This document discusses how Aurea CRM can help customers in various areas like mobility, sales, marketing, and event organization. It summarizes the key benefits customers experience with Aurea CRM: 1) Aurea CRM allows customers to manage all field, sales, and service activities from a tablet in real-time, providing offline access to all customer information. 2) It streamlines and accelerates sales processes with integrated tools to track opportunities and sales forecasts. 3) Marketing activities are managed centrally in Aurea CRM with interfaces to other systems to improve data quality. 4) Event management is simplified with a single process and data source instead of separate systems.

1. 0
Creating value
with CRM

2. 1
Table of content
CRM in different time scale (2 min)
Characteristics of (3) common CRM suppliers (2-3min)
Aurea.CRM - a strong, powerful and approved CRM solution
How Aurea customer practise MOBILITY (2-4 min)
How Aurea customer accelerates SALES (2-4 min)
How Aurea customer pushes MARKETING activities (2-4 min)
How Aurea customer improve EVENT organisation (2-4 min)
How Aurea customer handle SERVICE processes (2-4 min)

3. 2
CRM set in a large time scale
SOURCE: Reuters, Fossils 4,4 bn years old SOURCE: Alcubierres Warp-Antrieb
Year - 4.000.000.000 Year 400.000CRM Age
SOURCE: Temple University 20160913
SOURCE: Planet Wissen, ARD, 2017
Today

4. 3
CRM Age
Aurea.CRM - former update.CRM
CRM set in more familiar time scale
1985 1995 2005 2015
SYNERGY CONSULTANTS CRM + PROZESSE GmbH1988
1999

5. 4
3 different CRM supplier you can choose
o Self declared „most powerful
plattform“
o Costs 10x higher compared to
other solutions
o „Pay later“ strategy
o Self declared Market Leader
2003
o Forgotten species
o Tremendous costs
o Old architecture
o Solid but slow and heavy
o High dependancy on service
partner
o Poor in vertical processes
but why choose Aurea.CRM …

6. 5
How Aurea customer practise MOBILITY
OLD RED: Fragmented information, loops, loss of time NOW: Enable Sales Rep to be the „SPOC“ - anywhere
Managing the day: Field organisation Search to find nearby clients
RESULT: 100% offline mobility
o All sales reps have all information to plan and report
their visits on their tablet - offline
o Interal sales is always up to date about field activities
and in reverse field know all about internal and service
activities to the customer
o All processes such as quotation, entering orders and
requests or complaints can be managed at the POS
o Replication is safe and trusted
SCREENS
KAM
Sales Rep
InternalSales
Marketing
Service
Wholesale
Dealer
Customer
Partner
KAM
Sales Rep
InternalSales
Marketing
Service
Wholesale
Dealer
Customer
Partner
Quotes
Requests
Visits
Projects
Complaints
Events
Plans

7. 6
How Aurea customer accelerate SALES
OLD: Fragmented process, many loops, hand made NOW: One process, one forecast, one tool
o An integrated sales process was build in Aurea.CRM
o All teams use the same definitions and sales is guided
by clear steps to bring the opportunity forward
o Sales rep for itself and Managment for the entire
organisation can track and control sales forecast
o Time to manage sales process was reduced
tremendously
Opportunity Management , Step by Step Sales funnel - Report
SCREENS

8. 7
How Aurea customer pushes MARKETING
OLD: Fragmented solutions in marketing, hand made NOW: One process, one source for all user
Many isolated databases
Data quality poor
Manual uploads
No double optin
„Do marketing not data
entry“ entry“
o All marketing activities are managed in Aurea.CRM
(Promotions, Mailings, Newsletter, Dealer reports…)
o Interfaces to SAP (costs), marketing automation and
web platforms allows to bring all data directly in
Aurea.CRM
o User profiles are maintained and promotion related
response is stored automatically in Aurea.CRM
An overall calender of all campaigns The campaign in graphical overview Example: Social media and campaign responses
SCREENS

9. 8
How Aurea customer improve EVENT management
OLD: 36 specific, individual event processes!! NOW: One process, one source for all user
Deja vu: Isolated data
Data quality poor
Manual uploads
No double optin
„Work on data not on
market“
Inhalt und
Zielgruppe
festlegen
Selektion /Query
(Auswahl
Verteiler)
Ggf. Import
neuer
Daten
Inhalt (Text,
Layout,
Ansprache)
vorbereiten +
Abstimmung
Druck
Statistik
fortschreiben
Ende
Start
FAX ... E-Mail
Response
(Automatischer
Eingang oder
manuell)
Folgeaktivität Ende
Freigabe
Start der Aktion
Kontakt
Übergabe
Daten
Daten
Input ID
Input Marketing
Input Vertrieb
Daten für Auswertungen,
Teilnehmerlisten,
externe...
SCREEN
Processflow capaigns, Eichhorn, Lüneburg 2007Template Events

10. 9
How Aurea customer handle SERVICE processes
OLD: Paperwork and delays NOW: Autonomy (service) efficiency (company)
Service order in SAP
Ticket in Aurea
Dispatching and routing
Prepare mission
Appointment with checklist
Interface SAP
Customer signs
Invoice
All tickets of the customer Dispatching dashboard
Offline +++ Offline +++ Offline +++ ALL IS IN PLACE !!

11. 10
What the customer say about Aurea.CRM
Industry specific processes (Brands, Life Science, Finance, Industry..)
Rights and roles are nearly „borderless“ and can be adjusted easily
A „real“ offline solution (with 30y experience)
No hidden software fees
A vibrant community
…. and experienced
implementation partners

12. 11
Beside all the Quick Win´s …
… CRM is business
not software …