Maple CRM Brochure. For more details, visit http://maplecrm.com/

1. CRM for small business
info@maplecrm.com

2. CRM for Small Business
Customer Relationship
Management (CRM) Software Track
refers to a technological solution Customer
that help businesses manage enquiries &
customer relationships in an response
organized way. CRM
softwares are considered as a
tool that improves productivity No
User
and overall business installation
Friendly
functionality. &
Interface Why download
Maple
Maple CRM is a simple hosted
CRM software that helps to
CRM?
automate your business
activities. With Maple CRM, you
can improve work efficiency and
bring in an ideal workflow Plan &
Access from
environment within your Analyze
Anywhere
organization. business
Maple is cost effective, user
friendly and lightweight CRM
for any small/medium
organization to accommodate
in their business process
model. Maple CRM

3. Web Based CRM to increase work productivity
Maple CRM is an on-demand CRM
which can be accessed via the
browser as a web service.
Web based CRM allows you to
perform sales management customer
service management, post sales
support and to administrate your
marketing campaigns.
Maple CRM has been targeting Small People
Business Companies for complete
business automating solution. Being a
web based CRM software, the product
helps in streamlining you day to day
business activities with its various
features serving all types of industries
and focusing on sales, marketing and
customer service automation.

4. Core Functions
MODES OF OPERATION/LICENSING
CRM FOR SALES & MARKETING SUPPORT DESK MANAGEMENT
• Email & SMS Marketing • Ticket creation using web service API
• Marketing to Lead to Account Sales Pipeline • Ticket creation from ZipDial toll free
• Marketing campaigns automation. • Auto assignment – location, past records
• CAN-SPAM complaint SPAM free bulk email • Automatic load balancing – round robin
• Bulk SMS (India mobile numbers only) • Automatic load balancing – custom defined
• Design HTML email templates
• Grouping & Tagging
• Do-Not-Disturb & Unsubscribe Options
CRM FOR CUSTOMER MANAGEMENT COMPLETE CRM
• Account creation from website/email/zipdial • Sales & Marketing Tools
• Auto assignment based on type and nature • Lead Generation
• Activities & Schedules to manage work • Sales & Execution management
• Send email and SMS to customers • Customer management functions
• Schedule SMS – Alerts to customer • Custom Reports, Charts, Email, SMS
• Custom reports, export to MS-Excel • Customer sales and support
• Analytics – Charts & Graphs • Post sales feedback and RCA

5. Access control & Privileges
USER ACCESS CONTROL FOR ALL USERS
• Support for multi office, multi division management. • Dashboard with current day activities and pending
• Support for user groups with separate access control activities.
• No access to each other for work items belongs to • Graph to explain the overall work versus each
two different groups. persons work with sub classification.
• Superior admin control with birds eye view to all • Access to daily, weekly and monthly calendar.
users and work items. • Configuring personal tasks and news preference.
• Notifications & Announcements.
• Internal message board.
FOR GROUP USERS FOR ADMIN USERS
• All features of normal user. • All features of normal and group user.
• Access to group calendar • Access to organization level calendar
• Access to all work items and activities of group • Access to all work items and activities of all users
users. • Manage users and permissions across organization.
• Manage users and permissions within the group. • Administrative level control for backup, global
• Analyse work at a group level. configuration.
• Group announcements. • Individual, Group and Organization level
announcements.

6. The Interface
The design experts of Maple CRM
has taken at most care in making
sure that the user interface is
friendly and understandable to any
user of a small organization.
Single page Account administration
and multi tabbed dashboard
interfaces are the result of user
interface simplification.

7. Reporting – Define your own reports
Maple CRM provides the flexibility to configure reports based on the type and
need of your business. Maple’s powerful custom reports feature enabled to
take reports from any angle of your business or process model.

8. Customer Management – The Flow
Source of enquiry / Maple Advantage
service request
Your website
Process Advantage:
Streamline process such that
•Single place administration.
Actions:
•Better control over work burn down
Auto assignment
• Prompt response to customer
Zipdial •Based on source of enquiries
resulting in better customer
• Based on type of enquiries
satisfaction
•Based on customer identification
• Business progress
(source phone or email)
(monthly/weekly) analysis
Customer mails to: Process:
Cost Advantage:
info@yourcompany.com •Track activities and schedules
•No costly hardware required
•Send mail to customer
• No worries of installation/setup
• Send SMS to customer
Add account in Maple • No worries of crashes /virus attack
• Check daily work sheet
• No worries of backup & recovery
•Check and close pending tasks
• Collaborate within the team with • Access anywhere from web
multiple activities for each customer.
Business Advantage:
• Generate Reports & Graphs to
* Maintain elegant communication
understand the status of work.
Integrate other systems using model to your customers (using
•Understand the account lifecycle
email and SMS templates)
using Process Flow.
* Apply RCA (Root Cause Analysis),
What went wrong, good & bad
based on reports and charts.

9. Maple Email Power – Scheduled response
In a service type business, ‘on-time’ reminders and notifications are very important to retain
your customer. Maple can be configured to send scheduled email or SMS responses.
Process Flow
Maple CRM sends mail
Data goes into Maple
Customer signs in for a automatically on the
CRM, with an additional
service with 3 months predefined date using mail
settings to send email
validity period template filled in with
automatically 5 days
configured customer
before expiry.
attribute values.
One time configuration of mail merge template
Dear <Customer Name>,
Thank you for choosing the
service from us. Your service
<service name> is expiring on
<expiry date>. Please renew the
Customer data in Maple CRM same.
Thanks & Regards,
Your Company
customer data gets filled in the
mail from CRM records

10. Sales Force Automation
 Manage Contacts, Leads and Accounts
 Integration of web page for lead generation
 Forecasting and Analysis with Reports
 Product Catalogue for organization reference
 Charts for accounts analysis
 Scheduler and Calendar for time management
 Exporting of reports for future reference

11. Marketing Automation
Contacts
 Mass email campaign with HTML and Plain Text options
 Classification and tagging for handling contacts and
customers
 Customizable reports for managing marketing techniques
 SMS campaigns with template configuration support
Campaigns
Design, Deliver, Track campaigns & customer behavior.
Reduce the repetitive tasks using Maple CRM marketing
software.
Leads
Maple’s Tagging feature allows to classify, nurture, observe
and filter the pattern and behavior of customer reactions to
campaigns and marketing.
Customers

12. Help Desk
Customer Satisfaction
Efficient work management  Manage support ticket and requests
Easy sharing of information  Track complete history of the support
Accurate data and customer
Saves time
Automated processes  Manage activities and schedules
Easy accessibility  Custom attributes and activity notes

13. Security Management | Product Customization
Users & User groups Custom Attributes
Create groups and user access model Add custom attributes to define your
specific to your organization structure service or process as per your business
requirements
Login History Classify Accounts
Activity history visibility of each user Define Account classification according
for better auditing and system to your business process and service
security life cycle.
Permission Settings Tagging
Control the access to the software Create tag names relevant to your work
according to users and attach/detach at any point of the
work item life cycle.
Monitor employees Templates
Monitor the accounts, activities Create email and SMS templates
and schedules of your employees for easy usage and maintain the
from your desk organization level communication
standards

14. Integration to Maple
 Webpage integration with simple code for
generating leads automatically into the software
 Email integration for creating leads
 Automatic assignment of queries to specific users
 Zipdial integration (third party telephonic service)
for automatic capturing of leads through calls
 Web service APIs to integrate to any external
systems

15. Access Maple Anytime, Anywhere
Do you always have the access
to all of your company’s
information?
With Maple CRM, you can
leave behind the constraints of
your desk. Since it is cloud
based, you have access to all
your data and information no
matter where you are! With its
24x7 access to the software, it
is easy to handle all your
business activities at one
place.
Be available to your customer always. Your business lies there…

16. Sales and Lead Generation with Maple
For improving Sales and Business, one need to
have an efficient business model and processes
S that should be followed by every individual.
Along with it, various marketing techniques
and ideas that has to be implemented and
managed well.
A Maple CRM system provides new and best
methodologies to companies in raising the
L capabilities of their sales force. The software
enables to analyze the sales life cycle and helps
in managing the sales from first to last.
E Capturing and nurturing a customer’s interest
is of prime importance in Maple. Maple
enables business owners to streamline and
S organize the process of converting the
prospective customers into clients.

17. Customer Service using Maple CRM
C In today’s business environment, customers are demanding for a
higher level of customer service. The customer service
R executives need to be empowered with all the information
related to the customer at their finger tips. With CRM, you can
M view and manage customer accounts, activities and history.
Manage your business process quickly and accurately by mapping M
multiple departments. Employees can deliver consistent and
efficient customer service with easy sharing of customer A
information. Maple's single page administration module provides
a complete and updated view of customer information across the
P
business. L
E

18. Denisys Technologies
Bangalore, INDIA
Phone: +91 80 41671981
+91 9538925641
info@maplecrm.com
www.maplecrm.com
"How you gather, manage and use information will determine
whether you win or lose." -Bill Gates