Crm24x7 Sales

Slide 1: “Your Customer Relationship Our Solution”

Slide 2: During the Course Of this presentation

Slide 3: You Will be able to UNDERSTAND how Works, &

Slide 4: Have a feel Of our solution With the help of Screen-shots & callouts Send Mail to create ticket

Slide 5: Objective Help you offer the best possible service to your Sales Prospects & 1 Customers and bring about the desired change to your Revenue & Bottom line profit. 2 A Web Solution that will help you monitor the progress of your organization and manage your Sales force from anywhere in the world. 3 A solution that can be put to use even if you don’t own a Server (both hardware & software) and don’t have the services of an IT Head/Team. 4 Offer a comprehensive CRM solution that can be deployed instantly and ensure a Return-On-Investment in the shortest possible time.

Slide 6: Product Functionality INTERFACE Sales Support Inventory To Trouble Service Installed Warehouse Campaign Contact Pipeline Stock Re-Order Ticket Entitle Product Stores Mgt Mgt Mgt Mgt Mgt Mgt Mgt Mgt Mgt CTI IVR Territory Product Price Engineer’s Schedule Time & Expense Knowledge Replenish Sales Order Repair Order HR Mgt Mgt Mgt Base Mgt Mgt Billing Fulfillment Fulfillment Financial Pick AP/AR Quotes & Mobile Service Pack Ship & Sales Blackberry Reseller Portal Partner Self Service Workforce Mgt Ordered Ordered Fulfill MRP Order Mgt Access Portal Product Product Order Incentives Reporting / Management Dashboard Analytics / Business Intelligence

Slide 7: CRM24X7 – Sales Force Automation FEATURES REPORTS • Manage Campaigns, Sales Promotions & • Up-to the Minute Actual Sales Vs Targe Advertisements Report • Generate Sales Prospects and Manage • Up-to the Minute Sales Pipeline Report Leads & Opportunities • Sales Forecast Report • Define Targets & Track Performance • Sales Executive Productivity Report • Manage Accounts, Companies, Contacts • Sales Executive Performance Report • Manage Customer Interaction (Phone,email) • Territory Performance Report • Manage Events & Commitments • Product Performance Report • Manage Sales Promotions • Sales Promotion Effectiveness Report • Manage Up-sell / Cross -sell • Marketing Campaigns Effectiveness Report • Manage Sales Targets • Advertisement Effectiveness Report • Manage Sales Price Lists • Major Account Management Report • Manage Sales Territories • Stock Availability Report • Manage Sales Quotes • Re-Order Level Report • Manage Sales Order • Ship Order Report • Manage Order Fulfillment – Pick, Pack, Ship • Sales Order Report Fulfill & Close. • Repair Request Report

Slide 8: CRM24X7 – Sales Work Flow Source: Campaigns Dormant Trade Shows Potential Customer Referrals Others… Stocking Level verification ______________________ Order fulfillment Available Qty < Re-order Level No No Business Prospect Potential? Pick Stock Available? Yes Auto-generation of Product Request No ______________________ Yes Convinced About Lead Pack Update Material Receipt Product? Yes Ship No Order Product Convinced About Opportunity ______________________ Price? Inventory In charge Yes Sales Order Update Inventory Yes Order Fulfilled Your Sales Cycle is in-complete and your Customer Relationship is at Risk if your Order is not fulfilled Properly.

Slide 9: Sales Executive’s Virtual Office This is the 1st screen the Sales Exec will see. It has complete info pertaining to his/her Sales activities. Sales Executive’s Virtual Office Just login and obtain complete set of info pertaining to his Sales activities in a single screen. Get the list of customers who asked you to revert back TODAY during your earlier interaction. Precision follow up. Get the list of customers who asked you to revert back TODAY during your earlier interaction. Precision follow up. Target Achieved Exec’s total pipeline. The Exec’s Tasks & Events (Meetings) schedule for Search & Identify Customer Today are displayed here. <FIND CALLER>

Slide 10: Know your customer Spare your customer from repeating whatever was earlier discussed with your Executive proceed from the point it was left off. The concerned Executive’s absence will have no bearing on your business. Obtain complete details Obtain the complete Check out of all pending enquiries Purchase History unresolved customer issues Status Follow up on the Appointed Date Interaction History & Action Log on each record will enable you to focus & follow up accurately.

Slide 11: Record & retain customer interaction across multiple channels Once a Customer interaction is recorded, It remains with the organization through out in a READ ONLY mode.

Slide 12: Prospect Customer relationship begins with a prospect. Collect basic info about a potential customer. Prospect Phase is used to identify the right contact and find whether there is any potential Define Territory & the next follow up date. Add multiple contacts to the prospect company Capture additional info relevant to your requirements.

Slide 13: Lead A Prospect is converted to lead once it is clearly established that they are interested in your products / services. Define Rating as Hot,Medium & Cold. Fix the Sales Process as Corporate Sales /Tender Sales Etc Include supervisor for participation in Selling. Record all customer interactions here. Attach products of interest. Products can be Standard, Non- standard & Promotional.

Slide 14: Opportunity A Lead is converted to Opportunity when a formal Quote is expected. All negotiation activities are handled at this stage & previous quotes kept track of. All interactions (emails & notes)captured in Lead stage is brought to Opportunity stage and added upon. Capture Taxes, Installation charges, Get an alert when there is a failure in Generate a formal Quote and check out Shipping charges info here closing the sale on this date. all previous quotes here.

Slide 15: Quote A formal quote with your company logo and address can be generated from the Opportunity page with just 2 mouse clicks. Print & Fax or Email Quote to customer

Slide 16: Sales Order Once the negotiation is complete and the Sales is Won, a Sales Order can be generated with just 2 Mouse Clicks and forwarded for further downstream processes. Most of the CRM solutions conclude the Sales cycle at this stage. CRM 24X7 goes beyond. To Inventory, Customer Support & Billing departments.

Slide 17: Order Fulfillment – Product Request A Product Request automatically gets generated when Data Transfer is effected from the Sales Department. Product Request can be from Sales, Service and other branches.

Slide 18: Stock Availability Commit to the customer only what you can deliver.

Slide 19: Order Fulfillment – Pick the Products In this case, the ordered Qty is 5 and the available stock is only 3. You are effecting a partial fulfillment and the Product Request cannot be closed till the entire order is fulfilled completely.

Slide 20: Order Fulfillment – Pack the Products Pack the Products picked in the last screen

Slide 21: Order Fulfillment – Ship the Products The product request gets closed after the sales order gets completely fulfilled. To Customer Support & Billing departments.

Slide 22: Management Dashboard This Management Dashboard dynamically indicates the health & progress of your organization and is available to you at all times. We can also add any number of charts with metrics that are important to your organization Your organization’s support structure is either Will help you plan your Inventory requirements & failing or under stress. Needs your intervention. Financial commitments

Slide 23: Reports Sample Reports of Product performance & team performance is shown below.

Slide 24: Reports Territory Performance Report & List of Sales Reports Available within CRM24x7 Prospect Reports: Performance Report:  Prospect source report  Top line Product Performance Report  Prospect territory report  Bottom line Product Performance Report  Top line team Performance Report Pipeline Reports:  Bottom line Team performance report  Top line territory performance report  Status wise Leads report  Bottom line territory performance report  Account wise Leads report  Top line Sales executive report  Lead conversion report  Bottom line Sales executive report  Status wise Opportunity report  Account wise Opportunity report Sales Report:  Opportunity conversion report  Sales Forecast Report Setback Reports  Cancelled Sales Order Report  Dropped prospects report. Effectiveness Report:  Dropped leads report.  Dropped opportunity report  Sales Promotion Effectiveness Report  Lost to competition report  Advertisement Effectiveness Management Report: Note: Apart from the above specific reports  Report on calls Made would be offered on request.  Call and Meeting Report

Slide 25: Cumulative Benefits of CRM Increase in Sales Revenue Achieve Global Competing Capabilities Increase in Business Value Acquire / Maintain Market Leadership Differentiate Product / Service from competition Maintain Sales Prospects / pipeline data safely Increase Employee Productivity Up Sell / Cross Sell Run effective campaigns & advertisements Reduce Sales Cycle Duration Increase in bottom-line profitability

Slide 26: Cumulative Benefits of CRM Achieve TOTAL Customer satisfaction Achieve Service excellence / customer delight Reduce Service Delivery Cost Empower customer to self serve thro’ Customer Self Service Achieve customer retention Achieve significant Repetitive & Referral Business Increase Maintenance Revenue Streamline Inventory Optimize Inventory Costs Streamline order processing & fulfillment

Slide 27: Cumulative Benefits of CRM CRM24X7 will Maximize your Revenue & Bottom-line Profitability by enhancing Employee Productivity, Management Efficiency, Customer Satisfaction and Employee Morale.

Slide 28: Conclusion Presentations have their limitations and as Call (AGM - Sales): 98841 35440 such this presentation Call (Delhi): 99995 05525 covers only the most Call (Mumbai & Chennai): 99622 02244 important features. Email: enquiry@crm24x7.com Please revert back for an interactive demonstration that The Management of CRM24X7 would like would cover the to thank you for taking the time to review complete functionality. this Presentation. Thank You !