CRM INTEGRATED, SEGMENTATION, LOYALTY, COUPON, DIGITAL RECIEPTS, EMAIL AND SMS Marketing

1. Integrate . Automate . Innovate your Business
You focus on your Core business we serve you to achieve your
vision

2. Management Team
Ravi Srinivasan, President and CEO
• 25 years IT and retail operations. 18 years at “C”
level.
Tom McGregor, SVP Americas (co-founder)
• 30 years in IT and Management consulting
Aby John, VP Asia Pacific
• 15 experience in delivering solutions in Europe and
Asia Pacific
Srinivas Varada, Architect
• 10 experience in developing and delivering solutions
Sujatha Srinivasan, RMS Practise Leader
• 6 years with leading all RMS clients with FiO

3. Group FiO Competitive Offering
 Customized level of service to suit
your requirements
 Business model scales to suit our
client’s requirements build out as
level of sophistication and capability
grows
 Provide Commercial grade Support
Services
 Effective Project Management and
Risk Mitigation

4. Group FiO Deployment Model
SaaS
On Cloud
Hosted
On
Premise

5. Follow the Sun support model
 High quality global Infrastructure
 Commitment SLA Management
 Consistency Standard Processes
 Certified Support Staff
 Customer service call centre
 Managed data centers for Linux
and Windows
Calgary /
Austin
India
South Africa
Malaysia
21:00
12:00
18:00 06:00
09:0015:00
03:00
24:00

6. Group FiO Product Offering
Group FiO is a leading Business Solutions provider specializing exclusively in
ERP, CRM Order Management and Campaign Marketing Solutions.
“We create lasting business relationships by enabling our clients to
maximize their growth.“

7. Plug and Play Strategy
A holistic, centralized and highly scalable ERP system which is flexible and as well as
affordable for the SME’s. A crucial advantage is the plug and play model for modules.
myFiO
RMS
Customer
Relationship
Management
Email
Provider
Business
Intelligence
eCommerce

8. Clients

9. Key Capabilities
Automate Manual processes
Enhanced visibility
Anywhere – Any time access
Reduced operating costs
Standardized business processes
On demand reports for instant analysis
Increase transparency and accountability
Facilitate strategic planning and execution

10. CRM Modules
Empower sales team
To concentrate and divert all their sales
efforts to the most profitable and acquirable
deals with opportunity and lead
management.
Increase the efficiency of the marketing
campaigns
By sending the right information to the right
people at the right stage of the sales cycle in
compliance with CAN-SPAM act.
Delight customers
With proactive support and arrest the
customer attrition by providing a consistent
customer experience.
Empower the Support team
With the right information on the query’s
raised by clients with easy updatable status.
myFiO CRM has everything in
it to become the one point
solution for all the campaign
needs.

11. CRM uses technology to organize,
automate and synchronize sales,
marketing, customer service and support.
Today’s Customer wants:
 Businesses to embrace technology
 Expects integrated shopping experience
(online or in-store)
 Appreciates customized experience
based on their information
Today’s Businesses Should:
 Build better product and service offering
based on customer information
 Involve and Engage the customer
 Personalize, Localize, Customize
THEY WANT IT IN THEIR WAY AND THEY WANT IT NOW

12. Customer Capture Data
Customer Data Transactional Data
Name Store Number
Address Data
Email UPC Purchased
Phone COGS
Loyalty Preferences Coupon Code
Balances Gross Price
Redemptions Cashier Number

13. Business Challenge
(Prior to Loyalty)
Consumer Benefits
(AT launch)
Attrition Problem Earned Rewards
Low # of trips Free Shipping Online
Low % of Retail Consumers
Shopping.com
Welcome Kit
High Capture Rate at Speciality/ No
Capture at Outlets
Private Sales
Loyalty Metrics- Customer Focused Rewards Program to motivate specific behaviors

14. Loyalty Phase II
Metric Rewards Non-Rewards
No of active
customers
Avg. Positive Visits
Avg. Basket
Avg. Net Spend
Avg. Returns
Avg. Coupon
Used($)
Avg. Rewards
Earned
Best in class retailers always enhance their program benefits every 12-18 months. Many
back office enhancements will us to provide consumers with a mare targeted,
personalized, and channel agnostic experience.

15. Consumer
Facing
New Customer Benefits Account Management
Enhanced Promotions Personalization
BackOffice
Automated Fulfillment Database Infrastructure
Big Data Regain Lost Functionality
Loyalty Phase II Simplified

16. Customer Benefit Acquisition Increase
Basket
Increase
Frequency
Drive X-
Channel
Engagement
Hands Free Rewards x x x
Real time offers based on
Segmentation
x x x x x
Dynamic offers based on
segmentation
x x x x x
Self Portal for missed credits,
W/S or CA
x x x
Preference Center x x x x
Birthday Club x x
Dynamic Receipt Messaging x x x
CMS for Cross Sell/Up Sell x x x
SMS/Local x x x
Reward App x x x
Rebate/ Gaurantee Program x x x x x
Consumer Facing Benefits

17. A Complete Retail Marketing Solution
built specially for retailers to
 Segment customer database.
 Build Brands by running full-fledged
Email and SMS campaigns.
 Generate Coupons, dispatch it
through Campaigns and
 Manage their Loyalty Programme.
 Get complete Statistics for their
campaigns and thus provide customer
insights.
myFiO RMS – Basic Functionality

18. A holistic Marketing engine
Help Build Brand
Increase customer Loyalty
Segment Customers
myFiO RMS Modules
Customer insights
Generate Coupons
Manage Loyalty
Reduce customer attrition
Send Campaigns

19. Marketing Workflow

20. Marketing Automation Increases ROI
 Seamless integration with CRM combined with demographic and other important
information, shortens the lead and deal cycles, thus bringing quality customer
engagement.
 Through systematic digital profiling, marketing automation can identify various target
and sub-target groups with the right message and at the right time.
 With Marketing Automation, the marketing professionals can be consistently aware of
the stages of a lead where they need to be more attentive to garner most return.
Improving upon every stage systematically in which a lead passes to another stage or is
lost, can result in increasing revenues.

21. Giving you the ability to strategically
leverage
myFiO RMS
For marketing and Sales
You focus on your Core business we serve you to achieve
your vision

22.  CRM
 Loyalty
 Coupon
 Omni channel Integration
engine
 E-Receipt
 E-mail marketing
 SMS marketing
Major Components

23.  B2B / B2C
 Manage contact info and
marketing permissions
 Integration capability to other
systems like websites
 Call center and survey data
management
 Manage and define customer
classifications and segments
 Define and manage profile
data about a customer
 Ability to generate user
defined fields and group these
fields
Customer Relationship Management

24.  B2B / B2C
 Manage different loyalty classes
(Silver/Gold/Platinum)
 Promotion through loyalty class and reset on
anniversary
 Reward in points by customer type
 Redemption Coupons/Catalog/Gift Cards
 Category level and SKU level assignment of
points
 Time period global overrides (Thanksgiving)
 Promotion for points at Category/SKU level
 Customer segment overrides (over 50 double
points)
 Special event overrides (Mothers day)
Loyalty

25. Marketing Coupon
 B2B / B2C Coupons
 Serialized coupons for
email/SMS or Mail
 Campaign set up based on
customer pull from criteria
(Sales over $100 in electrical
over 6 months)
 Test market with customer
groups
 Review response and adoption
rates of coupons by customer
segment (group)
 Use limit coupons by customer
or promotion
 Redemption rate reviews

26.  Request coupon
 Limit number of coupons
per mobile device based
on promo rules
 Limit the time on screen to
avoid multiple use
 Allow the newer scanners
to scan the coupon or
display coupon ID
 Report of coupon requests
with time and day analysis
Mobile Coupon

27. Coupon Process - Integrate Your distribution and redemption
sources
Customer
Measure RFM
Prospect
Measure Source /
Sales / Offer
technique
ROI
Spend Vs
Return
Objective
Acquisition
New Product
Multi Channel

28. Google Map for Customer by State

29.  #1 Provider of Digital
Receipts
 Fully integrated digital
receipt delivery solution
 Customer Service
orientation
 Secure and Scalable
Infrastructure
 Track record of
innovation and success
Group FiO

30. myFiO RMS Platform
 Digital Receipts
 Digital Marketing
 CRM
 Targeting
 SMS Marketing
 Receipt Help Desk
 Social Automation
 Private Portal
Technology Overview

31. E-Receipt Marketing

32.  Manage E-mail lists
extracted from CRM by
segment codes
 Review campaign data
open/click and response
rates by market segment
 Review A/B tests and
increase response rates
Email- Integrate CRM and Email Databases

33. SMS- Integrate CRM and SMS Databases
 Manage SMS lists for marketing extracted from CRM by
segment codes
 Review campaign data open/click and response rates by
market segment
 Review A/B tests and increase response rates

34. FOR MORE DETAILS PLEASE CONTACT
Sales@groupfio.com
Thank you