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Presentation IFS - Sample Business Presentation


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Example of Core Business Presentation

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Presentation IFS - Sample Business Presentation

  1. 1. Presentation forInnovative Financing Solutions Brad Tornberg Principal E3 Consulting Partners, LLC.
  2. 2. Background Since 1981 Providing Business Operations and Technology Solutions to the Financial Services Industry Principal’s Background – MBA – Finance, Series 6,66 NJ Life and Health. Chase Manhattan, US Trust, Merrill Lynch, R.W. Baird – Northwestern Strong Working Knowledge of Industry leading CRM Solutions Business First, Then Technology Expertise with Small Boutique Firms Compliance Understanding Local Clients (CMS)
  3. 3. What we do Project management – Stay on time and under budget Implement Best of Breed Software – ERP and CRM Business Solutions - “In a cloud” – reduce IT Expenses Operations Improvement & Business Process Consulting Client Presence – Marketing Strategy, Social Media, Lead Generation and Nurturing Principal Coaching Seminars &Workshops
  4. 4. Why CRM Allows you to use your business processes to manage the lead process – workflows, dialogs - thru sales close Provides a 360 degree view of your customer Automated Marketing Processes allow for lead nurturing Case Management for effective customer service and knowledge base Allows you to track the pipeline for sales, analyzing steps in each stage and how effective each rep is in terms of conversion and process. Many to Many Relationships – Opportunities and New products and Services Real Time Dashboards for management controls
  5. 5. Why Microsoft CRM Familiar, Intelligent, Connected Microsoft Office look and feel Integrates with Outlook seamlessly ON Premise AND hosted versions available – choices Pricing – Most Competitive Fastest Growing Tool in Financial Services – M:M
  6. 6. Proven Methodology
  7. 7. How Can We Help Work with you and your team on understanding and improving your business process as it relates to operations, marketing, sales and customer service. Manage the Project and Resources for you acting on your behalf Select and Implement the Technology and Software. We understand the landscape. Work with team members to transition the working knowledge. This includes training and conference room pilot. Provide customizations and reports as needed Integrate solutions with back office operational systems and third party solutions. Deliver a solution on time and to budget
  8. 8. What It looks like Client interviews Business Requirements – Analysis, Presentation, Review and Sign off Statement of Work/RFQ Generation Vendor Selection (If Needed) and Negotiation Solution Acquisition, Design and Implementation Customizations, Integrations and Reporting Test Case Data Development and Test System Usage Training & Conference Room Pilot Go Live Post Go Live Support
  9. 9. Case Study Private equity firm required XRM solution to replace their older proprietary CRM
  10. 10. Next Steps Meet in person Agree to Engage on Initial Due Diligence Interview Key Stakeholders and Team Members Create a Vision Statement with a summary of findings of what the solution looks like when complete
  11. 11. Questions and Discussion Your Vision for CRM at IFS How do we proceed - Next Steps?