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InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
InfoAxon Fusion CRM
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InfoAxon Fusion CRM

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  • 1. [Fusion CRM Overview]
  • 2. <ul><li>Customer Relationship Management </li></ul>InfoAxon Technologies Limited Confidential
  • 3. Reality: 2000’s Overbuilt (50% would suffice)– Yet Missing Features Vendor Lock-In Client-Server Based Apps Systems Expensive to Deploy &amp; Maintain Data Silos– No 360 View Of Customer o
  • 4. FUSION CRM InfoAxon Technologies Limited Confidential <ul><li>Enterprise Class </li></ul><ul><li>Web-Based Technology </li></ul><ul><li>Stack &amp; Browser Agnostic </li></ul><ul><li>Architected for massive scalability </li></ul><ul><li>True “Multi-Tenant” solution </li></ul><ul><li>Open Standards based; no vendor lock-in </li></ul><ul><li>Single Unified Platform </li></ul><ul><li>Robust Security </li></ul>
  • 5. Open Source Edge InfoAxon Technologies Limited Confidential
  • 6. Ready for Users upon installation… InfoAxon Technologies Limited Confidential
  • 7. Ready to Extend and Integrate InfoAxon Technologies Limited Confidential <ul><li>Advanced Java/J2EE, object-oriented </li></ul><ul><li>architecture </li></ul><ul><li>Standards based plug-in architecture </li></ul><ul><li>Advanced Authentication and Encryption </li></ul><ul><li>Logging &amp; Administration </li></ul><ul><li>Ease of Integration </li></ul><ul><li>Scalability &amp; portability </li></ul>
  • 8. FUSION CRM Modules <ul><li>Best of Breed CRM Modules </li></ul><ul><ul><li>My Home Page </li></ul></ul><ul><ul><li>Leads &amp; Contact Management </li></ul></ul><ul><ul><li>Pipeline Management </li></ul></ul><ul><ul><li>Accounts Management </li></ul></ul><ul><ul><li>Marketing (Communications) Campaigns </li></ul></ul><ul><ul><li>Help Desk </li></ul></ul><ul><ul><li>Collaborative Project Management </li></ul></ul><ul><ul><li>Document Management </li></ul></ul><ul><ul><li>Products &amp; Quote Management </li></ul></ul><ul><ul><li>Reporting, Dashboards </li></ul></ul><ul><li>360-Degree Customer View </li></ul>
  • 9. InfoAxon Technologies Limited Confidential
  • 10. InfoAxon Technologies Limited Confidential
  • 11. InfoAxon Technologies Limited Confidential
  • 12. Functionalities <ul><li>Sales &amp; Leads Management </li></ul><ul><li>Marketing Campaigns </li></ul><ul><li>Business Process Management </li></ul><ul><li>Help Desk </li></ul><ul><li>Integration </li></ul><ul><li>Administration </li></ul><ul><li>Project &amp; Document Management </li></ul><ul><li>Robust Security Architecture </li></ul>InfoAxon Technologies Limited Confidential
  • 13. Sales &amp; Lead Management InfoAxon Technologies Limited Confidential <ul><li>Lead Conversion rate dashboard </li></ul><ul><li>Add &amp; Import Leads </li></ul><ul><li>Contacts &amp; Accounts </li></ul><ul><li>Opportunities &amp; Pipeline </li></ul><ul><li>Team Management </li></ul><ul><li>Camera Ready PDF Quotes </li></ul><ul><li>Product Catalogues </li></ul>
  • 14. Marketing Campaigns InfoAxon Technologies Limited Confidential <ul><li>E-mail Campaigns </li></ul><ul><li>Campaign Builder </li></ul><ul><li>Group Segmentation </li></ul><ul><li>Custom, Automated Surveys </li></ul><ul><li>Delivery (how &amp; when to distribute) </li></ul><ul><li>Campaign Dashboard </li></ul>
  • 15. InfoAxon Technologies Limited Confidential
  • 16. InfoAxon Technologies Limited Confidential
  • 17. Business Process Management InfoAxon Technologies Limited Confidential <ul><li>Action Plans </li></ul><ul><li>Workflow Engine with Reminders &amp; Alerts </li></ul><ul><li>Dashboard </li></ul><ul><li>Reporting </li></ul><ul><li>Custom Folders with User-Defined Fields </li></ul>
  • 18. Help Desk InfoAxon Technologies Limited Confidential A powerful Help Desk, Call Center &amp; Trouble Ticket Solution <ul><li>Advanced Ticketing </li></ul><ul><li>Workflow with Escalations to automate ticket closure </li></ul><ul><li>Integrated Knowledge Base </li></ul><ul><li>Full Actions &amp; Activities Audit Trail </li></ul><ul><li>Map type of queries with branches and employee responsible for closure </li></ul><ul><li>Service Level Agreements (SLA) </li></ul>
  • 19. InfoAxon Technologies Limited Confidential
  • 20. Administration InfoAxon Technologies Limited Confidential <ul><li>Granular user permissions </li></ul><ul><li>Users grouped into hierarchies </li></ul><ul><li>Integration with LDAP </li></ul>
  • 21. Project And Document Management InfoAxon Technologies Limited Confidential <ul><li>WebDAV document interface </li></ul><ul><li>Documents fully indexed for fast search </li></ul><ul><li>Document Version Control </li></ul><ul><li>Projects with News, Plans, Tickets, Forums &amp; Lists </li></ul><ul><li>Project Progress Indicator </li></ul>
  • 22. Robust Security Architecture <ul><li>Java / J2EE Security Architecture </li></ul><ul><li>LDAP Authentication </li></ul><ul><li>Granular Administration </li></ul><ul><li>SSL Logins </li></ul><ul><li>Single session sign-on per user name </li></ul><ul><li>Client browser auto-logout </li></ul><ul><li>Action and record level permissions </li></ul><ul><li>Protected file system on server </li></ul><ul><li>One-way encrypted passwords stored in database </li></ul><ul><li>Complete logging </li></ul>InfoAxon Technologies Limited Confidential
  • 23. Integration InfoAxon Technologies Limited Confidential <ul><li>Microsoft Outlook add-in </li></ul><ul><li>XML RPC API </li></ul><ul><li>Web Services / SOAP API </li></ul><ul><li>Source Code as deliverable </li></ul><ul><li>Wizard driven importing </li></ul>
  • 24. Integration….. <ul><li>Ongoing integration with Business Intelligence (BI) Framework to enable: </li></ul><ul><ul><li>Simple and Advanced Reporting </li></ul></ul><ul><ul><li>Ad-hoc Reporting </li></ul></ul><ul><ul><li>Dashboards </li></ul></ul><ul><ul><li>Analytics (OLAP Cubes) </li></ul></ul><ul><ul><li>Portal </li></ul></ul><ul><li>BI will enable use of RFM (Recency, Frequency and Monetary Value) Segmentation Model to determine best customers </li></ul>InfoAxon Technologies Limited Confidential
  • 25. InfoAxon Technologies Limited Confidential
  • 26. InfoAxon Technologies Limited Confidential
  • 27. InfoAxon Technologies Limited Confidential
  • 28. InfoAxon Partnerships InfoAxon Technologies Limited Confidential <ul><li>Solution Provider Partnership (UK/India) </li></ul><ul><li>Solutions Built on Spike Source Stacks </li></ul><ul><li>Business Partner for Redhat OS Products </li></ul><ul><li>Solutions based on Redhat Application Stack </li></ul><ul><li>Certified Partner &amp; SI </li></ul><ul><li>Open Source Business Intelligence Suite </li></ul><ul><li>Certified Partner &amp; Reseller </li></ul><ul><li>Postgres Plus Advanced Database Server </li></ul>
  • 29. InfoAxon Customer Showcase InfoAxon Technologies Limited Confidential InfoAxon Technologies Limited Confidential Domain Clients Telecom &amp; Mobility BFSI Public Sector &amp; E-govt. IT Services Others (E-Learning, Manufacturing, Medical)
  • 30. Key Success Stories InfoAxon Technologies Limited Confidential Yes Bank – Collaborative Customer Relationship Management <ul><li>Benefits </li></ul><ul><li>Standardized Sales and Help Desk Processes </li></ul><ul><li>Improvement in Leads to Sales Closure cycle </li></ul><ul><li>Response Help Desk. Fast and effective resolution of Customer Queries </li></ul><ul><li>Improvement in customer satisfaction </li></ul>Need Integrated Customer Relationship Management system to automate the complete customer acquisition and servicing lifecycle. Solution InfoAxon enhanced a leading Open Source CRM framework based on Java J2EE to automate Yes Bank Customer Acquisition and Customer Service processes starting from Lead to Closer of Sales and then customer servicing .
  • 31. Key Success Stories InfoAxon Technologies Limited Confidential InfoAxon OSS Solution Highlights <ul><li>Integrated with core banking solution iFLEX to share customer/prospects data </li></ul><ul><li>Majorly enhanced the Help Desk Module(Customer Servicing) to include: </li></ul><ul><ul><ul><li>Trouble Tickets associated with Escalation Workflow &amp; Action Plan </li></ul></ul></ul><ul><ul><ul><li>Audit Trail </li></ul></ul></ul><ul><li>Customization of Leads, Pipeline and Accounts Module as per Yes Bank Customer Acquisition and Sales Closure Processes. </li></ul><ul><li>Implemented Rapid Back-Up scripts for Jboss back up and CRM data back-up </li></ul><ul><li>Deployed on Yes Bank Data Center on IA Solution Stack : </li></ul><ul><ul><li>Red Hat Application Stack Premium (RHEL 5, Jboss, PostgreSQL) </li></ul></ul><ul><ul><li>Production Server Security Hardened with </li></ul></ul>Yes Bank – Collaborative Customer Relationship Management….contd.
  • 32. InfoAxon Technologies Limited Confidential
  • 33. InfoAxon Technologies Limited Confidential
  • 34. About InfoAxon <ul><li>Established in 2001; Global presence with offices in UK &amp; India </li></ul><ul><li>We architect, develop and support ‘enterprise solution stacks :’ leveraging </li></ul><ul><ul><li>Open Standards </li></ul></ul><ul><ul><li>Open Source Frameworks, </li></ul></ul><ul><ul><li>Agile &amp; Iterative development </li></ul></ul><ul><li>Expertise in providing business solutions in key focus area of: </li></ul><ul><ul><li>Business Intelligence (BI) </li></ul></ul><ul><ul><li>Customer Relationship Management (CRM) </li></ul></ul><ul><ul><li>Enterprise Content &amp; Knowledge Management </li></ul></ul><ul><ul><li>eLearning Management </li></ul></ul><ul><li>Delivered high performance business solutions in domains such as Banking, Telecom, Public Sector , E-Business and Manufacturing. </li></ul><ul><li>Growing Customer Base of 30+ Customers world wide </li></ul><ul><li>70+ employees; Expansion to 100+ employees in 2008 </li></ul><ul><li>Solutions Engineering Labs in Electronic City, Noida (India); few others planned in India </li></ul>
  • 35. Our Professional Open Source Framework InfoAxon Technologies Limited Confidential A Suite of Professional Open Source Solutions A Suite of Professional Services A methodology to Evaluate adoption of Professional Open Source in Enterprise Professional OSS Technologies
  • 36. Our Solutions Portfolio Solutions
  • 37. Our Service Portfolio <ul><ul><li>Solution Lifecycle Support &amp; Maintenance </li></ul></ul><ul><ul><li>Configuration Management </li></ul></ul><ul><ul><li>Bug Fixing </li></ul></ul><ul><ul><li>Updates and Release Management </li></ul></ul>Support &amp; Maintenance
  • 38. Our Infrastructure <ul><li>5000+ sq.ft. of dedicated space </li></ul><ul><li>State of the art IT infrastructure with high speed connectivity &amp; servers </li></ul><ul><li>70+ IT professional engaged in global and domestic projects </li></ul><ul><li>Expansion Space for 100+ personnel </li></ul><ul><li>Well defined Project Management, Software Engineering &amp; Testing Processes. </li></ul>InfoAxon Technologies Limited Confidential
  • 39. InfoAxon Technologies Limited Confidential Check us Out at http://opensource.infoaxon.com For more information about us, contact us at [email_address] INDIA InfoAxon Technologies Limited H-189, Sector 63, Noida 201 309 India Tel : +91 120 4350040 Fax : +91 120 4350065 UK InfoAxon Technologies UK Limited Building A, Trinity Court Wokingham Road Bracknell, Berkshire RG42 1PL United Kingdom Tel: +44 1344 668048 Fax: +44 1344 668148

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