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20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

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Explaining ZurmoCRM for small biz on QNAP using Virtualization Station solution to partners including business model and ZurmoCRM screen captures.

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20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

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  2. 2. Business Model CR KA KP VP CS KR CH C$ R$
  3. 3. CS - Customer Segments Do you have customer like this? ● B2B ● Value customer data and log ● Improve sales management ● Improve sales forecast accuracy
  4. 4. VP - Value Propositions Business administration + IT ● One stop solution ● Training, consulting, and technical support ● Upgradable to paid version ● Business-class hardware
  5. 5. CH - Channels Are you our channel partner? ● System integrator ● NAS reseller
  6. 6. KA - Key Activities How to sell? ● Promote and visit on business ● Setup and configuration ● Training ● Consulting and technical support
  7. 7. KR - Key Resources What do you need? ● Sales team ● Field engineer ● CRM consultant ● Promote and support documents ● Virtualization solution
  8. 8. KP - Key Partners Who is your partner? ● ZurmoCRM reseller ● CRM consultant ● QNAP customer service team
  9. 9. R$ - Revenue Streams Show me the money! ● Setup and configuration service ● Training by head count ● Consulting and technical support service ● Reselling QNAP and hard drive
  10. 10. C$ - Cost Structure Who take my money? ● Field engineer ● Contract CRM consultant ● Contract technical support service ● QNAP hard drive procurement
  11. 11. CR - Customer Relationships How to maintain relationship? ● Single contact window ● Self-service
  12. 12. ZurmoCRM on QNAP Virtualization Station
  13. 13. Cooperation ● ZurmoCRM VM to simplify installation ● Private environment for less conflict and lower support cost ● Configurable environment for more flexibility and better optimization ● Best with QNAP Virtualization Station
  14. 14. Dashboard
  15. 15. Report with Drill Down
  16. 16. KanBang Board
  17. 17. Gamification
  18. 18. Administration
  19. 19. Customizable Porlet Layout
  20. 20. Custom Field
  21. 21. Groups and Policies
  22. 22. Multi-Languages
  23. 23. Roles and Sharing
  24. 24. Individual User Profiles
  25. 25. Web Capture Form
  26. 26. Build-in Workflow Engine
  27. 27. Future ● Integrate with More VoIP ● Simplify setup and configuration ● More optimization ● Continue to update VM
  28. 28. Q&A and Profile ● CRM Consulting http://amigocrmservice.strikingly.com ● Mobile: 0921-991-923 ● Facebook Page: 現代行銷業務觀點 ● Blog: http://amigocrmnotes.wordpress.com ● Profile: http://www.linkedin.com/in/amigochen

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