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QUESTIONS AND ANSWERS ABOUT SAVIC® CRM

 

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The Forbes Corporation 11331 Corola Trail Dr., Houston TX 77066

Phone: 281-506-2720   Sales@TheForbesCorporation.com       

www.TheForbesCorporation.com

Developers of SAVIC-CRM Software

www.SAVICSoftware.com

 

Copyright© 2017 The Forbes Corporation - 11331 Corola Trail - Houston Texas, 77066 Phone 281-506-2720

DocuLink is a trade mark of The Forbes Corporation

SAVIC® is a registered trade mark of The Forbes Corporation

SAVIC® BUSINESS MANAGEMENT SOFTWARE

SAVIC®  BUSINESS MANAGEMENT SOFTWARE

 

Copyright © 2017 The Forbes Corporation - 11331 Corola Trail - Houston Texas, 77066 Phone 281-506-2720

SAVIC® is a registered trademark of Bruce Forbes and The Forbes Corporation

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This document provides answers to frequently asked questions about key features and usage of SAVIC® CRM

SAVIC® CRM Document Management Screen

How does SAVIC® make it easy to use compared to other products?  It’s a simple to use set of buttons displayed on the right side as a menu.  The buttons are marked clearly as to what they do and the interface has been tested for ease of use.  It has one of the fastest search engines in today’s market and it quickly gives you fast filtered records so that you can email customers and make sales calls based on your filters.  Paging up or down the records is a simple press of a button or you can browse a stack of records fast.  Detailed searching and filtering are also supper easy to do.

 

 

Can you talk about the way folders names are create?  You can quickly name Customer Folders, Template Folders and DocuLink™ Folders using your own names. This is a per list feature.  Once the folders are named you would have no need to rename them unless you change your operation around.  You use this feature when you first create a new list. 

What does the SAVIC® Word Processor look like?  Take a look below and see just how simple the touch buttons are to use to select any normal word processing features!  Open or create a document using SAVIC® Word in a single button press.

Can you show me what the SAVIC® Tag and Email screen looks like?  Take a look below!  Use the SAVIC® Tag And Email feature to quickly select multiple email recipients that will receive any SAVIC® CRM Word Documents, SAVIC® Word Templates or SAVIC® DocuLink™ Documents.  These email address will be a Blind Carbon Copy so no email recipient will see another email recipients email address.

How many SAVIC® CRM lists can you make in SAVIC® ?  1000

 

How many records can a list hold?  About 3.7 million records per list

 

Can SAVIC® CRM run on a Server?  It was engineered to run on Microsoft Terminal Server platforms or a single machine and even a flash drive.

 

If I have field service or sales engineers all over the world can they access the same platform?  YES

 

Is this a web based software?  NO it is faster then web based software and was engineered better then IIS, JAVA or other such platforms.

 

How do my remote sales and service people connect to the software?  They connect using a VPN connection to your Terminal Server where the product is running.

 

How much space does it use?  SAVIC® CRM is designed to be extremely fast with a small footprint.  1MB of space will hold 1400 records.  100MB of space holds about 140,000 Records.  The Basic program and a small list use about 42MB. 

 

Could it run from a thumb drive?  YES it can!  If you had 3.5 million records it only uses about 2.5GB of the thumb drive.  This also includes documents which you can create in SAVIC®.

 

We have a large company with many divisions and they are in different parts of the world, can they use this software?  YES

 

We have multiple divisions with different data centers for different countries.  Can we install software at each division?  YES we also have a special install where you can run multiple copies of SAVIC® CRM on the same server for different divisions if you need that type of installation.

 

Are you saying I could run 5 installations of SAVIC® CRM on one server and each install can have 1000 lists with a potential of 3.7 million records x 1000 x 5? YES Correct

 

How long does it take to install SAVIC® CRM on a Server?  About 5 minutes

 

Does it require an advanced team of network engineers to install and configure it?  NO it was engineered to be one of the easiest server installs.  Its like an object, we wrote the code to run from a container.  It has all the working parts of the program and data in its own folder unlike many other complex CRM products on the market that require complex SQL backend’s and IIS integration.  We have been doing Enterprise deployments for decades and we don’t write code like that.

 

How fast can I search to find a customer in a global list that contains records from 10 countries with hundreds of thousands of records?  1 Second

 

Does the document management system work with Microsoft Office?  YES

 

If I create a document in SAVIC® Word can I open it in Microsoft Word?  YES

 

If I create a document in SAVIC® Word can I send the document not as an attachment but as a formatted Outlook document?  YES just press one button.

 

If I create documents in SAVIC® Word can I create my own Templates for repeated use?  YES

 

If I create documents in SAVIC® Word is it possible to preview the content without opening the document itself?  YES

 

How fast can I scroll up and down the document names and see an instant preview of a SAVIC® document?  The second you click on or highlight any document name the preview occurs.

 

How long does it take before the document opens if it had been created in SAVIC® Word?  About  1 Second

 

If I have 50,000 customers in my SAVIC® CRM list and I have created lots of documents for each individual company how long will it take to see just one companies documents?  SAVIC® documents are displayed and already filtered for that customer the moment you select that customer.  Documents are all prefiltered based on the selected customer.

 

If I have a single customer that has 100 or 200 documents just for that customer how long does it take to find a document if I type in the name?  About 1 second.  Each letter you type in the search box auto filters documents the instant you start typing a letter, and each letter you add narrows the filter of documents displayed in an instant.

 

How many folders are there to store documents in?  8 Customer Folders, 8 Template Folder and 8 DocuLink Folders.

 

Can you explain more about the folder and document storage?  SAVIC® was designed to reduce employee training and time to run by creating a simple fast and unique document storage system.  When you create a new SAVIC® CRM List you will be able to create folders that reflect categories or departments for your company.  These folders could be all sales folders such as Rig Division Sales, Oil Tool Sales, General Sales, etc. or folders could be Field Support, Field Service, Field Reports, Product Sales, Service Sales, Customer Service, Product Specifications, Safety Regulations etc.

 

If I have a list of 10,000 customers and I select one customer to work on would I need to filter though a pile of documents to find this customers documents?  NO! Its already filtered for just that customer.  The user sees only documents related to that selected customer.

 

If I have documents that have already been created in different applications like Microsoft Excel and Microsoft Word, Open Office, and PDF files and or Reports people have created in other applications how would SAVIC® CRM help manage all these documents?  SAVIC® CRM has a special feature called DocuLink.   DocuLink has two different ways to link documents to a specific customer no matter what you created the document, image, video, spreadsheet or report in.

 

Can you explain more about DocuLinkWe have a button on the screen called Create External Link which allows you to browse on your network and select a file and that file will then be linked to the selected customer.   This allows you to keep the current security of that document as it was but its linked to this specific customer.  Now when you view documents in SAVIC® DocuLink™ you can have hundreds of documents linked to a specific customer like in this example.

 

What is the second method of handling documents in SAVIC® Doculink The feature called “Copy And Link Document” is the most used feature for handling documents created with other software.  This feature allows you to browse to any document on your network and select it, once you select a document SAVIC® will copy that document into a folder within the SAVIC® CRM List you have created.  The folder will be automatically created and then any future document you click on using this feature would all be placed into this folder for that customer.  The names of the documents are displayed in our document grid for the selected customer and you can scroll up or down the list or search for a customers document.

 

If I wanted to search for companies that drill oil and a single CRM list has 3.5 million different types of companies in it but there are only a few oil drillers say about 1000 how much time will it take to display these 1000 records?  About 1-2 seconds.

 

What if I need to email a document to a customer how does my staff find the documents that have been copied into these folders?  The user just selects the document they need to email and then presses a button to email the document, image, spreadsheet etc.   Its smart enough to put in the customer email address, subject description and the files are attached and ready for you to press send.

 

But what if I also have other people in SAVIC® that I would like to email the same document to?  We have a feature called “Tag and Email”.   You can select customers by clicking on as many as you want before you press the button send email.  This adds all the customers you selected into Microsoft Outlook as Blind Carbon Copy recipients so these recipients never see each others email address.  This is all automatic you just press a button and SAVIC® does everything for you!