Medical, Pharmaceutical and Life Sciences Organizations using iSeries – AS/400
Wintouch eCRM is the AS/400 solution for healthcare, pharmaceutical and life sciences organizations, whether medical center, government agency, physicians group, HMO or pharmaceutical company. Wintouch can help you provide superior patient care and maximize efficiency throughout your organization.
Our expertise on the IBM AS/400 enables complete, cost-effective integration of your existing software and data – even homegrown – providing full access to information already in your database but previously inaccessible – gives your staff a 360° view of patients. In addition, Wintouch can cut costs by extending the life of existing applications as well as that of your iSeries server.
With its included 5250 green screen emulators, a simple “click of an icon” in Wintouch brings up familiar text screens for everything from order entry, inventory, vendor history, sales history, credit status, patient history – you can emulate and access any AS/400 software running on your server – and populate the corresponding fields in Wintouch. Likewise, entering data in any Wintouch field populates your existing AS/400 software and database. And Wintouch is scalable from a single user to hundreds of concurrent users to grow with your business.
Setup & Customization
- Tight Integration to iSeries-based business applications
- Wintouch CRM can integrate with your iSeries-based business applications at a fraction of the cost other CRM solutions can.
- Even if integrated, other CRM solutions cannot match the level of tight integration with your iSeries-based business applications that Wintouch CRM can.
- Customer-specific product configuration, contracts, profile, and service history all captured in one place
- Ability to restrict access to CRM data by user, department, territory, etc.
- Ability to customize windows by user-type and/or account type
- User defined fields - Custom Fields and windows
- Customize Field/Window names to reflect internal terminology and business practices
- Import Data - with easy mapping
- Web Forms to submit data via your company's website
- Support for multiple languages
- Support for multiple currencies
Solution Depth & Deployment Options
- Wintouch Lite - offline version. Reps in the field can download history on the accounts they will be visiting, record their activities, then synchronize when they reconnect to the internet.
- No hidden costs - not a modular product & all integration costs are included in the quote up front
- Client licenses on a concurrent user basis, i.e. how many users are logged in at any given time
- Integration to MS Outlook, Lotus Notes, and Mozilla Thunderbird Email Clients
- Integration to MS Excel and Word
- One-click access to the green screens you use most often
Support & Help
- Help Buttons with link to contextual help on each page
- Searchable Knowledge Base - Help by Topic
- Description of Customer Service/Support
- Enhancement Development Process
- On-site training class
- Web-based continued training
- Go-Live plan
User Interface
- "Next" to page through search result or report result records
- Build Lists of records on the fly
- Customize user interface font, color, look & feel by user/admin
- One-click access to contextual features throughout app
- Ability to Print, Email, and Export to Excel/Word
- Global Search Feature
- Searchable Notes
- Double-Click on any Activity, Report, Account/Contact Listing to open the record
- Multiple Accounts can be displayed in a Tile or Cascade arrangement
Activity Management
- Activity Log, displaying all of the activities of an account on a single, filterable screen
- Activities can be tied to an Account or Contact, or to a particular lead, quote, order, warranty claim, customer service incident, etc.
- Default Activity field values by set according to user, department, and/or class of activity
- Work flow to schedule activities that occur in a predefined sequence
- Customize the fields in activity screens
- Use Reporting to track activities scheduled and completed activities - by department, user, activity type, etc.
- Store Documents at the activity level, which can then be opened, printed, or emailed
- Printable Daily, Weekly, and Monthly Calendar views
- Ability to merge customer data with company document templates for custom proposals, letters, quotes, and contracts, and have the application automatically send the document and store it in the Activity Notes
- Track quotas around cold calls, numbers of appointments scheduled, and lead conversion targets
- Ability for system to automatically send emails to Contacts in response to a work flow trigger event, automating follow-up
- Emails sent using MS Outlook, Lotus Notes, and Mozilla Thunderbird automatically stored as activities in Wintouch elimnating need for cut-and-paste
- Incoming Emails can be saved in Wintouch with a single click
Marketing Capabilities
- Import large lists of leads into Wintouch, with duplicate check and automatically schedule/complete an activity that triggers a work flow & automates the lead pursuit process
- Custom marketing fields to enable ease of profiling & creating targeted marketing campaigns. Send email broadcasts, print mailing labels, and more, using dynamic groups that you define
- Ability to conduct mass email campaigns using HTML templates you create in the Wintouch WYSIWIG HTML Template Builder
- Track the sales made as a result of your marketing campaigns by recording the initial marketing campaign in all follow-up activities.
- Use Wintouch reporting to prioritize where to put your resources based on projected close date, potential revenue, sales stage, and close probability
- Generate lists of customer-prospects by products sold to create targeted marketing campaigns of complementary products
Customer and Contact Management
- 360° view of the customer record, including contacts, leads, sales history down to the line item, customer service incidents, and current opportunities and ALL activities
- Organization Chart - keep a record of company hierarchy so that you understand who the key decision makers are, and who should be your point of contact under different circumstances
- Account Relationship Chart - be able to analyze data at the distributor, customer, and ship-to levels - know how your accounts are related
- Automate Customer Service follow-up using work flow
- Track customer service response times using Wintouch Reporting
- Track customer satisfaction using webforms your customers access on your company website
Lead Management
- Import lists of leads, and automatically schedule follow-up activities via work flow
- Schedule automatic follow-ups after brochures or samples are sent out
- Create cold call lists, where caller simply has to make the call, record the response, and hit "Next" to go on to the next lead
- Identify and analyze source of sales leads and opportunities
Sales Process & Opportunity Management
- Track different opportunities via different processes depending on Opportunity type
- View deals in the pipeline company-wide, by region or territory, and/or by Opportunity type
- Build quotes within Wintouch that can then be printed or emailed to the prospect/customer
- Build in work flow logic that will alert sales reps before a warranty or product rental is going to expire so that they can sell an extension
- Summary of stages of the sales opportunity process with capacity to drill down to the finest level of detail
- Expenses Management
- Track call histories and activities of individual sales people or by client/project/deal
- Outside Sales Reps can see relevant accounting and inside sales information before walking in to visit the customer
Customer Care
- Ability to assign customer incidents via a queue or to the CSR assigned to the account
- Define support processes and track and analyze resolution and turn around times, and diagnose the places where the process stalls
- Generate mulit-level alerts when customer incident is exceeding target turnaround time
- Use web forms to enable customers to report incidents via your company website
Business Intelligence & Reporting
- One-click reports that can be added to toolbar by individual user, by department, or company wide
- Dashboard presentation of reports that can be customized by individual user, by department, or company wide
- Export Reports to MS Excel templates with Macros
Document Management
- Documents can be stored related to a particular record or at the activity level
- Stored documents can be opened, updated, printed, or emailed
Wintouch is HIPAA ready and uses IBM DB2 database backend architecture.
Increase efficiency and reduce costs by eliminating manual processes and wasteful steps with the Wintouch CRM Healthcare suite from Touchtone Corporation.
Demonstrations in the healthcare industry have met with top reviews and praise that this solution provides exactly the features and functionality they have needed for years!
Call today for your free demo, customized to your business.