This presentation gives an overview of how Collabor's clients use the SaaS software to better understand, engage, manage and grow their existing client base.
This document provides information about CRMZilla, a company that offers Salesforce administration and support services. It summarizes their service offerings and pricing plans. Their core services include Salesforce administration, release readiness, customer success management, and 24/7 support. They also offer value services like Chatter adoption and mobile app development. Sample engagements are described for industries like travel, life sciences, education, manufacturing, and finance. Pricing plans are offered based on the number of Salesforce users and annual spend, starting at $500/month for basic support.
SAP's Cloud for Customer(C4C) is making its presence felt in the CRM market with its inbuilt integration to SAP CRM, ECC and several other Third party applications.
SAP Cloud for customer is much more complete, robust and mature solution than its predecessors. It comes with prepackaged integrations to SAP ERP and SAP CRM, Mobile interfaces, strong social features. The entire product can be seen as a combination of a browser based Silverlight UI, Integrated social features of JAM, Set of rich Mobile apps for iOS & Android, SAP HANA for Integration scenarios
Customer communication of all types - marketing, support, and transactional - is essential for keeping audiences engaged with your brand. What happens when different product lines communicate differently? You create customer confusion and email apathy.
Join the Intuit Buy Experience team as they discuss how they doubled engagement rates by aligning branding strategies and revamping their 1:1 customer lifecycle communications.
1) SAP Cloud for Customer provides capabilities for sales, service, and customer relationship management. It allows users to track opportunities, maintain customer information, collaborate on sales, and gain insights through integration with other SAP products.
2) The service module allows agents to easily handle customer service tickets across communication channels. Tickets can be automatically or manually processed to resolve customer issues.
3) The system provides flexibility in how agents communicate with customers to resolve issues, supports tracking service level agreements, and provides analytics to improve customer service processes over time.
Customer success story Tat Chuan AcousticRalf Wilden
This distributor of the Sonos brand centralizes data for Sales analytics by leveraging the API layer of Salesforce. This results in Salesforce becoming the single source of truth.
Top 5 Tips to Increase Field Service Technician UtilizationServiceMax
See research and tips on how to further increase your field service technician's utilization rates to help increase revenue and drive down costs in your field service organization.
For more information, contact ServiceMax at:
Email: info@servicemax.com
Phone: 1-800-756-4960
This document introduces VISION CRM & MIS, an integrated management information system with customizable modules. It offers standard modules for customer, sales, financial, project, and quality management that can be tailored to specific business needs. Data from various back-end systems and websites are linked through the system. Modules include tools for tasks, telemarketing, timesheets, membership, and more. Dashboards provide real-time reporting and KPI tracking. Case studies demonstrate implementations for associations and other organizations. Quotes from clients praise the system's functionality, customization, support, and benefits.
This document provides information about CRMZilla, a company that offers Salesforce administration and support services. It summarizes their service offerings and pricing plans. Their core services include Salesforce administration, release readiness, customer success management, and 24/7 support. They also offer value services like Chatter adoption and mobile app development. Sample engagements are described for industries like travel, life sciences, education, manufacturing, and finance. Pricing plans are offered based on the number of Salesforce users and annual spend, starting at $500/month for basic support.
SAP's Cloud for Customer(C4C) is making its presence felt in the CRM market with its inbuilt integration to SAP CRM, ECC and several other Third party applications.
SAP Cloud for customer is much more complete, robust and mature solution than its predecessors. It comes with prepackaged integrations to SAP ERP and SAP CRM, Mobile interfaces, strong social features. The entire product can be seen as a combination of a browser based Silverlight UI, Integrated social features of JAM, Set of rich Mobile apps for iOS & Android, SAP HANA for Integration scenarios
Customer communication of all types - marketing, support, and transactional - is essential for keeping audiences engaged with your brand. What happens when different product lines communicate differently? You create customer confusion and email apathy.
Join the Intuit Buy Experience team as they discuss how they doubled engagement rates by aligning branding strategies and revamping their 1:1 customer lifecycle communications.
1) SAP Cloud for Customer provides capabilities for sales, service, and customer relationship management. It allows users to track opportunities, maintain customer information, collaborate on sales, and gain insights through integration with other SAP products.
2) The service module allows agents to easily handle customer service tickets across communication channels. Tickets can be automatically or manually processed to resolve customer issues.
3) The system provides flexibility in how agents communicate with customers to resolve issues, supports tracking service level agreements, and provides analytics to improve customer service processes over time.
Customer success story Tat Chuan AcousticRalf Wilden
This distributor of the Sonos brand centralizes data for Sales analytics by leveraging the API layer of Salesforce. This results in Salesforce becoming the single source of truth.
Top 5 Tips to Increase Field Service Technician UtilizationServiceMax
See research and tips on how to further increase your field service technician's utilization rates to help increase revenue and drive down costs in your field service organization.
For more information, contact ServiceMax at:
Email: info@servicemax.com
Phone: 1-800-756-4960
This document introduces VISION CRM & MIS, an integrated management information system with customizable modules. It offers standard modules for customer, sales, financial, project, and quality management that can be tailored to specific business needs. Data from various back-end systems and websites are linked through the system. Modules include tools for tasks, telemarketing, timesheets, membership, and more. Dashboards provide real-time reporting and KPI tracking. Case studies demonstrate implementations for associations and other organizations. Quotes from clients praise the system's functionality, customization, support, and benefits.
Magnolia Opus Technologies provides intelligent and cost effective IT solutions and services with a commitment to long term client value, with a vision of developing ready-made and tested packaged solutions to business problems across industries. The company has a matrix organizational structure with dispersed teams and aims to meet information needs around contact center alignment with marketing, operational efficiencies, revenue generation, and cost control. The document also outlines trends in contact center consolidation, emerging tools, and a future roadmap involving business process management, real-time dashboards, and grid computing.
Cloud customer journey and customer success managementOmid Razavi
This document discusses cloud customer journey and success management. It begins by outlining the traditional siloed services model and how cloud customers now expect a more holistic approach. It then presents a cloud customer services framework that aligns supplier actions like support, success management, education and community with customer needs. Finally, it introduces the cloud customer journey as a four stage process covering value definition, delivery, realization and validation to drive customer success and growth.
Identifying and Prioritising CX Requirements - A BPI OnDemand GuideMichael Evans
A guide to identifying, quantifying, prioritising and justifying improvements for your CX processes & systems.
Use this outline approach to build and guide your key stages of CX transformation.
In a recent webinar we explored the differences between Sugar Enterprise and Sugar Sell and Serve, shared the benefits of migrating, and provided an overview of the migration steps.
KayakPlus - marketing automation integrated to KayakSteeri Oy
Steeri Oy offers a marketing automation solution called KayakPlus Dialog that allows companies to automate customer care processes using triggers and personalized email, SMS, and mail campaigns. The solution integrates customer data from various sources to identify the right audiences for different customer care actions. It also includes tools for building audiences, creating triggers, scheduling campaigns, and reporting on metrics. Steeri acts as a partner to help clients assess their needs, plan customer care models, and implement a successful marketing automation process.
Focus Softnet is a business software solutions and IT company that provides ERP and other software to over 25,000 clients globally. It has over 21 years of experience tailoring solutions to client needs and industries. Focus Softnet's ERP, called FOCUS-I, is a customizable solution that integrates accounting, inventory, order management, project management, and other key functions to help businesses improve efficiency. FOCUS-I and their other solutions can be customized to client requirements and are supported by a team of experts.
Talkback is a web based Customer Feedback Management Solution. It consists of taking feedback on touch screen devices rather than traditional pen and paper method enhancing customer experience. The system gives flexibility of managing and monitoring customer experience across multiple outlets from a centralized place. The system is very simple to use and designed to take care of the need of large organizations which require a centralized system to manage and decentralized system to connect customers with local management team. Its high end business analytic tool also helps management with a plethora of reports which helps give deep insight into the working of business and helps to take decisions for further improvements. For more details visit www.orizin.net or mail us at sales@orizin.net for any requirement.
Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365APPSeCONNECT
This document discusses how Dynamics CRM can help e-commerce businesses by integrating with e-commerce platforms. It provides an overview of Dynamics CRM and its capabilities for marketing, sales, customer management and administration. It then discusses how APPSeCONNECT connectors allow Dynamics CRM to sync customer and order data with Shopify, WooCommerce and BigCommerce. A demo is shown of the Shopify integration. The benefits of this connection are managing customers, orders, invoices and marketing from one system.
At TSIA, we’re laser-focused on helping technology companies improve their strategic, financial, and operational performance.
Here’s a look at how Customer Success organizations were able to use the resources made available to them through their TSIA membership to overcome their top challenges and achieve measurable business outcomes.
Excellence In Motivation, Inc. (EIM) provides motivation and incentive programs to help leading companies achieve their critical business objectives and inspire performance. EIM has served over 55 clients across diverse industries to create sustainable increases in business results through positive behavior influences. EIM offers a full suite of client services including consultation, program design, project management, communications campaigns, group travel, web design, and award solutions to exceed clients' goals.
October 2010 - Marketing Roundtable - Todd SmitheeAnnArborSPARK
As marketing and sales become less discrete activities, alignment is increasingly critical. The marketing discipline now includes a wide range of functions to help identify, nurture, and close sales. This panel of industry experts will review topics like demand generation, CRM/database tools, call centers, and the best ways to integrate these elements to enable your sales force and improve their results.
CNX16 Predictive Intelligence: Anatomy of the Customer AffinityCloud_Services
Join us on how we go from collecting data on the web and mobile to discussing how each data point contributes to the affinity and closing with how that data can be used via Cross-Channel Recommendations (Algorithms and Affinity Emphasis), Segmentation, and Behavioral Triggers.
For more information around Cloud Services, visit our website:
http://sforce.co/1ZuutDV
The document discusses using Microsoft SharePoint and business intelligence tools to share and collaborate on financial information. It provides an overview of SharePoint and describes how organizations can leverage these tools to improve access to financial data and reporting for non-financial users through centralized reporting portals. The presentation agenda includes demonstrations of using Smart Lists, Excel Services, Business Scorecards and other options to surface key performance indicators and reports on a SharePoint site.
Give The Green Light: Build Your Business Case for Field Service TechnologyServiceMax
This webinar slide deck discusses the step you need to take to build a compelling business case for implementing field service technology in your organization
This document summarizes TapClicks, a digital marketing analytics platform. It addresses common challenges agencies face like spending many hours generating reports and high customer churn. TapClicks aggregates campaign data from various channels, provides analytics and insights, and customizable dashboards and reports. This allows agencies to demonstrate effectiveness through ROI, optimize campaigns, and improve customer satisfaction and retention.
Sales force automation (SFA) is a customer relationship management tool that streamlines sales team activities. It improves sales force productivity by encouraging documentation of field activities and cultivating customer relationships. The main categories of SFA are sales process/activity management, sales territory management, contact management, lead management, and knowledge management. SFA provides benefits like producing an efficient sales force, enhancing customer relationships, providing timely data for decision making, and enabling easy tracking of centralized customer information.
How Online Communities And Social Media Work TogetherMariano Caceres
This document discusses how online communities and social media can work together effectively. It begins by outlining the guiding principles of engagement and noting that deeper engagement across multiple channels leads to better outcomes. It then reviews the strengths and weaknesses of social media (wide reach but shallow engagement) and online communities (deeper engagement but require joining). The key is using them together - social media brings people to the community for deeper discussion and engagement. The rest of the document provides advice on setting up social media accounts and online communities, curating and sharing content across both, and measuring results.
How Customer Success is Revolutionizing Open Source CompaniesGainsight
The document discusses how Red Hat implements customer success. It begins with background on Red Hat as the leading open source software company, serving over 90% of Fortune 500 companies. It then outlines Red Hat's subscription model, which provides ongoing technical support, software updates and patches, and other benefits to customers for an annual subscription fee. The document notes it is a disciplined approach with the right customer engagement strategy and ease of acquisition and exit suited for the subscription economy.
Magnolia Opus Technologies provides intelligent and cost effective IT solutions and services with a commitment to long term client value, with a vision of developing ready-made and tested packaged solutions to business problems across industries. The company has a matrix organizational structure with dispersed teams and aims to meet information needs around contact center alignment with marketing, operational efficiencies, revenue generation, and cost control. The document also outlines trends in contact center consolidation, emerging tools, and a future roadmap involving business process management, real-time dashboards, and grid computing.
Cloud customer journey and customer success managementOmid Razavi
This document discusses cloud customer journey and success management. It begins by outlining the traditional siloed services model and how cloud customers now expect a more holistic approach. It then presents a cloud customer services framework that aligns supplier actions like support, success management, education and community with customer needs. Finally, it introduces the cloud customer journey as a four stage process covering value definition, delivery, realization and validation to drive customer success and growth.
Identifying and Prioritising CX Requirements - A BPI OnDemand GuideMichael Evans
A guide to identifying, quantifying, prioritising and justifying improvements for your CX processes & systems.
Use this outline approach to build and guide your key stages of CX transformation.
In a recent webinar we explored the differences between Sugar Enterprise and Sugar Sell and Serve, shared the benefits of migrating, and provided an overview of the migration steps.
KayakPlus - marketing automation integrated to KayakSteeri Oy
Steeri Oy offers a marketing automation solution called KayakPlus Dialog that allows companies to automate customer care processes using triggers and personalized email, SMS, and mail campaigns. The solution integrates customer data from various sources to identify the right audiences for different customer care actions. It also includes tools for building audiences, creating triggers, scheduling campaigns, and reporting on metrics. Steeri acts as a partner to help clients assess their needs, plan customer care models, and implement a successful marketing automation process.
Focus Softnet is a business software solutions and IT company that provides ERP and other software to over 25,000 clients globally. It has over 21 years of experience tailoring solutions to client needs and industries. Focus Softnet's ERP, called FOCUS-I, is a customizable solution that integrates accounting, inventory, order management, project management, and other key functions to help businesses improve efficiency. FOCUS-I and their other solutions can be customized to client requirements and are supported by a team of experts.
Talkback is a web based Customer Feedback Management Solution. It consists of taking feedback on touch screen devices rather than traditional pen and paper method enhancing customer experience. The system gives flexibility of managing and monitoring customer experience across multiple outlets from a centralized place. The system is very simple to use and designed to take care of the need of large organizations which require a centralized system to manage and decentralized system to connect customers with local management team. Its high end business analytic tool also helps management with a plethora of reports which helps give deep insight into the working of business and helps to take decisions for further improvements. For more details visit www.orizin.net or mail us at sales@orizin.net for any requirement.
Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365APPSeCONNECT
This document discusses how Dynamics CRM can help e-commerce businesses by integrating with e-commerce platforms. It provides an overview of Dynamics CRM and its capabilities for marketing, sales, customer management and administration. It then discusses how APPSeCONNECT connectors allow Dynamics CRM to sync customer and order data with Shopify, WooCommerce and BigCommerce. A demo is shown of the Shopify integration. The benefits of this connection are managing customers, orders, invoices and marketing from one system.
At TSIA, we’re laser-focused on helping technology companies improve their strategic, financial, and operational performance.
Here’s a look at how Customer Success organizations were able to use the resources made available to them through their TSIA membership to overcome their top challenges and achieve measurable business outcomes.
Excellence In Motivation, Inc. (EIM) provides motivation and incentive programs to help leading companies achieve their critical business objectives and inspire performance. EIM has served over 55 clients across diverse industries to create sustainable increases in business results through positive behavior influences. EIM offers a full suite of client services including consultation, program design, project management, communications campaigns, group travel, web design, and award solutions to exceed clients' goals.
October 2010 - Marketing Roundtable - Todd SmitheeAnnArborSPARK
As marketing and sales become less discrete activities, alignment is increasingly critical. The marketing discipline now includes a wide range of functions to help identify, nurture, and close sales. This panel of industry experts will review topics like demand generation, CRM/database tools, call centers, and the best ways to integrate these elements to enable your sales force and improve their results.
CNX16 Predictive Intelligence: Anatomy of the Customer AffinityCloud_Services
Join us on how we go from collecting data on the web and mobile to discussing how each data point contributes to the affinity and closing with how that data can be used via Cross-Channel Recommendations (Algorithms and Affinity Emphasis), Segmentation, and Behavioral Triggers.
For more information around Cloud Services, visit our website:
http://sforce.co/1ZuutDV
The document discusses using Microsoft SharePoint and business intelligence tools to share and collaborate on financial information. It provides an overview of SharePoint and describes how organizations can leverage these tools to improve access to financial data and reporting for non-financial users through centralized reporting portals. The presentation agenda includes demonstrations of using Smart Lists, Excel Services, Business Scorecards and other options to surface key performance indicators and reports on a SharePoint site.
Give The Green Light: Build Your Business Case for Field Service TechnologyServiceMax
This webinar slide deck discusses the step you need to take to build a compelling business case for implementing field service technology in your organization
This document summarizes TapClicks, a digital marketing analytics platform. It addresses common challenges agencies face like spending many hours generating reports and high customer churn. TapClicks aggregates campaign data from various channels, provides analytics and insights, and customizable dashboards and reports. This allows agencies to demonstrate effectiveness through ROI, optimize campaigns, and improve customer satisfaction and retention.
Sales force automation (SFA) is a customer relationship management tool that streamlines sales team activities. It improves sales force productivity by encouraging documentation of field activities and cultivating customer relationships. The main categories of SFA are sales process/activity management, sales territory management, contact management, lead management, and knowledge management. SFA provides benefits like producing an efficient sales force, enhancing customer relationships, providing timely data for decision making, and enabling easy tracking of centralized customer information.
How Online Communities And Social Media Work TogetherMariano Caceres
This document discusses how online communities and social media can work together effectively. It begins by outlining the guiding principles of engagement and noting that deeper engagement across multiple channels leads to better outcomes. It then reviews the strengths and weaknesses of social media (wide reach but shallow engagement) and online communities (deeper engagement but require joining). The key is using them together - social media brings people to the community for deeper discussion and engagement. The rest of the document provides advice on setting up social media accounts and online communities, curating and sharing content across both, and measuring results.
How Customer Success is Revolutionizing Open Source CompaniesGainsight
The document discusses how Red Hat implements customer success. It begins with background on Red Hat as the leading open source software company, serving over 90% of Fortune 500 companies. It then outlines Red Hat's subscription model, which provides ongoing technical support, software updates and patches, and other benefits to customers for an annual subscription fee. The document notes it is a disciplined approach with the right customer engagement strategy and ease of acquisition and exit suited for the subscription economy.
The document discusses how to create loyalty through positive customer experiences. It recommends identifying, evaluating, and enhancing the current donor experience. Some key tips include treating customers well, establishing personal connections through social media and mailings, making the website easy to donate and learn about the organization's goals, and surveying customers to understand their experiences. The overall message is that enhancing the donor experience through small improvements can significantly increase loyalty and revenue.
Deploying a Voice of the Customer (VoC) ProgramAvtex
Do you gather, analyze and respond to your customer’s feedback with a disciplined approach? Learn about Voice of Customer best practices, see practical examples of how technology can support a VoC program, and hear success stories from the field with guest speaker Peter Leppik, President and CEO of Vocalabs.
Using Content Analytics To Amplify The “Voice of the Customer”G3 Communications
Best-in-class Content Analytics provides an advanced search and analytics platform that enables better decision-making from the enterprise content, regardless of the source or format. Using Content Analytics, retailers can understand the meaning and context of human language. By rapidly processing information, Content Analytics allows organizations to improve knowledge-driven search and surface new insights from enterprise content.
IBM’s Content Analytics uses the same Natural Language Processing (NLP) technologies as IBM Watson DeepQA, the world’s most advanced question-answering machine. This webinar will explain how companies can apply IBM Content Analytics to customer email, call center logs, chats, correspondence and other forms of text and “unstructured” content to obtain a more detailed and accurate understanding of customers, products, market segments and competitors.
Kyle Groff outlines a 9 step process for developing a world-class Voice of the Customer (VoC) program:
1. Map the customer journey and touchpoints.
2. Develop measurement channels for each touchpoint.
3. Test formats and refine questions.
4. Identify reporting levels from macro to micro.
5. Tie goals and incentives to customer experience metrics.
6. Develop an action process to make insights actionable.
Innes Vanderniepen discusses Brussels Airlines' multi-layered NPS program objectives of prioritization, focus areas, and closing the feedback loop. She emphasizes collaboration, communication, and gaining management support.
CRM 2.0 - Frameworks for Program StrategyMichael Moir
This presentation reviews several overarching frameworks for guiding CRM strategy and planning efforts. It provides a starting point for many aspects of a holistic CRM approach.
Learn about Voice-of-the-Customer business practices:
* This report defines, explores the potential benefits, and illustrates a planning methodology for VOC
* Presents findings from a Best Practices in VOC study
* Explores some emerging VOC technologies
Planning and launching a Voice of Customer program might seem like a daunting task, but fear not, we have put together a best practice guide to help you launch an effective Voice of Customer program in 2016. Download the full guide at pages.kampyle.com/2016-voc-toolkit
The document discusses key findings from a voice of the customer study:
1. 91% of customers feel it's important for brands to offer feedback channels, though only 50% feel brands are more receptive to feedback today than 3 years ago.
2. While 69% of customers provided feedback to a brand in the past year, they want acknowledgment, evidence the brand took action, or rewards in return for their feedback.
3. One-third of customers have switched brands due to a frustrating feedback experience, so customers care about the feedback experience and want it to be easy and engaging.
The document discusses the importance of understanding the voice of the customer (VOC). It covers collecting customer issues and needs, organizing them, translating needs into measurable requirements called Critical to Quality (CTQs), and setting specification limits. Key points include developing a VOC research plan, using methods like surveys and interviews to collect qualitative customer data, organizing customer issues into needs, prioritizing needs using tools like Kano analysis, and identifying CTQs and specification limits. The overall goal is to translate the customer's voice into actionable requirements to meet and exceed their expectations.
Ransys Feedback Technology is a leading global provider of Enterprise Feedback Management solutions that has developed Attentive ACE® (Attentive® Customer Experience); a platform that allows organizations to reduce costs by managing all of their feedback needs using one consolidated feedback platform.
Attentive ACE® is a daily operational tool for front line mangers that improves employees’ and customers’ engagement by utilizing the voice of the customer at the right time and place. Attentive ACE® built-in coaching, recovery, and change requests workflows, which are based on aggregated front line managers’ conclusions and recommendations, drives higher customer satisfaction, loyalty and retention and leads to operational cost savings and improved revenues.
1. The document discusses tips and tools for conducting effective Voice of the Customer (VOC) research to better listen to and understand customers.
2. It outlines trends in VOC, common research methodologies like Net Promoter Score, and tools for text analytics, crowdsourcing, mobile surveys, and real-time action alerts.
3. The presentation provides best practices for using VOC research to drive innovation, growth, and customer retention.
KPI's you can measure in CRM for Sales and MarketingGary Perkins
The document discusses key performance indicators (KPIs) that can be measured in a customer relationship management (CRM) system to track sales and marketing performance. It identifies common KPIs to measure for leads, sales opportunities, sales and account team activities, and marketing activities. The document emphasizes the importance of consistently measuring KPIs over time, acting on trends, and using CRM systems to track and report on KPIs through reports and dashboards.
Building an Effective Voice of the Customer ProgramUserZoom
The document is a summary of a webinar on building an effective voice of the customer (VOC) program. The webinar discussed:
- The current landscape of VOC programs and tools, with analytics being a major focus of IT investment in 2014.
- Getting started with a VOC program by designing a simple, relevant, and scalable program, and acquiring information on customers and context.
- Improving the effectiveness of VOC programs by strategizing, prioritizing, acquiring information and context, collaborating across teams, and regularly evaluating the program.
- Key recommendations included assessing organizational priorities and stakeholders, defining clear ownership and accountability, cultivating collaboration over confrontation, and adapting the program as needs change over
Why do companies need to manage the entire customer experience? New analysis reveals that the entire customer journey - the series of interactions with a brand - is more important than any single touchpoint experience. Leading companies identify and effectively manage a few "key journeys." When companies perfect managing the entire customer journey, they reap significant benefits—including enhanced customer and employee satisfaction, reduced customer churn, increased revenue, lower costs, improved organizational collaboration, and competitive advantage. Presented at the Harvard Business Review webinar. For more on customer decision journeys: http://mckinseyonmarketingandsales.com/topics/customer-decision-journey
This document discusses recommendations for improving various capabilities in customer experience. It begins with a gap analysis identifying areas where many organizations lack capabilities in technology/data management, knowledge management, quality management, performance management, training/development, workforce management, and customer analytics. For each area, it proposes solutions such as implementing Salesforce for CRM, a knowledge management tool, call recording/speech analytics, an agent scorecard, gamification, online training software, workforce management software, and integrating customer data sources. The goal is to provide a better customer experience, increase metrics like CSAT and FCR, and improve business performance.
CRM Operations- how various components of a CRM system work together to create value . Roles and functions of different CRM systems - Markteing, Sales and Service components .
CRM implementation in the insurance sector aims to improve customer satisfaction and loyalty. Successful CRM requires integrating people, processes, and technology to obtain a unified customer view. Major Indian insurers like LIC, HDFC Ergo, and Tata AIA Life have implemented CRM systems to streamline operations, improve customer service, and increase sales. However, failures can occur if data is inconsistent, customer needs are not considered, or systems are not properly integrated. Overall, CRM provides benefits but also poses challenges for the insurance industry in India.
This document provides an overview of enterprise business systems including customer relationship management (CRM) systems, enterprise resource planning (ERP) systems, and supply chain management (SCM) systems. It discusses the business processes supported by these systems and the customer value they provide. It also examines potential challenges in implementing these systems and trends in their use. Case studies are presented to illustrate how specific companies have benefited from implementing these enterprise systems.
Digital Transformation Road Map for Customer Service with Dynamics 365Manish Chauhan
Dynamics 365 for Customer Service: Digital Transformation Road Map for Customer Service with Dynamics 365. Drive digital transformation with a new approach to customer relationship management (CRM) solutions for a comprehensive view of your customers.
Integrated Order to Cash (O2C) Automation Software for Global Shared Services...Emagia
Integrated Order to Cash (O2C) Automation Software for Global Shared Services
https://www.emagia.com/resources/ebooks/integrated-otc-transformation-for-global-shared-services-organizations/
The document discusses strategies for optimizing BPO partnerships and customer experience. It recommends moving away from traditional metrics like AHT and focusing on metrics more closely aligned with customer experience, like first contact resolution and customer satisfaction. It proposes a "pay per resolution" model that incentivizes vendors to optimize processes and resolve issues in fewer contacts to improve the customer journey. Centralized analytics are presented as important to accurately measure resolution metrics and inform process improvements across the customer experience.
Introducing Business Agility and Governance to Your Customer CommunicationsPrecisely
It’s challenging for organizations to quickly update communications to meet customer needs while still complying with regulatory requirements. It takes most organizations up to three months to make simple updates to customer communications. With Forbes research indicating that 90% of customers expect an omnichannel experience, and 88% expecting their interactions across channels to be consistent this challenge is amplified.
Join this on-demand webinar to learn:
• The impact of disparate data and communications systems on your bottom line
• How an integrated customer engagement platform can reduce compliance errors while simultaneously providing a better customer experience
• How you can reduce customer communication updates from 90+ days down to less than 1 day
This document provides an overview of customer relationship management (CRM) concepts and practices. It defines CRM, discusses the emergence of CRM with new technologies, and provides examples of successful CRM programs. It also outlines key aspects of developing a CRM strategy, including constructing a customer database, analyzing customer data, selecting target customers, developing relationship programs, and measuring CRM program impact. The document emphasizes the importance of customer retention over acquisition and discusses how CRM can be used to improve the customer experience.
This document summarizes the services of a full service IT company including website design and development, custom application development, and CRM/MIS systems. They have an experienced team with expertise in CMS platforms like EPiServer and Umbraco. They develop responsive websites and custom SharePoint sites. Their application development team builds tailored systems and enables integration. They are ISO certified and have received awards from Microsoft and local business awards. They promote their VISION CRM/MIS system which includes standard and custom modules along with dashboard reporting. Testimonials from customers praise their work on websites, Outlook email trackers, and front-end systems.
Traction Forge: Transformational Manufacturing StrategyBraden Ford
Today’s manufacturing organizations are facing a major transition; the pivot from “Cost per Unit” to “Customer Centric”. The focus is no longer on “faster and cheaper” but on “customer experience”. Learn how manufacturing companies are successfully transitioning to customer centric organizations.
Unearth the limitless possibilities with Amazon Sagemaker.pptxMarketing CloudThat
Explore the transformative power of Amazon SageMaker in the realm of Data and Analytics. Discover how Amazon SageMaker is revolutionizing decision-making processes through real-world use cases, including Customer Segmentation for targeted marketing strategies and Fraud Analysis for proactive risk mitigation, demonstrating the platform's versatility and impact on data-driven insights. Organizations are leveraging Amazon SageMaker to unlock the full potential of their data, driving innovation, and gaining a competitive edge
Digital Transformation - What it Means & Why it MattersNet at Work
The webinar discussed digital transformation strategies to increase sales effectiveness, reduce operational costs, and improve customer service. Digital transformation uses technology to reshape customer engagement, build loyalty, and lower costs. Examples showed how CRM solutions can automate scheduling, dispatching, and work order management to increase billable time for technicians at a service company and generate new sales opportunities from customer data for a HVAC supplier. The presentation concluded by asking how current processes may need to change to serve emerging customer bases and leverage social media and machine learning.
The Ultimate How-To CRM Guide is the document that you need to make your decision between cloud-computing technology and on-premises. We call it "Ultimate" because it is the Ultimate How-To CRM Guide, the "Must-have" Guide :)
How to Track Success and Demonstrate Value to Your CustomersGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to Track Success and Demonstrate Value to Your Customers - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Adobe Echosign, Apttus, Host Analytics
Kloudrac Softwares was founded in 2014 and provides software products and services including Salesforce implementation, custom application development, and digital marketing. It has a team of over 120 experts across fields like software engineering, domain expertise, and project management. Kloudrac aims to offer innovative and cost-effective solutions to clients through their focus on having the right people, processes, technology, attitude and innovation.
Jump start your analytics investments and accelerate analytics ROIActian Corporation
The document discusses Actian's Clear Path Program which aims to help companies accelerate their customer analytics ROI through the use of pre-built analytics blueprints. The program provides blueprints, workflows, and workshops to help customers address challenges in areas like customer profiling, segmentation, lifetime value, campaign optimization, and churn analysis. It also describes Actian's Analytics Center of Excellence which develops the blueprints by applying data science expertise to real-world problems. Example use cases are provided that demonstrate how the blueprints can help optimize campaigns, ad placement, and increase revenues.
Draft - Digital Transformation Rough Plan.pdfEnricoJohanes1
This document discusses digital transformation and optimization. It proposes improving productivity and customer experience through digital initiatives. Digital transformation involves selling products using digital technology, creating new digital products, and leveraging existing digital assets in new industries. Digital optimization focuses on improving existing revenue streams, customer experience, and operational efficiency. The document outlines people, processes, and technologies needed to support digital transformation, including developing skills, implementing automation and analytics platforms, and establishing an intelligent monitoring system. It proposes implementing a digital quality office, digital experience monitoring system, and establishing proactive monitoring through a subscription.
Digital World Class Performance of O2C Shared Services | Order To Cash (O2C) ...Emagia
Digital World Class Performance of O2C Shared Services | Order To Cash (O2C) Automation
https://www.emagia.com/resources/ebooks/digital-world-class-performance-of-o2c-shared-services/
How to Build a Customer Journey That's Outside-In not Inside-OutGainsight
Here's how most companies used to map a customer journey: They'd start with their initial marketing outreach, advance down the funnel to the signed contract, and then onboard the customer. There would be training, a quarterly or six-month outreach, and finally, renewal or upsell. But think about it: how many of those milestones does the customer care about or even think about? From their perspective, a journey map would look very different. Innovative companies are abandoning this "inside-out" model. Why? Because it doesn't map to how customers actually think or behave. Learn the difference between the old way of thinking and the new "outside-in" way of customer lifecycle management.
Similar to Beyond CRM - Collabor's Customer Engagement & Insights Software (20)
This document discusses 5 common missteps companies make in customer communication and provides recommendations for improvement. It notes that companies often over-communicate with customers through many different channels, resulting in too many touchpoints without real communication. It recommends focusing on quality of engagement rather than just quantity of interactions. Companies should develop a customer communication strategy based on understanding each customer's wants and needs, and delivering the right message through the right channel at the right time for that individual customer. The key is working from the customer's perspective rather than just promoting the company.
The traditional sales models of "order taker", "consultative sales", and "hunter-farmer" are not well-suited for today's technology industry given increased information sharing through social media. The author proposes tweaks to the "hunter-farmer" model to better address this changing environment, including having hunters work more closely with marketing to leverage available prospect data, focusing farmers on retaining existing customers through expanded relationship mapping, and having the C-suite take a more active role in pursuing large deals. The updated model aims to enhance short-term revenue impact and long-term strategic impact.
Collabor Tech Talk - Data Encryption 101Collabor Inc.
This document discusses different options for encrypting data, including file system encryption, whole database encryption software, column encryption, and hardware solutions. It provides examples of open source and commercial encryption software that can be used for each type, such as TrueCrypt, Vormetric, Netlib, Ciphercloud, and hardware vendors like Vormetric, Netlib, Perspecsys, and Thales eSecurity.
The document is written in a language I do not understand and therefore cannot accurately summarize. I apologize but without being able to comprehend the content, I cannot provide a meaningful 3 sentence summary.
This whitepaper discusses the current state of availability and readiness between the three Cloud OS's which have been evangelized into commercial readiness by Google.
Collabor's Work 3.0 Customer Collaboration Platform used for mywhitecoat.com - a membership based professional networking and collaborative community for Healthcare professionals.
Whitepaper - Building a collaboration beehiveCollabor Inc.
This document provides guidance on how large companies can improve collaboration to drive innovation. It recommends establishing clear goals, breaking down organizational silos, using collaboration software, engaging employees, and analyzing collaboration data. The key idea is to create a "collaboration beehive" where employees communicate effectively like bees in a hive to accomplish goals in a focused, non-duplicative way and drive innovation.
This document does not contain any substantive information to summarize. It is composed entirely of bullet point formatting characters without any accompanying text or details. Therefore, no high-level or essential information can be extracted from it in 3 sentences or less.
Beyond CRM - Customer Lifecycle ManagementCollabor Inc.
This document discusses the importance of education in developing skills and knowledge to solve problems. It notes that education helps individuals gain understanding and perspective to improve their lives and communities. The document expresses gratitude and appreciation for education.
Making flash work on iPhone & iPad April 2011Collabor Inc.
This Whitepaper by Collabor Labs explores Adobe's attempts to get Flash working on iPad & iPhone through its experimental Flash to HTML5 converter called Wallaby.
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
Dr. Sean Tan, Head of Data Science, Changi Airport Group
Discover how Changi Airport Group (CAG) leverages graph technologies and generative AI to revolutionize their search capabilities. This session delves into the unique search needs of CAG’s diverse passengers and customers, showcasing how graph data structures enhance the accuracy and relevance of AI-generated search results, mitigating the risk of “hallucinations” and improving the overall customer journey.
Unlocking Productivity: Leveraging the Potential of Copilot in Microsoft 365, a presentation by Christoforos Vlachos, Senior Solutions Manager – Modern Workplace, Uni Systems
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
Building Production Ready Search Pipelines with Spark and MilvusZilliz
Spark is the widely used ETL tool for processing, indexing and ingesting data to serving stack for search. Milvus is the production-ready open-source vector database. In this talk we will show how to use Spark to process unstructured data to extract vector representations, and push the vectors to Milvus vector database for search serving.
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
Pushing the limits of ePRTC: 100ns holdover for 100 daysAdtran
At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAUpanagenda
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-und-domino-lizenzkostenreduzierung-in-der-welt-von-dlau/
DLAU und die Lizenzen nach dem CCB- und CCX-Modell sind für viele in der HCL-Community seit letztem Jahr ein heißes Thema. Als Notes- oder Domino-Kunde haben Sie vielleicht mit unerwartet hohen Benutzerzahlen und Lizenzgebühren zu kämpfen. Sie fragen sich vielleicht, wie diese neue Art der Lizenzierung funktioniert und welchen Nutzen sie Ihnen bringt. Vor allem wollen Sie sicherlich Ihr Budget einhalten und Kosten sparen, wo immer möglich. Das verstehen wir und wir möchten Ihnen dabei helfen!
Wir erklären Ihnen, wie Sie häufige Konfigurationsprobleme lösen können, die dazu führen können, dass mehr Benutzer gezählt werden als nötig, und wie Sie überflüssige oder ungenutzte Konten identifizieren und entfernen können, um Geld zu sparen. Es gibt auch einige Ansätze, die zu unnötigen Ausgaben führen können, z. B. wenn ein Personendokument anstelle eines Mail-Ins für geteilte Mailboxen verwendet wird. Wir zeigen Ihnen solche Fälle und deren Lösungen. Und natürlich erklären wir Ihnen das neue Lizenzmodell.
Nehmen Sie an diesem Webinar teil, bei dem HCL-Ambassador Marc Thomas und Gastredner Franz Walder Ihnen diese neue Welt näherbringen. Es vermittelt Ihnen die Tools und das Know-how, um den Überblick zu bewahren. Sie werden in der Lage sein, Ihre Kosten durch eine optimierte Domino-Konfiguration zu reduzieren und auch in Zukunft gering zu halten.
Diese Themen werden behandelt
- Reduzierung der Lizenzkosten durch Auffinden und Beheben von Fehlkonfigurationen und überflüssigen Konten
- Wie funktionieren CCB- und CCX-Lizenzen wirklich?
- Verstehen des DLAU-Tools und wie man es am besten nutzt
- Tipps für häufige Problembereiche, wie z. B. Team-Postfächer, Funktions-/Testbenutzer usw.
- Praxisbeispiele und Best Practices zum sofortigen Umsetzen
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024Neo4j
Neha Bajwa, Vice President of Product Marketing, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
GraphRAG for Life Science to increase LLM accuracyTomaz Bratanic
GraphRAG for life science domain, where you retriever information from biomedical knowledge graphs using LLMs to increase the accuracy and performance of generated answers
AI 101: An Introduction to the Basics and Impact of Artificial IntelligenceIndexBug
Imagine a world where machines not only perform tasks but also learn, adapt, and make decisions. This is the promise of Artificial Intelligence (AI), a technology that's not just enhancing our lives but revolutionizing entire industries.
Programming Foundation Models with DSPy - Meetup SlidesZilliz
Prompting language models is hard, while programming language models is easy. In this talk, I will discuss the state-of-the-art framework DSPy for programming foundation models with its powerful optimizers and runtime constraint system.
Full-RAG: A modern architecture for hyper-personalizationZilliz
Mike Del Balso, CEO & Co-Founder at Tecton, presents "Full RAG," a novel approach to AI recommendation systems, aiming to push beyond the limitations of traditional models through a deep integration of contextual insights and real-time data, leveraging the Retrieval-Augmented Generation architecture. This talk will outline Full RAG's potential to significantly enhance personalization, address engineering challenges such as data management and model training, and introduce data enrichment with reranking as a key solution. Attendees will gain crucial insights into the importance of hyperpersonalization in AI, the capabilities of Full RAG for advanced personalization, and strategies for managing complex data integrations for deploying cutting-edge AI solutions.
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
For the full video of this presentation, please visit: https://www.edge-ai-vision.com/2024/06/building-and-scaling-ai-applications-with-the-nx-ai-manager-a-presentation-from-network-optix/
Robin van Emden, Senior Director of Data Science at Network Optix, presents the “Building and Scaling AI Applications with the Nx AI Manager,” tutorial at the May 2024 Embedded Vision Summit.
In this presentation, van Emden covers the basics of scaling edge AI solutions using the Nx tool kit. He emphasizes the process of developing AI models and deploying them globally. He also showcases the conversion of AI models and the creation of effective edge AI pipelines, with a focus on pre-processing, model conversion, selecting the appropriate inference engine for the target hardware and post-processing.
van Emden shows how Nx can simplify the developer’s life and facilitate a rapid transition from concept to production-ready applications.He provides valuable insights into developing scalable and efficient edge AI solutions, with a strong focus on practical implementation.
3. Customer Impact systems
Sales
Executives
Marketing
• CRM
• Dashboards
• Marketing Automation
• CRM
Customer
Support
Client Service
Managers
Finance
• Service Cloud
• Call Center
• ??
• ERP
• Order Management
On Average, 70% - 80% of a company’s revenue is from renewals and resales to existing customers, yet
there is a lack of institutional and systems support for the team that is responsible
3
4. Collabor’s customer engagement & insight software
helps companies increase renewals and resales and
customer lifetime value
4
5. Collabor completes the customer systems map
WAR
PEACE
WAR
Collabor
Acquisition
tools
Service
tools
Engage
CRM
Marketing
Automation
Customer
Service
Call Center
Decision
Insight
6. 3 steps that work
1
ENGAGE
• Exclusive, White Glove/Red Carpet/Concierge – Customers Only
• Personalized and Contextual User Portals
• Adoption tools – Rewards & Loyalty, Account Manager & Expert connect,
eLearning, Events, Peer Workgroups, Company Workgroups, Voice of
Customer
2
INSIGHTS
•
•
•
•
•
•
3
DECISIONS
Weekly Trends & Opportunities reports
Indices to predict renewal and resales
Real-time customer activity analyzed for source & sentiment
Ability to manage in B2B or B2C mode
Sales, Marketing and Product views – within Salesforce dashbord
Dedicated iPad App for Execitives
• Act on Customer Insights collaboratively across the company
• Time-bound and moderated decision groups
• Decisions made are then used by Account Mangers to further engage the
customer
6
7. Personalization
Account Manager dashboard
Branding & Color themes
Sentiment analysis
& social media hooks
Salesforce & Webex integration
Indices
Engagement, Sentiment, Influence,
Renewal Predictability, Resale Predictability
7
8. We make Customer Management effective
Access
Content
Tools
Insights
Actions
CRM
Website
Mobile
Apps
Social networks
Customers
Social
Listening
Engage
Mobile
Browser
Integrated
Data &
Analytics
Collaboration
Portals
Marketing
Automation
Staff
Email
Web
Browser
Service
C - Level
Executive Dashboards
Email
Marketing
Algorithms &
Indices
Issue Tracker
Document & Content
Management
Backup & Archiving
Call Center
Collabor Tools
Integrations
9. Why companies choose Collabor
Easy to Implement
• None to minimal implementation needed
• Integrates within existing enterprise stack
Leading Technology
• State of art JavaLamp technology
• Secure and redundant cloud infrastructure
• Mobile, Web & Apps
Proven ROI
• 75+ clients with 1 million+ users. 6+ years
• Proven record of increased revenue, engagement
and reduced costs
Real-time Insights
• To focus on existing customers
• To listen, understand, engage, collaborate and
delight customers
Complete Control
• To increase average customer life
• Calibrate and Configure to suit processes
• Easy graphic admin panel to manage users, content, • To increase average customer lifetime value
• To reduce pressure and costs of new customer
workflow and rules
acquisition
•
•
•
REDUCED CALL CENTER LOAD – 10%,
15% INCREASE IN CREDIT CARD SPEND WITHIN PRIVILEGES PROGRAM
INCREASED ENGAGEMENT to 600,000+ users in 15 months
•
•
•
•
Understood that fastest growing demographic was women.
Changed narrative to suit audience
INCREASED ENGAGEMENT by 10x in 9 months after implementation
INCREASED REVENUE BY 30% in 12 months after implementation
9
10. About Collabor
• Founded and run by sales & marketing professionals.
• Significant market validation
• Salesforce.com and IBM partner
• 4 cloud software editions to suit SMB and Fortune 500
10