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Performance Convergence | Multidimensional Analysis | Customer Engagement Excellence

   All information is property of 360’CRM . Can not be redistributed or reproduced without expressed written permission. © 2012
WHO WE ARE



•   360'CRM is a CRM professional services and intellectual
    property provider of call center solutions, specialized in
    assisting clients to optimize their unique customer
    experience opportunities and achieve maximum channel
    performance.

•   360'CRM's innovative IT solutions enable measurable
    “Customer Experience” improvement as well as bottom-line
    efficiency gains across the enterprise value chain; from
    initial Customer Contact through End-Results Reporting

•   We leverage 30 years of “Real World Call Center
    Experience”, dynamically improving small, medium, and
    large enterprises' direct marketing endeavors for our clients
    in diverse vertical markets
Product/Service Spectrum

Advisory and Consulting                CRM Business Applications IP Telephony Network Architecture
Consulting                               Products                           Products
• Leveraging 30 Years “Best Practice     • Navigator: Intelligence Driven   • 360 Telephony Platform: PBX,
Experience” into Contact Center          Sales/ Service CRM                 Predictive Dialers
Technology Solutions
                                         •InSight™ : Channel Performance    •360 Voice & Data Digital
• Solve complex Customer - Centric       Intelligence Platform              Recording: Blind Monitoring
challenges for clients in diverse
vertical markets                         •360 QAS: “Web-Enabled” Quality    •Contact Center Virtualization:
                                         System                             Hosted Technology
 Advisory Services                        Services                          Services
 • PACE Audit Advisory                    • Solutions Integration and       • Partner Campaign Management
 • Best Practices Studies                  Provisioning                     • Independent Third Party
 • RFI / RFP Analysis                     • 24/7 Help Desk Support            Quality Monitoring
                                          • InterMedi@ Marketing and        • Script Writing
                                           strategic BPO partners
CHANNEL PERFORMANCE MANAGEMENT



      InSight Channel Performance Intelligence Suite is the only
      solution the captures valuable information (data) from virtually any
      disparate, siloed data source and presents in full, aggregated,
      Enterprise level to Transaction level presentation


      Drill-down and compare Marketing Performance, Sales
      Performance, Service Performance even Vendor Partner
      Performance all in one unified application. Customer facing
      managers and executives will execute Sales and Service strategy
      seamlessly.

      Coordination and Collaboration between Marketing
      Professionals and Procurement Professionals with their Sales
      and Service counterparts with regards to performance results
      are instantaneous within InSight.
Channel Performance
                                                        Management



  Analytics
               Campaigns
 Drill-Down
                               Quality
 Aggregate     Direct Mail
                              Assurance     Sales / Service     Target
 Trending      Television
                               Agent                          Customers
                Radio                         Telesales
LOB Roll Up                   Scoring
               Newspaper     Compliance      Teleservice      Consumer
Segmentation
                                 Skills                       Business
Benchmarking    Google                      Click -To- Chat
               Adwords        Proficiency                     High Value
Slice & Dice
                E-Mail       CSAT Scoring Outside Sales        Adverse
Forecasting
               Automated                     Social Media
Transaction
               Messaging
   Detail
POWERFUL INTERCONNECTIVITY


               InSight’s powerful sourcing and
               standardizing methods creates
               accountability by providing accurate
               recognition of Sales and Service
               Performance activity from your customer
               facing channel
               Performance data residing in siloed
               predictive dialers or switches can be
               imported into InSight
               Agent Performance data residing in
               fragmented CRM systems can be imported
               into InSight
               Enterprise Billing/Processing Systems
               Data can be imported into InSight

         360 0 View Of Sales and Service Performance
INSTANT CHANNEL COLLABORATION



               InSight has the capability to not
              only coordinate disparate channel
                  management data into one
                 centralized platform, but also
                provide instant collaboration
              between ownership stakeholders
                within operations departments,
                    marketing departments,
              procurement departments, etc. in
              order to better coordinate overall
                performance within Customer
                       Facing Channels
PERFORMANCE MANAGEMENT DEPLOYMENT

         InSight Channel Performance Intelligence Suite
   can be deployed in several Customer - Facing environments




   Inbound / Outbound                       Online Chat
       Teleservices
CHANNEL PERFORMANCE MANAGEMENT



InSight Performance Intelligence Suite: Analytical Management Components


                  InSight Channel Performance Manager – “ROC”



                  InSight Sale Performance Manager



                  InSight Service Performance Manager
CHANNEL PERFORMANCE MANAGER
            “ROC”


        Marketing Professionals need a complete picture of their
        marketing strategy, how their strategy translates into
        actual sales and service execution within customer facing
        channels, and daily validation to measure the
        effectiveness of their strategy in order to recalibrate and
        relaunch marketing objectives at a movements notice

         InSight Channel Performance Manager gives
        Marketing Professionals the ability to execute marketing
        strategy instantly into customer facing sales and service
        channels, proactively monitor campaign effectiveness,
        and receive actionable feedback during campaign or
        program durations, everyday

        Marketers can launch new products into the Customer
        Facing channels at unparalleled speed through InSight
        Marketing Performance Manager
MARKETING CHANNEL MANAGEMENT



        Marketing Management Features within Channels:



         Product Offer Management
         Geographical Buying Pattern Management
         Marketing Spend Forecasting
         Target Market Buying Patterns
         Target Audience Buying Pattern
         Accelerated Campaign “Time to Market”
         Budget “Goal-to-Production” Variance
         Automatic campaign or program “alerts”
SALES PERFORMANCE MANAGER



         InSight Sales Performance Manager provides
         full, aggregated, Enterprise level to Transactional
         level presentation of sales performance. Sales
         Professionals now have a tool that can expose
         trends, correlations, and patterns across your
         customer facing sales channels that would go
         undetected using traditional reporting methods

         With InSight Sales Performance Manager, your
         sales enterprise will be able to execute sales
         strategy quickly across sales teams. Analysis
         multidimensional Sale Performance data within
         data view.

         Insights' powerful sourcing and standardizing
         methods creates accountability by providing
         accurate recognition of sales and marketing activity
SALES PERFORMANCE MANAGER



       InSight Sales Performance Manager Feature

      Multi- Dimensional Sales Analysis
      Prebuilt Sales metrics plus unique “business” metrics
      “On-The –Fly” user defined sales metrics
      Instant Sales Stage Process deployment to channel
      Sales Disposition Performance results
      Time Of Day Calling Analysis
      Agent-Specific Performance Analysis
      Compliance Assurance ( DNC List Scrub Integration)
      Aggregated Performance Results : Transaction to
      Enterprise
SERVICE PERFORMANCE MANAGER


            InSight Service Performance Manager
            provides full, aggregated, Enterprise level to
            Agent level presentation of service
            performance. Customer Service Professionals
            now have a tool that can expose trends,
            correlations, and patterns across your
            Customer Service channels that would go
            undetected using traditional Business
            Intelligence tools

            With InSight Service Performance Manager,
            your sales enterprise will be able to execute
            Service strategy quickly across Customer
            Service enterprise. Analyze Multidimensional
            Customer Service Performance data in any
            data view.
SERVICE PERFORMANCE MANAGER




        InSight Service Performance Manager Features

       Multi- Dimensional Service Analysis
       Prebuilt Service metrics plus unique “business” metrics
       “On-The–Fly” user defined metrics ( Logical Operator )
       Instant “Goal Recalibration“ deployment to Service Agents
       Net Promoter Score Performance results
       Time Of Day Calling Analysis
       Agent-Specific Performance Analysis
       Aggregated Performance Results : Transaction to
       Enterprise
LINKING ALL STAKEHOLDERS


Hello, I’m in                              Hello, I’m in


Marketing                                  Procurement




Hello, I’m in                              Hello, I’m in

Customer                                    Quality
Experience                                 Assurance
                         Hello, I’m in

                         Contact Center
                           Operations
                         (Sales/Service)
THE BENEFITS OF INSIGHT



360’CRM designed                  InSight provides true
InSight with rigorous             clarity, depth,
data standardization              coordination , and
methods. All data comes           coordination on overall
from it’s source…                 channel performance
Untouched….
Unmanipulated
                                  InSight creates
InSight exposes trends,           “Management by
correlations, and patterns        Exception” capabilities
that would go undetected          so that less managerial
using traditional reporting       resources are needed to
tools, including cross-           be spent validating
validation of multiple            accuracy of Customer
campaigns within multiple         Facing Performance and
customer-facing channels          compiling reports
THE BENEFITS OF INSIGHT



360’CRM designed                  InSight provides true
InSight with rigorous             clarity, depth,
data standardization              coordination , and
methods. All data comes           coordination on overall
from it’s source…                 channel performance
Untouched….
Unmanipulated
                                  InSight creates
InSight exposes trends,           “Management by
correlations, and patterns        Exception” capabilities
that would go undetected          so that less managerial
using traditional reporting       resources are needed to
tools, including cross-           be spent validating
validation of multiple            accuracy of Customer
campaigns within multiple         Facing Performance and
customer-facing channels          compiling reports
THE BENEFITS OF INSIGHT



360’CRM designed                  InSight provides true
InSight with rigorous             clarity, depth,
data standardization              coordination , and
methods. All data comes           coordination on overall
from it’s source…                 channel performance
Untouched….
Unmanipulated
                                  InSight creates
InSight exposes trends,           “Management by
correlations, and patterns        Exception” capabilities
that would go undetected          so that less managerial
using traditional reporting       resources are needed to
tools, including cross-           be spent validating
validation of multiple            accuracy of Customer
campaigns within multiple         Facing Performance and
customer-facing channels          compiling reports
INSIGHT PERFORMANCE OPTIMIZATION



                                                                          InSight provides instant
                                                                          collaboration between customer
                                                                          facing stakeholders within ONE
                                                                          data unifying application giving
                                                                          managers and executives
                                                                          unparalleled clarity , depth , and
                                                                          coordination to support
                                                                          company’s most important
                                                                          asset… THE CUSTOMER!




All information property of 360’CRM . Can not be redistributed or reproduced without expressed written permission. © 2012

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In Sight Multichannel Performance Management Platform 2013

  • 1. Performance Convergence | Multidimensional Analysis | Customer Engagement Excellence All information is property of 360’CRM . Can not be redistributed or reproduced without expressed written permission. © 2012
  • 2. WHO WE ARE • 360'CRM is a CRM professional services and intellectual property provider of call center solutions, specialized in assisting clients to optimize their unique customer experience opportunities and achieve maximum channel performance. • 360'CRM's innovative IT solutions enable measurable “Customer Experience” improvement as well as bottom-line efficiency gains across the enterprise value chain; from initial Customer Contact through End-Results Reporting • We leverage 30 years of “Real World Call Center Experience”, dynamically improving small, medium, and large enterprises' direct marketing endeavors for our clients in diverse vertical markets
  • 3. Product/Service Spectrum Advisory and Consulting CRM Business Applications IP Telephony Network Architecture Consulting Products Products • Leveraging 30 Years “Best Practice • Navigator: Intelligence Driven • 360 Telephony Platform: PBX, Experience” into Contact Center Sales/ Service CRM Predictive Dialers Technology Solutions •InSight™ : Channel Performance •360 Voice & Data Digital • Solve complex Customer - Centric Intelligence Platform Recording: Blind Monitoring challenges for clients in diverse vertical markets •360 QAS: “Web-Enabled” Quality •Contact Center Virtualization: System Hosted Technology Advisory Services Services Services • PACE Audit Advisory • Solutions Integration and • Partner Campaign Management • Best Practices Studies Provisioning • Independent Third Party • RFI / RFP Analysis • 24/7 Help Desk Support Quality Monitoring • InterMedi@ Marketing and • Script Writing strategic BPO partners
  • 4. CHANNEL PERFORMANCE MANAGEMENT InSight Channel Performance Intelligence Suite is the only solution the captures valuable information (data) from virtually any disparate, siloed data source and presents in full, aggregated, Enterprise level to Transaction level presentation Drill-down and compare Marketing Performance, Sales Performance, Service Performance even Vendor Partner Performance all in one unified application. Customer facing managers and executives will execute Sales and Service strategy seamlessly. Coordination and Collaboration between Marketing Professionals and Procurement Professionals with their Sales and Service counterparts with regards to performance results are instantaneous within InSight.
  • 5. Channel Performance Management Analytics Campaigns Drill-Down Quality Aggregate Direct Mail Assurance Sales / Service Target Trending Television Agent Customers Radio Telesales LOB Roll Up Scoring Newspaper Compliance Teleservice Consumer Segmentation Skills Business Benchmarking Google Click -To- Chat Adwords Proficiency High Value Slice & Dice E-Mail CSAT Scoring Outside Sales Adverse Forecasting Automated Social Media Transaction Messaging Detail
  • 6. POWERFUL INTERCONNECTIVITY InSight’s powerful sourcing and standardizing methods creates accountability by providing accurate recognition of Sales and Service Performance activity from your customer facing channel Performance data residing in siloed predictive dialers or switches can be imported into InSight Agent Performance data residing in fragmented CRM systems can be imported into InSight Enterprise Billing/Processing Systems Data can be imported into InSight 360 0 View Of Sales and Service Performance
  • 7. INSTANT CHANNEL COLLABORATION InSight has the capability to not only coordinate disparate channel management data into one centralized platform, but also provide instant collaboration between ownership stakeholders within operations departments, marketing departments, procurement departments, etc. in order to better coordinate overall performance within Customer Facing Channels
  • 8. PERFORMANCE MANAGEMENT DEPLOYMENT InSight Channel Performance Intelligence Suite can be deployed in several Customer - Facing environments Inbound / Outbound Online Chat Teleservices
  • 9. CHANNEL PERFORMANCE MANAGEMENT InSight Performance Intelligence Suite: Analytical Management Components InSight Channel Performance Manager – “ROC” InSight Sale Performance Manager InSight Service Performance Manager
  • 10. CHANNEL PERFORMANCE MANAGER “ROC” Marketing Professionals need a complete picture of their marketing strategy, how their strategy translates into actual sales and service execution within customer facing channels, and daily validation to measure the effectiveness of their strategy in order to recalibrate and relaunch marketing objectives at a movements notice InSight Channel Performance Manager gives Marketing Professionals the ability to execute marketing strategy instantly into customer facing sales and service channels, proactively monitor campaign effectiveness, and receive actionable feedback during campaign or program durations, everyday Marketers can launch new products into the Customer Facing channels at unparalleled speed through InSight Marketing Performance Manager
  • 11. MARKETING CHANNEL MANAGEMENT Marketing Management Features within Channels: Product Offer Management Geographical Buying Pattern Management Marketing Spend Forecasting Target Market Buying Patterns Target Audience Buying Pattern Accelerated Campaign “Time to Market” Budget “Goal-to-Production” Variance Automatic campaign or program “alerts”
  • 12. SALES PERFORMANCE MANAGER InSight Sales Performance Manager provides full, aggregated, Enterprise level to Transactional level presentation of sales performance. Sales Professionals now have a tool that can expose trends, correlations, and patterns across your customer facing sales channels that would go undetected using traditional reporting methods With InSight Sales Performance Manager, your sales enterprise will be able to execute sales strategy quickly across sales teams. Analysis multidimensional Sale Performance data within data view. Insights' powerful sourcing and standardizing methods creates accountability by providing accurate recognition of sales and marketing activity
  • 13. SALES PERFORMANCE MANAGER InSight Sales Performance Manager Feature Multi- Dimensional Sales Analysis Prebuilt Sales metrics plus unique “business” metrics “On-The –Fly” user defined sales metrics Instant Sales Stage Process deployment to channel Sales Disposition Performance results Time Of Day Calling Analysis Agent-Specific Performance Analysis Compliance Assurance ( DNC List Scrub Integration) Aggregated Performance Results : Transaction to Enterprise
  • 14. SERVICE PERFORMANCE MANAGER InSight Service Performance Manager provides full, aggregated, Enterprise level to Agent level presentation of service performance. Customer Service Professionals now have a tool that can expose trends, correlations, and patterns across your Customer Service channels that would go undetected using traditional Business Intelligence tools With InSight Service Performance Manager, your sales enterprise will be able to execute Service strategy quickly across Customer Service enterprise. Analyze Multidimensional Customer Service Performance data in any data view.
  • 15. SERVICE PERFORMANCE MANAGER InSight Service Performance Manager Features Multi- Dimensional Service Analysis Prebuilt Service metrics plus unique “business” metrics “On-The–Fly” user defined metrics ( Logical Operator ) Instant “Goal Recalibration“ deployment to Service Agents Net Promoter Score Performance results Time Of Day Calling Analysis Agent-Specific Performance Analysis Aggregated Performance Results : Transaction to Enterprise
  • 16. LINKING ALL STAKEHOLDERS Hello, I’m in Hello, I’m in Marketing Procurement Hello, I’m in Hello, I’m in Customer Quality Experience Assurance Hello, I’m in Contact Center Operations (Sales/Service)
  • 17. THE BENEFITS OF INSIGHT 360’CRM designed InSight provides true InSight with rigorous clarity, depth, data standardization coordination , and methods. All data comes coordination on overall from it’s source… channel performance Untouched…. Unmanipulated InSight creates InSight exposes trends, “Management by correlations, and patterns Exception” capabilities that would go undetected so that less managerial using traditional reporting resources are needed to tools, including cross- be spent validating validation of multiple accuracy of Customer campaigns within multiple Facing Performance and customer-facing channels compiling reports
  • 18. THE BENEFITS OF INSIGHT 360’CRM designed InSight provides true InSight with rigorous clarity, depth, data standardization coordination , and methods. All data comes coordination on overall from it’s source… channel performance Untouched…. Unmanipulated InSight creates InSight exposes trends, “Management by correlations, and patterns Exception” capabilities that would go undetected so that less managerial using traditional reporting resources are needed to tools, including cross- be spent validating validation of multiple accuracy of Customer campaigns within multiple Facing Performance and customer-facing channels compiling reports
  • 19. THE BENEFITS OF INSIGHT 360’CRM designed InSight provides true InSight with rigorous clarity, depth, data standardization coordination , and methods. All data comes coordination on overall from it’s source… channel performance Untouched…. Unmanipulated InSight creates InSight exposes trends, “Management by correlations, and patterns Exception” capabilities that would go undetected so that less managerial using traditional reporting resources are needed to tools, including cross- be spent validating validation of multiple accuracy of Customer campaigns within multiple Facing Performance and customer-facing channels compiling reports
  • 20. INSIGHT PERFORMANCE OPTIMIZATION InSight provides instant collaboration between customer facing stakeholders within ONE data unifying application giving managers and executives unparalleled clarity , depth , and coordination to support company’s most important asset… THE CUSTOMER! All information property of 360’CRM . Can not be redistributed or reproduced without expressed written permission. © 2012