CRM Account Manager

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CRM Account Manager

  1. 1. NEHANET’s Basic CRM CUSTOMER PRESENTATION Revolutionizing Your Business
  2. 2. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 NEHANET’s Basic CRM <ul><li>Foundation for Sales, Marketing and Customer Service Automation </li></ul><ul><li>Allows You To </li></ul><ul><ul><li>Adopt a Customer Centric Strategy </li></ul></ul><ul><ul><li>Identify and Retain High Value Customers </li></ul></ul><ul><ul><li>Coordinate Customer Activities </li></ul></ul><ul><ul><li>Aggregate all Customer Communications, Including Outlook Emails </li></ul></ul><ul><ul><li>Capture and Share Best Practices </li></ul></ul><ul><ul><li>Create Environment for Faster Decision Making </li></ul></ul><ul><ul><li>Boost Customer Satisfaction </li></ul></ul><ul><ul><li>Provide Corporate Wide Visibility </li></ul></ul><ul><li>NEHANET’s Basic CRM is the centralized hub for incorporation of any or all of NEHANET’s 24+ business solutions modules. </li></ul>
  3. 3. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 NEHANET’s Basic CRM consists of <ul><li>Accounts </li></ul><ul><li>Contacts </li></ul><ul><li>Activity </li></ul><ul><li>Call Reports </li></ul><ul><li>Email Management </li></ul><ul><li>Parts </li></ul><ul><li>Parts Catalog </li></ul><ul><li>Users/System Admin </li></ul>
  4. 4. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 ACCOUNTS <ul><li>Accounts module is centralized point for all customer details : </li></ul><ul><ul><li>Basic Details include Customer Name, Address, City, State, Country, Zip and Phone </li></ul></ul><ul><ul><li>Advanced Details include Customer Type, Region to which the customer belongs, Sales Person/Regional manager, Rep and Disti firm </li></ul></ul><ul><li>Accounts act as the key aggregation point for all customer related information </li></ul><ul><ul><li>All contacts, communications, opportunities, samples, quotes, design registrations, ship and debits, etc. are linked back to an individual account </li></ul></ul><ul><ul><li>Account ownership, combined with regional and product line ownership, provides basis for data security and access permissions within your organization </li></ul></ul>
  5. 7. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 CONTACTS <ul><li>Manage all details and communications with your Contacts </li></ul><ul><li>Create, update and save information of any of your Contacts </li></ul><ul><li>Contacts are automatically linked to your accounts </li></ul><ul><li>Email communication through Outlook can easily be assigned to the specific contact and account and saved within the CRM </li></ul><ul><li>Contacts, including customer, sales representatives and distributors can be assigned to specific accounts, activities, opportunities, samples, quotes design registrations etc. </li></ul>
  6. 10. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 ACTIVITY <ul><li>User's day-to-day tasks can be managed through the Activity tab </li></ul><ul><li>Daily activities will be shown for each user in the home page when they login to the system </li></ul><ul><li>Activities can be assigned to specific users including sales representatives and distributors </li></ul><ul><li>Activities are automatically linked to specific contacts/accounts. </li></ul><ul><li>Activity type can be customized to your needs such as meeting, action item, phone call, demo, etc. </li></ul><ul><li>Easily generate reports on activities based on priority and status. For example completed, in process, rescheduled, critical priority, low priority etc. </li></ul>
  7. 13. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 CALL REPORT <ul><li>Call Report module provides environment to input and save customer meeting, trip or call reports </li></ul><ul><li>Online/offline access makes Call Reports a valuable tool anytime, anywhere. </li></ul><ul><li>Create a call report prior to your meeting and enter pre-call information, such as goals of meeting, notes and information you need to review prior to going into the meeting or call etc. </li></ul><ul><li>After or during the call, record what occurred during the call, what action items surfaced, whether or not you accomplished your pre-call goals, what are the next steps. </li></ul>
  8. 16. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 EMAIL MANAGEMENT <ul><li>Capturing and linking email communication to accounts, contacts, opportunities etc is critical to timely and relevant insights about customer relationships. </li></ul><ul><li>Emails can be tagged/associated with appropriate business processes: </li></ul><ul><ul><li>All emails, to or from a contact, relating to a specific opportunity can be associated with that opportunity. </li></ul></ul><ul><ul><li>Emails associated with a quote, sample request, design registration, RMA, problem escalation etc can be associated with that particular item within that specific process. </li></ul></ul><ul><ul><li>Stored emails can be accessed from within the CRM. </li></ul></ul><ul><li>Secure access automatically ensures that only the right people see these archived communications. </li></ul><ul><li>Stored emails can be accessed later and forwarded from Outlook. </li></ul>
  9. 17. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 PARTS <ul><li>Parts modules stores all the information about the products manufactured by the host company </li></ul><ul><li>Parts are stored as Part Numbers and may be grouped by Part Family and/or Business Unit. </li></ul><ul><li>Various part pricing like Resale, Rep pricing, Disti pricing, etc can be stored along with a specified period </li></ul><ul><li>Parts can be controlled here to show up in other modules like Opportunity, Quotes, Samples, etc </li></ul>
  10. 21. NEHANET CONFIDENTIAL – RELEASED UNDER NDA– ALL RIGHTS RESERVED 2000-2009 PARTS CATALOG <ul><li>Parts Catalog is an in system search tool that allows user to quickly find the parts information they </li></ul><ul><li>Parts can quickly be narrowed down by part family and user can quickly view individual part details such as part status and part description. </li></ul>
  11. 24. Contact Us at 1.888.NEHANET or at [email_address] CUSTOMER PRESENTATION Revolutionizing Business

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