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Netcamp February 18, 2010


                               CRM:
SaaS and on the Cloud experiences
                           Andrea Davin
                                  Manager
                              Cluster Reply

                         Massimo Iacca
                                  Manager
                              Cluster Reply

                       Andrea Albonico
                                Consultant
                               4Cust Reply
Agenda


    • Quick intro to SaaS
    • Our Case Study
        • TiVù Sat
        • CRM SaaS for TiVù Sat
        • Ms CRM SaaS Provisioning for Telecom
        • Ms CRM SaaS for Iveco Dealer Sales
        • Ms CRM Iveco Amazon
    • Demo
    • Value added services from Reply
    • Questions




2
Quick intro to SaaS



    Today market context is asking companies to evolve and ―grow‖ on
    the   CRM approach, with a specific attention to investments
    and to the time    to market challenge.
    CRM applications are particularly suitable for   SaaS delivery,
    or cloud’s architectures.

    This trend is spreading not only across small companies, but also
    in bigger ones, especially in the Italian scenario.




3
SaaS Overview
                                                             Why? - Benefits

        Focus Budgets on             Multi-Tenant
      Competitive Advantage           Efficiency        Save Money
     rather than Infrastructure




                                                             Increased
    Save Time                                                Accessibility




                                                              Flexibility and
                                                                 Scalability


        Gain Immediate
        Access to Latest                             Join a
                                  Pay as you go,
          Innovations                               community
                                    predictable
                                       costs        of Interest




4
Netcamp February 18, 2010


            TiVù Sat
TiVù Sat
                                                              Business Goals

    TiVù Sat is the first free satellite platform in Italy.

    TiVù Sat, a consortium composed by Mediaset – RAI – Telecom Italy
    Media, offers TV multimedia contents for customers not covered by the
    TV digital signal.

    To use this service, the Customer needs:
    • a decoder
    • a smart card
    • a satellite dish


    Goal: to implement a Contact Center for smart cards and
    account management.




6
TiVù Sat
                                                                                           User Requirements




             Administrative                     Service                          Post Sales
             Management                         Activation                       Management


    — Logistic Support of        — Processes of Service Activation:   — Processes to modify Account data
      Smart Card to RTI            — Check status and                 — Processes to modify service fruition address
    — Processes of                   Creation of Smart Card           — Processes of trouble ticketing
      Smart Card Loading            — Account registration            — Processes to substitute Smart Card broken
    — Process of Business
                                    — Check Account in Blacklist      — Processes to substitute Smart Card
      Intelligence (Reporting)                                          lost or steeled
                                    — Disclaimer collection for
                                                                      — Process to deactivate Smart
                                      Privacy and Marketing
                                                                        Card
                                    — Smart Car Activation
                                                                      — Process to lock Smart Card
                                                                      — Process to unlock Smart Card




7
Netcamp February 18, 2010


CRM SaaS for TiVù Sat
CRM SaaS for TiVù Sat
                                                      Oracle Siebel On Demand



                  On Demand CRM Offers Flexibility
    Easy to use
                                            Address HQ and Satellite Needs
    Fast to customize and deploy

    Driven and managed by business          Extend on-premise deployments
    users

    Predictable costs                       Deliver departmentally and
                                             company wide
    Minimal or no IT resources required

    No investment in hardware or software




9
CRM SaaS for TiVù Sat
                             TiVù Sat Contact Center




     Oracle On Demand
         Access to




10
CRM SaaS for TiVù Sat
                                       TiVù Sat Contact Center



     Service Request Management




11
CRM SaaS for TiVù Sat
                                                                                                           TiVù Sat Contact Center


                                               Client/Server                            On Demand
                                               Software
     Source: Gartner, Customer Surveys




                                                                                                6 month
                                                               27 month                        Breakeven
                                                               Breakeven




                                                                                  ROI
                                         ROI




                                                Risk                                                           Value to
                                                                                        Risk                   Customer

                                                                           Time                                Time   Time


                                                       Go Live                             Go Live
                                                       ~ 12 Months                         ~ 10 Weeks




12
CRM SaaS for TiVù Sat
                                           TiVù Sat Contact Center


           TiVù Sat Contact Center



                  4 month

     ROI
                            Value to
           Risk             Customer


                            Time    Time



              Go Live
              8 Weeks




13
CRM SaaS for TiVù Sat
                                                                             TiVù Sat Contact Center
     SMS                Web
      G                 Portal
      A
      T
      E                                                     CRM On Demand Web Client
              Web
      W      Services
      A                                                                        HTTPS
      y                          Web Server

                                              User Interface Layer         BI Presentation Services


                                                                           Modeling and Calculation
                                              Business Logic Layer
                                                                                Services - BI

                                                                                Data Access
                                              Data Layer Services
                                                                                Services - BI




                                              OLTP                   ETL    Reporting
      RTI Hosts   …
                                 CRM On Demand Servers
                                                      … Data Flow

14
Netcamp February 18, 2010


Ms CRM SaaS : Project MyCustomer for Telecom Italia
Microsoft Dynamics CRM - Pillar
         Microsoft Dynamics
          Customer growth


     •   Scalable than the thousands of           •         Full suite of CRM: marketing, sales,
         concurrent users                                   customer service
     •   Than 11,000 customers from SMEs          •         Office interface that facilitates
         to enterprise companies                            learning and its use
     •   Over 500,000 users in more than 80       •         Multi-languages in over 25
         countries                                          languages
     •   Global network of partners               •         SOA / Web Services
     •   Offered in either "on premise" or
         SaaS mode
                                                               On-
     •   Multi-tenant architecture                           premise




                                                  Partner
                                                                         CRM
                                                  Hosted                          Solo USA
                                                                         Live
                                                                                  e Nord America




16
Architettura Provisioning
        Customer Portal




              $
        Self Provisioning                                        Order Managament




                            MSCRM 4.0 Provisioning System




                                                                                     Legenda
                              Provisioning Interface Layer                           Exisiting
                                                                                    Application


                                                                                      New
                                                                                    Application
     Utility Computing
                                                                                      Hosted
                                                                                    Environment
                                  HOSTED CRM 4.0




17
Architettura Dettagliata Provisioning
                                                                   Order Entry




                                             Provisioning System (CRM)

      Active
     Directory
                              Provisioning                                   Web Services                  Customer Portal
                                Service                                       Interface                    Self Provisioning
                               Interface




              Provisionig                                                Packages CRM
             Infrastructure                                                 Service
                Adapter                                                     Adapter



                                                                                                                        Legenda

                                      Utility Computing                                                                 Interface
                                                                                            Web Services                  Layer
                                                                                             Interface
        ACTIVE DIRECTORY                               HOSTED CRM 4.0                                                    New
                                                                                                                       Application
          HOSTED CRM
                                                                                                                        Hosted
                                                                                               DataBase
                                                                                                                      Environment
                                                                                               CRM 4.0




18
Netcamp February 18, 2010


Ms CRM SaaS for IVECO CRM Dealer
IVECO CRM Dealer– Scope

         Iveco want to give a operative CRM
       instead an analitic CRM to your dealer



     Operative CRM must be simply to use and
       must have alla base functionality to
      support all sales daily dealer activities.


      The new CRM must support also small
      dealer and also big dealer with different
                  sales schema.


      The new CRM must give the Dealer the
     capability to perform sales and marketing
       (campaign) activity to their customer.


        But the CRM must give to iveco the
     central control of sales process performed
                   by your dealer




20
IVECO CRM Dealer– Project Geografic Coverage



      Country      Dealers   Users
        Italia       56      560
     Germania        25      250                                18
         UK          26      260
       Polonia       13       65
      Romania        6        30
      Benelux        20      100              26
     Alps Region     8        40
                                                    20 25            13
     Portogallo      8        40
        INE          18       90
                                               40           8
      Spagna         44      440                      56                  6
       Francia       40      400     8   44
       Total        264      2.275




21
IVECO Dealer Sales – The Vision




22
IVECO Dealer Sales – Logical Architecture

                                           xls
                                                 DMS
                    CARE                           DMS
                                                     DMS
                                                       DMS
                                                      DMS Dealer n




                              CRM Mercato n
                                  CRM 4.0
     Legacy
      Iveco
                                 Dynamics




                                                 One -shot



                                     Virtual
                                                   DMS
                                     Earth           DMS
              Staging Area           Maps              DMS
                                      Bing               DMS
                                                       CRM Dealer n




23
IVECO CRM Dealer– Functional Scope

        Core MS Dynamics CRM platform (online and offline)
        Basic functionality implemented on standard MS CRM
        Only functional solution for Italy Market Dealers
            Management agenda and commitments
            Customer Management (registry, addresses, classification, statistics)
            Management vehicles (registered, fleet, stock physical and virtual)
            Management products / services associated with vehicles
            Management negotiations and deals
        Import existing CRM data
        Integration with DMS
        Integration with CARE Italy

        Add on features specific to other markets Dealer
        Development of a Staging Area for markets not CARE
        Integration with markets not CARE SA

        Normalization addresses with Virtual Earth (BING)
        Automatic and manual customer master data deduplication




24
IVECO CRM Dealer– Saas&IaaS



          Key Dealers                                                 Dealer 2:N




                                           IVECO


                        Turn Key Project             Training
             Licenses                              Massiv Rollout   Support          Infrastructure


     Microsoft                                      Reply



                                                                      Hosting


                                                                                   IAAS




25                          25
Netcamp February 18, 2010


CRM Iveco Amazon
CRM Iveco Amazon - Infrastructure (1)




27
CRM Iveco Amazon - Infrastructure (2)




28
CRM Iveco Amazon - Internet Access




29
CRM Iveco Amazon - Intranet Access




30
Start and shutdown infrastructure




31
ElasticFox Console




32
Netcamp February 18, 2010


                Demo
Value added services from Reply
     • Consultancy services on design and implementation for cloud solution
     • Business Case consultancy for cost evaluation and ROI

     • 1st and 2nd level support services to manage “on the cloud”
       infrastructure, with SPOC and ticket handling, plus diagnostic and
       trouble fixing

     • Server operation and management
        – Server Monitoring
        – Security Monitoring
        – Backup
        – Patch Management
        – Antivirus
        – Switch on and switch off AMIs via automatic APIs procedures

     • “Space Management” service
     • “Mantainance&Updating” service for operational procedures.


                                           SPOC = Single Point Of Contact
34
Service model
     Consultancy
 • On the Cloud solution Design and deployment
 • Evaluation costs business case

     Service: Infrastructure support
     • Infrastructure support for the new cloud architecture with
       SPOC service

     Service: Infrastructure management

 • Server management
                                                                  coverage
     • Server Monitoring
                                                             8:00-22:00 mon-sat
     • Security Monitoring
     • Backup
     • Patch Management and Antivirus
 • “Space Management” service
 • “Mantainance&Updating” service for std. Procedures



35
Questions




36
Contatti

            a.davin@reply.it
     mob.: +39 348.6099619

            m.iacca@reply.it
     mob.: +39 348.8403718

         a.albonico@reply.it




37

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CRM SaaS Case Studies for TiVù Sat and Telecom Italia

  • 1. Netcamp February 18, 2010 CRM: SaaS and on the Cloud experiences Andrea Davin Manager Cluster Reply Massimo Iacca Manager Cluster Reply Andrea Albonico Consultant 4Cust Reply
  • 2. Agenda • Quick intro to SaaS • Our Case Study • TiVù Sat • CRM SaaS for TiVù Sat • Ms CRM SaaS Provisioning for Telecom • Ms CRM SaaS for Iveco Dealer Sales • Ms CRM Iveco Amazon • Demo • Value added services from Reply • Questions 2
  • 3. Quick intro to SaaS Today market context is asking companies to evolve and ―grow‖ on the CRM approach, with a specific attention to investments and to the time to market challenge. CRM applications are particularly suitable for SaaS delivery, or cloud’s architectures. This trend is spreading not only across small companies, but also in bigger ones, especially in the Italian scenario. 3
  • 4. SaaS Overview Why? - Benefits Focus Budgets on Multi-Tenant Competitive Advantage Efficiency Save Money rather than Infrastructure Increased Save Time Accessibility Flexibility and Scalability Gain Immediate Access to Latest Join a Pay as you go, Innovations community predictable costs of Interest 4
  • 5. Netcamp February 18, 2010 TiVù Sat
  • 6. TiVù Sat Business Goals TiVù Sat is the first free satellite platform in Italy. TiVù Sat, a consortium composed by Mediaset – RAI – Telecom Italy Media, offers TV multimedia contents for customers not covered by the TV digital signal. To use this service, the Customer needs: • a decoder • a smart card • a satellite dish Goal: to implement a Contact Center for smart cards and account management. 6
  • 7. TiVù Sat User Requirements Administrative Service Post Sales Management Activation Management — Logistic Support of — Processes of Service Activation: — Processes to modify Account data Smart Card to RTI — Check status and — Processes to modify service fruition address — Processes of Creation of Smart Card — Processes of trouble ticketing Smart Card Loading — Account registration — Processes to substitute Smart Card broken — Process of Business — Check Account in Blacklist — Processes to substitute Smart Card Intelligence (Reporting) lost or steeled — Disclaimer collection for — Process to deactivate Smart Privacy and Marketing Card — Smart Car Activation — Process to lock Smart Card — Process to unlock Smart Card 7
  • 8. Netcamp February 18, 2010 CRM SaaS for TiVù Sat
  • 9. CRM SaaS for TiVù Sat Oracle Siebel On Demand On Demand CRM Offers Flexibility Easy to use Address HQ and Satellite Needs Fast to customize and deploy Driven and managed by business Extend on-premise deployments users Predictable costs Deliver departmentally and company wide Minimal or no IT resources required No investment in hardware or software 9
  • 10. CRM SaaS for TiVù Sat TiVù Sat Contact Center Oracle On Demand Access to 10
  • 11. CRM SaaS for TiVù Sat TiVù Sat Contact Center Service Request Management 11
  • 12. CRM SaaS for TiVù Sat TiVù Sat Contact Center Client/Server On Demand Software Source: Gartner, Customer Surveys 6 month 27 month Breakeven Breakeven ROI ROI Risk Value to Risk Customer Time Time Time Go Live Go Live ~ 12 Months ~ 10 Weeks 12
  • 13. CRM SaaS for TiVù Sat TiVù Sat Contact Center TiVù Sat Contact Center 4 month ROI Value to Risk Customer Time Time Go Live 8 Weeks 13
  • 14. CRM SaaS for TiVù Sat TiVù Sat Contact Center SMS Web G Portal A T E CRM On Demand Web Client Web W Services A HTTPS y Web Server User Interface Layer BI Presentation Services Modeling and Calculation Business Logic Layer Services - BI Data Access Data Layer Services Services - BI OLTP ETL Reporting RTI Hosts … CRM On Demand Servers … Data Flow 14
  • 15. Netcamp February 18, 2010 Ms CRM SaaS : Project MyCustomer for Telecom Italia
  • 16. Microsoft Dynamics CRM - Pillar Microsoft Dynamics Customer growth • Scalable than the thousands of • Full suite of CRM: marketing, sales, concurrent users customer service • Than 11,000 customers from SMEs • Office interface that facilitates to enterprise companies learning and its use • Over 500,000 users in more than 80 • Multi-languages in over 25 countries languages • Global network of partners • SOA / Web Services • Offered in either "on premise" or SaaS mode On- • Multi-tenant architecture premise Partner CRM Hosted Solo USA Live e Nord America 16
  • 17. Architettura Provisioning Customer Portal $ Self Provisioning Order Managament MSCRM 4.0 Provisioning System Legenda Provisioning Interface Layer Exisiting Application New Application Utility Computing Hosted Environment HOSTED CRM 4.0 17
  • 18. Architettura Dettagliata Provisioning Order Entry Provisioning System (CRM) Active Directory Provisioning Web Services Customer Portal Service Interface Self Provisioning Interface Provisionig Packages CRM Infrastructure Service Adapter Adapter Legenda Utility Computing Interface Web Services Layer Interface ACTIVE DIRECTORY HOSTED CRM 4.0 New Application HOSTED CRM Hosted DataBase Environment CRM 4.0 18
  • 19. Netcamp February 18, 2010 Ms CRM SaaS for IVECO CRM Dealer
  • 20. IVECO CRM Dealer– Scope Iveco want to give a operative CRM instead an analitic CRM to your dealer Operative CRM must be simply to use and must have alla base functionality to support all sales daily dealer activities. The new CRM must support also small dealer and also big dealer with different sales schema. The new CRM must give the Dealer the capability to perform sales and marketing (campaign) activity to their customer. But the CRM must give to iveco the central control of sales process performed by your dealer 20
  • 21. IVECO CRM Dealer– Project Geografic Coverage Country Dealers Users Italia 56 560 Germania 25 250 18 UK 26 260 Polonia 13 65 Romania 6 30 Benelux 20 100 26 Alps Region 8 40 20 25 13 Portogallo 8 40 INE 18 90 40 8 Spagna 44 440 56 6 Francia 40 400 8 44 Total 264 2.275 21
  • 22. IVECO Dealer Sales – The Vision 22
  • 23. IVECO Dealer Sales – Logical Architecture xls DMS CARE DMS DMS DMS DMS Dealer n CRM Mercato n CRM 4.0 Legacy Iveco Dynamics One -shot Virtual DMS Earth DMS Staging Area Maps DMS Bing DMS CRM Dealer n 23
  • 24. IVECO CRM Dealer– Functional Scope  Core MS Dynamics CRM platform (online and offline)  Basic functionality implemented on standard MS CRM  Only functional solution for Italy Market Dealers  Management agenda and commitments  Customer Management (registry, addresses, classification, statistics)  Management vehicles (registered, fleet, stock physical and virtual)  Management products / services associated with vehicles  Management negotiations and deals  Import existing CRM data  Integration with DMS  Integration with CARE Italy  Add on features specific to other markets Dealer  Development of a Staging Area for markets not CARE  Integration with markets not CARE SA  Normalization addresses with Virtual Earth (BING)  Automatic and manual customer master data deduplication 24
  • 25. IVECO CRM Dealer– Saas&IaaS Key Dealers Dealer 2:N IVECO Turn Key Project Training Licenses Massiv Rollout Support Infrastructure Microsoft Reply Hosting IAAS 25 25
  • 26. Netcamp February 18, 2010 CRM Iveco Amazon
  • 27. CRM Iveco Amazon - Infrastructure (1) 27
  • 28. CRM Iveco Amazon - Infrastructure (2) 28
  • 29. CRM Iveco Amazon - Internet Access 29
  • 30. CRM Iveco Amazon - Intranet Access 30
  • 31. Start and shutdown infrastructure 31
  • 33. Netcamp February 18, 2010 Demo
  • 34. Value added services from Reply • Consultancy services on design and implementation for cloud solution • Business Case consultancy for cost evaluation and ROI • 1st and 2nd level support services to manage “on the cloud” infrastructure, with SPOC and ticket handling, plus diagnostic and trouble fixing • Server operation and management – Server Monitoring – Security Monitoring – Backup – Patch Management – Antivirus – Switch on and switch off AMIs via automatic APIs procedures • “Space Management” service • “Mantainance&Updating” service for operational procedures. SPOC = Single Point Of Contact 34
  • 35. Service model Consultancy • On the Cloud solution Design and deployment • Evaluation costs business case Service: Infrastructure support • Infrastructure support for the new cloud architecture with SPOC service Service: Infrastructure management • Server management coverage • Server Monitoring 8:00-22:00 mon-sat • Security Monitoring • Backup • Patch Management and Antivirus • “Space Management” service • “Mantainance&Updating” service for std. Procedures 35
  • 37. Contatti a.davin@reply.it mob.: +39 348.6099619 m.iacca@reply.it mob.: +39 348.8403718 a.albonico@reply.it 37