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8/6/2019 Sales Genie CRM++ Slide Deck
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Get to your prospects, before your
competitors do!
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5 key areas-- Contact Information and activityManagement
-- Turning contacts into prospects
-- Profitable Relationship Management
-- Opportunity Management
-- Security
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` Contacts Management:
` Display contact list
Navigate to individual contact details screen and modify
details Individually target contacts for marketing campaigns and
sales actions like sending literature, sending a quote or
registering (or marking as attended) for an event.
`
Display interaction history and summary: Log and show interaction history with all touch-points
Log and show all contact-initiated actions and tasks
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Contacts ListContacts List
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All information and interactions at a glanceContact Management
Action buttonsAction buttons
Tabs for interaction historyTabs for interaction history
Confidential
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Account ListAccount List
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Account Details ScreenAccount Details Screen
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` Email Template creation:
Online template creator that uses text, graphic and
online elements to create an email template. This
has personalization tags (Name, Company Name
etc) so that your email can go to customers in a
personalized way. It is also possible to embed
action buttons which automatically allows
registration for marketing events.
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Embed personalization tags and track-able links
Email template creation is as simple as typing a
letter; or reusing a design you already have
Confidential
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How to create a target listHow to create a target list-- top part of the screentop part of the screen
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How to create a target listHow to create a target list-- bottom part of the screenbottom part of the screen
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Preview the listPreview the list-- first savefirst save
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` Campaign management and execution
Features campaign administration; all required
fields for planning and executing on a marketing
campaign.
Allows selection of an email template from the
saved template area and a targeting list from the
saved target list area and use them both together
to execute a campaign. Allows mass e-mailing of customized e-mailers OR,
merge-print customized mailers.
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Marketing activities: campaign managementMarketing activities: campaign management
Campaign management area
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Can set up and execute email/ paper campaigns
Campaign Manager: brings targeting, templateand final emailing on the same screen
Confidential
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Executing the campaign: Send the emailExecuting the campaign: Send the email-- step 1step 1
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Send a newsletterSend a newsletter-- step 2step 2
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Send a newsletterSend a newsletter-- step 3step 3
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Send a newsletterSend a newsletter-- step 4step 4
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` Lead generation algorithm: Automatically surfaces
Leads, basis interaction history, static profile data
of the contact (they have pre-assigned scores)
related to a product category and the contact whoneed to be followed up to bring the lead to a closure.
` Assigns a score to each lead allowing them to be
sorted and prioritized for follow up.
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` Deal Management: Progress the promising leads
into qualified opportunities
Structured progression of a deal to keep the front-end
salesperson on track.
x First level qualification: Does your solution qualify,
prima facie?
x Commercial qualification:
x Is your proposal within his budget? Does he have funds
available?
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Create a dealCreate a deal-- step 1step 1
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Create a dealCreate a deal-- step 2step 2
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Create a dealCreate a deal-- step 3step 3
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Create a dealCreate a deal-- step 4step 4
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` Quotation management: Send comprehensive
configured quotations to customers on your
letterhead with taxes, discounts and all other terms
and conditions; with features normally not foundeven in high end CRM packages
x Multi-currency
x Discounts
x
Taxesx T&C including validity and payment terms
x Automatically attach to opportunities at customer place
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Product ListProduct List-- uploaded by lass update processuploaded by lass update process
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Quotes ListQuotes List
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How to create a quotation/ invoiceHow to create a quotation/ invoice
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The final quote is on the company letterhead and has theT&C attached
Confidential
A quote is emailed in PDF format to the clientA quote is emailed in PDF format to the client
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` Target based on profile, interaction history or value:
Salesgenie CRM++ allows targeting contacts for
interest generation based on what they are worth,
what their professed interest level is and what theyhave purchased in the past.
` Integrated tool allows targeting micro-markets with
customized messages as small as in single digits and
as big as you want. AND, track the responses andtake immediate action.
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Business benefits: so far
In a nut-shell
` Salesgenie CRM++ makes it possible to captureand display all interaction histories withcomments, actions taken and pending- with
ownerships.` Salesgenie CRM++ can be tweaked to display
customer relationship value summary in thesame screen.
` Searching for a contact is possible through many
database fields.` Truly integrated sales-marketing tool that shows
the impact of sales and marketing action: bothon an individual as well as an aggregatedfashion.
Confidential
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We take security veryseriously
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How we handle security at application, server and
data level
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Client Workstation
Application Server
Database Server
HTTP
LAN
Web Server
IIS7
.Net Framework 3.5
ASP .Net 2.0
Business Application Server
oSalesgenie CRM++ Admin Portal
oSalesgenie CRM++ User Portal
oAdmin Web Service
oAccount Health Monitoring
Windows Service
oAccount Creation Windows
Service
oLead & Campaigns monitoringService
Web Browser
Web Server and BusIness Apllication
Server
SQL Server 2008
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` Object-Oriented Software Development
Methodology
` Layering
` Security Architecture
` Relational Database Management System
`
TechnicalA
rchitecture Windows 2008 Server
Microsoft SQL Server 2008 RDBMS
IIS 7
Microsoft .NET Development
Technologies
x .Net Framework 3.5
x Visual Studio .NET 2008
x ADO.NET
x ASP.NET 2.0
x WCF
Microsoft SQL Reporting Services
Salesgenie CRM++ User Portal Salesgenie CRM++ Admin Portal
Account Health
Monitoring Service
Salesgenie CRM++
Admin Web Service
Account Creation
Service
Lead/Campaign
Monitoring Service
Client
DB
Client
DB
Client
DB
Client
DB
Client
DB
SAAS Admin Database
Confidential
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` All the databases are separate and independent. So, we canallow you to have your data in your own data-server andaccessed by you only.
` Some other points: The application uses a 128 bit encryption technology for password
storage. URL encryption: you can not make out from the URL that (for
example), you are working on your account. This makes attacks byhackers impossible.
All security features have server-side validation; so, if client sidesecurity has been compromised, the data is still secure.
Role based access rights and functionalities (Sales executive,managers, marketing.. They get access to different parts of customerdata and are allowed to do only those functions that are allowed tothem.
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` Our datacenter is SAS 70 certified
We host our application and client data in SAS 70 Type II
audited facility in a single-story, single-tenant building for
enhanced control and security.
Our restricted access Network Operations Centre (NOC) isstaffed 24X7 by on-site technicians.
Automated monitoring of network performance, cooling,
power and security.
F
ull firewall management and monitoring service
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` Multi-level security
Multiple levels of security for physical access including card
key, PIN and biometric required for facility entrance
Intrusion detection system for both physical and electronic
access
Full CCTV surveillance
Remote monitoring of all systems
Full power backup with tested DG sets
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Unique AutomatedSales Lead recognition
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What is a Sales Lead?
Lesson from a typical Telemarketing call
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Unless you want your
sales leads to land in the
trash
Think differently!
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