Sales Genie CRM++ Slide Deck

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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` 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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` 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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Documents

Sales Genie CRM++ Slide Deck