1	What’s New? Overview of features in Commence Designer Edition RM 3.5.2
2	Areas of enhancement Contact Manager Microsoft Office integration User experience and platform Views & Reports
3	Areas of enhancement Easy to use Contact Manager Microsoft Office integration User experience and platform Views & Reports
4	Contact Manager desktop
5	Commence Contact Manager Ready to use Contact Manager! Features Account-centric contact management with Org Chart Integrated with Google Maps and Finance New data entry forms are cleaner and easy to use Calendar with drag & drop rescheduling Built-in sales Forecasting and Opportunity tracking Generate sales Graphs in Excel Multi-category reports using subreports Automated Business Processes
6	Organization Chart Provides hierarchy view of contacts for selected Account Monitor organizational changes Color-coded by influence Identify key players in the sales process
7	Web Lookup: Google Finance Lookup Google Stock Quotes on the Web Uses ticker symbol from active Account
8	Web Lookup: Google Maps Get directions and Google Maps on the Web Uses address fields from active Account
9	Web Companion Web tools for custom databases Uses contact fields from MS Outlook mappings Updated to integrate with Google
10	Contact data entry form
11	Contact Form Layout Updated colors Simplified field layout Fewer connections on form improves performance Connections moved to Multi-view tabs
12	Contact Form – More tab Information at top of form is always visible Fields accessed less frequently on tabbed pages
13	Time Management Review calendar and to-do list by day/week/month Drag/drop to reschedule
14	Sales Forecasting Opportunity Management Full sales application from CRM suite with multiple product forecasts Calculate potential vs. weighted value Track estimated and actual close dates Quickly choose status and results from list Sales Funnel allows each salesperson to review their pipeline
15	Sales Funnel
16	Excel Analysis Reporting Includes pre-built reports and graphs Supports multiple report styles Ad-hoc reporting from detail form By employee By date range Select report from the launchpad and double-click to open
17	Report Launchpad
18	Excel Analysis Reporting
19	Excel Analysis Reporting
20	Automated Business Processes Simplify and automate routine activities DRIP Marketing Automate email correspondence Support ticket escalation Automated sales methodology Sales territory realignment Implement with Contact Manager or custom databases
21	Automated Business Processes
22	Automated Business Processes
23	Areas of enhancement Contact Manager Microsoft Office integration User experience and platform Views & Reports
24	Office Integration Supports Office ’07 More powerful Mail merge with Word Excel graphing of sales analytics Microsoft Outlook plug-in for E-mail logging Task synchronization with Outlook Connect for E-mail: Bundled add-on marketing tool
25	Word Integration New toolbar to easily insert Fields New toolbar to insert Views Inserts view in HTML format Image fields are now supported Signature and return address from personal (-Me-) item Log & link any document to active item Create labels with logo and other graphics
26	Word formatted letter template
27	Send Letter dialog Tools -> Send Letter Send to one or to “All items” in mail list Selection of pre-built form letter templates Letter can be printed, faxed, e-mailed, or saved to file (draft) Preview all Click “Merge” button to send data to Word
28	E-Mail blast with Connect Connect for E-Mail is an add-on product bundled with Commence RM Expands the E-mailing capabilities of Commence by supporting: Sales Literature fulfillment Scheduled unattended Email blasts Word formatted E-mail merges HTML formatted E-mail content
29	Connect for E-Mail
30	Sending Literature with Connect Select Documents from Library Click Contact button Loads data for Contact view Select Contacts Click “File – Send E-Mail”
31	Areas of enhancement Contact Manager Microsoft Office integration User experience and platform Views & Reports
32	User Experience Windows Vista and XP support Embraces new security model Respects Program directory vs. Application data directory Simplified installation for multi-user environment Maximized database capacities More Filters, Categories, Connections and more Database API uses full DDE interface Advanced Form Designer View-like Connection controls on forms
33	New Toolbars Updated viewbar and toolbar Matches Windows XP style cosmetics New icons for standard view types: Book, Report, Calendar, and Grid views View icons are auto-updated for converted databases More out-of-box icons to choose from
34	Installation and Setup Using latest Microsoft installer technology Integrated with Windows Add/Remove Programs via control panel Supports Win 2003/XP user accounts Install for all users vs. single user Future updates downloaded via Web
35	Download New Releases
36	Database Platform Supports larger application and database structures 800 Categories 1000 Connections 8 Filters 1000 Views 1000 Agents 1000 Color code Templates 600 Import/Export Templates 600 Letter Templates
37	Expanded Filter Dialog
38	Detail Forms Customize detail form layouts using new Form Designer Supports text, graphics, ActiveX controls and more Floating property dialog to quickly set fonts, colors, and other attributes Arrange and set properties for a group of controls at the same time Fields can be arranged on Tab Pages or directly on the form background
39	Original Forms with Tab pages
40	Enhanced Forms with graphics
41	Detail Form Designer
42	Custom Connection controls Connections on form now use a “grid” view style Interactive sorting and resizing columns Support for indirect fields
43	ActiveX Controls Uses 3^rd party plug-ins on Forms Enhanced data presentation, including external data sources Works with tree controls organization charts chart controls, and more
44	Areas of enhancement Contact Manager Microsoft Office integration User experience and platform Views & Reports
45	Views and Reports New and enhanced View Types Day Planner has new look and functionality Multi-views plus multi-view Toolbar for quick lookups Direct cell updates with Grid View Report writer Complete with simple wizard and advanced sub-reports Document (HTML) View, Web Companion
46	Day Planner Calendar Day Planner can expand to multiple days Show multiple items at the same time slot Directly edit item name
47	Multi-View view type Split screen window creates mini desktop within a desktop Keeps often-used views together One-click access to linked view Up to 100 secondary view tabs fast performance since only the active tab is loaded
48	Multi-views Horizontal or Vertical layout Auto-refresh: Secondary view shows data for item in main window
49	Multi-view Enhancements New highlighting scheme for inactive views Multiple Primary Views Multi-view Filtering Toolbar By Item By Date/Date Range By Keyword
50	Multi-view Enhancements
51	Multi-view Enhancements Multiple Primary Views Quickly switch between views of information Reduce desktop icons and clutter Simplified end-user filtering
52	Multi-view Enhancements Filter by Item using pop-up search box Filter any pick-list connection using the (-SelectedItem-) keyword to display a search toolbar No longer requires separate view window to select highlighted item
53	Multi-view Enhancements Filter by Date or Date Range using pop-up calendar Filter a date field using (-SelectedDate-) keyword Filter for a range of dates between (-StartDate-) and (-EndDate-) No longer requires separate calendar view
54	Multi-view Enhancements Filter by Keyword Quickly search for text Filter one or more text fields using the (-SelectedText-) keyword to display a toolbar View auto-filters instantly reducing the # of rows as you type your search text
55	Grid view Spreadsheet-like view Display in Summary (collapsed) or Detail mode Tab to next cell Double-click in cells for special field types Update data in cells Convenient grid toolbar to manage edits
56	Grid toolbar Familiar toolbar lets you add rows, delete rows, share items, and refresh the window Toggle between Read-only and Update mode for direct in-place editing No need to open detail form
57	Report Viewer WYSIWYG viewer for professional reports Consistent viewing, printing and exporting Export formats include: Adobe Acrobat (PDF) Web Page (HTML) Excel (XLS) Rich Text Format (RTF) Plain TXT and TIF Full-featured Report Designer
58	Report Designer Drag & drop fields onto report sections Properties for each control lets you fine-tune layout & appearance of a report Include images, lines, and other graphics Perform grouping, subtotals, and other functions Preview before saving to Commence
59	Sample report viewer
60	Report enhancements Wizard for creating new reports in standard styles Sub-report feature enables reports Showing related data within existing reports Replaces connection fields for working with related data Control over filter, sort, presentation of related data Dynamic refresh when using view linking
61	Report Wizard Create Group Headers Up to 4 nested groups Select priority Select Style Title Page header Group headers Fields Add Report Title
62	Report Wizard styles
63	Report Wizard results
64	Multiple Sub-reports
65	Seamless report with related data
66	Document view type Based on Microsoft Internet Explorer technology Supports intranet URL’s and Internet web pages, PDF and other Web files e.g., Web Companion View Microsoft Office documents in Commence e.g., Word, Excel, PowerPoint Supports viewing and updating of documents Synchronizes documents in workgroup
67	Workgroup Expert HTML reports Sends report via SMTP email Outlook installation on Server not required Easier to read format Summary moved to top of report Color-coded sync status alerts you to users falling behind
68	Workgroup Sync Enhancements Progress bar Shows % Sent Copying out changes Shows % Received Copying in updates Better representation of two-way synchronization FTP and LAN retry more often to reduce error modes
69	RM 3.5.1 has all this and more… Guided report generation with the Report Wizard Advanced subreports Powerful Form Designer View-like connection controls Better search capabilities Enhanced Day Planner Analysis Reporting with Excel ’07 Word and Outlook ’07 integration Vista 32-bit support Automatic updates More robust FTP and LAN syncing Easy to read Workgroup Status reports Updated Contact Manager New Toolbars and Viewbar Improved Detail Forms User-friendly multi-views Links to Google for maps and financial lookups
70	Thank you! We hope you found this feature overview informative
71	Need more information? Contact your Sales representative 1-877-Commence Download a free trial version at www.commence.com E-mail your questions to evalsupport@commence.com