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Empower your Business with the World’s Leading and Fully Integrated Customer Relationship Management System and DealershipDynamics


Microsoft Dynamics CRM 4.0 is the leading and fully integrated customer relationship management (CRM) system. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing, and customer service processes along with native Microsoft Office Outlook integration Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution. Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes from your desktop, notebook or Blackberry.


Microsoft Dynamics CRM offered by Concept is specifically designed for your equipment dealership and integrates with DealershipDynamics. Concept's hosted Microsoft Dynamics CRM solution will help you gain visibility into your equipment sales pipeline and give your sales team the essential tool they need to hit their numbers each month.



Key Benefits

  • Familiar MS Outlook interface - Provides full integration to sales, marketing, and customer service from one centralized access point for all customer interactions and relationships.
  • Sales Process Management - Consistent tracking and closing of opportunities and visibility throughout the sales cycle including quota and territory.
  • Quote and Order Management - A full featured product catalog to quickly support quote generation and seamless transitions to opportunities.
  • Marketing Support - From managing sales literature to developing and emailing marketing campaigns, Dynamics CRM has existing tools to help you grow your business.
  • Customize your workflows - Adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that MS CRM automates repetitive tasks, sends e-mails, and raises alerts for open items.
  • Flexible Reporting - Data from Dynamics CRM is easily imported to Excel making it easy to run scenarios, reports, and graphs for all aspects of a business



Microsoft Exchange Server 2010

Stay Closer Connected Customers and Suppliers


Microsoft Exchange server is the most popular email and collaboration platform for business. It helps business better communicate with customers and suppliers, and boosts employee productivity. Exchange allows business users to share calendars, contacts, public folders and tasks both through Outlook and securely over the web with Outlook Web Access. This can further be extended to mobile employees with a BlackBerry or Windows mobile device.


However, building and managing an Exchange server environment is costly and complex. It requires a large investment in hardware, software, and technical expertise to install it, configure it, and manage it on a daily basis. Concept’s hosted Exchange 2007 allows your dealership to enjoy all the productivity and collaborative benefits of Exchange, without the upfront capital cost or ongoing maintenance headaches.



Key Benefits

  • Built-in Protection - Exchange Server 2007 offers built-in protective technologies to keep your business moving, reduce spam and viruses, enable confidential communications, and help your company to be compliant
  • Anywhere Access - With Exchange Server 2007, employees can get anywhere access to their e-mail, voice mail, calendars, and contacts from a variety of clients and devices.
  • Operational Efficiency - Exchange Server 2007 enables new levels of operational efficiency through capabilities that optimize hardware and networking investments and features that help make administrators more productive.
  • The Outlook Experience - Exchange Server supports a complete Outlook experience, from Outlook on the desktop to Outlook Web Access, Outlook Mobile, and the new Outlook Voice Access, a feature of Exchange Unified Messaging. Exchange Server also integrates with Microsoft Windows SharePoint Services and other Office applications as well as third-party systems and devices.



Microsoft Office SharePoint 2010

Build solutions faster to enhance team productivity and efficiency


Microsoft SharePoint is a powerful tool that for sharing information via the internet, from any place, at any time. Corporate information is centrally stored with access controlled by user level permissions. The document collaboration features allow for easy check in, check out, and document version control. Sharepoint is a perfect solution for sharing content with employees, customers or even suppliers - simply and securely.


With Concept Sharepoint, customers benefit with a cost-effective, high-performing solution. Securely hosted in the Concept Data Centre, your corporate information is available anywhere, anytime. Sharepoint service includes many templates to support your business information such as document libraries, task management and HR services.



Key Benefits

  • Central Document Repository - Central location for all of your employees to log into via a web browser for all of your company news, announcements, document libraries, and phone directories.
  • Access Anywhere - Access SharePoint securely from anywhere in the world via the Internet with no VPN configuration required
  • User level permissions - Store all of your company files and documents within multiple document libraries and directories. Assign read / write / delete permissions to individual users. You have complete control of who can access your data.
  • Vendor/partner tools - Create sub-sections within SharePoint for vendor/partners or customers with complete control of account and passwords. You control what they can see/view/edit and what portions they can access.
  • Customization - Customize your SharePoint sites with unique colours, themes, or your company logo. Intuitive interface which allows you to redesign the layout so that lists, announcements, document libraries appear in different locations on the screen.



Kwiktag

Seeing and retrieving - is believing


Incorporate all of your paper and other electronic files directly into DealershipDynamics. With KwikTag imaging and archiving software, you’ll never have to search for a paper invoice or signed service work order again. Literally, one click allows you to drill down from an order or posted invoice to a copy of the document or a list of relevant information improving your productivity – instantly. Eliminate countless hours searching through boxes and filing cabinets and reduce the cost of processing paper!


KwikTag is completely integrated with DealershipDynamics. Fundamentally, DealershipDynamics stores all the financial transactions, while KwikTag stores all the related documents. The user captures and retrieves all documents right from within DealershipDynamics. The process is so seamless, it might even appear that you are only using DealershipDynamics.



Key Benefits

  • Reduce Document Filing/ Retrieval Time and Cost - Documentation is at your fingertips, allowing you to retrieve invoices, contracts, proof of delivery and other related financial documents when needed. Already embedded in DealershipDynamics, KwikTag can work seamlessly from other repositories like Microsoft Office SharePoint Server 2007.
  • Eliminate Lost and/or Misfiled Documents - KwikTag's simplicity and self-auditing capabilities ensure that every document is tracked from the first point of touch through retrieval, and the system ensures that every document is digitally captured. The average cost of finding a misfiled document is $120 or recreating a lost document is $250. 7.5% of all documents are lost, 3% of the remainder are misfiled. KwikTag removes these costs from your operation and ensures record integrity.
  • Enable Shared Access by Authorized Personnel - Paper documents cannot be shared without costly duplication and distribution. The average business document is copied 19 times - over 81 billion sheets of paper are copied each month. KwikTag allows other employees to open the imaged documents simultaneously. You can even email disputed documents to your external suppliers.
  • Improve Your Audits & Compliance Procedures - As compliance requirements continue to increase, you are assured your imaged documents are always traceable and accessible. As auditors arrive or standards need to be written, it is easy to identify and retrieve the relevant documentation. And KwikTag can log all document activity, providing audit and security reports to ensure compliance.
  • Regain Valuable Office Space - A significant portion of the average office is devoted storaging paper documents. This commonly results in storing aged documents off-site, making it even more difficult to get information quickly.
  • Minimize Risk for Disaster Recovery / Protection - Paper documents are not only vulnerable to loss, but they also become inaccessible by damage or destruction (fire, flood, etc.) to the physical office space. As digital documents, your business records are backed-up, along with your transaction data, in essence creating a fault-tolerate set of information.



BlackBerry

Blackberry & Exchange – Freedom In the palm of your hand


Concept’s hosted BlackBerry service allows equipment dealerships of all sizes to benefit from the wireless synchronization that is provided by the BlackBerry Enterprise Server (BES) without having to invest large sums of money for the purchase of the server hardware, the software and the ongoing IT support costs that are involved when managing the BlackBerry Enterprise Server internally.


One of the main advantages of Concept’s Blackberry service is the full Outlook/Exchange integration that wirelessly and securely synchronizes Outlook e-mails, calendar, notes, tasks and contacts with your BlackBerry creating a powerful business tool for the mobile worker. Moving beyond email forwarding, the integrated smartphone is a true desktop extension.



Key Benefits

  • The perfect combination. BlackBerry Enterprise Server is the ideal wireless solution for Exchange 2007 email server.
  • No upfront fees. Get the security and functionality of BES with no need to buy, install or manage server software. Your business can go wireless with no upfront software costs, deployment overhead or ongoing IT support costs.
  • Be more productive. Make time away from your desk more productive and get more out of your day. Get out of the office without being cut off from customers and colleagues.
  • Enterprise Instant Messaging. Boost productivity and responsiveness throughout your organisation by providing mobile users with wireless access to enterprise instant messaging and presence awareness tools.



Microsoft Office Live Meeting

Meet On-Line and Collaborate in Real-Time>


Concept’s hosted Microsoft Office Live Meeting 2007 is an online meeting space that your organization can subscribe to as you need it. You can meet with your colleagues online, which allows you to collaborate in real-time, even over long distances. Microsoft Office Live Meeting 2007 is installed on your computer, allowing you to connect to meetings hosted on the Concept service.


There is also a Conferencing Auto Attendant feature to bridge together Computer Audio and dial-in participants. Users who do not have access to a computer and want to join your Office Live Meeting audio conference can now call into the conference using a regular mobile, desk, or home phone.


The power of live meeting is that meeting attendees can deliver a presentation, kick off a project, brainstorm ideas, edit files, collaborate on whiteboards, and negotiate deals from their personal computer at a fraction of the cost and without the hassle of travel.



Key Benefits

  • Travel less. Communicating and collaborating online and in real-time means you don't need to leave your desk to conduct effective meetings with others. Save time and money by meeting online and avoid all the hassles of business travel.
  • Increase productivity. Spend your time wisely by avoiding trips to and from your meetings. You can meet more frequently with customers, colleagues, and business partners, with no downtime, thereby increasing your business output in the same amount of time.
  • Save time and money. By conducting online meetings, training, and events, Live Meeting offers an impressive return on your investment over the cost of conducting business face-to-face.
  • Conduct trainings and large events. Live Meeting supports a diverse set of circumstances ranging from a spontaneous meeting between two people working on a document, to large-scale training and scheduled events with hundreds or even thousands of participants.
  • Engage your audience. Deliver more immersive presentations that bring together multiple communication types including live and recorded video, chat, slide and application sharing, Voice over Internet Protocol (VoIP) and public switched telephone network (PSTN) audio, and audience feedback tools.
  • Get more value from your meetings — even after you're done. With Office Live Meeting 2007, participants can record meetings or training events in high fidelity and store them on their local drive or on the Live Meeting service. These recordings become training assets that can be viewed by the rest of the organization at any time.
  • Collaborate in real-time. Share, collaborate, and discuss your projects in real-time so you can make critical decisions quickly with all your stakeholders, regardless of geography. You can’t always wait for everyone to be in the same place, at the same time, so take advantage of the opportunities Office Live Meeting offers.
  • Work with internally and externally. The 2007 hosted version of Office Live Meeting allows users to connect with customers, suppliers and, employees in order to collaborate across different organizations.
  • Integrated with Microsoft Office and Existing Systems. Organizers can schedule meetings using Outlook (even when offline), send separate meeting invitations to presenters and attendees, and automatically include audio conference information in every meeting invitation.



Microsoft Office 2010

The Ultimate Tools for Teams


Microsoft Office 2007 consists of Word 2007, Excel 2007, Powerpoint 2007, Publisher 2007, Access 2007, OneNote 2007, Groove 2007 and Outlook 2007. Combined, they represent a complete suite of productivity software that will help you save time and stay organized. Easily develop professional marketing materials for print, e-mail, and the Web, and produce effective marketing campaigns in-house. Quickly create dynamic business documents, spreadsheets, and presentations, and build databases with no prior experience or technical staff. You will rapidly learn new features using improved menus that present the right tools when you need them.


The Concept hosted solution of the world’s most widely used office productivity suite can be tailored to meet the requirements of your individual organization so that you pay for only the components that each user needs.



Key Benefits

  • Find and use the features you need faster and more easily. The new, more intuitive look and feel of Office 2007 products helps you quickly and easily find and use the software features you need. Task-based menus and toolbars are automatically displayed based on the feature you are using.
  • Locate, prioritize, and act on an increasing volume of e-mail. Instant Search capabilities in Microsoft Office Outlook 2007 with Business Contact Manager help you quickly find critical information. The new Color Category feature helps you to easily sort and manage e-mail messages. Improved junk mail and anti-phishing technologies help you filter out unwanted e-mail and manage the remaining messages.
  • Create professional marketing materials in-house. Microsoft Office Publisher 2007 helps you create and publish a wide range of marketing publications in-house for print, e-mail, and the Web. Hundreds of professionally designed and customizable templates and more than 100 blank publication types are included. Office Publisher 2007 makes it easy to reuse logos, colors, fonts, and business information in different types of publications.
  • Create professional-looking documents and presentations in less time. Microsoft Office Word 2007 includes new templates and tools that make it easier to reuse content, apply professional formatting, and quickly preview changes. Microsoft Office PowerPoint 2007 makes it quicker and easier to create more dynamic presentations with an extensive library of customizable themes and slide layouts, and new graphic tools enable you to create powerful charts, SmartArt graphics, and tables, and then instantly preview formatting changes.
  • Analyze your information to make better decisions. Office Excel 2007 provides new tools for filtering, sorting, graphing, and visualizing information so you can analyze business information more easily. For more advanced analysis, improved PivotTable and PivotChart views are now much easier to create.

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In the News

October 1, 2010

Concept Launches New Web site

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April 19, 2010

Canadian Manufacturers & Exporters chooses Serenic Navigator, a Microsoft Dynamics Not-for-Profit accounting solution, to streamline financial operations

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March 31, 2010

Concept to provide Managed Hosting and Support Services to Canadian Manufacturers & Exporter

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