InfoAxon Fusion CRM

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InfoAxon Fusion CRM

  1. 1. [Fusion CRM Overview]
  2. 2. <ul><li>Customer Relationship Management </li></ul>InfoAxon Technologies Limited Confidential
  3. 3. Reality: 2000’s Overbuilt (50% would suffice)– Yet Missing Features Vendor Lock-In Client-Server Based Apps Systems Expensive to Deploy & Maintain Data Silos– No 360 View Of Customer o
  4. 4. FUSION CRM InfoAxon Technologies Limited Confidential <ul><li>Enterprise Class </li></ul><ul><li>Web-Based Technology </li></ul><ul><li>Stack & 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. 5. Open Source Edge InfoAxon Technologies Limited Confidential
  6. 6. Ready for Users upon installation… InfoAxon Technologies Limited Confidential
  7. 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 & Administration </li></ul><ul><li>Ease of Integration </li></ul><ul><li>Scalability & portability </li></ul>
  8. 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 & 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 & Quote Management </li></ul></ul><ul><ul><li>Reporting, Dashboards </li></ul></ul><ul><li>360-Degree Customer View </li></ul>
  9. 9. InfoAxon Technologies Limited Confidential
  10. 10. InfoAxon Technologies Limited Confidential
  11. 11. InfoAxon Technologies Limited Confidential
  12. 12. Functionalities <ul><li>Sales & 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 & Document Management </li></ul><ul><li>Robust Security Architecture </li></ul>InfoAxon Technologies Limited Confidential
  13. 13. Sales & Lead Management InfoAxon Technologies Limited Confidential <ul><li>Lead Conversion rate dashboard </li></ul><ul><li>Add & Import Leads </li></ul><ul><li>Contacts & Accounts </li></ul><ul><li>Opportunities & Pipeline </li></ul><ul><li>Team Management </li></ul><ul><li>Camera Ready PDF Quotes </li></ul><ul><li>Product Catalogues </li></ul>
  14. 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 & when to distribute) </li></ul><ul><li>Campaign Dashboard </li></ul>
  15. 15. InfoAxon Technologies Limited Confidential
  16. 16. InfoAxon Technologies Limited Confidential
  17. 17. Business Process Management InfoAxon Technologies Limited Confidential <ul><li>Action Plans </li></ul><ul><li>Workflow Engine with Reminders & Alerts </li></ul><ul><li>Dashboard </li></ul><ul><li>Reporting </li></ul><ul><li>Custom Folders with User-Defined Fields </li></ul>
  18. 18. Help Desk InfoAxon Technologies Limited Confidential A powerful Help Desk, Call Center & 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 & 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. 19. InfoAxon Technologies Limited Confidential
  20. 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. 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 & Lists </li></ul><ul><li>Project Progress Indicator </li></ul>
  22. 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. 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. 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. 25. InfoAxon Technologies Limited Confidential
  26. 26. InfoAxon Technologies Limited Confidential
  27. 27. InfoAxon Technologies Limited Confidential
  28. 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 & SI </li></ul><ul><li>Open Source Business Intelligence Suite </li></ul><ul><li>Certified Partner & Reseller </li></ul><ul><li>Postgres Plus Advanced Database Server </li></ul>
  29. 29. InfoAxon Customer Showcase InfoAxon Technologies Limited Confidential InfoAxon Technologies Limited Confidential Domain Clients Telecom & Mobility BFSI Public Sector & E-govt. IT Services Others (E-Learning, Manufacturing, Medical)
  30. 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. 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 & 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. 32. InfoAxon Technologies Limited Confidential
  33. 33. InfoAxon Technologies Limited Confidential
  34. 34. About InfoAxon <ul><li>Established in 2001; Global presence with offices in UK & 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 & 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 & 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. 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. 36. Our Solutions Portfolio Solutions
  37. 37. Our Service Portfolio <ul><ul><li>Solution Lifecycle Support & 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 & Maintenance
  38. 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 & 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 & Testing Processes. </li></ul>InfoAxon Technologies Limited Confidential
  39. 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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