This document describes the modules available in Digital-Clay's CRM, BI, and billing solutions. It includes standard CRM modules for customer management, sales, marketing, and service. It also includes BI modules for analytics, dashboards, reports, and alerts. Billing modules allow for product and subscription management, invoicing, payments, and promotions. Additional generic modules provide user management, assets, contracts, documents, and other capabilities. Tools are included for external data integration into a central data model.
Universal Analytics and Google Tag Manager - Superweek 2014Yehoshua
This document provides an overview and training on using Universal Analytics and Google Tag Manager (GTM). It discusses setting up tracking in UA using GTM, including tags, rules, macros and sample tag implementations. It emphasizes that building a strategic "smart data layer" based on business objectives and questions leads to better decisions. Specifically, it recommends dividing unique purchases by unique pageviews to measure conversion rates, and capturing profit metrics using server-side tagging to provide more actionable analytics.
Attribute Management Overview for Distribution and ManufacturingUBC Corporation
This document provides an overview of JD Edwards EnterpriseOne's attribute management solution. It addresses the needs of distribution and manufacturing companies that offer multi-attribute products with various styles, colors, sizes, etc. The solution provides attribute management capabilities across key areas like inventory, procurement, sales order management, product data management, and shop floor management. It allows companies to more efficiently manage large numbers of attributes and items through features like matrix management, collection management, and matrix-based work orders.
I did a project on Microsoft Dynamics 365 when it was launching in October 2016 with the purpose of ERP course. I visited Microsoft Sales Office Karachi and met Business Solution Expert or Dynamics Specialist and got info on the product. Later on, also worked on this project for CRM course.
Ahmed Rami Elsherif is an experienced IT Project Manager with over 20 years of experience in project management, system development, business analysis, ERP implementation and public transport systems. He has a diverse international work experience including positions in Saudi Arabia, Iraq, and Bolivia. He is PMP certified with expertise in SAP systems, project management, and business process optimization.
This training covers the key modules in Oracle Supply Chain Management including inventory, purchasing, and order management. Students will learn about setting up data and modeling the supply chain through hands-on practice with the different SCM modules and transactions. The course also provides an introduction to Oracle applications and navigation.
This document describes a software solution from CDM for Microsoft Dynamics CRM focused on the telecommunications industry. It includes a telco basis module along with optional related modules for salesforce effectiveness, customer loyalty programs, event management, mobile access, and more. Pricing is provided on a per user monthly rental basis or for on-premise installation with software assurance. The telco basis module serves as the foundation and includes functionality for corporate hierarchies, installations, products, revenues, and team structures.
This document is a resume summary for Mohit Mahendra highlighting his experience providing data-driven strategic insights and analytics at Oracle Corp since 2005. Over his career at Oracle, he has helped manage operational complexity during rapid acquisitions, understand the cloud business, adapt sales processes to the cloud, and drive cloud revenue through activities like competitive strategy, sales process re-engineering, and customer retention. The summary lists his responsibilities in areas like product value, industries, cloud go-to-market strategies, and analytics.
Universal Analytics and Google Tag Manager - Superweek 2014Yehoshua
This document provides an overview and training on using Universal Analytics and Google Tag Manager (GTM). It discusses setting up tracking in UA using GTM, including tags, rules, macros and sample tag implementations. It emphasizes that building a strategic "smart data layer" based on business objectives and questions leads to better decisions. Specifically, it recommends dividing unique purchases by unique pageviews to measure conversion rates, and capturing profit metrics using server-side tagging to provide more actionable analytics.
Attribute Management Overview for Distribution and ManufacturingUBC Corporation
This document provides an overview of JD Edwards EnterpriseOne's attribute management solution. It addresses the needs of distribution and manufacturing companies that offer multi-attribute products with various styles, colors, sizes, etc. The solution provides attribute management capabilities across key areas like inventory, procurement, sales order management, product data management, and shop floor management. It allows companies to more efficiently manage large numbers of attributes and items through features like matrix management, collection management, and matrix-based work orders.
I did a project on Microsoft Dynamics 365 when it was launching in October 2016 with the purpose of ERP course. I visited Microsoft Sales Office Karachi and met Business Solution Expert or Dynamics Specialist and got info on the product. Later on, also worked on this project for CRM course.
Ahmed Rami Elsherif is an experienced IT Project Manager with over 20 years of experience in project management, system development, business analysis, ERP implementation and public transport systems. He has a diverse international work experience including positions in Saudi Arabia, Iraq, and Bolivia. He is PMP certified with expertise in SAP systems, project management, and business process optimization.
This training covers the key modules in Oracle Supply Chain Management including inventory, purchasing, and order management. Students will learn about setting up data and modeling the supply chain through hands-on practice with the different SCM modules and transactions. The course also provides an introduction to Oracle applications and navigation.
This document describes a software solution from CDM for Microsoft Dynamics CRM focused on the telecommunications industry. It includes a telco basis module along with optional related modules for salesforce effectiveness, customer loyalty programs, event management, mobile access, and more. Pricing is provided on a per user monthly rental basis or for on-premise installation with software assurance. The telco basis module serves as the foundation and includes functionality for corporate hierarchies, installations, products, revenues, and team structures.
This document is a resume summary for Mohit Mahendra highlighting his experience providing data-driven strategic insights and analytics at Oracle Corp since 2005. Over his career at Oracle, he has helped manage operational complexity during rapid acquisitions, understand the cloud business, adapt sales processes to the cloud, and drive cloud revenue through activities like competitive strategy, sales process re-engineering, and customer retention. The summary lists his responsibilities in areas like product value, industries, cloud go-to-market strategies, and analytics.
BPMonline CRM was awarded several honors between 2011-2012 for being influential in the CRM industry. It provides tools to manage customer data, opportunities, sales processes and teams. It connects to Outlook and uses gamification to motivate performance. Key advantages include combining CRM and BPM, high customization, open source configuration, strong security, and agile deployment.
Aurochs Software is a sales compensation solution specifically targeted at small and medium pharmaceutical companies. A pharma-ready, web-based solution designed to be highly intuitive and easy to use, it comes armed with a robust quality and auditing framework empowering our clients to manage the sales compensation function in-house.
ERP software coordinates information across all areas of a business using a shared database and management tools. It helps manage company-wide processes. Key functional areas include marketing/sales, supply chain management, accounting/finance, and human resources. For a company to provide customer satisfaction, its functional areas must be integrated. ERP software provides this integration by allowing different areas to share data from a single common database.
Este programa consiste em implementar um processo de gestão de equipas de vendas orientada por objetivos dotando as direções comerciais de mecanismos de controle de gestão que permitam tomar decisões e acompanhar diariamente os resultados destas equipas.
The document outlines the process for planning and implementing a CRM system including exploring business needs, planning the project, configuring the system, training users, and deploying the new system. The key steps are exploring business processes and requirements, planning resources and timelines, configuring the system for things like users, security, and data, training end users and administrators, and finally deploying the system including migrating data and getting sign off.
Este programa consiste em implementar um processo de gestão de equipas de vendas orientada por objetivos dotando as direções comerciais de mecanismos de controle de gestão que permitam tomar decisões e acompanhar diariamente os resultados destas equipas.
Today, heavy equipment dealers face challenges. Legacy systems can no longer be maintained or supported. Lack of integrated business processes creates costly inefficiencies. The ability to react quickly to market opportunities relies in part on an effective and collaborative partner network
SYNOPTEK - MICROSOFT DYNAMICS 365 FOR SALES IMPLEMENTATION Nandita Nityanandam
Synoptek implemented Dynamics 365 for Sales module that supports the sales process from acquiring a new lead through the close of a sale. With this module the client wanted to manage leads, opportunities, accounts and contacts.
Read more: https://synoptek.com/business-process-and-software-solutions/business-applications/
This document discusses product management in consumer web and e-commerce. It provides an agenda that includes an open Q&A session, comparing B2B vs. B2C products, reviewing sample online products and screenshots. The document then discusses the product management process, including ideation through analytics and requirements, execution by working with stakeholders to build minimum viable products and conduct A/B testing, and ensuring prioritization. It also compares considerations for B2B vs. B2C products and reviews examples like online travel.
Commercial verticals - New features in Charisma 2014TotalSoft
This document discusses new features and updates to various Charisma ERP modules, including trade policies, retail pharma, SFA, WMS, fleet management, resource planning, and billing. Key updates involve new reporting and analysis tools for trade policies, integration with additional systems for retail pharma and SFA, improved warehouse management tools for WMS, and enhancements to billing functionality to support multiple companies and locations across countries. Field force automation, document management, and mobile gamification applications are also highlighted as part of Charisma's business software suite.
A PIM platform is the need of today's businesses to ensure a single, accurate view of product data, boost workflow efficiency, improve time-to-market and reduce the cost of compliance. Learn what more an open source PIM platform can do for you https://bit.ly/3kdIFRI
Orqubit Business Intelligence provides reports, MIS and dashboards for Tally.ERP9, custom applications, ERPs and a variety of databases. Orqubit BI has been implemented across different industry verticals. For more information about Orqubit BI visit http://www.orqubit.com
Donna Hart has over 30 years of experience in transactional financial services and project management. She has a proven track record of increasing productivity and quality through managing operations, sales support, and IT initiatives. Notable achievements include coordinating systems serving over 200,000 merchants on a single platform and automating manual processes to reduce costs. Her experience spans roles at major financial institutions like Chase, First Data Resources, and NaBanco. She holds a Project Management Professional certification and an Associate's Degree in Business Management.
This document discusses Modelity, a financial technology company that provides structured product solutions. It outlines challenges in the market like complex products and lack of transparency. Modelity's solution uses a flexible financial language and interactive visualizations to increase transparency, automate processes, and speed up product development. Case studies show how Modelity has helped clients through automated performance reporting, educational sales presentations, and automated payment calculations.
Read here the business benefits of LiveSku. get a 360 degree view of sales data real time across all sales channel. Fully integration ready with SAP ECC, Oracle and Tally. Low learning curve, excel integration, low TCO.
The document outlines the features and capabilities of a diamond management software system that allows users to manage all aspects of the diamond business from purchase and planning to manufacturing, quality control, inventory, sales, accounting, and a global access platform. Key modules include purchase and assortment, planning and manufacturing, quality control, inventory management, human resources, sales, accounting, management information systems, and global access. The system aims to streamline and automate business processes, provide data-driven insights, and improve productivity, decision making, and customer reach.
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 summarizes a complete distributor management solution that provides modern technology and tools to help companies and distributors improve efficiencies. It captures secondary sales data to help plan sales, marketing, and production better. The solution ensures promotions and schemes are passed to retailers and standardizes product information. It can be deployed online, offline, or both, and accessed via computer or mobile devices. It provides functionality for companies and distributors, including defining products and pricing, imposing controls, and generating reports. The solution integrates with company ERP systems and is built on ASP.NET and Microsoft SQL Server technologies.
Vallesoft is an esteemed CRM Software Company in Delhi. We have been serving businesses of all sizes and industry verticals with our cloud-based CRM software in all over India.
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.
BPMonline CRM was awarded several honors between 2011-2012 for being influential in the CRM industry. It provides tools to manage customer data, opportunities, sales processes and teams. It connects to Outlook and uses gamification to motivate performance. Key advantages include combining CRM and BPM, high customization, open source configuration, strong security, and agile deployment.
Aurochs Software is a sales compensation solution specifically targeted at small and medium pharmaceutical companies. A pharma-ready, web-based solution designed to be highly intuitive and easy to use, it comes armed with a robust quality and auditing framework empowering our clients to manage the sales compensation function in-house.
ERP software coordinates information across all areas of a business using a shared database and management tools. It helps manage company-wide processes. Key functional areas include marketing/sales, supply chain management, accounting/finance, and human resources. For a company to provide customer satisfaction, its functional areas must be integrated. ERP software provides this integration by allowing different areas to share data from a single common database.
Este programa consiste em implementar um processo de gestão de equipas de vendas orientada por objetivos dotando as direções comerciais de mecanismos de controle de gestão que permitam tomar decisões e acompanhar diariamente os resultados destas equipas.
The document outlines the process for planning and implementing a CRM system including exploring business needs, planning the project, configuring the system, training users, and deploying the new system. The key steps are exploring business processes and requirements, planning resources and timelines, configuring the system for things like users, security, and data, training end users and administrators, and finally deploying the system including migrating data and getting sign off.
Este programa consiste em implementar um processo de gestão de equipas de vendas orientada por objetivos dotando as direções comerciais de mecanismos de controle de gestão que permitam tomar decisões e acompanhar diariamente os resultados destas equipas.
Today, heavy equipment dealers face challenges. Legacy systems can no longer be maintained or supported. Lack of integrated business processes creates costly inefficiencies. The ability to react quickly to market opportunities relies in part on an effective and collaborative partner network
SYNOPTEK - MICROSOFT DYNAMICS 365 FOR SALES IMPLEMENTATION Nandita Nityanandam
Synoptek implemented Dynamics 365 for Sales module that supports the sales process from acquiring a new lead through the close of a sale. With this module the client wanted to manage leads, opportunities, accounts and contacts.
Read more: https://synoptek.com/business-process-and-software-solutions/business-applications/
This document discusses product management in consumer web and e-commerce. It provides an agenda that includes an open Q&A session, comparing B2B vs. B2C products, reviewing sample online products and screenshots. The document then discusses the product management process, including ideation through analytics and requirements, execution by working with stakeholders to build minimum viable products and conduct A/B testing, and ensuring prioritization. It also compares considerations for B2B vs. B2C products and reviews examples like online travel.
Commercial verticals - New features in Charisma 2014TotalSoft
This document discusses new features and updates to various Charisma ERP modules, including trade policies, retail pharma, SFA, WMS, fleet management, resource planning, and billing. Key updates involve new reporting and analysis tools for trade policies, integration with additional systems for retail pharma and SFA, improved warehouse management tools for WMS, and enhancements to billing functionality to support multiple companies and locations across countries. Field force automation, document management, and mobile gamification applications are also highlighted as part of Charisma's business software suite.
A PIM platform is the need of today's businesses to ensure a single, accurate view of product data, boost workflow efficiency, improve time-to-market and reduce the cost of compliance. Learn what more an open source PIM platform can do for you https://bit.ly/3kdIFRI
Orqubit Business Intelligence provides reports, MIS and dashboards for Tally.ERP9, custom applications, ERPs and a variety of databases. Orqubit BI has been implemented across different industry verticals. For more information about Orqubit BI visit http://www.orqubit.com
Donna Hart has over 30 years of experience in transactional financial services and project management. She has a proven track record of increasing productivity and quality through managing operations, sales support, and IT initiatives. Notable achievements include coordinating systems serving over 200,000 merchants on a single platform and automating manual processes to reduce costs. Her experience spans roles at major financial institutions like Chase, First Data Resources, and NaBanco. She holds a Project Management Professional certification and an Associate's Degree in Business Management.
This document discusses Modelity, a financial technology company that provides structured product solutions. It outlines challenges in the market like complex products and lack of transparency. Modelity's solution uses a flexible financial language and interactive visualizations to increase transparency, automate processes, and speed up product development. Case studies show how Modelity has helped clients through automated performance reporting, educational sales presentations, and automated payment calculations.
Read here the business benefits of LiveSku. get a 360 degree view of sales data real time across all sales channel. Fully integration ready with SAP ECC, Oracle and Tally. Low learning curve, excel integration, low TCO.
The document outlines the features and capabilities of a diamond management software system that allows users to manage all aspects of the diamond business from purchase and planning to manufacturing, quality control, inventory, sales, accounting, and a global access platform. Key modules include purchase and assortment, planning and manufacturing, quality control, inventory management, human resources, sales, accounting, management information systems, and global access. The system aims to streamline and automate business processes, provide data-driven insights, and improve productivity, decision making, and customer reach.
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 summarizes a complete distributor management solution that provides modern technology and tools to help companies and distributors improve efficiencies. It captures secondary sales data to help plan sales, marketing, and production better. The solution ensures promotions and schemes are passed to retailers and standardizes product information. It can be deployed online, offline, or both, and accessed via computer or mobile devices. It provides functionality for companies and distributors, including defining products and pricing, imposing controls, and generating reports. The solution integrates with company ERP systems and is built on ASP.NET and Microsoft SQL Server technologies.
Vallesoft is an esteemed CRM Software Company in Delhi. We have been serving businesses of all sizes and industry verticals with our cloud-based CRM software in all over India.
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.
Workcube Enterprise Business Portal is an integrated enterprise information system that provides comprehensive functionality for managing all business processes across finance, manufacturing, marketing, sales, service, and inventory. It offers modules for ERP, CRM, SCM, CMS, LMS, and project management. The system is 100% web-based, easy to use, and brings new internet-era approaches to business solutions. It allows companies to manage areas like human resources, e-learning, finance, CRM, sales, purchasing, production, and more from a single integrated system.
Explore how CRM works exclusively for your business by drilling into the details of the CRM Consultation process, and the tools required in developing your business case. We’ll address the common questions of what to look for,
how to measure it, what to demand, and much more, by introducing effective measurements of how to manage a CRM program at work.
Business intelligence (BI) is a broad set of technologies used to gather, store, analyze and provide access to data to help business users make better decisions. BI technologies include reporting, dashboards, data mining, etc. Business analytics (BA) focuses more on predictive analytics using statistical modeling and machine learning to predict future outcomes and optimize decisions. While BI and BA overlap, BI answers questions about past performance, while BA answers questions about why things are happening, what will happen next, and how to optimize outcomes.
Business analytics uses data, statistical analysis, and other quantitative techniques to help understand and optimize business performance. It is becoming a major tool used by many large corporations. There are various tools and techniques for business analytics, including online analytical processing (OLAP), data visualization, data mining, predictive analysis, and geographic information systems (GIS). Real-time business intelligence and automated decision support are also increasingly important for analytics.
This ppt includes an overview of
-OPS Data Mining method,
-mining incomplete servey data,
-automated decision systems,
-real-time data warehousing,
-KPIs,
-Six Sigma Strategy and its possible intergation with Lean approach,
-summary of my OLAP practice with Northwind data set (Access)
This document discusses strategic portfolio management for IT. It covers several topics:
1. Understanding business goals and operating models to align IT strategy. There are four types of business operating models with varying degrees of process integration and standardization.
2. Developing a prototypical organization structure with roles like architects, service leaders, and project managers to manage the IT portfolio and demand.
3. Prioritizing projects based on cost, value, and alignment with business strategy using an annual planning model.
4. Establishing architecture principles and funding models to guide decisions as a responsible steward of resources.
The document describes several audience, sales, email, and flat plan management systems from Beeline Data that are designed to help publishers better manage their audience and customer data, sales pipelines, email marketing, and print production. The systems include features for viewing and reporting on customer and prospect data, managing duplicates, inputting new records, running financial and marketing reports, setting up online registration forms and paid products, and enabling email marketing and renewal cycles. The systems are meant to provide publishers with tighter control and insight across their operations.
The attune Fashion Suite is an accelerator built on SAP Fashion Management Solution that covers 80% of a typical fashion company's requirements and reduces implementation efforts by 30-40%. It includes 50+ best practice processes, pre-configured master data, order to cash, procure to pay, and other processes. The Suite is available on cloud deployment and supports both large enterprises and small to medium businesses.
This document discusses strategic customer relationship management (CRM). It defines strategic CRM and its key components, including developing a customer-oriented culture, aligning organizational processes, capturing customer information, and implementing a CRM strategy. It provides examples from Capital One's CRM practices and IBM's large-scale CRM implementation. Overall, the document outlines an approach for conceptualizing and executing an enterprise-wide CRM strategy to maximize customer lifetime value.
This document provides an overview and summary of chapters 3 and 5 from the textbook. It discusses key topics like Porter's five competitive forces model, strategies for gaining competitive advantage through information systems, the value chain model, quality and design, business process management, types of computer systems, client/server architecture, and storage technologies. Examples are given for each topic to illustrate the concepts.
EzDataMunch is a pre-built platform of apps and templates that allows business managers to analyze data quickly without any development costs. It provides predefined dashboards, reports, and KPIs tailored for different business functions and industries. This enables users to gain insights from their data in days rather than months. The platform promises benefits like improved decision making, increased productivity, and savings from not having to develop custom reporting tools. It aims to provide an easy way for business users to discover and understand information across their organization.
Enterprise resource planning (ERP) systems integrate software modules and a common database to collect and share data across business divisions. This allows information entered in one process to be immediately available elsewhere. ERP systems are built around standardized best practices for functions like finance, manufacturing, and sales. Supply chain management systems model supply chains and optimize planning, sourcing, inventory levels, and transportation to reduce costs and match supply to demand. Customer relationship management (CRM) systems capture customer data from all parts of an organization and provide a single view to distribute information and analyze customer lifetime value.
Bank of America Merrill Lynch is taking its front office business intelligence capabilities beyond traditional reporting by leveraging advanced analytics. This allows the company to gain more insights from large and complex datasets, automate manual processes, and deliver analytics solutions more quickly. Examples highlighted include profitability reporting, Volcker Rule compliance, resource utilization optimization, and competitive benchmarking. The advanced analytics approach has led to improvements such as faster data investigations, reduced reliance on technical resources, and more robust release management.
DataArt Financial Services and Capital MarketsDataArt
DataArt is a global software engineering firm that takes a uniquely human approach to solving problems. With over 20 years of experience, teams of highly-trained engineers around the world, deep industry sector knowledge, and ongoing technology research, we help clients create custom software that improves their operations and opens new markets. Powered by our People First principle, we work with clients at any scale and on any platform, and adapt alongside them as they evolve.
We integrate our engineering excellence with deeply human values that drive our business and our approach to relationships: curiosity, empathy, trust, honesty, and intuition. These qualities help us deliver high-value, high-quality solutions that our clients depend on, and lifetime partnerships they believe in.
DataArt has earned the trust of some of the world’s leading brands and most discerning clients, including Nasdaq, Travelport, Ocado, Centrica/Hive, Paddy Power Betfair, IWG, Univision, Meetup and Apple Leisure Group among others. DataArt brings together expertise of over 3000 professionals in 20 locations in the US, Europe, and Latin America.
EzDataMunch is a pre-built business intelligence platform that allows business managers to analyze data across their organization quickly and comprehensively without needing development skills or resources. The platform contains templates, apps, and playbooks for common business functions and industries that users can configure for their own data and key performance indicators. EzDataMunch provides a low-cost solution to improve data-driven decision making through rapid insights.
2. Solution Components
• CRM Modules
• BI Modules
• Billing Modules
• Generic Modules
• External Data Integration Tools
• Additional modules can be added as needed using our flexible
application engine technology by us or by the customer after
minimal training.
4. CRM Modules - Sales
• Lead management
• Auto assignment of leads to relevant rep
• Auto scoring for leads to invest time in highest potential first
• Automatic integration with internet information sources to extract and use background info for lead scoring
• Lead pipeline management
• Lead yield management taking into account partners and affiliates.
• Team security roles to allow different teams to work with competing organizations without risking exposing one
company’s confidential information to another or to unauthorized personnel
• NDA management
• Produce price quotes
• Agreement Term management
• Sales cost management for direct and indirect costs with ROI analytics.
• Sales Force management
• Sales FAQ and knowledgebase for internal use
• Sales approval mechanism for sale prospects with non-standard terms.
• Sales predictions
• Sales growth scenarios
• Collection management
• Automated sales letters
• Automated sales management dashboards and status reports
5. CRM Modules - Marketing
• Integrate external data for sales leads
• Create central repository of customer case studies and customer stories.
• Create a repository of product slides and presentations / whitepapers and other
supporting marketing docs
• Create a repository or graphic items to be used by Marcom teams.
• Manage the Marcom team tasks and priorities
• Manage events and marketing campaigns
• Manage external or outsourced marketing or advertizing consultants.
• Manage advertizing budget and projects internally or jointly with external teams.
• Manage PR efforts such as story ideas, story production, story sending and track
publications and end customer responses.
• Analyze sales behavior changes as it relates to marketing campaigns both directly
related as well as affluence marketing effect.
• Manage word of mouth campaigns and WOM affectivity
• Use sales lead results to fine tune marketing positioning and targeting.
• Manage product features and packages against market targets.
• Manage product managers and interact with R&D on feature traceability matrices /
screen shots and customer scenarios.
6. CRM Modules - Service
• Build and manage different service layer agreements
• Manage customer contract terms and service response alerts
• Manage service agreement sales with the sales team
• Manage tickets and responses with customers and internal support teams
• Manage an internal database of tasks and projects to be performed by
service personnel when idle
• Analyze customer impact and ROI according to sales prediction and
actual usage.
• Manage service calls online, offline, on site.
• Gather service insights by service personnel regarding a client to be
shared with sales and marketing to better understand the market and
better address the specific client needs.
• Manage a customer support portal
• Integrate with service personnel Outlook appointments and tasks as
needed for easy recording of on going tasks.
7. Business Intelligence / Analytics
Modules
• Advanced Real Time Query tools
• Dashboards
• Gauges
• Scorecards
• Custom KPI functions
• Integrate into formulas data from external processes and sources
• Graphs (Bar, Line, Pie, Scatter, Spider, Bubbles, Area) in 2D/3D
• Statistics
• Pivot Tables
• Drill-Into and Drill-Through data items
• Display hierarchical data as Charts (e.g. Org Charts)
• Display Time related performance in a Gantt Chart
• Export Data to Excel
• Save images for use in other documents
• Create Alerts
• Create Documents and Reports in HTML / MHTML / WORD / EXCEL
• Dynamic Filters
• Group Related Filters Together
• Analyses Data from multiple modules at the same time (e.g. Sales, Marketing and Service Spending growth
Vs. Profit Growth over time)
• Automated reporting for various roles with alerts
• Automate value creation and modification using Business Rules (i.e. customer category or lead scoring).
8. Billing Modules
• Setting up hierarchical service / product terms
• Promotions Management
• Product / Device Management
• One Time Charges
• Rebates
• Periodical Charges
• Volume based charges
• Promotional codes management
• In Package and over package rates
• Customized ROI alerts
• Usage Alerts
• Billing Status Alert
• Create bill estimate for daily charges or charges to date
• Create bill for monthly invoicing
• Corporate customer portal for multiple bills and bill analytics
• Bill reports with cost breakdown with lists, graphs etc.
• Identify bundles for reduced price product packages
• Integrate with third party payment / accounting gateways
• Email order receipts / bill / notices / alerts / custom promotions / etc. automatically to customer
• Apply a set of logical business rules to create any custom billing / alerting / analytical action to create / modify
records or send message to internal or external contacts.
• Credit Scoring
9. Generic Modules
• Users – control who can login to the software and what kind of data they can see. Complete
control in creating permissions by roles, modules, fields, workgroups and with complete
auditing trail for changes.
• Assets – manage assets such as equipment and usage / service history including alerts.
• Contracts – Manage terms with dates and milestones for customers / employees /
contractors / vendors etc.
• Document Repository – manage files in common role controlled libraries or attached to any
item in the system.
• Outlook integration add-in for contacts, tasks, appointments, emails and attachments. Link any
Outlook entity to any System entity (i.e. emails, contacts and tasks to a customer).
• Report Template Builder
• Form Designer
• Business Rules Editor
• Gantt Chart Editor
• Pipeline Chart
• Calendar Views
• Org and Hierarchy Chart Editor
• Auditing Trail
• Administrative System Performance Analysis Module
• Administrative Tools
10. External Data Integration Tools
• Create a central uniform data model
• Import external Data
– Import data from any ODBC compliant database (e.g. MySQL, SQL Server, Access, Oracle etc.)
– Import Data from excel files
– Import data from delimited, fixed width text files
– Import XML data
– Import data from web link
– Import data via a database function call
– Import Data from Outlook Tasks
– Import Data from Outlook Appointments
– Import Data from Outlook Contacts
– Import Data from Outlook emails and attachments
– Import Data from html / JavaScript / flash forms
• Use auto created data entry forms to input data into new entities created
• Create reports and business intelligence views on the uniform data model
• Allow users to interact with an application or web interface that contains the uniform data and
any additional data.
• Create alerts and reports on merged data.
• Create user profiles to control information visibility.