etc.
Download the MX-Contact Information Sheet
Company/Contact Profiling
38
Associated Contacts
Associated Contacts are the contact people
related to one company in some way. These can be
employees of the company, decision makers,
advisors, auditors, etc.
Download the MX-Contact Information Sheet
Company/Contact Profiling
39
Contact Demographics
Contact Demographics
Detailed profiles can be maintained of all
contacts. Both General and Profile information
can be stored.
Download the MX-Contact Information Sheet
Company/Contact Profiling
40
Contact Profile
Contact Profile
The Profile Tab keeps details of sporting
interests, family situation, likes and dislikes,
etc. Views can be created to select say all
golfers, etc. for a direct e-mailing, etc.
Download the MX-Contact Information Sheet
Company/Contact Profiling
41
Calendaring/Scheduling
Users can continue to schedule appointments from
their personal calendar folder in the same way
they always did. They have only a few extra links
to create, namely to the Companies, Contacts and
Users attending the meeting.
Download the MX-Contact Information Sheet
Calendar Management
42
Task/To-Do Management
Tasks are used to record things that have to be
done for a company or contact, for example a
proposal that has to be submitted. They can be
assigned to someone else in the organisation to
be done by a certain date.
Download the MX-Contact Information Sheet Task
Management
43
Journals (Call Reporting/Activity Tracking)
Journals are used to build up a history of all
calls made to a customer/client. These are
usually phone calls or visits but can be used to
record details about any kind of interaction.
Download the MX-Contact Information Sheet
Journals
44
Documents
Documents can be linked to a company and/or
contact (plus opportunities, etc.). They can
easily be generated using standard templates that
are also stored in MX-Contact.
Download the MX-Contact Information Sheet
Document Handling
45
E-mail
All e-mail sent and received can be automatically
linked to a company and/or contact and copied to
the Public Folder. Thus all (relevant, and
non-confidential) incoming/outgoing email is
visible to the organisation as a whole.
Download the MX-Contact Information Sheet
E-Mail Handling
46
Opportunities (Sales Module)
All potential sales to companies and/or contacts
are called Opportunities. These can be renamed
depending on the nature of the products/services
that you sell, e.g. Deals, Trades, etc..
47
Opportunity Details (Sales Module)
You can collect and report on a variety of
information relating to an opportunity, such as
value, probability of closing a sale, estimated
close dates, status/stage, and more
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General Issues

• Customisability
• Off-line (Remote) Use
• Use with a Personal Digital Assistant
• Reporting
• Integration with Legacy Systems
• Security
• Who can use MX-Contact?
• Benefits

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Customisability - Folders
MX-Contact folders can customised to almost any
extent possible

• Folders can be renamed to match the terminology
  that your users are familiar with, e.g.
  Companies can become Accounts, Opportunities
  changed to Deals, etc
• Any number of new folders can be added, e.g. Time
  Sheets, Licenses, Assets, etc.
• Any number of sub-folders can be added to
  top-level folders for one-to-many type links,
  e.g. Contact Skills.
• Association folders can be created to cater for
  many-to-many relationships between items in 2
  different folders, e.g. Contacts to Assets.
• A Property Page manages the MX-Contact properties
  of each folder.

Download the MX-Contact Information Sheet
Customisation
50
Customisability - Forms
Using the Outlook Forms Designer, all MX-Contact
forms can be customised to almost any degree
possible. You can add any number of additional
controls such as labels, text boxes, combo boxes,
etc.
51
Customisability Folder Views
Customisability - Folder Views
You can create any number of Custom Views based
on standard or custom fields to group, sort and
filter sub-sets of your data in any folder.
52
Off-line (Remote) Use
The MX-Contact folders can be added to your
Favorites folder for use off-line on your
notebook.

• Cached Mode with Outlook 2003
• MX-Contact can be used in Cached Mode in
  conjunction with a Managed or Hosted Exchange
  Service.
• Download the White Paper on Managed Exchange
  Services
• Offline Use
• Full MX-Contact functionality is available while
  off-line or disconnected from the Exchange
  Server. All changes made by you and all other
  users are synchronized both ways when you
  reconnect to your Exchange Server.

Download the MX-Contact Information Sheet
Remote Use
53
Use with a Personal Digital Assistant (PDA)
MX-Contact data can be synchronized to any PDA
that integrates with Outlook

• Calendar, Tasks and E-Mail
• All Calendar and Task entries are automatically
  created in a Users Private Mailbox folders and
  are therefore visible to the PDA
• Contacts
• The subset of Contacts that are owned by a User
  can be set to automatically synchronies to the
  users Private Mailbox Contacts folder, from
  where these contacts will synchronies to the PDA,
  along with any other personal contacts

Download the MX-Contact Information Sheet PDA
Synchronization
54
Reporting
3 different reporting mechanisms are available

• Outlook Folder Reports
• You can create any number of custom folder views
  showing exactly the records and fields you want.
  You can then print any view in Table or Memo
  style
• Crystal Reports (See some Sample Reports)
• A number of pre-customised reports listing
  records across multiple folders are available.
  Crystal Report Writer can be used to format any
  kind of report according to the users needs. All
  Crystal Reports can be run off the Exchange
  database or the SQL Server database created by
  MX-Sync (included with the Enterprise Edition or
  available as an optional extra for the Workgroup
  and Corporate Editions).
• SQL Server Reporting Services
• A set of reports created for SQL Server Reporting
  Services is also available for the Enterprise
  Edition.

Download the MX-Contact Information Sheet
Reporting
55
Integration to Legacy Systems
Various mechanisms exist to link the MX-Contact
Database with an existing ERP or other database

• Database Structure
• MX-Contact is structured like a relational
  database with ID Fields in Master tables and
  these same IDs in related records. Both the
  Outlook links and the MX-Contact relational
  links are maintained concurrently within the
  Exchange data store.
• Integration with SQL Server
• MX-Contacts relational database makes it
  possible for a) Crystal Reports (or any other
  application) to view the Exchange data as a set
  of related tables and b) MX-Sync (available as
  an optional extra for the Workgroup and Corporate
  Editions) to synchronize the Exchange data
  directly to a SQL Server database.
• The SOHO and Enterprise Editions store data
  directly in a SQL Server database, making it easy
  to integrate with other databases.

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Security
Security in MX-Contact is fully governed by
Exchange Folder Permissions

• Users (or groups of users) can be given rights
  (permissions) to
• See a folder (Folder Visible)
• Add new items
• Edit own or all items
• Delete own or all items
• Distribution Lists can be created for different
  groups or teams of users that need to be given
  different rights to different folders

57
System Requirements
MX-Contact is a COM Add-In that runs inside
Microsoft Outlook and uses either a shared PST
file, Exchange Server Public Folders or SQL
Server for data storage
.

• Client
• Outlook 2000 Service Pack 3, or
• Outlook 2002 (Outlook XP) Service Pack 3
• Outlook 2003 Service Pack 1 or later
• Outlook 2007
• Server (for WorkGroup and Corporate Editions)
• Microsoft Exchange Server 5.5, SP3 or higher
• Microsoft Exchange Server 2000, SP1 or higher
• Microsoft Exchange Server 2003, SP1 or higher
• Microsoft Exchange Server 2007
• Server (for Enterprise Editions)
• Microsoft SQL Server 2000, SP4 or higher
• Microsoft SQL Server 2005

58
Who can use MX-Contact?
MX-Contact can be used by anyone that is using
Outlook already and has any kind of interaction
with either internal or external clients (or
suppliers) of any kind. These can be

• Field Sales Representatives
• Internal Salespeople
• Telemarketers
• Marketing Personnel
• Event/Function Co-ordinators
• Campaign Managers
• Help Desk/Customer Support Representatives
• Accounts Receivable/Payable Clerks
• Shipping Clerks

59
Benefits
MX-Contact provides the following benefits to
corporate users

• Standardises the customer-facing team on a common
  tool
• Provides contact management functionality in an
  environment that all users are already familiar
  with, namely Microsoft Outlook, ensuring rapid
  deployment and acceptance of the new system
• Keeps all employees on one universal Calendaring
  system (namely Outlook) as opposed to certain
  users having to adopt a different scheduling tool
  that would ordinarily form part of a non-Outlook
  based CRM system
• Delivers personal, team and corporate information
  directly to a users desktop
• Increases productivity per sales representative

60
Further Benefits
MX-Contact provides the following additional
benefits to corporate users

• Provides single view of all related customer
  information to everyone in the organisation. This
  both encourages team-based selling, and increases
  customer satisfaction by allowing information
  flow between all departments
• Provides ability to implement sales
  methodologies/processes by business unit or
  product type. Tracks forecasted business and the
  costs of securing that business
• Integrates with external applications, such as
  order entry, manufacturing, etc
• Allows management to make fact-based decisions
  based on statistical data automatically captured
  by the system, and reported on

61
MX-Contact Demonstration
The following process is designed to give an
overview of the functionality of MX-Contact as it
would apply to the user of the system

• This sequence will demonstrate some of the
  aspects of a day in the life of an Account
  Manager (Janet Leverling) using MX-Contact to
  facilitate managing her customers.
• This demonstration will illustrate how you use
  MX-Contact to manage a centrally accessible
  customer database while at the same time allowing
  you to continue using Outlook as far as
  generating mail, tasks, and appointments in
  exactly the same way that you are currently
  familiar with.
• MX-Contact seamlessly interacts with the database
  on the set of Public Folders (or Personal Folders
  in the case of the single-user Personal and
  Professional Editions) while you work in Outlook
  as you would normally do.

62
Task/To-Do Management
Its Monday morning and I arrive in the office
ready for the week ahead. Naturally the first
thing I do is open Outlook to check for mail. A
task reminder pops up prompting me to set up my
monthly status meeting with Great Lakes
63
Task/To-Do Management
I click on Open Item to open the task (this is a
recurring task that I've set to repeat once a
month because this is one of my A Category
customers)
64
Company Demographics
Using the Links Toolbar on the task I open Great
Lakes Company Form to see all the related details
about the company, so as to check what activity
theres been on the account
65
Associated Contacts
Clicking on the Contacts Tab I review the linked
contacts to remember whos who, and see if
anybody has added any additional contacts. I
select Jack Daniels and click on Open Contact to
view his record.
66
Contact Demographics
Contact Demographics
I review Jack Daniels Contact Record to check
all his details
67
Contact Profile
Contact Profile
Clicking on the Profile Tab Im reminded he has a
birthday coming up, and that he is a keen golfer.
I must mention the upcoming golf day. I close
Jacks record.
68
Associated Opportunities
Clicking on the (Company) Opportunities tab I
notice 2 opportunities for Great Lakes. I open
the Promotion for selected accounts by
selecting it and clicking Open Opportunity.
69
Opportunity Details
I notice that Great Lakes is participating in the
Röd Kaviar promotion with 8 other accounts. I
make a note to discuss the progress with Clayton
Palmer. I close the Opportunity window.
70
Appointments
I check the (Company) Appointments tab to see if
anyone else in the company has scheduled to be at
Great Lakes over the next 2 weeks. I notice
Clayton Palmer has a stock take there on Thursday.
71
Documents
Clicking on Documents I see our librarian has
added the Chairmans report so I open the
Document and read this quickly. This will surely
come up at the meeting. I close the Word document
and then close the Document item.
72
Calendaring/Scheduling
I call Jack and setup the meeting. He can see me
on Thursday at 1000. I schedule this appointment
from my diary, selecting Great Lakes from Recent
Items.
73
E-mail
The day before the meeting I send him a quick
e-mail confirming that its still on for
tomorrow. I can generate this using Send Mail to
Recent Item.
74
Activity Completion
After the meeting I return to my desk, bring up
my Outlook Calendar, and mark the appointment as
Completed.
75
Call Reporting
This automatically triggers a Journal for me to
record what transpired at the meeting. This
builds up the history of all interactions that
have occurred with the customer.
76
Documents
I quickly draft a letter confirming the pricing
we agreed at the meeting. I can do this by
opening the contact from Recent Items and
clicking New Document, Create New Document,
selecting a Template, and then clicking OK
77
Documents
The Word template is opened and automatically
populated with the necessary name/address fields.
The document is then saved as an attachment (or
shortcut) to the MX-Contact Document (item)
78
Summary
From this demonstration sequence hopefully you
will have seen how

• easy it is to move around MX-Contact within
  Outlook
• you can continue to manage e-mail, tasks and your
  calendar in the same way that you're used to, so
  minimal training is required to get up and
  running
• MX-Contact adds powerful CRM functionality to
  Outlook while at the same time using standard
  Outlook items (Tasks, Appointments, Contacts,
  Journals, etc.) to achieve this
• everyone in the organisation can have a central
  view of all customer-related information, so that
  all departments can co-ordinate their activities
  to serve the customer better

79
Installation Evaluation Edition
Section 6

• Register in our web site Community Area(Note if
  you have previously requested anything from
  ExchangeWise via e-mail, you will be
  automatically registered with your e-mail address
  and password exwise).
• Download/install the Evaluation Edition (from the
  ExchangeWise web site).
• Evaluation Guide (PDF Format)
• Evaluation Guide (CHM Format)
• See the User Guides page for other useful
  manuals, tutorials and instruction sheets.

80
Installation Personal/Professional Editions

• Download/install the latest MX-Contact Full
  Installation Package (from the ExchangeWise web
  site).
• Installation Guide Personal/Professional
  Edition (PDF Format)
• See the User Guides page for other useful
  manuals, tutorials and instruction sheets.

81
Installation Workgroup/Corporate Editions

• Download/install the latest MX-Contact Full
  Installation Package (from the ExchangeWise web
  site).
• Installation Guide Workgroup/Corporate (PDF
  Format)
• Installation Guide Workgroup/Corporate in a
  Managed Exchange Environment (PDF Format)
• See the User Guides page for other useful
  manuals, tutorials and instruction sheets.

82
User Guides/Tutorials

• Download the latest MX-Contact User Guide
• MX-Contact Tutorial Base System (PDF Format)
• MX-Contact Tutorial Base System (CHM Format)
• MX-Contact Tutorial Support Module (PDF Format)
• MX-Contact Tutorial Support Module (CHM Format)

83
Information Sheets
In case you missed the Information Sheets
referenced in the Presentation, these are listed
below again for convenience

• White Paper Why CRM Projects Fail
• White Paper - Managed Exchange Services
• MX-Contact Information Sheet Configuration
• MX-Contact Information Sheet Sales Module
• MX-Contact Information Sheet Marketing Module
• MX-Contact Information Sheet Support Module
• MX-Contact Information Sheet Training Module

Other Information Sheets are available in the
Documents section of our web site.
84
Information Sheets
In case you missed the Information Sheets
referenced in the Presentation, these are listed
below again for convenience

• MX-Contact Information Sheet - Company/Contact
  Profiling
• MX-Contact Information Sheet - Calendar
  Management
• MX-Contact Information Sheet - Task Management
• MX-Contact Information Sheet - Journals
• MX-Contact Information Sheet - E-Mail Handling
• MX-Contact Information Sheet - Document Handling
• MX-Contact Information Sheet - Parameters
• MX-Contact Information Sheet - Territories

Other Information Sheets are available in the
Documents section of our web site.
85
Instruction Sheets
A series of additional Instruction Sheets are
available in the Documents section of our web
site that deal with special topics relating to
MX-Contact

• Importing Data
• Using MX-Contact with Outlook 2003 in Cached Mode
• Creating Reports
• Creating Word Templates
• Using MX-Verify
• Picklists

86
Contact Details
Web
http//www.exchangewise.com E-mail
theteam_at_exchangewise.com
Head Office - Australia Unit 20, 6-8 Old Castle
Hill Road Castle Hill NSW, 2154 Australia Phone
61 (2) 8850-0288 Fax [phone]
We have offices in Australia, South Africa and
Germany, as well as certified Business Partners
worldwide.
Visit