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Second CRM A Functional Introduction
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Second CRM A Functional Introduction

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  • 1. © 2014 Soft Solvers Solutions. All Rights Reserved. Cloud CRM Solution for Small Businesses Second CRM – A Functional Introduction June 2014
  • 2. © 2014 Soft Solvers Solutions. All Rights Reserved. Introduction Second CRM – Cloud CRM Solution for Small Businesses  SoftSolvers – MSC Malaysia Status company in Cyberjaya  Designed for Small to Midsize Businesses, as a viable alternative to more expensive overseas solutions  Helps in Managing Sales, Marketing and Customer Service  On Demand, No investment on server/software, No need IT guys, Highly Secure, Daily backups, Never lose any data  Easy-to-use, customizable, Access it any time, any where or on any device (desktop, tablet, or phone)
  • 3. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM Features  Second CRM drives sales performance by allowing sales representatives to track and share potentials, manage and upsell into existing accounts, coordinate activities across teams.  With Second CRM you can monitor pipeline stages through dashboards and collaborate through alerts & notifications and integration with Website for capturing online leads.  It supports the complete sales process of your organization, starting from Lead Management, Potentials, Account & Contact Management, Sales Pipeline Management, Quotations, Sales Orders, Invoicing, and others. Benefits  Share sales data across individuals and teams  Bring new sales representatives up to speed  Present effective presentations and proposals to customers  Increase productivity by automating quotes, and invoicing Sales Force Automation  Leads Management  Account Management  Sales Pipeline Tracking  Quotation to Sales Order Management  Services & Service Contracts  Capture Website Leads
  • 4. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM Features  Manage leads from multiple sources, build and track marketing campaigns, manage multiple email marketing offers, and ensure marketing and sales reps have up-to-date information necessary to close the deal.  Using Second CRM, companies are more productive with whole integrated approach with Emails, SMS and Google apps that highly supports the top and bottom lines.  Second CRM provides E-mail Marketing, Online Web Forms, Product Management specifically useful for marketing team, along with other marketing-related modules, such as Activities, Calendaring and Contact Management. Benefits  Close the gap between lead generation and deal closure  Segment customers to target the right customer with the right message  Generate and monitor campaigns across all customer channels  Integration into Google Apps for enhanced collaboration Marketing Automation  Campaign Management  Mass Mail with Email Templates  Send & receive SMS in CRM  Google Apps Integration  Calendaring & To Do Management  Document Management
  • 5. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM Features  Acquiring new customers is much more expensive than selling to existing ones. With Second CRM customer support, companies have the confidence that customer cases will be handled quickly and effectively.  Second CRM customer support centralizes customer service requests across channels to allow companies to diagnose bugs, assign and escalate customer issues to resolution.  Second CRM provides enterprise quality Customer Support & Service features, such as Ticket Management, Service Contracts Management, Customer Self- Benefits  Centrally manage and share all customer service issues  Manage Service Contracts better, with expiry alerts and timely follow ups  Understand frequency of incidents to improve product quality  Measure the responsiveness of customer support  Manage schedules, calls, meetings and emails from a single location Service Portal, Reports & Statistics specifically useful for your organization's customer support force.Customer Support  Account Management  Manage Service Contracts  Customer Issue Management  Customer Survey  Customer Portal  Knowledgebase, FAQ’s
  • 6. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM Features  Second CRM offers lot more than normal CRM software offer, as we believe, most of the small and mid size companies will improve the productivity of their internal operations, if its is integrated with the CRM.  Second CRM offers features like Project Management, Inventory Management, Payments & Receipts, Purchasing Management, dealing with vendors, Asset Management and much more, to give maximum returns for your investment.  Second CRM streamlines common operations tasks and promotes effective communication across the company from marketing, sales, operations to finance. Benefits  Tracking the Post Sales activities, to give holistic view of the customer  Complete cycle from Lead to Sale, and Invoice to Receipt  Manage your stock, with Purchase Orders and Sales Orders Operations Management  Project Management  PO & Vendor Management  Invoicing, Payment & Receipt  Customer Asset Management  Computer Telephony Integration
  • 7. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM Features  Second CRM BI Reporting enables you quickly assess your reported data and take immediate action to make smarter and timely business decisions. This includes business intelligence functionality that extends beyond other CRM vendors’ solutions and is easier to use.  With Second CRM you can assess customer and competitive trends—all to help you make faster, more profitable decisions.  Second CRM reporting turns data into actionable information. Managers can monitor business performance across customer segments, marketing campaigns, sales opportunities and customer satisfaction levels. Benefits  Segment prospects and customers based on attributes that drive your business  Benchmark campaigns to understand which efforts produce the most revenue Benefits  Roll-up and analyze sales opportunities across your organization  Monitor the customer satisfaction of accounts Business Intelligence  Dashboard & Charts  Advanced Reporting  Alerts & Notification  Scheduled Reports  Data Analysis
  • 8. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM Features  eXRM is the natural evolution of CRM (Customer Relationship Management). In today’s dynamic business environment companies demand the ability to manage anything (X=anything), not just relationships with customers.  Second CRM’s Open platform and flexible architecture makes it is much more than a traditional CRM product. Instead, a better way to think of Second CRM is as a rapid development application with out-of-the-box CRM functionality.  Second CRM Extensibility features include, fully documented Web API, Configurable workflows and integrations available for popular CMS. Benefits  Able to quickly customise CRM as per the organisation needs, without any IT support  Integrate with corporate website for online leads, and complaints management Benefits  Easily export the data for external analysis and reporting.  Integrate the CRM System with other backend systems for single version of organisation data Extensible  Modular Architecture  Web Services API  Tablet & Mobile friendly Interface  Import / Export Data  Configurable Workflow
  • 9. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM Features Sales Force Automation  Leads Management  Account Management  Sales Pipeline Tracking  Quotation to Sales Order Management  Services & Service Contracts  Capture Website Leads Customer Support  Account Management  Manage Service Contracts  Customer Issue Management  Customer Survey  Customer Portal  Knowledgebase, FAQ’s Marketing Automation  Campaign Management  Mass Mail with Email Templates  Send & receive SMS in CRM  Google Apps Integration  Calendaring & To Do Management  Document Management Business Intelligence  Dashboard & Charts  Advanced Reporting  Alerts & Notification  Scheduled Reports  Data Analysis Operations Management  Project Management  PO & Vendor Management  Invoicing, Payment & Receipt  Customer Asset Management  Computer Telephony Integration Extensible  Modular Architecture  Web Services API  Tablet & Mobile friendly Interface  Import / Export Data  Configurable Workflow Second CRM can be customised and extended to meet most of the business requirements.
  • 10. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM: Dashboard
  • 11. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM: Quotation
  • 12. © 2014 Soft Solvers Solutions. All Rights Reserved. Editions & Pricing Second CRM Express Second CRM Standard Second CRM Professional RM20 /user /month RM50 /user /month RM85 /user /month Manage Customers and Track Sales Activities Manage Complete Sales & Marketing Activities Manage Entire Business for enhanced Productivity Centralised Customer database, track every interaction and manage sales leads and pipeline Everything Express has, plus ability to generate online quotes and invoices and manage campaigns Everything Standard has, plus features to manage customer support and after sales activities  Leads & Sales Pipeline Management  Account & Contact Management  Sales Activity Tracking  Standard & Custom Reports  Web Mail with Email Templates  Calendaring & To Do Management  Google Apps Integration  SMS Messaging  Mobile friendly interface  Role permissions  Product & Services Management  Quotation Management  Mass Email & SMS Campaigns  Content Library  Customer Survey  Sales Order & Invoicing  Custom Dashboard & Charts  Capture Web site leads  Configurable Workflows  Manage Service Contracts  Track Service Requests  Purchase Orders & Vendor Management  Payment & Receipts  Project Management  Asset Management  Unlimited application customisations  API for Application Integration * Minimum 5 Users.
  • 13. © 2014 Soft Solvers Solutions. All Rights Reserved. Implementation & Support  To keep the process simple Second CRM is all online starting from registering for 30-Day Free Trail to pay using credit card for the Paid version.  Visit www.secondcrm.com website  View Demos and Compare Editions  Register for 30-Day Free Trail  Access Support Portal and Getting Started guides to learn basics and ask questions on forums to clear doubts  Upgrade to Paid Version and Go Live  Estimated Implementation Time < 30 days*  Continuous Support during Subscription Period  Application Hosting at SoftSolvers Cloud (Guaranteed Uptime 99.9%)  Server & Application Maintenance (Backup, Patches, Upgrades, etc)  Dedicated Customer Support (SLA, Toll Free No, Contact Centre, Online Support)  Minor Changes and Bug Fixing * Standard implementation.
  • 14. © 2014 Soft Solvers Solutions. All Rights Reserved. Traditional (On Premise) CRM Second CRM Professional Edition Comparing Second CRM Professional Edition with traditional On Premise CRM implementation, over a period of Three years, assuming Ten active users. Comparison with Traditional CRM Feature Unit Price Total Cost Software License – 10 Users (assuming client buying a mid range CRM solution) 20,000 Server Hardware (assuming a single machine) 5,000 Server Hosting (per month for data centre) 300 10,800 System Admin (avg monthly salary) 2,500 90,000 Total Cost in RM (For Three Years) 125,800 Feature Unit Price Total Cost Server & Application Setup Nil Second CRM Subscription fee (per user per month) 85 30,600 Rest Everything Nil Total Cost in RM (For Three Years) 30,600 Few Considerations  With own Hardware there is no scalability, if more users are required  After 3 years, most of hardware need upgrades or even replacement  For any reason replacing a trained System Admin could be a nightmare for any Company  Second CRM grows with your Company, keeps you always Lean & Agile
  • 15. © 2014 Soft Solvers Solutions. All Rights Reserved. Second CRM has more than 100 active customers across Asia, from small to large size companies and has a very high customer retention rate. Second CRM encourages try before you buy, without even swiping any credit card. Second CRM allows rebalance users up or down to meet business needs. Second CRM is highly cost competitive, both in terms of subscription and the professional services fee. Open platform, Cloud computing, Malaysia cost advantage. No capital investments on servers or software, Secure servers, Daily backups, Patches and updates, etc all taken care off. Just focus on your business. On Demand, Subscription Based Proven track record Best Price Value Package Zero Risk Trial, Highly Flexible Subscription Going Beyond Criteria Second CRM – Key Differentiators
  • 16. © 2014 Soft Solvers Solutions. All Rights Reserved. Success with Second CRM 2010 Silver Award for Best CRM Programme Implementation Case Study: MYOB South Asia Growing with them  Working for 4 years now, reached more than 100k customers  Later added HK region also  Continous Product improvement Implementation & Launch  40k Customers across Asia Pacific  Sales, Marketing, Customer Support  Migration from Siebel CRM  Zero to Live in < 3 weeks
  • 17. © 2014 Soft Solvers Solutions. All Rights Reserved. Customers & Achievements Echelon Finalist 2011, Asia’s largest Startup event Asia Top 50 Apps 2010 - E27 Singapore Silver award for Best CRM Implementation - CCAM Malaysia, 2010 CRM Idol Semi- finalist 2012 & 2013 Achievements Customers * Second CRM has more than 100 active Customers in Asia.
  • 18. © 2014 Soft Solvers Solutions. All Rights Reserved. We are NOT Alone Partners
  • 19. © 2014 Soft Solvers Solutions. All Rights Reserved. Soft Solvers Solutions Sdn Bhd C-G-17, SME Technopreneur Centre, 2270 Jalan Usahawan 2, Cyberjaya, 63000, Selangor, MALAYSIA Tel: +603 8315 6101 Fax: +603 8315 6102 Web: www.secondcrm.com Email: sales@secondcrm.com Thank You Questions & Answers

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