business management solutions since 1984 tigerpaw crm+ what’s new in 2005 what’s new in version...
TRANSCRIPT
Business Management Solutions Since 1984
Tigerpaw CRM+
What’s New in 2005What’s New in Version 10
Tigerpaw Winter Webinar SeriesPowerful Quote Import
©Tigerpaw Software, Inc.
Tigerpaw Quote Import
• Bring Your Data into Tigerpaw– Manufacture Configuration– D-Tools Sales Order– QuoteWerks Quote
• Generic File Import• No Need to Re-Key Data• Price Book Integration
2
©Tigerpaw Software, Inc.
Import Manufacturer Configuration
3
Select the file
SelectImport
Import1
3
2
Easy as 1-2-3
©Tigerpaw Software, Inc.
Import Your Data & Configurations
4
©Tigerpaw Software, Inc.
Import Manufacturer Configuration
5
©Tigerpaw Software, Inc.
Import manufacturer’s configurations
6
External quote(xls,csv,txt,xml)
©Tigerpaw Software, Inc.
Importing a Manufacturer’s Quote Directly into Tigerpaw
7Toshiba Configuration Imported Into TigerpawToshiba Configuration Imported Into Tigerpaw
©Tigerpaw Software, Inc.
Who’s on Deck?
8
Manufacturer’s Quote Import on Deck:ShoreTel, Mitel, NEC, Tadiran, Toshiba, Intertel, TechData, Ingram Micro, Avaya, Nortel, Graybar & more…
©Tigerpaw Software, Inc.
D-Tools Interface
9
©Tigerpaw Software, Inc.
D-Tools Interface
10
D-Tools Sales Order imported into Tigerpaw
©Tigerpaw Software, Inc.
QuoteWerks Import
11
©Tigerpaw Software, Inc.
QuoteWerks Import
12
QuoteWerks Imported
Into Tigerpaw
QuoteWerks Imported
Into Tigerpaw
©Tigerpaw Software, Inc.
The Result
13
Click and Print!
Print a copy of the quote
to include the quantity, ID, Description, total number
and price.
©Tigerpaw Software, Inc.
Other Cool Quoting Features
14
• Generate a personalized proposal from a Quote (New! in v10.6)
• Assign items on a quote to a location or project phase (New! in v10.6)
• Assign a Quote to Multiple Service Orders (New! in v10.6)
©Tigerpaw Software, Inc.
15
For more information…
For More InformationCall toll free:
(800) 704-9009
Email us at:[email protected]
Visit us on the web:
www.tigerpawsoftware.com
Business Management Solutions Since 1984
Tigerpaw CRM+
What’s New in 2005What’s New in Version 10
The tools to power your business