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					    BusyDesk CRM
  The easy way to
    Boost Profits and
Tighten Up Your Busy Operation
                              BusyDesk CRM                                        1   How to

                            The easy way to                                          Boost profits
                                                                                  and increase market
                                Boost Profits and
                       Tighten Up Your Busy Operation                                       share
                                                                                  Increase Sales
Find out how you can                                                              Fill your order book – generate new business sales
                                                                                  using BusyDesk’s easy mailshot program – run
                                                                                  sustained marketing campaigns with minimum
1 Boost profits and increase market share                                         effort – use BusyDesk’s intelligent selection criteria
                                                                                  based on contact response history.
2 Improve cash flow                                                               Pump up your bottom line – excite your sales staff
                                                                                  with more leads – target individual decision makers
3 Retain customers and increase repeat business                                   using BusyDesk’s flexible mailing categories – with
                                                                                  a minimum of fuss and bother.                            Slash overtime bills – use BusyWorker – the first
                                                                                                                                           virtual employee – to do your time consuming,
4 Improve communications and save time                                            Make prospects call you – use BusyDesk’s                 boring and repetitive work e.g. automatically writing
                                                                                  comprehensive mailmerge codes – send personalised        introductory letters, debt chasing letters, contract
5 Improve teamwork and staff morale                                               correspondence to individuals using their correct
                                                                                  ‘Dear Name’ to increase your response rate
                                                                                                                                           renewals – even raising invoices, all without
                                                                                                                                           installing a bespoke system costing a fortune.
                                                                                  from prospects.
                                                                                                                                           Cut down your telephone bills, postage and
                                                                                  Turn goodwill into cash from the easiest targets         stationery costs – send more letters as attachments
                                                                                  of all (your existing customers) – use BusyDesk’s        to e-mails straight from within BusyDesk – faster
                                                                                  interactive mailshot program – easily promote all        and more reliably than postage to save your time!
The EASY way to achieve all these objectives is to:
                                                                                  your hot products and services with mailing
Install BusyDesk, the new power CRM (Customer Relationship Management) system     campaigns based on previous responses.                   Shrink your filing costs and search times – use
                                                                                                                                           BusyFiles - an electronic knowledge store for
for small to medium sized organisations.
                                                                                                                                           virtually any type of computer record – provide
                                                                                                                                           a paperless office completely integrated to your
BusyDesk runs stand-alone or plugs into SAGE accounts creating an integrated
                                                                                                                                           customers and suppliers.
sales, marketing, diary and action management system – all in real time!
                                                                                                                                           Reduce manpower costs such as training and
BusyDesk adds the unique innovation of workflow management to provide
                                                                                                                                           recruitment costs – employ BusyWorker to work
unrivalled office automation at low cost.                                                                                                  24 hours a day, without leave, always following your
                                                                                                                                           instructions, sending e-mails, writing letters, updating
To discover how you can achieve all these benefits and boost your profits using                                                            files, and even raising invoices – all without you
BusyDesk, read on...                                                                                                                       lifting a finger!

STOP PRESS: BOOST your profits with BusyDesk...obtain massive returns on investment ... save time and effort
2   How to                                              3   How to                                                                                                   5   How to
     Improve                                                 Retain                                                                                                       Improve
           cash flow                                             customers                                                                                                    teamwork
     with BusyDesk                                          and increase                                                                                                 and staff morale
Fill your post box with cheques – blitz all your             repeat business                                                                                         Release key staff for creative customer service
60, 90, or 120 day overdue accounts with letter and                                                                                                                  roles – make boring, difficult tasks quick and easy
e-mail chasers using BusyDesk’s easy debt recovery      Gain more ‘word of mouth’ referral business –                                                                – use BusyDesk’s fast document generator to create
feature – which automatically includes details of
every overdue SAGE invoice – use only a few
minutes of your time as often as necessary to
                                                        impress customers by calling them back on time
                                                        every time when BusyDesk’s automatic follow-up
                                                        reminder prompts you – deliver on your promises
                                                                                                              4   How to
                                                                                                                                                                     instant BusyFiles – letters, e-mails, faxes and even
                                                                                                                                                                     SMS messages.

generate cash.                                          after every single customer communication.
                                                                                                                   Improve                                           Avoid tension at management meetings – break
                                                                                                                                                                     down departmental barriers and unnecessary
Shame customers into paying – expose broken
promises – fully document and confirm all
                                                        Impress your customers on the phone – don't
                                                        keep them waiting – always be aware of their latest
                                                                                                                  communications                                     internal telephone calls – use BusyDesk’s total file
                                                                                                                                                                     management to place vital data at your staff’s

                                                                                                                    and save time
conversations – use BusyDesk’s foolproof document       position, regardless of who last dealt with them                                                             fingertips so they can answer queries instantly with
management system.                                      – use BusyDesk’s versatile search function to                                                                up-to-date information.
                                                        produce information at your fingertips instantly
Pump up your bank balances – maintain a relentless      without painstaking searches.                         Make your workplace a customer care community          Minimise the impact of absenteeism – use
campaign of debt recovery even if your staff are                                                              – provide BusyDesk – a single electronic filing        BusyDesk’s action manager and diary resource
not in the office – use BusyWorker’s intelligent        Educate and inform your customers on all your         cabinet of all customer contacts and correspondence    planner – provide a complete
workplans to implement debt recovery strategies         new products and services – use BusyDesk’s easy       for all staff so that the ‘right hand knows what the   picture of all outstanding jobs so that other members
which root out non-payers!                              mailshot program to reach every contact at every      left hand is doing’.                                   of staff can take action to keep customers happy.
                                                        organisation in one simple process.
Get paid on time – use BusyDesk’s automatic alerts                                                            Thwart misunderstandings – confirm all customer        Bring smiles to the faces of your staff – provide them
to warn all staff in every department about ‘on hold’   Beat your competitors to the order – respond          communications (e.g. price changes, appointments,      with instant electronic access to ‘any format’ BusyFiles
customers – prevent your sales and support staff        to customer requests with lightning fast replies      deliveries) by letter or e-mail – use BusyDesk’s       – historical data for every customer, supplier giving
wasting time with customers who don't pay.              generated from BusyDesk’s pre-formatted templates     fast document generator – provide clear and            immediate views sorted by date, type or author –
                                                        – ensure total accuracy and immaculate                unambiguous communication – protect against            deal with customer queries fast every time.
                                                        presentation.                                         wasted time and costs.
                                                                                                                                                                     Avoid resignations – lift the burden of boring repetitive
                                                                                                              Rest easy knowing you will never again waste           jobs from your staff’s shoulders – let BusyWorker take
                                                                                                              time searching for a vital piece of customer           the strain so your staff can perform more rewarding
                                                                                                              communication – use BusyDesk’s one stop data           customer related work – reduce stress in your office
“We turned our SAGE                                                                                           shop – store all your data in one place instead        – get more work done daily with less effort.
                                                                                                              of scattered across your network – remove time
    accounts system into                                                                                      consuming searches of folders and e-mails on
a SALES tool when we                                                                                          multiple PCs.                                          Now you KNOW how
      installed BusyDesk.”                                                                                    Find data fast – locate a customer first time by       BusyDesk can
                                                                                                              name, post code, telephone, or address – use
                                                                                                              BusyDesk’s powerful search engine and ‘one place’      BOOST YOUR PROFITS!
                                                                                                              storage – use one mouse click to view SAGE orders,
                                                                                                              invoices, balances, history – all in BusyDesk.
                                                                                                            Summary of BusyDesk Features
                                                                                                            Contact Management                                                               BusyScreens – Custom Data Screens
                                                                                                            • True organisation/contact structure with no linking overheads or               • Screens may be built quickly and easily for both contacts and organisations
                                                                                                              data duplication                                                               • Unlimited library of data definitions
                                                                                                            • Any number of contacts per organisation                                        • Standard data definitions including pre-loaded dropdown lists may be
                                                                                                            • ‘Drag & drop’ contacts straight from MS-Outlook to BusyDesk                      re-used on any screen
                                                                                                            • Two level searching at customer or organisation level                          • Individual or libraries of BusyScreens can be added to customer or
                                                                                                            • Searching by name, tel, postcode, address, e-mail address – even notes field     supplier records
                                                                                                            • Ability to add unlimited custom screens to each contact                        • ‘Drag & Drop’ of data fields is available during screen building process
                                                                                                            • Unlimited mailing categories per contact for targetted mailers/e-mailers       • Supports dates, windows selection boxes, notes, graphics, Sage history etc

What makes BusyDesk so special?                                                                             • Optional override address replaces organisation address in mailmerge
                                                                                                            • Formal & informal salutations on contact for personalised correspondence
                                                                                                                                                                                             • Data boxes may be colour coded

                                                                                                                                                                                             Follow-up Management & Action Control
                                                                                                            • Custom data screens at both organisation and contact level                     • Automatic follow up prompts allow controlled support & sales activities
• big system features at small system price – it pays for itself     Compatible with
                                                                     • Windows 95, 98, XP
                                                                                                            • Marketing campaign mailshot history held at contact level                      • Global view of action lists for management vision and coverage
                                                                                                                                                                                               for absent staff

• designed in realscratchwithoutstand-alonedata duplication, to
  to SAGE
                          to be
                                  linking or
                                             or totally integrated   • Windows NT4, 2000, XP
                                                                                                            BusyFiles History
                                                                                                            • BusyFiles are any windows files e.g. Word, Excel, e-mail, SMS, graphics,
                                                                                                              sound etc.
                                                                                                                                                                                             • Follow ups may be generated automatically after every communication
                                                                                                                                                                                             • Action list integrates to database for easy access to clients, suppliers
                                                                     Optional software                      • Stores scanned images, sound files, graphics for paperless office              • Overdue actions are clearly indicated in red
   avoid constant switching between programs                         • MS-Word (recommended)                • Favourites list to find frequently used customers or suppliers instantly       • Follow up actions may be user or departmental

•  structured for business-to-business commerce – allows any
   number of contacts for each organisation
                                                                     • MS-Exchange/Outlook
                                                                                                            • Complete chronological history of BusyFiles for each customer / supplier
                                                                                                            • History can be sorted by department, user, type, comment by
                                                                                                                                                                                             • Automates routine processes using WorkPlans written in easily
                                                                                                              column clicking
                                                                     For networked multi-users:                                                                                                understood commands

• BusyDesk is not just a contact manager                             • Networked IBM-compatible PCs
                                                                       with Windows OS
                                                                                                            • Unlimited template library is available with easy ‘tree structure’ selection
                                                                                                            • Interfaces to MS-Outlook & Word for e-mail generation & mailmerge
                                                                                                                                                                                             • WorkPlan wizard assists in creating new WorkPlans quickly and accurately
                                                                                                                                                                                             • Automatic processing of letters, e-mails, invoices, file updates

• easy installationinwithouthours without expensive you can be
  up and running a few
                               lengthy configuration –
                                                                     • Shared directory on server
                                                                                                            • SMS messages can be sent to individual contacts or grouped
                                                                                                              using mailmerge
                                                                                                            • Automatic or manual filing of e-mails from MS-Outlook into
                                                                                                                                                                                             • BusyWorker provides a status report of active WorkPlans
                                                                                                                                                                                             • BusyWorker can make decisions, update files, and inform users of progress
                                                                                                                                                                                             • WorkPlans may be automatically attached for all new customers &
                                                                     For SAGE users                           BusyFiles history

• ease ofimplementation and fewer hoursofwasted in training
          use and standard features ‘out the box’ mean               • SAGE Line 50 or
                                                                       SAGE Line 100
                                                                                                            Document Management
                                                                                                            • MS-Word documents generated from templates in real time or off-line

                                                                     • SAGE Objects Serial Number             with batch input via in-tray

• a paperless time locating documents –price avoid lostsystems
  – you save
               office for a fraction of the
                                                 of other
                                                                       & Registration Key                   • Full contact data merging into MS-Word templates including custom data
                                                                                                            • BusyDesk can launch any application including DTP, graphics, media
                                                                                                                                                                                                    Integration to Leading Third Party Products

                                                                                                            • Departments can share templates to standardise approach to customers
   misfiled paperwork                                                                                       • Interface to MS-Outlook for e-mail generation

• the first ‘virtual assistant’routine tasks CRM users – work
  BusyWorker – automates
                                provided for
                                             to get more
                                                                                                            • Auto generation of logical document IDs without user intervention
                                                                                                            • Documents can be dragged and dropped into BusyFiles history from
                                                                                                              external sources
                                                                                                                                                                                             • SAGE customers and suppliers may be accessed from
   done with no effort – a true innovation at an affordable price                                           Marketing                                                                          BusyDesk in real time
                                                                                                                                                                                             • Additional SAGE licenses are not needed depending on usage

• allincluding e-mailsandsosupplier data isback-upin one place
                                                                                                            • Mail shots to customers, prospects or both
      vital customer                        stored                                                          • Mailing categories may be unique or grouped
                                                                                                                                                                                             • SAGE financial information is displayed within BusyDesk
                                                                                                                                                                                               without switching application
  –                    – each security             protects all                                             • Mailshots may be output to MS-Word, E-mail, SMS or .csv file
                                                                                                                                                                                             • Mail shots may target ‘on-stop’ or ‘overdue’ customers and
                                                                                                              (or any combination)
   your data                                                                                                                                                                                   include all invoice details
                                                                                                            • Records all mailshot history for every contact                                 • New Sage accounts may be created or amended within

• clean, businesslike andminutes user interface – your staff
  will be using it within
                          intuitive                                                                         • Optional follow up actions are generated for every contact selected
                                                                                                            • Follow up actions are by department or user
                                                                                                                                                                                               BusyDesk without selecting SAGE
                                                                                                            • Selection results may be previewed and amended prior to generation             • Mail merge imports data direct into MS-Word documents

• BusyDesk includes an a follow upservice reminder –
  every action requires
                                    action by an individual
                                                                                                            • Campaign management including strategic mailshots and intelligent
                                                                                                              criteria selection
                                                                                                            • Mailshots can be recorded against every contact and used in re-run
                                                                                                                                                                                               from multiple data sources
                                                                                                                                                                                             • Contacts may be dragged direct from MS-Outlook
                                                                                                                                                                                             • Emails are automatically filed upon receipt, or can be
                                                                                                              selection criteria                                                               manually dragged and dropped from MS-Outlook
   or department – the only way to maintain outstanding
                                                                                                            Group Diary & Resource Planner
   customer service
                                                                                                            • Complete group views of all resources on one screen including staff, rooms

• includesinitial file for importing .csv data files for marketing
                                                                                                              and equipment
                                                                                                            • Multiple day and repeat bookings for single or multiple resources
                                                                                                            • Follow up actions displayed in diary
                                                                                                            • Flexible forward commitment displays for multiple resources

Save        TIME & MONEY become more efficient                                                        and exploit marketing opportunities with BusyDesk!
What our customers say about BusyDesk...
“BusyDesk turns SAGE into a sales tool.”
Stefan Viklund, Managing Director, Supplier of Oral Hygiene Products, Wedmore, Somerset.

“It's like having an extra pair of hands in the office.”
Jan Finlater, Customer Services Manager, Publishing Company, Central London.

“We recommend BusyDesk to our customers because it does so
much, it is easy to install, and can be changed to suit our
customers without great expense. It is the right product at the
right time for Sage users.”
Alan Curtiss, Managing Director, Sage Reseller, Central London.

“We are so delighted with the productivity we have achieved
using BusyDesk, we now recommend it to our customers.”
Ray Long, Principal, Chartered Certified Accountants, Northwood, Middlesex.

In order to boost your profits and become a happy BusyDesk
user please contact us at the address shown below.

                CRM solutions for a Busy planet

                Logical Planet PLC 141-145 Kentish Town Road London NW1 8PB United Kingdom
                t : +44 (0)20 7485 9915 f: +44 (0)20 7485 9914
                e: www:

SAGE is a registered trademark of Sage Group PLC. Windows, MS-Exchange, MS-Word, MS-Office,
MS-Excel are registered trademarks of Microsoft Corporation. BusyDesk, BusyScreens and BusyWorker
are registered trademarks of Logical Planet PLC

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