This webinar introduces the CRM Seven customer relationship management software. It discusses that CRM software allows companies to centrally manage information on prospects and customers. The webinar then highlights some key benefits of using a CRM system like CRM Seven, such as efficiently managing leads, standardizing processes, and gaining insights from customer data. It provides an overview of CRM Seven's features for sales, marketing, support, and more. CRM Seven is described as a cloud-based solution that is accessible from any browser and handles maintenance, security and infrastructure for users.

1. Introduction to CRMSeven
Marketing team
www.CRMseven.com

2. General information
Webinarduration: about 30 minutes;
Recorded: posted on YouTube

3. Agenda
 What is a CRM solution and Why do I need it?
 CRM Seven approach
 Overview of the application
 Edition plans

4. Purposes of a CRM software
The primary purpose of CRM software is to centrally
collect and manage all information of prospective and
existing customers:
 prospects: managing the whole sales cycle, from
lead until becomes a customer;
 Existing customers: manage the relationship so
that he continue to buy.

5. Do I need a CRM system?
 Yes, if I want to manage efficiently my leads;
 Yes, if I want to work according to a standardized
process;
 Yes, if I want to share customer information to other
people within the organization;
 Yes, if I want to have a centralized information
repository of all customers history;
 Yes, if I want to better understand my customer
needs;
 Yes, if I want to focus on those customers that
generate more revenues;
More reasons needed?

6. CRM Seven helps you to work with
processes

7. Recurrent Sales process

8. CRM Seven goes beyond
 Provides Product Management;
 Manages Price books;
 Manages Quotes;
 Integrates Orders;
 Issues Invoices;
 Provides Support tickets management;
 Provides Customer portal;
 Generates customized reports.

9. CRM Seven: Cloud based solution
CRM Seven is a cloud based solution, accessible from
the internet with standard browser:
 NO local installation (just an internet browser);
 NO need for back-up (we take care of that);
 NO need for equipment investment (we take care of that);
 NO need for software upgrades (we take care of that);
 NO need for data security (we take care of that);
 NO need for maintenance (we take care of that);

10. CRM Seven: Cloud with control
Servers located in Europe and USA
London - UK, Amsterdam - Netherlands, Bucharest - Romania, Frankfurt - Germany, Dallas -
Texas, Fremont & San Jose - California USA, Kansas City - Missouri USA, Chicago - Illinois USA,
Scranton - Pennsylvania USA, Buffalo - New York USA. More European destinations to come

11. CRM Seven: Hybrid cloud
One database for every customer:
 Location based;
 Secured;
 Increased performance;
 Easy extract (known format)

12. CRM Seven: application overview

13. Dashboard

14. Leads - Lists

15. Leads – Details

16. Contact - Details

17. Contact – Details (cont.)

18. Opportunity

19. Products - Lists

20. Products - Lists

21. Trouble tickets

22. Marketing campaigns

23. CRM Seven Editions

24. CRM Seven – under the hood
This software is a collective work consisting of the
following major Open Source components:
Apache software, MySQL server, PHP,
SugarCRM, Vtiger, Drupal, ADOdb, Smarty,
PHPMailer, phpSysinfo, MagpieRSS and others

25. Further …
info@CRMseven.com