Kapture CRM - One of the most powerful CRM Tool with essential features

1. Lead Management I CRM I Mobile Technology
An Product
Integrated
Sales
&
Marketing
Platform

2. Ineffective
resource
allocation
No automatic
reporting
system
Ill-informed
and unfruitful
lead
follow-ups
Absence of
centralized
monitoring
Sales
employee
tracking
Sales &
Customer
Data
Management
Lack of
Mobility Support
CHALLENGES

3. Problems
No laptops with all the sales employees
No real-time tracking
On-the-go capabilities of CRM.
Too many sales channels
Desktop Oriented Problems.

4. Who is my best
performing sales
executive ?
Questions that matter for any business
How many leads in
total ?
What is the status
for each lead ?
Where are my
best leads coming
from ?
What is the lead
to
conversion ratio ?
What is my ROI
this year
compared to last
year?

5. Solution “Kapture is a fully-customizable, cloud-based
platform that enables you to manage and
track all your leads at one single point”
It is also functional as a mobile based application with a
portal in the backend which is envisaged to solve the
purpose of handling sales & marketing related activities like
capturing consumer data, product information, employee
performance & tracking

6. Go
Mobile
Kapture Completely
Mobile
Compatible
with any
third party
software
Location
based
tracking
system

7. Kapture
Mobile Application Back-end System
Integrated
system
India’s first mobile only platform

8. Why
Kapture
Seamlessly integration with your website or any other lead source or
third party software. No complex API’s or manual integration needed.
Mobile : On the go
Our mobile app allows you to access your dashboard and track
your leads on the go. The app is compatible with all platforms and
devices.
Easy Integration
Fully Customizable
The Kapture platform can be customized
to any extent to meet the unique
requirements of your business.
Employee Tracking
The Kapture platform has an attendance
system feature which helps you track
employee location, attendance and
performance.

9. Reduces lead
generation
costs
Shortens the
overall sales
cycle
Mobile App
helps to
access system
anywhere,
anytime
Measures
the ROI
Optimizes
customer
acquisition
costs
Monitors
effectiveness
of marketing
campaigns
Kapture joins the dots to create a robust and efficient
sales pipeline that delivers results and revenue.

10. Senior
Management
Level
Grass-root level
Sales employees
Tracking of
employees
from one
single pace
Flexilibility in
downward
communication
Direct
communic
ation with
grass-root
level
Centralized
Monitoring

11. Employee reporting & direct downward communication
Channel-wise business insights
Sales reports and Analytics
Internal communication & task management
Employee Location
Tracking
Desktop
Application

12. Backend
Monitoring
System
Desktop Feature

13. Tracking of employee outlet visits as per predefined schedule
Effective monitoring of Sales employee / Managers for productive results
Sales Emp. /
Manager
Desktop Feature

14. Mobile
CRM
App
Salient Features
 Employee tracking system.
 Report generation using highly relevant
filters such as,
Real-time tracking of employee location & attendance
Employee performance tracking
Reports by Channel
Reports by Store
Reports by Region
 Mobile Application is fully responsive, functions smoothly on all
sizes of smart phones or TABs
 Centralized tracking system to track the device round the clock
from HO level.

15. Sales Easy IntegrationHow Mobile CRM App Works?
ADDING LEAD ENTRY &
DOCUMENTING DETAILS
Add Entry
LEAD FOLLOW-UP &
FOLLOW-UP
PROGRESSIVE DETAILS
Lead Follow-up
CALENDAR
Activities& meetings
ADDING TASKS &
DETAILS
Task Management
ALERTS &
CALL MANAGEMENT
Notifications

16. Capture details
Mobile CRM AppAdd Entry
Feature

17. Mobile CRM AppLead Follow Up
Feature One touch connecting
option

18. Mobile CRM App
Task
Management
Feature

19. Mobile
CRM
App
Auto attendance system that performs location tracking of sales employees
Our system captures location through GPS
Saved in server
Once the sales employees check-in, location tracking starts
Employee Tracking System

20. Sales
Easy Integration
Capture
Nurture
 A 360 degree view of each lead for
better lead allocation and follow up
 Sales/marketing managers can view
and analyze lead follow-up rates for
specific sales people, dealers &
regions.
Track
 The system becomes the central
repository for all leads.
 Provides complete transparency &
visibility into what’s happening with
each lead in real time.
 Source of each lead is captured
along with the communication
 Real-time reports on the sales
status of leads
 Analysis on effectiveness of lead
generation programs
 Snapshot of revenue in the pipeline

21. Servicing
Internal Task
Management
System
Campaign
Calendar
Document
Repository
Customizable
Dashboards
Access Hierarchy

22. Servicing Internal Task Management System
Reports
 Real time, relevant information
 Convenient formats
 Visibility across roles and groups

23. Servicing Calendar
Calendar to track sales appointments,
marketing campaigns, important launches and
events
Sync with Google/ Microsoft exchange/ option
to share calendar with other team member.
Integrated with rest of the application for
calendar to automatically use calendar.

24.  View all current and previous ads
run on any media
 Extract ad creatives from
the creative repository from one
single platform.
 Send or receive files, ad
copies, etc too & forth with ad
agencies from the platform.
 Extract detailed analytics on any
ad.
 Store all ad copies and ads at
one single place.
Campaign
Management
Create campaign
Edit campaign feature
Campaign calendar
Tracking codes for online
campaigns
Tracking url from offline
kiosk campaigns
Activity based check list
and owners of the items

25. Analytics Key Metrics & Measurables
 Detailed reports on overall sales performance
 Custom filters to sort & view performance reports by team,
region, cluster and individual employee
 Export reports in excel, doc, csv and pdf formats.
 Graphical and textual representations of all reports and easy
presentation of complex data at one glance
 Easily evaluate cost of customer acquisition and ratios
 Employee tracking, incentive calculation & evaluation

26. Analytics
 Detailed reports on all marketing campaigns
 Export report option to excel, doc, csv and pdf formats.
 Textual and graphical representations for all the reports.
 Channel partner incentive calculation.
 Custom reports based on business needs.
 Feedback capturing through automatic emails and sms to the
clients after site visits.
Analytics
Dashboard
Master dashboard
view for overall
performance
tracking &
reports
Performance report
section reflecting
leads & sales
conversion data

27. Performance reports
& details by team,
cluster &
Individual
sales emp.
Analytics
Dashboard

28. Analytics
Dashboard
Real time location
tracking of sales
employees through
GPS & mobile CRM
synchronization

29. Analytics
Dashboard
Route map tracking
& re-allocation of
sales team
member for
better
productivity

30. Mobile
CRM
App
THANK YOU