PRO CRM SYSTEM

15 Years of Professional Experience in

Telecommunications & Software Development

AGENDA

Who is Pro Team Telecom Company?

Samples of Our Clients

Our Approach

Pro CRM System

1. Pro CRM Marketing Module

2. Pro CRM Lead Management

3. Pro CRM Sales Module

4. Pro CRM Purchasing Module

5. Pro CRM Inventory Module

6. Pro CRM Projects Module

7. Pro CRM Call Center Module

8. Pro CRM Trouble Ticket Module

9. Pro CRM Survey Module

10. Pro CRM SMS Module

WHO IS PRO TEAM TELECOM COMPANY?

PRO Team Telecom provides professional solutions for

Private Branch Exchange (Alcatel, Avaya & Panasonic PBXs),

Internet Protocol PBX (IP PBX), Call Center, Automated

Interactive Voice Response (IVR), Video Conferencing,

Customer Relationship Management (CRM), Supply Chain

Management, Access Control, Closed Circuit Television

(CCTV), and Fire Alarm.

PRO Team Telecom was established at Egypt in 2014 by team

of professionals working at telecommunications and software

development since 2002. Our staff experience has been built

through their participation at 35 call center, 33 PBX, and 24

CRM projects.

Our reference list includes 17 hospitality, 13 real estate, 11

medical, 7 tourism, and 9 miscellaneous including World Food

Program (subsidiary of United Nations); Egyptian Food Safety

Authority (subsidiary of Egyptian Presidency); Egyptian

Ministry of Finance; Chloride Egypt for Batteries; and the

hyper market chain “Hyper ONE”.

SAMPLES OF OUR CLIENTS

SAMPLES OF OUR CLIENTS (CONT.)

OUR APPROACH

Our products core engines (Asterisk & vtiger) are community-based not vendor-based like Alcatel, Avaya ..etc, so you have the following benefits:

Low price.

Very powerful products as there’re communities develop those engines rather than single enterprise in case of vendor-based systems.

Having many enterprises providing development; maintenance; and support rather than being tailored to a single enterprise as in case of vendor-based, but we guarantee that you’ll be happy with us and not go to any alternative.

Our systems are compatible with standard hardware (IP Phones, Headsets ..etc) rather than being tailored to a specific brand as in case of vendor-based systems.

PRO CRM SYSTEM

Pro CRM system is based on vtiger CRM.

Over 2.8 million copies of vtiger have been

downloaded to date. More than 100,000

businesses use vtiger CRM to manage sales,

marketing, support, inventory, and more!

PRO CRM MARKETING MODULE

BENEFITS

Record your campaigns details and their different

marketing channels.

Set the campaigns target using the recorded

leads details.

Track the campaign results as follows:

Count of new generated leads.

Count of issued offers and completed deals.

Compare the campaign expectations versus the

actual results.

Integrate with Facebook lead generation form, to

receive an email into CRM with the lead details

for faster response, rather than downloading the

resulting leads as excel sheet periodically.

PRO CRM LEAD MANAGEMENT MODULE

BENEFITS

Presales team record the leads and indentify their

status ( interested – not interested – unmatched

request ).

The interested leads are routed automatically to

the sales team in a fair way, while the leads that

you can’t match their requests will be contacted

later by the presales team when they can match

their requests at new projects.

The sales agent will follow-up his leads and record

the follow-up activity result and the next follow-up

date, and the CRM will track the missed followups.

Finally, the sales agent will issue an offer to the

lead, or convert it to non-interested and indicate

the reason.

PRO CRM SALES MODULE BENEFITS

The sales team creates the offers, that will be

later turned into contracts by the contracting

department.

The sales offer form will display the available

payment plans, and the sales agent will apply the

most suitable one for the customer. In addition

to, Pro CRM can create automatically custom

payment plan according to customer needs and

the project financial rules.

Payments are attached automatically to the

offers & contracts, and the collection will be

updated by the accounting department.

PRO CRM SALES MODULE BENEFITS

(CONT.)

The item status is updated automatically based

on the collection status.

The financial rules are applied automatically for

the cases of; early payment, contract cancellation,

and payment delay.

PRO CRM PURCHASING MODULE

Record your suppliers’ details and their price lists.

After receiving the customer request-for-quotation

(RFQ), CRM creates automatically RFQ-to-Supplier

for out-of-stock items.

RFQ-to-Supplier is reviewed by purchasing

manager before automatically emailed to the

supplier.

After receiving the supplier quotation, CRM applies

prices automatically to the customer RFQ based on

your pricing rules in order to issue an offer to the

customer.

After receiving the customer PO, the purchasing

manager issues a PO to the supplier.

PRO CRM INVENTORY MODULE BENEFITS

Record your products details including the profit

margin classes to apply the proper profit margin

for each customer based on its class.

Integrate the products information into your

sales, marketing, and support processes.

Support multiple warehouses.

Define stocking rules per item per territory that

define minimum stock level, minimum PO level,

and customs.

Create automatic inventory notes as follows:

Receiving note at item arrival.

Reserve note when receive the customer PO.

Exit note at item exit.

PRO CRM INVENTORY MODULE BENEFITS

(CONT.)

Support the sales orders that have more than one

delivery, where each delivery has its

automatically generated delivery ticket & invoice

PDFs. In addition to, after each delivery the

customer balance per each item is updated

automatically.

PRO CRM PROJECTS MODULE BENEFITS

Record your projects details, implementation

timeline, and implementation monitor activities.

Define custom financial rules for each project.

PRO CRM CALL CENTER MODULE

BENEFITS

Support Asterisk and we can integrate with other

call center engines.

Provide notification for the call center agent with

the caller information at call ring.

Make calls by clicking on the phone numbers

within CRM rather than typing them.

Automatic assign of abandoned calls for agents

for calling them back. Abandoned calls are the

customers who hang up before the call center

agents answer their calls.

Automatic assign of un-answered after-working-

hours diverted calls for agents for calling them

back.

PRO CRM CALL CENTER MODULE

BENEFITS (CONT.)

For the abandoned calls and un-answered after-

working-hours diverted calls, if the caller number

is new, then it’s automatically recorded as a new

lead, and the agent will record its information

after calling him back.

CASE STUDY ON PRO CRM 0% CALL LOSS

BENEFIT

1. Real Estate company has 1 PRI and 20 agents,

using our system, they saved the following calls

from loss:

2. Real Estate company has 4 analog lines, at 7

months, they got 6,580 new leads by saving the

abandoned & diverted calls from loss.

During working hours, 9 am to 6 pm 1080 abandoned calls at 66 days

After working hours, 6 pm to 9 am 1702 calls at 66 days

During working hours at Ramadan

campaign, 9:30 am to 12 am

2170 abandoned calls

After working hours at Ramadan

campaign, 12 am to 9:30 am

1137 calls

CASE STUDY ON PRO CRM 0% CALL LOSS

BENEFIT (CONT.)

3. Client has 12 lines, at 9 months; they received

122,075 calls, and had 16,625 abandoned and

out-of-working-hours calls that generated

automatically 12,646 unique new leads.

4. Real Estate client has 5 lines, at 2 months; they

received 2,739 calls, and 582 unique new leads

were generated automatically from abandoned

& out-of-working-hours calls.

5. Client has 8 lines, at 6 months; 18,000 unique

new leads were generated automatically from

27,000 abandoned & out-of-working-hours calls.

PRO CRM TROUBLE TICKET MODULE

BENEFITS

The customer support team records the trouble

tickets and classify them by the intended

department, and the CRM will route them

automatically to the intended departments.

The CRM will notify the customer support team

when the intended department records the ticket

reply, then they contact the customer back and

close the ticket if he’s satisfied.

If the client isn’t satisfied by the department

reply, the customer support agent will flag the

ticket to be routed automatically back to the

intended department.

PRO CRM TROUBLE TICKET MODULE

BENEFITS (CONT.)

The CRM supports ticket escalation from the

intended department to higher management

levels based on your service level agreement.

The department managers can record frequently

asked questions (FAQs), to enable the customer

service team to close the tickets faster without

need to route the tickets to the intended

departments.

PRO CRM SURVEY MODULE

Define your survey templates as follows:

1. The question.

2. Answers drop list if applicable.

3. Option for the customer to add a comment or not.

Record the survey response linked with the

customer and the sales order being evaluated.

PRO CRM SMS MODULE BENEFITS

Automatically send SMS in predefined events.

Also, CRM users can send SMS manually.

Support bulk SMS.

Track SMS receiving status.

Attach SMS to the customer profile.

THANK YOU