1. Efficy CRM v10
Release 03/03/16
Fabrice Lambert - Pre-Sales Manager
Frédéric CANEVET – Web Marketer

2. Agenda
o Introduction
o Lastest news about Efficy
o Efficy CRM version 10 new features
o CRM Intelligence Module
o Core features
o Promotions & Trainings
o Conclusion
o Q/A

3. Efficy 10 years
Anniversary

4. Efficy’s Award : Largest Project- Belfius Bank
Belfius.be
Banking & Insurance with commitments to
sustainability and the community
o 5000 users – 3500 daily
o 6 Millions customers
o 5000 MS Exchange agendas

5. Follow us on on our blog : tips & tricks, news…
http://www.efficy.com/blog/

6. The new Efficy CRM Addon Store
http://www.efficy.com/addonstore/

7. Efficy 10
New Features
#efficy10

8. Efficy 10 philosophy
o Offer a brand new CRM analytics philosophy
o Simplify access to information to save time in everyday
tasks.
o Improve the document and project management features

9. Efficy 10 in a few figures
New
Major
features
100 + New features
Main
Feature
improvements
Updated
Compatibility
& corrections
CRM Intelligence
Chronos
Badges
Planning view
Excel filtering
Infinite lists
Multi-currency
…
SSO
Performances
Flexmail multi-accounts
Extranet
Document Sharing
Dynamic WebForms
ERP Connectors
…
Mac sidebar
Office 2016
Office 365
IE Edge
Windows 10
…

10. Part 1
CRM Intelligence Module
#efficy10

11. Give intelligence to your data…
o “CRM Intelligence Module”,
o Analysing and gaining meaningful knowledge from your data.
o With only a few clicks you can analyse your current situation, but also
have a predictive overview.
o A 20 of ready-to-use interactive dashboards.
o You can add your own KPI according !

12. Demonstration

13. Efficy CRM v10
Core Features
#efficy10

14. Chronos concept
In 2016, the problem is not having data…
The problem is to see what is important
amongst all the information…
If you have the right information at the right
time, you will make the right decision!
With Chronos, in 1 single view you have:
• Everything that has been done in the past,
• Everything that will be done in the future!

15. Chronos in everyday use
Opportunity
Marketing Campaign
Call
Support call
Reply customer
Reply company
Open case
Meeting
eMail solution
Case closed
?
?
?

16. Démonstration

17. Import multiple files in a project
o New project templates
o Transfert existing documents

18. Planning view

19. All others small news recap
o Multi-currency (fixed priced or real time prices).
o SSO access by using your computer login to grant access to Efficy.
o Performance optimisation for high volume data.
o A new Efficy sidebar specifically for Mac users
o Multi-accounts for Flexmail
o More specific error messages Efficy
o Compatibility with Office 2016 & MS « Edge »
o …

20. Promotions &
trainings

21. Anniversary offers 1/3
Migrate to the Cloud, Efficy hosting on our servers!
o Efficy takes care of all technical management (back-ups, maintenance…)
o €20 discount/ user/ month on the catalog price for 1 year from the subscription date
o Includes migration services and the latest Efficy CRM updates
Simplify your email management: we’ll host them for you!
o Guarantees a perfect integration of your emails with your Efficy CRM on the Cloud
o €6 /user/ month instead of €7.5 / month / user
o 50% discount on the set-up cost of a 10-user pack (€225 (excl. VAT) instead of
€450)

22. Anniversary offers 2/3
Take full advantage of Efficy CRM: sign-up for training!
o 1 person registered = 1 person invited to this training for free
o Benefit from our new occupational courses created for different user profiles
(Sales, marketing, customer service, project management, etc.)
o Product courses: Have 0 emails in your inbox, Efficy beginners training, master how
to use queries, personalise template documents, service contracts, invoicing, etc
Business Intelligence: Turn your data into knowledge with Qlik
o Interactive reports, dashboards for multiple indicators (sales, projects,
activity level, …)
o All standard dashboards for €75 user (token) / month + 2 days installation at
a cost of €1,500 excl. VAT instead of €1,900 (Min. 5 users for On Premise version)

23. Anniversary offers 3/3
Targeted and personalised email marketing with Flexmail
o High deliverability, behavioural analysis, marketing automation, surveys,
landing pages & SMS
o Free ½ day “Efficy Marketing & Newsletters via Flexmail” training when
purchasing a Flexmail Licence Pack + 50000 email credits at the price of €1500
Discover Efficy’s new Add-on Catalogue (Efficy.com/AddonStore)
o Creation of static or dynamic forms to link your website to Efficy
o Invoice personalisation (mult-currency, multi-VAT, automatic invoicing, etc.)
o Integration of your ERP software (Sage, Bob50, Winbooks etc.)
o Extranet for document sharing and editing
A free ½ day audit training and tips and tricks when purchasing an add-on from the
catalogue

24. More informations about Efficy CRM v10
o Replay of this webinar on the blog
o Features & benefits documents
o 1 to 1 demonstration

25. Conclusion

26. Efficy CRM v10 – 03/03/16
o New features for more performances & business insights
o Special promotions & training until 31/03/16
o Book your upgrades as soon as possible
Ask your sales representative – sales@efficy.com

27. Q&A Session