Do your really need a CRM ? If this is a question you are grappling with, then this is definitely a no miss presentation for you. Takes you through the stages invovled in CRM consultancy to final successful implementation

1. 5 3 4 1 21 CRM DRILLING WHAT IS CRM ? DO YOU REALLY NEED ONE ? CRM and Kavylon... WHAT ARE THE AVAILABLE OPTIONS ? WHY SHOULD YOU BE SO CAREFUL, WHILE SELECTING ONE ? HOW & WHERE DOES WE ADD IN VALUE ?

2. Why do SMBs go for Special IT Solution ? Need Of IT Solutions

3. Primary reasons for any SMB, to implement an IT solution 1 2 3 4 5 6 Data Pulling Automation of Manual Processes Digitizing of Records Quality data Capturing Actionable insight of data Business Process Re-ngineering

4. The Result ??? Need Of IT Solutions

5. 2 Any good IT Solution, should dictate atleast one or all… 1 2 3 IncreaseRevenue Decrease Cost Competitive Advantage Business Aligned

6. 1 CRM DRILLING What is CRM ? Do you really need one ?

7. 2 CRM is used… 1 2 3 Not just to bridge the gap with the customers But also to make sales Business aligned IncreaseRevenue Decrease Cost Competitive Advantage Increase Customer Loyalty Increase Customer Satisfaction Reduce Operational Cost Enhance Marketing Efficiency How CRM helps to make the business Aligned

8. What more can a CRM do for you ? 2 4 6 8 1 3 5 7 Higher Sales Productivity Better profiling and Targeting Higher overall profitability Marginal Costing Higher close rates Increased Market share Improved service, loyalty & Retention Streamlined sales and marketing processes

9. A Typical CRM FLOW

10. How does a CRM looks like ?

11. Example CRMs – Microsoft Dynamics

12. Dynamics CRM – BI Reports/Dashboard < Sales Pipeline <Lead By Source Work Load>

13. Activities

14. Dynamics – Sales Dashboard < Sales Management Menu ^ Opportunity

15. KAYVLON 2 CRM and Kaylon...

16. Kayvlon Business Process - Overview

17. Adds/Campaign Emails/ Leads Opportunities Clients Business – CRM Mapping Octroi Customs Customer Commission Selling Agent Sales Force/ Export import Team Freight Buying Agent Analysis Team Management BI Reports Reseller Customs Freight Octroi Commission Supplier

18. 3 CRM DRILLING What are the available Options

19. Some CRM options

20. Microsoft Dynamics On Demand CRM ZOHO On Demand CRM editions Sugar On Demand CRM editions Sales Force On Demand CRM On Demand CRMs basic costs structure

21. 4 CRM DRILLING Why should you be So careful, while selecting one ?

22. Where you should be careful? Affinity Is it really Required? Adaptability Will my staff be able to use it? If not what are the training requirements? Type of Product (Technology Fit) What do you need? Client server app, plugin, SAAS/Cloud, etc. Pricing Measure your capital-> Amount you can spend -> ROI -> TCO.

23. CRM Can be implemented in two ways: On Premise On Demand CRM Implementation Types

24. An IT solutions needs to be evaluated not only on the basis of their cost structure, but also on factors associated with client in particular . For instances, 1 2 3 4 5 For some in Premise CRM becomes best option, as they already have the required infrastructure along with other things. For some learning curve becomes biggest challenge. Some may be ready to change their business processes while other wants the system to be expandable on the go. For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical location For some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

25. 1 2 3 4 5 Business Specific Priority List For some in Premise CRM becomes best option, as they already have the required infrastructure along with other things For some learning curve becomes biggest challenge. Some may be ready to change their business processes while other wants the system to be expandable on the go. For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical location For some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

26. Business Specific Priority List 2 1 For some in Premise CRM becomes best option, as they already have the required infrastructure along with other things For some learning curve becomes biggest challenge. 3 Some may be ready to change their business processes while other wants the system to be expandable on the go. 4 For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical location For some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case 5

27. Business Specific Priority List 3 1 2 4 5 For some in Premise CRM becomes best option, as they already have the required infrastructure along with other things For some learning curve becomes biggest challenge. Some may be ready to change their business processes while other wants the system to be expandable on the go. For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical location For some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

28. Business Specific Priority List 4 1 2 3 5 For some in Premise CRM becomes best option, as they already have the required infrastructure along with other things For some learning curve becomes biggest challenge. Some may be ready to change their business processes while other wants the system to be expandable on the go. For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical location For some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

29. Business Specific Priority List 5 1 2 3 4 For some in Premise CRM becomes best option, as they already have the required infrastructure along with other things For some learning curve becomes biggest challenge. Some may be ready to change their business processes while other wants the system to be expandable on the go. For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical location For some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

31. 5 CRM DRILLING How & Where does we add in Value ?

32. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 2 4 6 8 1 3 5 7 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty terms If modular, can the implementation done in stages Decide in implementaion Type Business Intelligence & Reporting Product Functionality – Fit Analysis

33. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 2 4 6 8 1 3 5 7 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty terms Product Functionality – Fit Analysis If modular, can the implementation done in stages Decide in implementaion Type Business Intelligence & Reporting

34. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 4 6 8 2 1 3 5 7 Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty terms Usability and Adoption If modular, can the implementation done in stages Decide in implementaion Type Business Intelligence & Reporting Product Functionality – Fit Analysis

35. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 2 4 6 8 3 1 5 7 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty terms If modular, can the implementation done in stages Decide in implementaion Type Business Intelligence & Reporting Product Functionality – Fit Analysis

36. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 2 6 8 4 1 3 5 7 Usability and Adoption Upgrades Payment terms & Penalty terms If modular, can the implementation done in stages Decide in implementaion Type Business Intelligence & Reporting Product Functionality – Fit Analysis Try & find a lite version, which helps to do the job in less cost

37. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 2 4 6 8 5 1 3 7 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty terms Decide in Implementation Type If modular, can the implementation done in stages Business Intelligence & Reporting Product Functionality – Fit Analysis

38. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 2 4 8 6 1 3 5 7 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Payment terms & Penalty terms If modular, can the implementation done in stages Decide in implementaion Type Business Intelligence & Reporting Product Functionality – Fit Analysis Upgrades

39. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 2 4 6 8 7 1 3 5 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty terms Business Intelligence & Reporting If modular, can the implementation done in stages Decide in implementaion Type Product Functionality – Fit Analysis

40. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor. 2 4 6 8 1 3 5 7 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades If modular, can the implementation done in stages Decide in implementaion Type Business Intelligence & Reporting Product Functionality – Fit Analysis Payment terms & Penalty terms

41. Summary – What we will be for you!!! Your CRM up and Running!!! Find Best effective Solution/Product, We as Consultant.. Implement/ Customize/ Delegate Solution. Which best fits you And your business, Understand your business process,

43. Drafting Business Flow

44. Validating the business flow

46. Find solutions as per requirement document

47. Map it with Decision/Fit matrix

50. If customizer, time to customize / develop

51. If delegator, third party delegation and implementation time

52. User tests and acceptance

55. One to One sessions

56. Documents