This document summarizes an Orgzit CRM solution that helps businesses organize customer information, collaborate internally and externally, and analyze key metrics to supercharge growth. It allows businesses to centralize customer data, streamline sales and service processes, provide insights to improve performance, and customize the solution. Implementing Orgzit has helped companies like Beth Living scale their dealer networks and bring different processes onto one integrated platform.

1. Supercharge growth by
connecting sales with service,
support and more
Organize. Collaborate. Analyze.
Kartik Dulloo (Growth Hacker)
Tel: +91-9930357006
E-Mail: kartik@orgzit.com
www.orgzit.com

2. Smart business owners understand that growth means it’s
time to choose a technology solution that is affordable,
boosts productivity and helps them keep up with their
customers. After digitizing finance and accounting
operations, most businesses adopt a customer
relationship management system (CRM).
A CRM solution allows you to get your sales processes
organized, get more business and most importantly
delight your customers with improved services.

3. CRM (customer relationship management) lets you store and manage prospect
and customer information, like contact info, accounts, leads, and sales
opportunities, in one central location, so you accelerate and streamline the
sales process.
For instance, instead of being mired down in yellow sticky note reminders or
buried in spreadsheets and Google Docs, you can move leads through your
sales team quickly and easily.
WHATISA CRMSYSTEM?
• CRM helps your sales processes get organized

4. By putting account and contact information in a central and accessible place,
you accelerate and streamline the sales process. A CRM system gives you a
quick way to score and filter leads, track opportunities and activities, and gain
visibility into deal stages and business health for both prospects and customers.
A CRM literally helps you keep a record of your business’ ongoing relationship
with your contacts whether they’re a customer or a potential. You can capture
everything from email interactions, call logs, deal conversations, and quotes, to
shared files that are relevant to the customer’s needs, and more. This enables
anyone in your with access to the record to stay fully informed and speak to the
customer with confidence.
CRM is most useful in populating daily to-do lists, scheduling call alerts,
triggering client interactions, and more. Most companies using a CRM solution
find their deal cycles shortened considerably.
HOW CAN CRMHELPYOU CLOSEMORE LEADS?
• Make more sales with sales force automation

5. CRM is also valuable for customer service, with solutions that range from self-
help pages that let customers help themselves (allowing agents to focus on the
tough cases), to full call centres. Your service reps can also use it to generate
service tickets and keep track of all your customers’ contact with your service
department. And because the entire system is connected, account reps and
every other relevant department will be fully aware of customers’ issues, so
everyone can be both sales and service agent when you need them to be at
those peak times.
Additionally, insights about customer service issues can be shared and added to
a knowledge base so that agents can help customers even faster. This kind of
connected service not only shortens case resolutions times, but makes agents
happier (because they have the tools to do more for customers), drives customer
loyalty and referrals, and brings an overall boost to customer satisfaction.
HOW DOESCRM HELP ENHANCECUSTOMER RELATIONSHIPS?
• Delight your customers with better service

6. Companies UsingCRMReport Seeing:
A CRMshoulddo thefollowing foryou:
• Help you actively track and manage customer information
• Eliminate or Simplify repetitive tasks so you can concentrate on leads and building relationships
• Delivers instant actionable insights and recommendations
• Connects your entire team from any device
• Help you close more leads and deliver top-notch services to keep your customers happy 

7. A CRM solution allows youto access and
organize information about your
prospects in a single location yet
in great detail.
Essentially, it helps you close
more leads with less effort.

8. • CRM (customer relationship management) lets you store and manage
prospect and customer information, like contact info, accounts, leads, and
sales opportunities, in one central location, so you accelerate and
streamline the sales process.
• For instance, instead of being mired down in yellow sticky note reminders
or buried in spreadsheets and Google Docs, you can move leads through
your sales team quickly and easily.
DO YOUNEEDACRM?
• Is your sales datascattered allover the place?

9. • By putting account and contact information in a central and accessible
place, you accelerate and streamline the sales process.
• A CRM system gives you a quick way to score and route leads, track
opportunities and activities, and gain visibility into deal stages and
business health for both prospects and customers.
• It’s literally a record of your business’ ongoing relationship with your
contacts whether they’re a customer or a potential.
• You can capture everything from call logs, call notes, deal conversations,
and quotes, to shared files that are relevant to the customer’s needs, and
more.
• This enables anyone with access to the record to speak to the customer
with confidence.
• CRM is most useful in populating daily to-do lists, scheduling call alerts,
triggering emails, and more. Most companies using a CRM solution find
their deal cycles shortened considerably.
DO YOUNEEDACRM?
• Do your managers lack of visibility into sales
activities?

10. • An Excel or Google spreadsheet might work fine when you have a
handful of customers.
• As your business grows, are you certain your current processes and
systems would hold up? What works really well for small team, often
turns out to be very difficult for growing businesses that make managing
customers difficult and impractical to track every customer interaction in a
spreadsheet.
• Data entry, analysis, forecasting, and monitoring activity will take over
your day.
• A good CRM system scales with you. As your sales team, customer
base, and revenue grows, you can add more users and collect and store
more data without stress.
DO YOUNEEDACRM?
• Are you finding ithard to scaleyour business?

11. Orgzit CRM superchargesgrowth by
connecting sales with service,support
and more…
Essentially, it helps you
provide higher quality and
timely services your clients.

12. ORGANIZE
All Your Customer Information – Contacts, Leads, Sales, Service Etc.
• Centralized database of all your customers
• Upload all customer relevant documents & share with your team
• Never look at multiple places for client related information
• Track when was the last time you interacted with a customer and what was the discussions about
• Assign business opportunities to different people in your company
• Fine grained user access controls to ensure full data security & information ring-fencing
*Sales people we will be able to only their data, territory management & control, prevent downloading of information

13. COLLABORATE
With Internal & External Partners & Clients
• Collaborate with all internal and external stakeholders without leaving Orgzit
• Engage in Real-time context specific discussions
• Send emails directly from Orgzit and keep a track of all the client communication
• Run efficient client meetings, franchise interactions and sales discussions
• Create and assign tasks and get weekly/daily reminders

14. ANALYZE
Get Real-time & Actionable Insights Into Key Business Metrics
• Revenue projections & sales analytics
• Know which customers you need to follow up with
• Get insightful & actionable metrics into your sales activities and product portfolio
• Monitor sales agent performance, sales pipeline analysis for intelligent insights & improvements
• Improve operational efficiencies with sales performance management

15. CUSTOMIZE
Your Business, Your CRM! We Understand Every Business Is Different!
• Customize everything - fields, access levels, work-flows, reports, dashboards etc.
• Digitize and enforce your sales process in a way that truly reflects business requirements and
processes without compromising on ease of use
• Easy and quick API based integrations with existing 3rd party apps and ERP systems

16. Sneak Peak Into Orgzit Features…

17. Manage Customer
Relationships
On The Go
Co-ordinate with your team
using Orgzit mobile app to
close leads faster and
smarter.
Experience the Orgzit app
today:
*https://goo.gl/qiP7nh
Download App

18. OrgzitCRMModules
• Contact & Account Management • Product & Price List Management
• Customer Contract Management • Quote & Order Management
• Sales Forecasting • Real-time reporting
• Personalized dashboards • User Role and Access Management
• Sale Team Performance & Appraisals • Ticket/Case management
• Franchise / Dealer Network Management • Company wide knowledge base
• Reimbursement Management

19. Why Our Customers Trust Us…
1. Really easy to use and setup
2. Single solution for Sales, Support & Service management
3. No Code Custom Solution
4. Built to order solution within a matter of days with support
from experienced and dedicated team
5. For us it’s not a sale, but a partnership

20. Our Happy Customers
“Orgzit has helped us scale
our dealer network quickly
& it has helped us ease our
operations”
George Thomas, Director
Beth Lifestyles
“Orgzit allowed us to bring
our multiple processes
together in one platform.
Simplicity counts for us and
that’s what exactly Orgzit
delivered”
Jahanvi Kulshreshtha, Project Manager
Spans Environtech
“Orgzit is a really powerful
software and easy to use.
Kudos to their solutions
team for implementing the
solution for us in just 2
days”
Deepak Darda, Country Head
IBI Group India

21. Customer Spotlight:
Beth Living
Beth Living is a modern lifestyle home décor
furniture market leader in Steel and Stainless
Steel. While they were using SAP Based
Manufacturing System, they were looking at
implementing an easy to use, cost effective yet
powerful CRM system for their franchises.
They found Orgzit CRM that was implemented
in record time and enabled their dealers to
close more deals and grow the business.
Orgzit solution provided them the right
balance between customizability, ease of use
and scalability they needed to increase sales &
service efficiencies and maintain rapid growth. “Orgzit has helped us scale our dealer network
quickly & it has streamlined our operations”
George Thomas, Director, Beth Lifestyles
21/
Request Case Study

22. “Two Time Winner of
Great User Experience
& Rising Star by
Renowned B2B
Reviewers”
Compare Camp
Awards
FinancesOnline
AwardsLearn more… Learn more…

23. 23
Get started now, Orgzit will drive your business forward
Simple Beginnings Super Teams Premium
$ 15
per user/month (billed annually)
Minimum 20 Users
+ 50 GB storage per user
+ Fine Grained Access Control
+ Web hooks for 3rd party
integrations
+ Bulk Email
+ SMS Integration
$ 8
per user/month (billed annually)
+ 5 GB storage per user
+ Email Integration
+ Web forms
$ 0
Free up to 5 Users
• Unlimited leads, contacts & service
requests
• Task management
• File sharing
• Discussions with @mention
• Real-time notifications
• Data filtering
• Kanban boards
• Visual reports
• Change history
• Role based access control
• Automated Workflows
• Customization

24. Setup A Free 15MinutesConsultingCall With
Answersto theseQuestions…
• What’s your plan to get & retain morecustomers?
• How are you managing your customerrelationships
today?
• Help us understand yourrole?
• How quickly do you want to setup CRMin Orgzit?
…And UnderstandFrom TheBest,TheBESTWay
YourBusinessCanBenefitFrom Orgzit.
NEXT STEPS…

25. Workon BuildingRelationships,LeaveThe Technology To Orgzit!
1
2 PROOF OF CONCEPT (< 1 day)
Our team will turnaround with a ready-to-use live solution fitting your business
requirements.
3 IMPLEMENTATION PERIOD (< 1 week)
Our team works closely with you to design and implement a production ready
solution.
4
GO LIVE!
Get kicking with Orgzit and see the difference it makes – making you twice
more productive!
LET’S TALK
Let’s meet to understand your business better.

26. 26
ORGZIT CO-FOUNDERS
Nitin Verma
Co-Founder
HeadofBusiness
• B.Tech, Delhi College of Engineering
• MS Virginia Tech
• MBA INSEAD
• Ex- Carollo Engineers, IL&FS, IFC (World Bank Group)
• B.Tech, IIT Delhi
• MS University of Michigan
• Gold Medalist IIMK (Executive MBA)
• Ex- NetApp, Sumo Logic, Solidcore, IndustryBuying
Pavan Verma
Co-Founder,CTO

27. GROW
RIGHT,
GET TO
ZENITH IN
NO TIME!
www.orgzit.com
collaborate@orgzit.com
Let’s talk
+91-9871000967
*https://goo.gl/HfhWZ9
Learn more…