iExtensions CRM


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iExtensions CRM

  1. 1. CRM Made Simple Shoaib Nizami CEO [email_address]
  2. 2. CORPORITS - Overview <ul><li>IBM Advance Business Partner </li></ul><ul><li>iEnterprises Business Partner </li></ul><ul><li>IBM Lotus Domino Experts </li></ul><ul><li>CRM Experts </li></ul><ul><li>Total Quality Organization </li></ul><ul><li>Customer Centric </li></ul><ul><li>Results and Success Driven </li></ul>
  3. 3. iExtensions– Your CRM “Experts”
  4. 4. What Makes iExtensions Different? <ul><li>We partner with you to drive CRM success </li></ul><ul><li>and achieve rapid results by combining: </li></ul><ul><ul><li>“ Top Ten” Value- building Approach : Improve your deployment strategy by embracing your best practices and realistically identifying and tackling your Top Ten user and CRM requirements </li></ul></ul><ul><ul><li>+ </li></ul></ul><ul><ul><li>Total Configurability/Flexibility vs. Expensive Customization: Quickly configure iExtensions to address your users’ needs and how users work </li></ul></ul>
  5. 5. The Important Differences Between Configuration vs. Customization <ul><li>Configurations means: </li></ul><ul><li>Entire solution can be easily configured to mirror the way your end- users work </li></ul><ul><li>Totally flexible through the use of hundreds of default settings within the CRM solution </li></ul><ul><li>Avoids the high costs of extensive customization </li></ul><ul><li>Quickly have your CRM project up and running </li></ul><ul><li>Defines a clear path for future upgrades </li></ul>
  6. 6. How Our Approach Helps Your Company Achieve CRM Success <ul><li>Positions you to think big, start small, and scale fast </li></ul><ul><li>Lowers your total cost of ownership and increase profitability </li></ul><ul><li>Shortens CRM evaluation and deployment time </li></ul><ul><li>Maximizes user adoption </li></ul><ul><li>Helps you close more business </li></ul><ul><li>Improves customer loyalty </li></ul>
  7. 7. 4. Pilot: Roll out core requirements to gain user buy-in and start to drive results 3. Roadmap : Use Value Builder results to determine deployment strategy; build a road-map for success 2. “Top Ten” Value Builder : Employ a methodology to identify the end- users’ needs, goals, and requirements 1. General Overview: Start to gain working knowledge of configuration of iExtensions, “Top Ten” Value Builder Methodology, deployment strategies, and capabilities Achieve CRM Success 5. Full Deployment: Continue to roll out remaining end-users; monitor and measure results, and drive success
  8. 8. About Jump-start <ul><li>Goals/Benefits </li></ul><ul><li>Identify user needs </li></ul><ul><li>Align needs, technology requirements, and business goals </li></ul><ul><li>Educate end- users of core functionality </li></ul><ul><li>Shape how CRM and iExtensions bring value </li></ul><ul><li>Experience iExtensions </li></ul><ul><li>For Companies That.. </li></ul><ul><li>Have straight-forward user needs </li></ul><ul><li>Need to quickly roll-out CRM </li></ul><ul><li>Want to experience iExtensions </li></ul>
  9. 9. About Rapid Deployment <ul><li>Goals/Benefits </li></ul><ul><li>Identify user needs </li></ul><ul><li>Align needs, technology requirements, and business goals </li></ul><ul><li>Train users </li></ul><ul><li>Experience fully-integrated and configured iExtensions </li></ul><ul><li>For Companies That… </li></ul><ul><li>Require document framework </li></ul><ul><li>Have multiple users and complex needs </li></ul><ul><li>Need to quickly roll-out CRM </li></ul><ul><li>Want to experience iExtensions </li></ul>
  10. 10. About CRM Value Assessment <ul><li>Goals/Benefits </li></ul><ul><li>Identify user needs </li></ul><ul><li>Align needs, technology requirements, and business goals </li></ul><ul><li>Experience iExtensions (optional) </li></ul><ul><li>For Companies That… </li></ul><ul><li>Have more basic core functionality requirements </li></ul><ul><li>Need to clarify CRM value </li></ul><ul><li>Want to define end-users’ needs, goals, and requirements </li></ul><ul><li>Need a roadmap for success and results </li></ul>
  11. 11. Totally Configurable and Flexible
  12. 12. What Sets iExtensions Apart? <ul><li>Highly- configurable </li></ul><ul><li>Easy-to-use </li></ul><ul><li>Flexible, scalable, and tightly- integrated </li></ul><ul><li>Available everywhere </li></ul><ul><ul><li>Notes Client </li></ul></ul><ul><ul><li>Web browser </li></ul></ul><ul><ul><li>PDA (BlackBerry, PocketPC, Palm) </li></ul></ul><ul><li>Deployed based on user-driven “Top Ten” Value Builder Methodology </li></ul>
  13. 13. iExtensions Core Capabilities <ul><li>Account and Contact Management </li></ul><ul><li>Mobile Connectivity </li></ul><ul><li>Opportunity Management and Sales Forecasting </li></ul><ul><li>Lead Management </li></ul><ul><li>Project Tracking </li></ul><ul><li>Campaign Management </li></ul><ul><li>Sales Call Tracking </li></ul><ul><li>Sales Order Management </li></ul><ul><li>Event Tracking </li></ul><ul><li>Product and Catalog Tracking </li></ul><ul><li>Service Tracking </li></ul><ul><li>Customizable Database </li></ul>
  14. 14. CRM on the Go User Interface
  15. 15. Key Product Capabilities <ul><li>Manage Call Reports </li></ul><ul><ul><li>Allows entry of site visit information while onsite </li></ul></ul><ul><ul><li>Allows management and administration to work and manage onsite activities in real time </li></ul></ul><ul><li>Search and Download Data from Host CRM </li></ul><ul><ul><li>Users can search for data on their host CRM system </li></ul></ul><ul><li>Accept Data from the CRM on the Go Server </li></ul><ul><ul><li>Real time updates </li></ul></ul>
  16. 16. iExtensions CRM and BlackBerry <ul><li>Share contacts between iExtensions CRM and Notes Personal Address Book (PAB) </li></ul><ul><li>Contacts in PAB synch easily with BlackBerry </li></ul>
  17. 17. Why CRM on the Go? <ul><li>Works with any CRM platform </li></ul><ul><li>Technologically sound and secure </li></ul><ul><ul><li>Built on BlackBerry and Java technologies </li></ul></ul><ul><li>Delivers immediate ROI and makes the most of existing CRM investments </li></ul><ul><li>Created by CRM specialists who understand the needs of the mobile workforce </li></ul>
  18. 18. Settings Database <ul><li>750+ user-defined fields </li></ul><ul><li>Ability to configure every label, prompt, action, keyword and window title </li></ul>
  19. 19. iExtensions Key Benefits <ul><li>Total Quality </li></ul><ul><li>Ease of Use </li></ul><ul><li>Secure </li></ul><ul><li>Easy to Implement </li></ul><ul><li>Configurable, Flexible, Scalable </li></ul><ul><li>Multilingual </li></ul><ul><li>Industry-Specific Interfaces </li></ul><ul><li>MS Office Integration </li></ul><ul><li>Leverage Domino Infrastructure </li></ul><ul><li>Low Total Cost of Ownership </li></ul><ul><li>Open Source </li></ul><ul><li>Seamless Upgrades </li></ul>
  20. 20. Next Steps <ul><li>Arrange conference call with business and executive sponsors to review deployment strategy best suited to your company’s needs </li></ul><ul><li>Arrange a technical conference call </li></ul>
  21. 21. Related Links <ul><li> </li></ul><ul><li> </li></ul><ul><li> </li></ul>
  22. 22. CORPORITS… <ul><li>Shoaib Nizami </li></ul><ul><li>CEO </li></ul><ul><li>Tel: +92 (0)21 439 2595-7 </li></ul><ul><li>Email: [email_address] </li></ul>