Run time solutions - Web CRM One 2.0 -


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Run time solutions - Web CRM One 2.0 -

  1. 1. A solution to sustain<br />your sales strategy <br />Web CRM One 2. .0<br />Solution presentation<br />
  2. 2. Sharingideas and considerations on the opportunity to adopt a Web CRM solution<br />Introducingour Web CRM One 2.0 solution<br />Introducingour company<br />Evolutionsexpectedfromoursolution<br />Meeting goal<br />
  3. 3. 1<br /> Who we are.<br />
  4. 4. More than1.000.000hoursofconsultancy<br />More than250projects<br />115.000hoursofinvestigation<br /> and development<br />80.000hoursof training<br />More than150satisfiedclients<br />2009<br />SAP AG certificationWEB CRM ONE worlwiderecognisedfor the integration to <br />SAP Business ONE<br />and creationofaninternationalpartners network<br />2004<br />SAP Certification<br />National referencepointfor the developmentofaddon and Web applicationsfor SAP Business ONE <br />2000<br />Sybase, Oracle & SUN certification, becoming a nationalreferencepointfordeveloping Web Software architecturesintegrated to SAP R/3 for big clients<br />1995<br />Wasbornwith the goal to supplyprofessional IT servicces at high addedvalue.<br />
  5. 5. Some of our clients<br />
  6. 6. Web SUITE ONE<br />Designed and developedbyRunTimeSolutions to improveyour Business. Completelyintegrated to <br />SAP Business ONE, to let information and applicationsavailablewhenever and wherever.<br />
  7. 7. WEB CRM ONE<br />obtainsSAP AG certificationworldwiderecognizedfor the integrationwith SAP Business One.<br />
  8. 8. 2<br /> Why choosing<br />Web CRM One?.<br />
  9. 9. Business Partner<br />Ordini<br />Any CRM solution not integrated with <br /> SAP Business Onemeans expensive implementation, Synchronization and maintenance<br />Statistiche & Report<br />Area Manager<br />Attività<br />Contatti<br />Agente<br />Opportunità<br />
  10. 10. Business Partner<br />Ordini<br />WEB CRM ONE<br />Itis the solutionthatensures a fullyintegrationof the commercial processesand directaccess to<br /> SAP Business One database withcertaincosts and times<br />Statistiche & Report<br />Area Manager<br />SDK<br />Attività<br />Contatti<br />Agente<br />Opportunità<br />
  11. 11. Whatdoesitmean to integrate processes and data? :<br />Ordine 10291<br />Web CRM One<br />UseSDK in SAP Business One and the managed information is visible in real time from home<br />The information is present in a single database <br />SAP Business One<br />
  12. 12. The company hierarchybased on professionalroles<br />Professional roles are importantbecausereflect company hierarchies. <br />Indeed, ifweestablishthatSalesDirectorissuperior in the company hierarchytoall the areamanagers, hewillvisualizenotonly the information ofhisresponsibilitybutalso the information of the areamanagers under him. On the contrary the areamanagerprofileswillbeabletoseeonlytheirown data and notthoseonesof the SalesDirector.<br />SalesDirector<br />1<br />2<br />Area <br />Manager<br />Sales Service<br />3<br />SalesAgent<br />...<br />n<br />SubAgent<br />
  13. 13. User (or role) connection to business areas<br />A company, usuallyisdivided in business areas, accordingtoProductsTypologies, GeographicAreas, Services and so on.. <br />Connection becomesimportanttoestablishwich the usersof a specificareas are (forexample the Areamanager Italy willhaveassociateddifferentagentsfromthoseofForeignAreas. The areamanager Italy, willseeonly the information ofhisagents).<br />Moreoveritispossiblethat a userbelongingtoan area ( or all the userbelongingto a job profile) share information withusersof a different area.<br />Abroad<br />Italy<br />Flavio<br />Grandesso<br />Mario<br />Rossi<br />Area <br />Manager<br />Area <br />Manager<br />Ramona <br />Ienna<br />Giuseppe<br />Verdi<br />SalesAgent<br />SalesAgent<br />Renato<br />Scheggia<br />Diana<br />Viganò<br />SalesAgent<br />SalesAgent<br />Mario<br />Rossi<br />Area <br />Manager<br />Sales Service<br />Sales<br />Service<br />
  14. 14. Profilingroles<br />Area <br />Manager<br />EDP<br />Manager<br />SalesAgent<br />Marketing<br />Marketing<br />Sales<br />Administration<br />Budgeting<br />Campagn Management <br />Multichannel Marketing<br />Opportunity Management <br />Quotation & Order Management<br />Customizing<br />Reporting<br />Define Budget<br />Analysis of Business goals <br />Profiles are usedtodefyneadvantagesthat a rolehas on modules and functionalitiesof Web CRM One. Toonerole, it can beassociatedone or more profiles.<br />
  15. 15. 3<br />WEB CRM ONE 2.0: <br />The new philosophy of CRM.<br />
  16. 16. Business System<br />Intelligent<br />Social<br />&<br />Intelligent? Superquery<br />Sophisticated analysistoget a homogeneous vision ofresults (Dashboard)<br />Findingcustomerstowhompromotenewproducts<br />Allowinguseranintelligentvisualizationof data<br />GeoreferenciatedAnalysisofcustomers<br /> (geointelligence)<br />Identifyingcustomerstomeet and planvisits<br />
  17. 17. Business System<br />Intelligent<br />Social<br />&<br />Profilingall Social Networksfriendsaccordingtotheirinterests and providingcustomerswiththeseanalysis<br />Social? Social Network <br />Creating marketing campaignsthrough the mostpopular Social Networks<br />Understanding and communicatingwith Social Network friends<br />(Twitter, Linkedin e Facebook)<br />Creating and managingcommunitiesassuringyourpresence in Social Networks<br />Gettingfastercustomersuggestionsforrealizationofnewproducts and or improvings.<br />
  18. 18. Web CRM One 2...0<br />Intelligent & Social Business System<br />FullyintegrationwithSAP Business Oneallowsyou to have a complete controlof the activitiesofyourcustomers<br />Management ofcustomer’s opportunities, quotations and orders<br />Immediate collaborationbetweensales network and central office thanks to the innermessagesnetwork.<br />The agentseesonly the information ofhisresponsibility. <br />Georeferencingofyourcustomersaddresses , thanks to the integrationwith Google Maps<br />Reports Management availablewith a click thanks to the integrationwith Crystal Reports<br />Budget definitionforeachsalesagent, customer and or item<br />Multilanguagesupport (Italian, English, French, German, Spanish and Chinese)<br />Business Intelligence integrated(SuperQuery)<br />Social Network (Twitter & Linkedin)<br />
  19. 19. Web CRM One 2...0<br />Intelligent & Social Business System<br /><ul><li>2012
  20. 20. Bythe end oftheyear 2011
  21. 21. Third quarter 2011
  22. 22. Second quarter 2011</li></ul>Collaborative Portal<br />Advanced Rate Management<br />Service Management<br />Folder Management <br />Cooperation System<br />Social Nework evolution<br />Lead Management<br />Advanced Dashboard<br />Intelligente Catalogue on mobile<br />Multichannel Marketing<br />Campaign Management<br />Intelligente Catalogue<br />Document Management<br />
  23. 23. The advantagesof Super Queries. <br />The main goal of the superqueryisallowinguser to autonomouslymanage the researchmodalities (what I want to obtain), the results (what I want to see) and work on these (what I want to do).<br />Sometimes a researchresultisnot easy to read . Through the Indicatorsispossible to obtainhomogeneousgroupingswhichgive a clear vision of a researchresult and ifneeded , to see data on a deeperresult (drill-down).<br />Once found the wished target , the user can carrry out massive actions, forexample planning multiple visits on multiple targets.<br />
  24. 24. WhatanApplicationUniverse is.<br />Client<br />Orders<br />Activities<br />Contacts<br />All the information and relations among the entitiesdefine the “Customers” ApplicationUniverse<br />Opportunities<br />
  25. 25. Researchfilter<br />Defyning a researchfiltermeansthat the user (or hisresponsible) establish a researchmodalitythroughcriteriadefinedbyhimself<br />WHAT I WANT TO OBTAIN<br />RESEARCH RESULT<br />Executionof a researchfiltergenerates a resultcontaingall the information the userestablished.<br />WHAT I WANT TO SEE <br />ACTIONS<br />Once havingobtained a result, I can carry on actions.<br />WHAT I WANT TO DO <br />Filters and resultsof a research are definedworking on the attributesof a universe .<br />
  26. 26. SimpleResearch<br />Once entered the wishedresearchfilter , itispossible to addfurtherresearchcryteriathrough the simpleresearchfunction, selectinganalreadydefinedcolumn. At thispointitispossible to enter a value or to use the alphabeticresearch. <br />
  27. 27. AdvancedResearch<br />As alternative to the simpleresearchitispossible to pass to the advancedone. <br />
  28. 28. AdvancedResearch<br />Itispossible to defineone or more cryteria to find the wished target.<br />
  29. 29. AnalysisthroughDashboardIf in the Queryhavebeendefinedone or more analysisindicators, thenitwillbepossible to activate the dashboardmodality.<br />
  30. 30. AnalysisthroughDashboard<br />According to indicatorstypologyalreadydefined in Superquery, itispossibleselectingindicatorsof “Count” type….<br />
  31. 31. Analysisthroughdashboard<br />...obtainingdetailsforanalysisdimensions....<br />
  32. 32. AnalysisthroughDashboard<br />... end selecting “Count” typeIndicatorsitisalsopossible to obtainanalysisdetails more and more analytic.. <br />
  33. 33. Analysisthroughdashboard<br />... And ifwe click on the icon “go back to the result”....<br />
  34. 34. Analysisthroughdashboard... Wewillobtain a resultcontainingonly the selectedelements.<br />
  35. 35. Internet is similar to a barrier reef .Both of those are complex ecosystems subjected to continuous changes. <br />Fishes are like people, users or consumers.They are ofdifferentcolours, size and kind.Collectivelytheyformcommunities.<br />
  36. 36. Social networks are growing in all social segments and generations.<br />Visitors<br />Registered users<br />LinkedIn<br />14.2 Millions<br />43 Millions<br />Business oriented<br />MySpace<br />Facebook<br />13 Millions<br />100 Millions<br />XING<br />55.6 Millions<br />6.1 Millions<br />185 Millions<br />23 Millions<br />122.2 Millions<br />500 Millions<br />Communication oriented<br />
  37. 37. C<br />C<br />Listening<br />Platforms<br />C<br />The evolutionconsists in designing the Business in Social Media Environment<br />KOL<br />C<br />Product Development<br />Integrated<br />Marketing<br />Employees<br />Public<br />Relations<br />C<br />Product<br />Marketing<br />Product<br />Marketing<br />Engineers<br />C<br />KOL<br />Commercial<br />Marketing<br />Product<br />Developers<br />C<br />Community<br />C<br />Feedback<br />Sales<br />Enablement<br />Customer Service<br />Product<br />Support<br />Specialists<br />Sales<br />Rel Mgt<br />Lead Gen<br />Biz Dev<br />CSRs<br />C<br />C<br />Customers<br />
  38. 38. Ready for the new era of “Mobility”<br /> “Mobile Web Services” on the integration platform B1i<br />Approvals Alerts Information on Clients/Suppliers Information on Products  Reporting<br />
  39. 39. Easy to use<br />Flexible<br />Easy to integrate <br />“Simplifies and cuts down management, technologic evolution and business costs ” <br />“All processes defined in <br />SAP Business One and SAP R/3<br /> are fully integrated ” <br />“It easy adapts to the Company Business needs” <br />Analysis<br />Scalable andPerforming<br />
  40. 40. RUN TIME Solutions srl Via Achille Grandi, 23 20092 Cinisello Balsamo (MI) Tel 02 614644.1 <br />Fax 02 614644.50 e-mail:<br />Web:<br />twitter:<br />