SalesPlus for SMB

www.cloudnifier.com

powered by

sales@cloudnifier.com

+852-3180-2265Engage customer like a big enterprise in 5 days to increase revenue

• Readiness• Time to Value• Low Cost

GoalBoost Sales Productivities

01 Setup guidance for sales best practices

Guide salesman to compete and win through the sales cycle best practices

Workflow approval for discount

Sales Dashboard to review and improve performance like a big enterprise

02 Ensure salesman focus on selling

Access up-to-date sales briefcase anytime, anywhere

Well managed product and price list

Auto generate quotation and invoice, keep track of versions and history

Improve sales execution with alerts, reminders in each sales stage

Customer 360 view, purchases, services and activities history

Dynamics 365

SMB-0998 Strawberry Biscuit Qualify Develop (Active for 1 day, 23 hours) Propose

Customer Need

Proposed Solution

Identify Competitors

Dynamics 365

Cloudnifier Market

SummaryACCOUNT INFORMATION POST ACTIVITIES NOTES ONENOTE

Primary ContactWilliam Coombs

Email coombs.william@cloud.com

Business +240 786554637

CONTACT +change to recent case

Full Name First Name Last Name Gender

Wu sze ming Wu sze mng Female

Li Jian hong Li Jian hong Male

William Coombs William Coombs Male

RECENT OPPORTUNITIES +

Topic Status Actual Close …

SMB-0998 Strawberry Biscuit Open

ADDRESS

GoalBoost Sales Productivities

03 "Mobile office" - work anytime, anywhere with any device

Equip salesman with tools available anytime, anywhere at desktop, iOS or Android

Improve productivites through

, , , and

Enhance sales efficiency with a single platform to access everything needed

Improve communications by enterprise grade conference and screen sharing tool

Cloudnifier Market

Cloudnifier Market

Goal

01 Discover and identify new market segments

Discover upsell and cross sell opportunity by comprehensive sales analysis

Run marketing campaign and compare performancefor new products and offer

02 Reaching out to potential customers

Email template builder for mass email outreach

Shorten time to market by fully integrated and automated email marketing tools

Tools to ensure leads generated are being followed up in a timely manner

Increase Sales Revenue

Create and fine tune marketing lists by best practices criteria to identify high potential customers

Dynamics 365

SMB MARKETING TARGETMARKETING LIST

SummaryInformation

Member

Full Name Business Phone

>> Marketing >> Marketing Lists >> SMB MARKETING TARGET >>

Dynamics 365

LEADChristian Nerk

Qualify (Active for 1 minute) Develop

SummaryInformation POST ACTIVITIES NOTES ONENOTE

Christain Nerk

Propose

GoalIncrease Sales Revenue

03 Continuous improvement on lead generation process

Keep track of click rate, open rate and bounce rate to improve quality of marketing list

Guide through process for lead qualifications to ensure best practices are applied

Analysis lead sources effectiveness and marketingcampaign performance

GoalImprove Customer Satisfaction

01Customer service performance dashboard to closely monitor customer satisfaction level

Equip agent with necessary knowledge with the case before engaging with customer

02 Resolve customer enquiry and complaints quicker

Improve agents knowledge by knowledge database across the company

360 view of case from customer, recent cases, similar cases and merged cases

Guide through process and check list to help agent to resolve case quickly

Speed up case routing to right resources through flexible rules setup

Shorten customer waiting time on enquiry

Identify (Active for 20 mintues) Research

Name Status Failure Time Warning Time Succeeded on

Resolve

Dynamics 365 >> Service >> Cases >> Inquiry some question >>

Case Relationships

Associated Knowledge Records

Enhanced SLA Details

First response in 4d 23h 38m 49s

Dynamics 365 >> Service >> Cases >> Inquiry some question >>

CASEInquiry some question about product 7-11

Identify

FindSimilar Cases

Admin SMBAssign to Others

Research

Case Relationships

Associated Knowledge Records

Enhanced SLA Details

First response in 4d 23h 38m 49s

Name Status Failure Time Warning Time Succeeded on

Resolve

PrioityNormal

Created On 9/15/2017

Find Similar Cases

Subject

Case Title

Default Subject

Inquiry about the material - Costco

Inquiry about the material - Costco

Dynamics 365 >> Service >> Cases >> Inquiry some question >>

POST ACTIVITIES NOTES ONENOTE

Package SalesPlus for SMB Sales, Marketing and Customer Service

Email, Quotation and Invoice Templates

Quotation Management

Social Listening (20,000 posts / month)

Pre-built and Configurable Marketing Dashboards and Reports

Email Campaign Result Tracking

Mass Email Campaign (2000 subscribers, 12,000 emails per month)

eDM Templates Builder

Dynamic Marketing List

Marketing Budget Actual vs Planned

Unlimited Marketing Campaigns

Sales

Marketing

Unlimited Leads and Opportunities

Unlimited Accounts and Contacts

Unlimited Activities

Guided Process for Lead and Opportunity Management

Pre-built and Configurable Sales Dashboards and Reports

Invoice Management

Product and Price Book Management

Package SalesPlus for SMB Sales, Marketing and Customer Service

Language Supports (English, Traditional Chinese, Simplified Chinese)

Custom Data Fields

Custom Forms

Configurable Inline Chart

Import / Export from Excel

Phone / Web Portal / Email Support

1 on 1 Onboarding Program

Mobile Enabled

Service

The Essential

Unlimited Cases

Guided Process for Case Management

Custom Case Routing Rules

Templates for Email Response

Merge Case, Child Case

Knowledge Base Sharing

Pre-built and Configurable Customer Service Dashboards and Reports

PackageModern Workplace

Special Promotion Package

SalesPlus for SMB Sales, Marketing and Customer Service

Customers schedule appointments online with Microsoft Bookings

Unlimited HD video conferencing meetings for up to 250 people with Skype for Business

Remarks:-Max. seat of 20 for all offering-SalesPlus for SMB - Sales & Marketing - HK$ 6,000 / year for each additional user-SalesPlus for SMB - Sales, Marketing and Customer Service - HK$ 9,000 / year for each additional user-Max. additional customization man-day is 10 at HK$ 3,000 man-day rate-Contract period of 36 months. Min. 24 months

Web versions of Word, Excel, and PowerPoint

One license covers 5 PCs or Macs, 5 phones, and 5 tablets per user

1 TB of OneDrive storage

SharePoint - company-wide intranet

Unlimited Leads and Opportunities

3

HK$ 48,000HK$ 62,543.22

HK$ 18,000HK$ 30,204.00

3

HK$ 78,000HK$ 87,594.82

HK$ 27,000HK$ 35,728.15

Special Promotion Package