SlideShare a Scribd company logo
The Product
	 Tarantula gamification tools to
increase user adoption
	 Loyalty program application to
engage customers and referral
partners
	 Social media, email, phone and
mobile app integration
	 Customizable actions, rewards,
levels and bages makes the
platform applicable to any
industry
	 State-of-the-art CRM (contact
and activity management, sales
funnels, financial analytics,
reporting, etc)
Cutting Edge Platform
Tarantula
The Symbiosis mission is to improve CRM adoption rates for
businesses, increase sales volume and frequency, gain customer
loyalty and decrease customer service and sales costs by providing
a user-friendly, innovative & powerful CRM system.
Year 1 Year 2 Year 3 Year 4 Year 5
Online Sales 200,000 1,025,000 3,181,250 9,914,063 20,928,125
Direct Sales 31,126 434,918 2, 097,088 4,676,226 8,397,830
Partner Sales 22,500 223,219 712,443 1,678,817 3,014,913
TOTAL SALES 253,626 3,433,138 9,203,156 22,432,941 44,793,857
COGS 175,615 1,856,279 4,436,261 10,372,696 20,008,118
OPEX 323,658 1,556,723 3,823,396 9,280,557 13,505,902
PROFIT ($246,880) ($175,601) $508,910 $1,565,064 $9,306,740
Online Marketing
Website
SEO & PPC
Social Media
Email
Print Ads in Targeted
Business Publications
TVCommercials
SponsorshipsSeminars
Direct Selling
Marketing Strategy
O n e - pag e B u s i n ess Pla n
Symbiosis is an innovative,
interactive CRM that combines
gamification features and
social media integration
to drive user adoption and
customer loyalty.
CRM, Gamified.
SYMBIOSIS
The Company
Walnut Creek, CA
Bill Johnson
Founder & CEO
Jennifer Thomas
CMO
Michael Russman
CFO
John Bryant
Founder & CTO
Easy to use
Competitive price
Diligent customer service
Connection generator
Tarantula gamification platform
Effective loyalty program
Free trial and effective upsell strategy
Experienced management team
Distribution
Channels
Financial Summary
The Market The CompeTition The Industry
SAAS Industry
CRM Industry
$10billion
in sales for 2012.
North America is currently the
largest CRM market, reaching
$22.1billion
in sales by 2015.
Education
Retail&Wholesale
Manufacturing
Utilities
Small businesses in the US and their wage
and salary workers in the fields of:
27.9 million
small businesses
13+ million
wage and salary
sales workers
MindBody Online
Biz Automation
Salesforce
CRM Gamified
Zurmo
Wave AccessZohoMicrosoft Dynamics
Small Business Web
Oracle
USER FRIENDLY
Functional
CRM Tools &
Applications
Gamification
Features
in seed funding
We Need
$600,000
Website Store
Sales Agents
Partnering Resellers
SYMBIOSIS
Utilizing
Cloud-based
Technology
Acheivements to-Date
Incorporated the
Company
Assembled key
management team
Acquired technology
patents and copyrights
Acquired $50K in
start-up capital
$150K
completing the alpha CRM
technology platform
$73K
startup expenses (furniture,
improvements & organizational
expenses)
$477K
operating expenses such as sales,
marketing and personnel expenses
Develop, launch and test beta platform followed by official launch
Obtain market validation with 12,000 monthly website visitors,
over 2,500 active seats and over 24 reseller accounts
Build full team of personnel including lead engineers, sales and
customer services representatives and sales and marketing managers
Year 1 Milestones
to reach the projected
Exit
The most likely exit for Symbiosis will come from
an acquisition by a major player or such as
Salesforce, Oracle and Dynamics CRM once the
Company reaches 500,000+ company clients.

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Symbiosis 1 Page Business Plan

  • 1. The Product  Tarantula gamification tools to increase user adoption  Loyalty program application to engage customers and referral partners  Social media, email, phone and mobile app integration  Customizable actions, rewards, levels and bages makes the platform applicable to any industry  State-of-the-art CRM (contact and activity management, sales funnels, financial analytics, reporting, etc) Cutting Edge Platform Tarantula The Symbiosis mission is to improve CRM adoption rates for businesses, increase sales volume and frequency, gain customer loyalty and decrease customer service and sales costs by providing a user-friendly, innovative & powerful CRM system. Year 1 Year 2 Year 3 Year 4 Year 5 Online Sales 200,000 1,025,000 3,181,250 9,914,063 20,928,125 Direct Sales 31,126 434,918 2, 097,088 4,676,226 8,397,830 Partner Sales 22,500 223,219 712,443 1,678,817 3,014,913 TOTAL SALES 253,626 3,433,138 9,203,156 22,432,941 44,793,857 COGS 175,615 1,856,279 4,436,261 10,372,696 20,008,118 OPEX 323,658 1,556,723 3,823,396 9,280,557 13,505,902 PROFIT ($246,880) ($175,601) $508,910 $1,565,064 $9,306,740 Online Marketing Website SEO & PPC Social Media Email Print Ads in Targeted Business Publications TVCommercials SponsorshipsSeminars Direct Selling Marketing Strategy O n e - pag e B u s i n ess Pla n Symbiosis is an innovative, interactive CRM that combines gamification features and social media integration to drive user adoption and customer loyalty. CRM, Gamified. SYMBIOSIS The Company Walnut Creek, CA Bill Johnson Founder & CEO Jennifer Thomas CMO Michael Russman CFO John Bryant Founder & CTO Easy to use Competitive price Diligent customer service Connection generator Tarantula gamification platform Effective loyalty program Free trial and effective upsell strategy Experienced management team Distribution Channels Financial Summary The Market The CompeTition The Industry SAAS Industry CRM Industry $10billion in sales for 2012. North America is currently the largest CRM market, reaching $22.1billion in sales by 2015. Education Retail&Wholesale Manufacturing Utilities Small businesses in the US and their wage and salary workers in the fields of: 27.9 million small businesses 13+ million wage and salary sales workers MindBody Online Biz Automation Salesforce CRM Gamified Zurmo Wave AccessZohoMicrosoft Dynamics Small Business Web Oracle USER FRIENDLY Functional CRM Tools & Applications Gamification Features in seed funding We Need $600,000 Website Store Sales Agents Partnering Resellers SYMBIOSIS Utilizing Cloud-based Technology Acheivements to-Date Incorporated the Company Assembled key management team Acquired technology patents and copyrights Acquired $50K in start-up capital $150K completing the alpha CRM technology platform $73K startup expenses (furniture, improvements & organizational expenses) $477K operating expenses such as sales, marketing and personnel expenses Develop, launch and test beta platform followed by official launch Obtain market validation with 12,000 monthly website visitors, over 2,500 active seats and over 24 reseller accounts Build full team of personnel including lead engineers, sales and customer services representatives and sales and marketing managers Year 1 Milestones to reach the projected Exit The most likely exit for Symbiosis will come from an acquisition by a major player or such as Salesforce, Oracle and Dynamics CRM once the Company reaches 500,000+ company clients.