PNMsoft CRM Edition Overview

TGO Consulting | Head Office: Toronto 905.470.6830 | Ottawa Region 613.526.8896 | Toll Free 866.239.1113

PNMsoft CRM Edition (SCE)

Intelligent workflows that extend, integrate and mobilize customer relationship management

Sequence CRM Edition (SCE)™ enables organizations to create powerful workflows that transform CRM and other business

activities by creating new functionality, simplifying integration with other systems, and connecting customers and agents to CRM

activities from any location. With smarter workflows, users become more productive and adoption spirals.

PNMsoft SCE enables you to design, deploy and operate complex workflows which overlay your CRM, interacting with its data

where required. Workflows can be operated from a company SharePoint portal, embedded in web pages or from any mobile

device, driving efficiency and customer satisfaction as data is updated correctly every step of the way.

SCE in Action

Create workflows using activities that:

• Create new CRM entities • Retrieve existing CRM entities • Update CRM entities • Execute any CRM action • Send users Tasks to action • Send user Message notifications • Integrate users with ERP and other systems

PNMsoft SCE Architecture

A Gartner MQ Rated Platform

As a Gartner MQ-rated vendor, PNMsoft Sequence's unique HotChange® technology makes for smart, game changing CRM systems that deliver high-value workflows over MS CRM. Watch your Dynamics CRM projects grow with the power of intelligent workflows, setting your business ahead of the pack.

Benefits OF PNMsoft SCE

• A more cost-efficient solution • Ease of use for end-users • More efficient allocation of work among agents • Improved customer service levels • Reduced burden and risks with regula-tory compliance • Greater exploitation and the power to extend MS Dynamics CRM • Ease of development and modification for administrators and developers

About PNMsoft At PNMsoft we believe IT people could and should be the driving force in any organisa-tion’s success, if they could constantly adapt its business processes to changing market conditions. PNMsoft Sequence™, our Intelligent Business Process Manage-ment Suite, uses unique HotChange® ...

Together, we can

build solutions that

transform your

customer relationship

management.

Working Together

Since 2006, TGO Consulting

has partnered with PNMsoft

providing workflow automa-

tion solutions to improve effi-

ciencies within business oper-

ations. TGO also provides

training and support for Se-

quence Kinetics BPM soft-

ware.

About TGO

TGO Consulting is based in Mark-ham, Ontario – Canada’s Hi-Tech Capital.

Over the last 26 years, TGO’s financial and business experts have delivered 2500+ innova-tive technology-based solutions.

We guarantee our work, deliver-ing on our mission:

Make a Difference

Do it Right

Do it Together

Improve Your CRM

PNMsoft SCE creates new benefits for CRM deployments in the following areas.

• Routine interactions: Empower teams to manage customer interactions in a con-sistent, optimized manner

• Sales: Structured workflows assist teams to manage end-to-end sales processes that close more business

• Customer Service: Ensure the right agents respond to customer requests on-time

• Customer On-Boarding: Create workflows that manage complex on-boarding processes across an organisation, from accounts, to training, billing and service.

Pre-built CRM Workflows

Save your CRM team precious time implementing common CRM scenarios with SCE’s out-of-the-box workflows. Focus resources on value-added CRM processes specific to your needs.

Step-by-Step Wizards

Each activity includes a step-by-step wizard which enables you to define the connection to your CRM, and then define how the workflow interacts with the CRM entity or action.

Workflows in CRM

You can quickly import PNMsoft SCE’s CRM Solution into your Dynamics CRM. Users can then operate and monitor PNMsoft SCE workflows directly within the CRM.

CRM Workflows Go Mobile

PNMsoft SCE makes light work of delivering time critical tasks to mobile workers and cus-tomers. Process TO GO’s intuitive device independent UI and 1-Click, interactions mean CRM processes are informed and updated by staff and customers on the go.

Effective and aligned CRM is critical to good customer service. HotChange® technology creates unparalleled agility enabling CRM processes to evolve and be deployed on-the-fly while maintaining control and application lifecycle management.

TGO Consulting | Head Office: Toronto 905.470.6830 | Ottawa Region 613.526.8896 | Toll Free 866.239.1113