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FastBiz : solutions CRM et xRM en mode SaaS

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FastBiz vous propose des offres de CRM et xRM (Extended RelationShip Management) innovantes en mode SaaS.

Les solutions FastBiz vous accompagnent dans votre quotidien à tous les niveaux : détection de leads (Marketing), prospection commerciale (SFA), gestion des demandes et réclamations clients (Après-vente), gestion de la facturation, gestion d’un catalogue produit …

Avec FastBiz, offrez à vos collaborateurs une solution simple, efficace et intuitive adaptée à leurs besoins.

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FastBiz : solutions CRM et xRM en mode SaaS

  1. 1. Présentation FastBiz
  2. 2. Sommaire1. Présentation générale  Philosophie  Modules2. Une solution innovante  Bureau virtuel  Intégration avec les systèmes d’informations (SI)3. Démonstration n°2
  3. 3. Présentation Générale n°3
  4. 4. Philosophie FastBiz propose des solutions de CRM (Customer Relationship Management) / xRM (Extended RelationShip Management) en mode SaaS vous offrant :  Un outil de partage de l’information et de pilotage des ventes,  Une couverture fonctionnelle riche,  Une ergonomie intuitive – bureau virtuel. FastBiz : une solution tout en un  Zéro installation : Pas de composant logiciel à installer.  Zéro maintenance : Les maintenances sont gérées par FastBiz (sauvegardes, dimensionnement des serveurs, continuité de service, …). FastBiz : une solution évolutive  Des solutions qui évoluent en fonction des tendances du marché, compatibles avec la majorité des navigateurs Internet (Internet Explorer, Firefox, Opéra, Chrome …),  Une roadmap définie en cycle court (2-3 mois entre chaque version) garantissant une forte réactivité. n°4
  5. 5. Modules FastBiz propose un ensemble de modules en standard permettant de couvrir les besoins :  Avant-Vente : utilisation des opérations de masse,  Vente : Utilisation du pipeline de ventes, des activités, du catalogue produits …  Après-Vente : Utilisation de l’activité Demande pour gérer les réclamations/questions des clients/prospects. n°5
  6. 6. Une solution innovante Le bureau virtuel n°6
  7. 7. Le bureau virtuel La philosophie de FastBiz repose sur la volonté d’offrir à chaque type d’acteur d’une entreprise un environnement de travail dédié à son métier : le bureau virtuel. Le bureau virtuel offre une interface de travail orientée métier : seules les fonctionnalités nécessaires à son activité sont présentées à l’utilisateur. Les principaux avantages d’une telle solution sont les suivants :  Une interface simplifiée,  Adaptation rapide aux fonctionnalités de l’applicatif,  Une amélioration de la productivité,  Un meilleur ressenti utilisateur. n°7
  8. 8. Le bureau virtuel Un bureau de type « Windows » depuis un navigateur Internet vous permettant de retrouver les « standards » d’un bureau de travail : icônes, barre de tâches, menu « Démarrer » … n°8
  9. 9. Le bureau virtuel Une solution vous offrant des possibilités de multifenêtrage (consultation en parallèle de plusieurs fiches) : n°9
  10. 10. Le bureau virtuel Une agenda de type « Google Calendar » : n°10
  11. 11. Le bureau virtuel Un système d’alerte permettant de placer un rappel sur une activité ou informer les collaborateurs sur une fiche de l’application : n°11
  12. 12. Le bureau virtuel De nombreuses fonctionnalités de recherche pour trouver facilement l’information souhaitée : n°12
  13. 13. Le bureau virtuel Une gestion documentaire de type « Explorateur » avec modèles de documents (et gestion des révisions) : n°13
  14. 14. Le bureau virtuel Un module de gestion d’opérations de masse (courrier ou emailing) permettant d’adresser en une seule opération plusieurs cibles : n°14
  15. 15. Une solution innovante Intégration avec le SI n°15
  16. 16. Intégration avec les SI Un agenda FastBiz accessible depuis Outlook ou Thunderbird : n°16
  17. 17. Intégration avec les SI Une gestion documentaire accessible depuis un lecteur réseau (webdav) n°17
  18. 18. Intégration avec les SI FastBiz offre également d’autres possibilités d’intégration avec le poste client :  Synchronisation des contacts FastBiz avec carnet d’adresses de la messagerie Outlook ou Thunderbird,  Historisation des emails reçus dans la messagerie Outlook ou Thunderbird dans FastBiz (protocole IMAP),  L’ensemble des objets FastBiz sont accessibles par webservices de type REST (consultation, insertion, modification, suppression), FastBiz propose également l’hébergement de boutiques en lignes PrestaShop synchronisées avec la solution FastBiz :  Synchronisation des contacts : chaque nouvel inscrit sur la boutique en ligne est automatiquement intégré dans les contacts FastBiz,  Synchronisation des produits : le catalogue Produit de la boutique en ligne est remonté dans FastBiz,  Synchronisation des commandes : les commandes passées sur PrestaShop arrivent directement dans l’objet Commandes de FastBiz. n°18
  19. 19. Nos points forts Une solution innovante :  Une interface intuitive vous permettant de rapidement appréhender et utiliser aux nos solutions,  Des agendas compatibles avec Outlook et Thunderbird,  Une gestion documentaire intuitive accessible depuis les applications externes,  Un ensemble de statistiques et de reporting en standard,  … Une solution évolutive qui s’adapte à vos besoins :  Dans une volonté de proposer une solution adaptée aux besoins de nos clients, nous étudions toutes vos demandes d’évolutions. Si celles-ci s’avèrent généralisables (utiles pour la majorité de nos clients), nous les incluons dans notre roadmap sans frais supplémentaires.  Dans le cas contraire, nous vous établissons un devis de mise en œuvre. Une équipe dynamique pouvant vous accompagner lors de la mise en œuvre de nos solutions : formation, conduite du changement, refonte de processus internes … n°19
  20. 20. Offrez des ailes à votre entreprise www. .eu12 rue de seine – 75006 Tel. 01 45 05 11 75 / Fax 01 70 24 81 47 Contact@fastbiz.eu

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