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Database,
Information
Strategy
Fax
Data
Inquiry
User Defined
Qualification
M-I-N-T™
Value Added
Information
Password protected login
(RSA Verisign certificates)
Interface with external databases
(corporate or personal credit
ratings, financial data, legal
background, etc.
Basic information gathering forms
(remotely managed, user defined)
Detailed information gathering forms
(dynamically generated using NEXT
command)
Qualification criteria
(Money, Influence, Need, Timing)
MEIS
Managed Extranet Information Services
APSS
Automated Personalized Selling System
E-mail, WAP
dynamically-generated personalized
letter templates • brochures • price
sheets • press releases • invitations
to special events • coupons •
newsletters • etc.
Client's Fulfillment Archive
Custom online
reports, directories
distribution lists via
WWW
Automated
campaign
management and
fulfillment
E-form™
Personalized
fulfillment
delivery
Instant notification
of new business
opportunity via
WWW, e-mail, fax,
pager
Relationship Management
Matrix
(Database)
Database
© 2001 David A. Berger
CONFIDENTIAL
Client
Update client's database
Prospects
Customers
Investors
Shareholders
Consultants
Strategic Partners
Associations
Organizations
Media Personnel
etc.
Web
Web
Web Site Visitors
Contracts, Confirmations,
Coupons, Certificates, Prices
HTML
DBXML
Up-to-the-minute
print-on-demand
brochures, price
sheets, letters,
labels Remote Printer
& Fulfillment

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crm-model

  • 1. rlogin Database, Information Strategy Fax Data Inquiry User Defined Qualification M-I-N-T™ Value Added Information Password protected login (RSA Verisign certificates) Interface with external databases (corporate or personal credit ratings, financial data, legal background, etc. Basic information gathering forms (remotely managed, user defined) Detailed information gathering forms (dynamically generated using NEXT command) Qualification criteria (Money, Influence, Need, Timing) MEIS Managed Extranet Information Services APSS Automated Personalized Selling System E-mail, WAP dynamically-generated personalized letter templates • brochures • price sheets • press releases • invitations to special events • coupons • newsletters • etc. Client's Fulfillment Archive Custom online reports, directories distribution lists via WWW Automated campaign management and fulfillment E-form™ Personalized fulfillment delivery Instant notification of new business opportunity via WWW, e-mail, fax, pager Relationship Management Matrix (Database) Database © 2001 David A. Berger CONFIDENTIAL Client Update client's database Prospects Customers Investors Shareholders Consultants Strategic Partners Associations Organizations Media Personnel etc. Web Web Web Site Visitors Contracts, Confirmations, Coupons, Certificates, Prices HTML DBXML Up-to-the-minute print-on-demand brochures, price sheets, letters, labels Remote Printer & Fulfillment