EVOLVE Customer Relationship Management

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "EVOLVE Customer Relationship Management"

Transcription

1 EVOLVE Customer Relationship Management

2 With EVOLVE CRM, optimize your sales resources, reduce administrative costs and achieve constistent customer-oriented busieness process Organization and deliver exceptional customer experiences An EVOLVE Customer Relationship Management Your customers are increasingly well informed They know all they need to know about your organization before your salespeople walk in their door In such an environment, you must clearly differentiate your application helps you distinguish your organization as you grow by promoting collaboration with your customers and providing exceptional interactions and experiences across all customer touch points

3 Evolve CRM- for Inquiry Management Features and reports Evolve CRM helps the sales executives, and management with sophisticated automation tools such as: 1 Lead generation & qualification 2 Pipeline analysis 3 Sales stage 4 Probability analysis 5 Competition analysis 6 Real-time forecasting 7 Reports & dashboards These functions give a business an opportunity to completely focus on the customer life-cycle (lead generation - acquisition - conversion - retention - loyalty) rather than sales process, thus increasing revenue - Funnel Report - Salesman wise performance - Inquiry through medium analysis - Referrals analysis - Follow up Reports - List to be followed up - Dropped Inquiries - Sales Conversion Report - Pending leads quotation to be send - Product wise leads - Area wise leads - Sales manager wise funnel - Exclusive record viewing for each sales person - Automated SMS and alerts - Graphical Reports - Dashboards user right wise - Inquiry auto conversion to quotations - User define media parameters - Sales man attendance data - Track Inquiries centrally of unlimited locations

4 Evolve CRM - for After Sales Support Customer Service Solutions Boost agent productivity with a familiar user interface that is natural and personal Create business connections across CRM activities and entities Build teams with users from multiple business units to own records and assigned roles Audit changes to business data with automatic notification Enable role-based access and permissions to accounts and data Turn your customer service into a business profit-centre Evolve after sales support software increases your efficiency in servicing customer requests, helps your reduce service costs and increase the profitability of your service business Functionality overview service requests - record, track and quickly process customer requests for service and support (service tickets) Repairs - Optimise your service repair processes by tracking and managing the complete service cycle Service Level Agreements (SLAs) - create and manage service contracts Accurately define the level of service that will be offered to your customers Installed Base - Record and track detailed information on all product items owned by your customers Service Planning - set up your after sales service policy and process in line with your individual business needs Service Analysis - Monitor the quality and profitability of customer service at all times Benefit from a structured system for processing and handling product defects, enhancement requests or software upgrades Service Requests Efficiently handle and resolve all type of customer problems and requests, including helpdesk calls, complaints, repairs, hardware and software problems, and information requests Assign service requests to appropriate personnel or teams Classify service requests into categories Associate service requests with any customer product Define activities and or repairs needed to resolve any service request Out source service requests and related activities to your business partners On reception of a service request, automatically check for coverage by an SLA or warranty View and modify all the services requests handled by your subordinates on-line View history of all customer service requests on-line View history of all changes made to service requests on-line Calculate time, units and amount spent for any service request based on all related activities and tasks Cater for on site and out of working hours calls through post dated service request logging

5 Repairs Define Service Level Agreements(SLAs) Differentiate your service offering from that of your competition by automating planning, execution and control of repairs in a structured and flexible manner Assign repair activities to appropriate personnel, teams or selected business partners Plan, execute and control any type of repair (including field repairs) Define deliverables for every type of repair Define resource for every service and task included in a repair Define budget and time Define costs and expenses (including products and spare parts) Attach forms to repairs Quote budget estimates Quote repairs products and services Define dependencies between repair services and tasks Define dependencies between repair activities and customer acceptance Link repairs to SLAs and warranties Link repairs to project, customer opportunities and communications Track all changes made to a repair Monitor the progress of work on-line Obtain updates for repairs Control actual time and cost against plans and budgets Control repair profitability Obtain detailed reports Track customer satisfaction Leverage your customer service and increase profitability through automated management of customer contracts Support any type of SLA including subscription, support, and facilities management Links SLAs to specific customers or customer segments Specify coverage for any user of the customer or of any company in the customer group Use multiple billing option for SLAs, such as billing per service, per SLA, etc Define different levels of service by configuring response time, time to fix and hours of service Specify effective and expiry date Define different statuses for SLAs (eg active, in active, etc) View the complete history of transactions on any SLA on-line Link SLAs to related file, such as signed contracts or knowledge base articles Create SLA templates with predefined services, billing information and level of service Define 'blanket' SLAs for multiple products and services Associate attributes of an SLA with existing attributes of the system eg link the response time of an SLA to the response time of a customer service request

6 Installed Base Record and retrieve details of all products purchased by your customers or business partners Track complete records for all customer products, including information on version, serial number, customer location, purchased date, price, warranty and end user Maintain multiple installed bases for every customer or partner Define functionality based on type of installed base, such as main, stock, inactive, repairs, scrap, loan etc Manage installed bases for groups of companies or individuals (eg households) Maintain a global view of all products in them Move one or more products from one Installed base to another Link installed base products to related files like invoices, warranty cards, or knowledge base articles Execute and track various transactions on purchased products, such as upgrading, repairing, moving, deleting etc View all repairs or service request related to a purchased product online Associate installed bases with specific channels or business units Configure installed base so as to match your individual business Service Planning Set up your after sales service system and define the parameters of its behavior Define whether or not specific types of customer service requests are to be handled exclusively through SLAs or not Create mass SLAs Manage Preventive Maintenance automatically schedule visits and generate work orders and material lists for SLA items requiring preventive maintenance or for items having reached a certain usage counter Identify and manage customer specific product warranties about to expire Identify and manage items on loan to customers Maintain lists of supported and unsupported products Set up standard uniform processes for handling similar service requests based on their type Define the work needed to fulfill the request Define the personnel departments or teams to be handling different types of requests Define the escalation path to be followed by similar service requests when they are escalated to higher level users or departments Define automatic triggering of escalation based on specific conditions

7 Service Analysis Effectively manage your service performance Define SLA usage and Profitability metrics Monitor SLAs renewal Obtain accurate analysis on product quality based on the service and repairs performed on specific products types, common problems encountered them, as well as received customer complaints View service requests and SLAs handled by each business unit on line Monitor the quality of SLAs related service offered by each business unit Service Quality Management Track the complete process of planning, handling and controlling defects from the first time they are reported until the customer complaints is resolved Define common types of defects, enhancement or upgrades Define processes for managing defects, enhancements or upgrades Classify defects according to product, product family etc Classify defects into catagories Classify enhancements into features categories Define list of resources to be notified when defect is changed and or resolved Link related files and knowledge base articles to defects, enhancements or upgrades Track all customers affected by a defect Identify all customers that are eligible to an upgrades or enhancement Automaticlly update the product records of customers who have received an upgrade or enhancement Obtain detailed reports on defects, enhancements or upgrades 32/002, Sanskruti 90 ft Rd, Thakur Complex Kandivali (E), Mumbai: Tel : I I I I

Perfect Customer Relationship Management (CRM) System

Perfect Customer Relationship Management (CRM) System Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview Overview Perfect Customer Relationship Management (CRM) System empowers your sales,

More information

SMART CRM Desk for Service Sector. Solution for Customer Relationship Mgmt (CRM) in Service Industry

SMART CRM Desk for Service Sector. Solution for Customer Relationship Mgmt (CRM) in Service Industry SMART CRM Desk for Service Sector Solution for Customer Relationship Mgmt (CRM) in Service Industry SMART CRM Desk for Service Sector A unique solution for the aftermarket warranty and service operations,

More information

Overview & Highlights- Maximizer CRM Live

Overview & Highlights- Maximizer CRM Live Overview & Highlights- Maximizer CRM Live In today s world, businesses need a tool that helps flourish client relationships. Maximizer CRM Live is that tool for our firm. Maximizer CRM Live saves money,

More information

Second CRM CRM Solution for Small Companies

Second CRM CRM Solution for Small Companies Second CRM CRM Solution for Small Companies Technologize Your Business TM Introductory Presentation June 2010 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Features Pricing, Implementation

More information

Exceptional Customer Service

Exceptional Customer Service Exceptional Customer Service Deliver fast, efficient customer service Winning a new customer is only the beginning of what should be a long and profitable relationship. But keeping customers happy means

More information

Sage CRM. Communicate, Collaborate, Compete with Sage CRM

Sage CRM. Communicate, Collaborate, Compete with Sage CRM Sage CRM Communicate, Collaborate, Compete with Sage CRM FEATURES AT-A-GLANCE FOR ALL USERS Easy to use with fresh look and feel Fully customisable interactive dashboard End-user personalisation of interface

More information

Get more from Microsoft Dynamics AX with Service Management from HSO

Get more from Microsoft Dynamics AX with Service Management from HSO www.hso-equipment.com Get more from Microsoft Dynamics AX with Service Management from HSO FACTSHEET SERVICE MANAGEMENT CHALLENGES Integrated approach including managing customers, resources, partners

More information

From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows.

From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. GROWING with From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. Our features, tools, and support help you effectively

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Functional Introduction Presentation January, 2013 Organise Your Business Second CRM On Demand Customer Relationships Designed for Small

More information

Service Portfolio Management PinkVERIFY

Service Portfolio Management PinkVERIFY -11-G-001 General Criteria Does the tool use ITIL 2011 Edition process terms and align to ITIL 2011 Edition workflows and process integrations? -11-G-002 Does the tool have security controls in place to

More information

CRM for small business. info@maplecrm.com

CRM for small business. info@maplecrm.com CRM for small business info@maplecrm.com CRM for Small Business Customer Relationship Management (CRM) Software refers to a technological solution that help businesses manage customer relationships in

More information

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions.

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions. Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Sage CRM Focused Sales Management

Sage CRM Focused Sales Management Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Business Introduction Presentation June, 2013 Organise AND Improve What is Business Improvement Boosted win rates by 27% Improved sales

More information

4 steps to monitoring team performance to accelerate sales and improve customer satisfaction

4 steps to monitoring team performance to accelerate sales and improve customer satisfaction CRM Expert Advisor White Paper 4 steps to monitoring team performance to accelerate sales and improve customer satisfaction As a strategic business initiative, customer relationship management (CRM) software

More information

Deliver superior customer service.

Deliver superior customer service. Deliver superior customer service. MICROSOFT BUSINESS SOLUTIONS FOR FIELD SERVICE MANAGEMENT GREAT PLAINS A Microsoft Business Solutions CRM Application Field work is a vital component for any service

More information

Experience Business Success Invest in Microsoft CRM Today

Experience Business Success Invest in Microsoft CRM Today Experience Business Success Invest in Microsoft CRM Today Published: August 2005 The information contained in this document represents the current view of Microsoft Corporation on the issues discussed

More information

Make Your Business Simple Using FobessCRM

Make Your Business Simple Using FobessCRM Make Your Business Simple Using FobessCRM 1 FobessCRM at a Glance Built for Planning Prepare and manage content Design channel strategy Decide targeted campaigns Freedom in Interaction Approach customers

More information

Customer Relationship Management

Customer Relationship Management Customer Relationship Management Managing the lifeblood of your business Pegasus: always improving the way you work Pegasus has been one of the UK s leading suppliers of financial and business solutions

More information

Novo Facility Manager Supporting YOU as you support your Team

Novo Facility Manager Supporting YOU as you support your Team Product Data Sheet Novo Facility Manager Supporting YOU as you support your Team Track Equipment. Manage Maintenance. Share Knowledge. Whether you are looking for a Cloud based or In-house facility management

More information

Best Practices Report

Best Practices Report Overview As an IT leader within your organization, you face new challenges every day from managing user requirements and operational needs to the burden of IT Compliance. Developing a strong IT general

More information

Exceptional Customer Service

Exceptional Customer Service Exceptional Customer Service Deliver fast, efficient customer service Winning a new customer is only the beginning of what should be a long and profitable relationship. But keeping customers happy means

More information

Service & Helpdesk Management. Enhance the quality of your service

Service & Helpdesk Management. Enhance the quality of your service Service & Helpdesk Management Enhance the quality of your service Service & Helpdesk Management Pegasus offers a fully integrated, end-to-end Service & Helpdesk Management solution, designed to provide

More information

Maximo ITSM Product Suite. Francois Marais

Maximo ITSM Product Suite. Francois Marais Maximo ITSM Product Suite Francois Marais What do we mean by Maximo Service & IT Asset Management (ITSM)? MAXIMO and TIVOLI Traditional Maximo Service desk (ITSM) NOW! Tivoli Service Request Manager TSRM

More information

Customer Relationship Management

Customer Relationship Management Customer Relationship Management Managing the lifeblood of your business One System. One Solution. Introducing Opera 3 A superior intelligence Opera 3 is a complete business solution: it can be fully integrated

More information

Zycko Support Service Portal User Guide

Zycko Support Service Portal User Guide Zycko Support Service Portal User Guide V e r s i o n : 2.1. 2 D a t e : 01/05 / 2 0 1 4 Contents Introduction... 2 Accessing the Service Portal... 3 Logging In... 3 Main Menu... 3 Search... 4 Contacts

More information

Customer Relationship Management

Customer Relationship Management P R I S M Invoice Campaign Delivery Sales Order CRM Lead Opportunity Purchase Order Quote Customer Relationship Management PRISM SalesPRO - CRM. DONE SIMPLY. Reports & Dashboards E-mail Campaigns CRM Automatic

More information

Overview and Highlights - Maximizer CRM Live

Overview and Highlights - Maximizer CRM Live Overview and Highlights - Maximizer CRM Live In today s world, businesses need a tool that helps fl ourish client relationships. Maximizer CRM Live is that tool for our fi rm. Maximizer CRM Live saves

More information

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard

More information

Customer Success Platform Buyer s Guide

Customer Success Platform Buyer s Guide Customer Success Platform Buyer s Guide Table of Contents Customer Success Platform Overview 3 Getting Started 4 Making the case 4 Priorities and problems 5 Key Components of a Successful Customer Success

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Siebel CRM Loan Origination Siebel CRM Loan Origination enables financial institutions to successfully manage customer relationship throughout the entire consumer loan origination process across all communication

More information

Exceptional customer service

Exceptional customer service Sage CRM Exceptional customer service Deliver fast, efficient customer service Winning a new customer is only the beginning of what should be a long and profitable relationship. But keeping customers happy

More information

Sales Force Automation

Sales Force Automation Sales Force Automation 360 Degree View VinnoCRM gives a 360-degree view of each of your customers, enabling you to acquire deep knowledge of every account, facilitate collaboration across your organization,

More information

Enterprise IT is complex. Today, IT infrastructure spans the physical, the virtual and applications, and crosses public, private and hybrid clouds.

Enterprise IT is complex. Today, IT infrastructure spans the physical, the virtual and applications, and crosses public, private and hybrid clouds. ENTERPRISE MONITORING & LIFECYCLE MANAGEMENT Unify IT Operations Enterprise IT is complex. Today, IT infrastructure spans the physical, the virtual and applications, and crosses public, private and hybrid

More information

Eazy CRM. Highly Experienced Hands to offer most user friendly solutions

Eazy CRM. Highly Experienced Hands to offer most user friendly solutions Eazy CRM e Highly Experienced Hands to offer most user friendly solutions About Us Singhal System Solutions Pvt. Ltd. is a Software Development Company providing solutions to automate the complex process

More information

31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation

31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation 31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation Manage Email Campaigns In-House 1. Quickly Design Emails Save time creating marketing emails using drag and drop template

More information

Vistara Lifecycle Management

Vistara Lifecycle Management Vistara Lifecycle Management Solution Brief Unify IT Operations Enterprise IT is complex. Today, IT infrastructure spans the physical, the virtual and applications, and crosses public, private and hybrid

More information

Maximizer CRM Group Edition

Maximizer CRM Group Edition Maximizer CRM Group Full featured and affordable CRM for small to medium sized enterprises Maximizer CRM Group is a fullfeatured CRM software solution that enables teams of up to ten users to work together

More information

Terrasoft represents the new generation of cost-effective and results-producing CRM vendors focused exclusively on the mid-enterprise and SME market.

Terrasoft represents the new generation of cost-effective and results-producing CRM vendors focused exclusively on the mid-enterprise and SME market. COMPANY Terrasoft represents the new generation of cost-effective and results-producing CRM vendors focused exclusively on the mid-enterprise and SME market. Founded in 2002, the privately held company

More information

ORACLE IT SERVICE MANAGEMENT SUITE

ORACLE IT SERVICE MANAGEMENT SUITE ORACLE IT SERVICE MANAGEMENT SUITE ITIL COMPATIBLE PINKVERIFY ORACLE IT SERVICE MANAGEMENT SUITE HAS BEEN CERTIFIED BY PINK ELEPHANT THROUGH THE PINKVERIFY PROCESS TO BE ITIL COMPATIBLE IN SIX PROCESS

More information

Simplifying your Success

Simplifying your Success CRM Simplifying your Success CRM for SYSPRO SYSPRO offers the dynamic Customer Relationship Management (CRM) and Supplier Relationship Management (SRM) functionalities that companies need to succeed in

More information

OPTIMIZE SALES, SERVICE AND SATISFACTION WITH ORACLE DEALER MANAGEMENT

OPTIMIZE SALES, SERVICE AND SATISFACTION WITH ORACLE DEALER MANAGEMENT OPTIMIZE SALES, SERVICE AND SATISFACTION WITH ORACLE DEALER MANAGEMENT KEY FEATURES Manage leads, configure vehicles, prepare quotes, submit invoice and process orders Capture customer, vehicle and service

More information

Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies.

Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies. Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies. Manage Sales, Marketing, Customer Service and Project Management in a single system. D Y

More information

CRM for Customer Service and Support

CRM for Customer Service and Support CRM for Customer Service and Support Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through loyal, repeat buyers. Whether it s

More information

when it comes. Benjamin Disraeli to be ready for opportunity The secret of success is What is CRM? Why CRM? About Agiline CRM

when it comes. Benjamin Disraeli to be ready for opportunity The secret of success is What is CRM? Why CRM? About Agiline CRM What is CRM? Customer Relationship Management (CRM) is a strategy and a corporate philosophy that puts the customer at the center of business operations so as to increase profits by improving customer

More information

Overview & Highlights

Overview & Highlights Overview & Highlights Empower staff with the tools to leverage sales, marketing and customer service information and build long-term customer relationships, win more deals, and accelerate your business

More information

Tally.CRM -PSS 5.4. Release 1.0 Release Notes

Tally.CRM -PSS 5.4. Release 1.0 Release Notes Tally.CRM -PSS 5.4 Release 1.0 Release Notes 11 December, 2010 The information contained in this document is current as of the date of publication and subject to change. Because Tally must respond to changing

More information

IBM Software as a Service (SaaS) Support Handbook for IBM Cognos Sales Performance Management

IBM Software as a Service (SaaS) Support Handbook for IBM Cognos Sales Performance Management IBM Software as a Service (SaaS) Support Handbook for IBM Cognos Sales Performance Management Contents Overview... 1 1.0 MONITORING... 2 2.0 SCHEDULED MAINTENANCE... 2 2.1 Notification... 2 2.2 Regular

More information

Everything You Need in Service Management Software

Everything You Need in Service Management Software Everything You Need in Service Management Software Welcome to Miracle Service With over 5,000 users in over 45 countries, Miracle Service is the field service software of choice for thousands of service

More information

Second CRM Startup Pack

Second CRM Startup Pack Second CRM Startup Pack An Introduction Making Businesses Profitable www.secondcrm.com /secondcrm CRM for Startups Early stage Startups only focus on the idea and product and customer development is usually

More information

quality of service Screenshots

quality of service Screenshots versasrs HelpDesk quality of service Screenshots versasrs HelpDesk Main Screen Ensures that your internal user issues remain visible until resolved. Prevents problems from falling through the cracks. Send

More information

Managed Services Technology Stack

Managed Services Technology Stack Managed Services Technology Stack By George Humphrey, Senior Director, Research, Managed Services, TSIA TECHNOLOGY INSIGHT 1 MANAGED SERVICES TSIA-TI-14-031 December 15, 2014 The Managed Services Technology

More information

CMS Distribution CASE STUDY. Version: ed05 Copyright Gauri Ltd. All rights reserved. Unauthorised copying, duplication or reproduction is restricted.

CMS Distribution CASE STUDY. Version: ed05 Copyright Gauri Ltd. All rights reserved. Unauthorised copying, duplication or reproduction is restricted. CMS Distribution CASE STUDY Version: ed05. Unauthorised copying, duplication or reproduction is restricted. 1 / 7 About CMS Distribution CMS is the largest independent, value added distributor of IT data

More information

ITIL / ITSM: Where Do I Start?

ITIL / ITSM: Where Do I Start? ITIL / ITSM: Where Do I Start? A whitepaper presented by: Third Sky, Inc. 75 Union Street, Suite 100 Brighton, MA 02135 http://www.thirdsky.com In partnership with: FrontRange Solutions, Inc. Page 1 of

More information

CONTENT INSURANCE CORE WITHIN CRM 1.1. 1.2. 1.3. 1.4. 1.5. 1.6. LEVERAGE 5.1. 5.2. 5.3. 5.4.

CONTENT INSURANCE CORE WITHIN CRM 1.1. 1.2. 1.3. 1.4. 1.5. 1.6. LEVERAGE 5.1. 5.2. 5.3. 5.4. CONTENT INSURANCE CORE WITHIN CRM 1.1. 1.2. 1.3. 1.4. 1.5. 1.6. PROVEN INSURANCE DATA MODEL...6 GENERIC INTEGRATION INTERFACE...6 COMMUNICATION CHANNEL CENTRALIZATION...7 LOCALIZATION...7 MOBILE CRM INSURANCE2...8

More information

Avangate Subscription Billing

Avangate Subscription Billing Launch Products. Retain and Service Your Customers. Generate Recurring Revenues Across Any Channel. Accelerate Customer Insight. Software as a Service (SaaS) is quickly becoming the preferred mode of delivery

More information

Second CRM CRM Solution for Mid size Companies

Second CRM CRM Solution for Mid size Companies Second CRM CRM Solution for Mid size Companies Technologize Your Business TM Introductory Presentation June 2010 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Features Pricing, Implementation

More information

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple SAP Digital CRM Getting Started Guide All-in-one customer engagement built for teams Run Simple 3 Powerful Tools at Your Fingertips 4 Get Started Now Log on Choose your features Explore your home page

More information

www.fieldez.com FieldEZ Service Brochure

www.fieldez.com FieldEZ Service Brochure www.fieldez.com FieldEZ Service Brochure Overview Happy customers make successful companies and this process begins with offering high quality service. When service providers deliver an experience that

More information

Client Services Service Level Agreement

Client Services Service Level Agreement RMI Corporation Client Services Service Level Agreement 40 Darling Drive Avon, CT 06001 Phone: 860.677.1005 *Fax: 860.677.2454 RMI Corporation Client Services - Service Level Agreement TABLE OF CONTENTS

More information

ez PUBLISH PLATFORM SUBSCRIPTION SERVICES DESCRIPTION

ez PUBLISH PLATFORM SUBSCRIPTION SERVICES DESCRIPTION ez PUBLISH PLATFORM SUBSCRIPTION SERVICES DESCRIPTION 1. GENERAL The ez Publish Platform Subscription Services includes access to a range of services related to the ez Publish Platform Software and ez

More information

Focused sales management

Focused sales management Focused sales management Make the most of every sales opportunity Sage CRM directs your sales efforts toward the most profitable, most winnable deals and helps you make the most of cross-selling and upselling

More information

Technologize Your Business

Technologize Your Business Technologize Your Business Second CRM On Demand Customer Relationships September, 2011 Problem How to Raise the Game? Malaysian Market is small, export is the key growth driver, but barring the top companies,

More information

: Office System Environment

: Office System Environment Document Type Client Systems Document Title Document Version : Service Level Agreement (SLA) : : Office System Environment : : 1.0 Ethical IT, PO Box 254, Bicester, Oxfordshire, OX25 2ZX UK T +44 (0) 870

More information

Overview Application Incident Management. David Birkenbach ALM Solution Management August 2011

Overview Application Incident Management. David Birkenbach ALM Solution Management August 2011 Overview Application Incident David Birkenbach ALM Solution August 2011 How the New SAP Solution Manager Supports Business & IT SAP Solution Manager 7.1 provides: Better coverage of the complete customer

More information

LCM IT Asset Management

LCM IT Asset Management LCM IT Asset Management Management Summary Version 1.0 (16.03.2011) Table of Contents 1 LCM IT Asset Management... 3 1.1 License master data... 4 1.2 Management of IT-relevant contractual relationships,

More information

Request for Proposal. Contract Management Software

Request for Proposal. Contract Management Software Request for Proposal Contract Management Software Ogden City Information Technology Division RETURN TO: Ogden City Purchasing Agent 2549 Washington Blvd., Suite 510 Ogden, Utah 84401 Attn: Sandy Poll 1

More information

Consumer Goods. itouch Vision s CRM for

Consumer Goods. itouch Vision s CRM for itouch Vision s CRM for Consumer Goods This document gives an overview of itouch Vision s Cloud CRM for consumer goods and discusses the different features and functionality. For further information, about

More information

PRODUCT FAMILY OVERVIEW

PRODUCT FAMILY OVERVIEW PRODUCT FAMILY OVERVIEW The Challenge Facing Software Publishers For software and technology vendors, growing business in an increasingly competitive environment means finding new ways to penetrate existing

More information

Microsoft Business Solutions Great Plains

Microsoft Business Solutions Great Plains F O R F I E L D S E R V I C E Manage complex field service operations with higher levels of profitability and customer satisfaction. Nine powerful modules integrate essential accounting, distribution,

More information

Dare to COMPARE. Tour de Force. Be Efficient. Be Effective. CRM Product Evaluation: Feature Comparison Worksheet Table of Contents

Dare to COMPARE. Tour de Force. Be Efficient. Be Effective. CRM Product Evaluation: Feature Comparison Worksheet Table of Contents Dare to COMPARE offers a robust feature set that was designed to provide Distributors, Manufacturers, and other B2B Industries with a wide range of functionality that drives your sales organization to

More information

Choosing IT Service Management Software

Choosing IT Service Management Software Choosing IT Service Management Software What to look for in an IT Service Management solution Monitor 24-7 Inc. www.monitor24-7.com sales@monitor24-7.com 1 416 410 2716 1 866 364 2757 Introduction Service

More information

Meet & Exceed Rising Customer Expectations

Meet & Exceed Rising Customer Expectations Infor Customer Relationship Management Meet & Exceed Rising Customer Expectations Manufacturing businesses today need a customer-centric business strategy to survive and thrive. They must increase customer

More information

CRM Solutions. Banking Sector

CRM Solutions. Banking Sector CRM Solutions Banking Sector BY COMMUNICATION PROGRESS Agenda Changing Sales/Marketing Trends Distinct Markets Banks Strategic Goals Introduction to CRM CRM as a Business Strategy Design an effective segmentation

More information

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS Maximizer CRM is a completely integrated sales, marketing and customer service and support management solution that enables you to attract prospects,

More information

Field Service in the Cloud: Solving the 5 Biggest Challenges of Field Service Delivery

Field Service in the Cloud: Solving the 5 Biggest Challenges of Field Service Delivery Field Service in the Cloud: Solving the 5 Biggest Challenges of Field Service Delivery The ServiceMax Whitepaper Executive Summary The time has come for field service organizations to also reap the benefits

More information

CTERA Support Policy

CTERA Support Policy CTERA Support Policy May 2015 Version 2.0 2015, CTERA Networks. All rights reserved. Contents Our Commitment to Support ------------------------------------------------------------------------ 2 Terms

More information

THE FOUR PILLARS OF TECHNOLOGY BUSINESS SUCCESS

THE FOUR PILLARS OF TECHNOLOGY BUSINESS SUCCESS THE FOUR PILLARS OF TECHNOLOGY BUSINESS SUCCESS ORGANIZING YOUR BUSINESS OPTIMIZING YOUR CUSTOMERS EXPERIENCE BUILDING YOUR PIPELINE UNDERSTANDING YOUR METRICS OVERVIEW Building and maintaining a profitable

More information

Role-Based Solution Description

Role-Based Solution Description Role-Based Solution Description Role-Based Solution Description Sales Force Automation Business Intelligence Relationship Management & Core Components Marketing Customer Service C2CRM is a feature-rich,

More information

With Windows, Web and Mobile clients Richmond SupportDesk is accessible to Service Desk operators wherever they are.

With Windows, Web and Mobile clients Richmond SupportDesk is accessible to Service Desk operators wherever they are. Richmond Systems Richmond Systems is a leading provider of software solutions enabling organisations to implement enterprise wide, best practice, IT Service Management. Richmond SupportDesk is currently

More information

CRM for Real Estate Part 1: Why CRM?

CRM for Real Estate Part 1: Why CRM? CRM for Real Estate Anne Taylor Contents Introduction... 1 Typical Challenges for Real Estate... 2 How CRM can Help... 3 Conclusion... 6 Introduction Some Real Estate organizations are still asking why

More information

Managing Customer Relationships with SAP Business One

Managing Customer Relationships with SAP Business One SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business One Objectives Managing Customer Relationships with SAP Business One Win new customers and forge better relationships Win new customers

More information

CA Oblicore Guarantee for Managed Service Providers

CA Oblicore Guarantee for Managed Service Providers PRODUCT SHEET CA Oblicore Guarantee for Managed Service Providers CA Oblicore Guarantee for Managed Service Providers Value proposition CA Oblicore Guarantee is designed to automate, activate and accelerate

More information

IBM Maximo for Service Providers:

IBM Maximo for Service Providers: IBM Maximo for Service Providers: Internal and Shared Service Providers Angela C. Pitts Market Management for Service Providers apitts@us.ibm.com 2005 IBM Corporation Agenda Overview of Internal Service

More information

SERVICE MANAGEMENT Microsoft Business Solutions Navision Service management makes it profitable for you to deliver superior customer service.

SERVICE MANAGEMENT Microsoft Business Solutions Navision Service management makes it profitable for you to deliver superior customer service. SERVICE MANAGEMENT Microsoft Business Solutions Navision Service management makes it profitable for you to deliver superior customer service. Key Benefits: Increase your productivity by creating a highly

More information

CRM Presentation. 2013 VeriPark 1

CRM Presentation. 2013 VeriPark 1 CRM Presentation 2013 VeriPark 1 Agenda VeriPark introduction VeriTouch overview Single customer view Call center automation Complaints and service requests Master data management New customer enrollment

More information

HUMAN RESOURCES SOFTWARE FOR THE EVOLVING BUSINESS

HUMAN RESOURCES SOFTWARE FOR THE EVOLVING BUSINESS HUMAN RESOURCES SOFTWARE FOR THE EVOLVING BUSINESS Overview HR.net Express has been designed for small to medium sized enterprises that want to manage their employee information more effectively. The software

More information

Moving from reactive Field Service Management to proactive

Moving from reactive Field Service Management to proactive WHITEPAPER Moving from reactive Field Service Management to proactive Introduction Traditionally, reactive Field Service Management (FSM) has been the default service organization approach to delivering

More information

Customer Care for High Value Customers:

Customer Care for High Value Customers: Customer Care for High Value Customers: Key Strategies Srinivasan S.T. and Krishnan K.C. Abstract Communication Service Providers (CSPs) have started investing in emerging technologies as a result of commoditization

More information

Cloud-based Managed Services for SAP. Service Catalogue

Cloud-based Managed Services for SAP. Service Catalogue Cloud-based Managed Services for SAP Service Catalogue Version 1.8 Date: 28.07.2015 TABLE OF CONTENTS Introduction... 4 Managed Services out of the Cloud... 4 Cloud-based Flexibility, Efficiency and Scalability...

More information

Service Lifecycle Management Solutions

Service Lifecycle Management Solutions Service Lifecycle Management Solutions Complete Visibility & Control of Your Service Supply Chain The service landscape is shifting. Customer demands continue to increase. It is no longer enough to just

More information

Maximizer CRM Enterprise Edition

Maximizer CRM Enterprise Edition Maximizer CRM Enterprise Innovative and sophisticated CRM for medium to large organisations Today s demanding medium to largesized businesses are challenged with competing in a fierce market against tough

More information

Best Practices for Service Management

Best Practices for Service Management Best Practices for Service Management 5 Ways to Increase Client Satisfaction and Profits Introduction The successful Information Technology (IT) services business depends on satisfying customer needs.

More information

Patient Relationship Management

Patient Relationship Management Solution in Detail Healthcare Executive Summary Contact Us Patient Relationship Management 2013 2014 SAP AG or an SAP affiliate company. Attract and Delight the Empowered Patient Engaged Consumers Information

More information

Selecting Help Desk Software

Selecting Help Desk Software Publishers Of: MC eserver Insight MC itechnology Manager MC iapplication Designer MC RPG Developer MC TNT Tips N Tirade MC Showcase MC Showcase Buyer s Guide Selecting Help Desk Software A good helpdesk

More information

Sage CRM Living breathing business

Sage CRM Living breathing business Sage CRM Living breathing business Sage CRM Contents 4 What is Customer Relationship Management? 5 Sage CRM 7 How can Sage CRM support your business? 8 How Sage CRM Benefits Sales Teams 10 How Sage CRM

More information

Long-Term Customer Loyalty. Total Integration. Investment For The Future. CRM. Customer Relationship Management

Long-Term Customer Loyalty. Total Integration. Investment For The Future. CRM. Customer Relationship Management Long-Term Customer Loyalty. Total Integration. Investment For The Future. CRM Customer Relationship Management Customer Relationship Management - Where the Customer Really Is King Data transfer from one

More information

Virtual Instruments Corporation. Maintenance and Support Services Supplement. Last updated on November 26, 2013.

Virtual Instruments Corporation. Maintenance and Support Services Supplement. Last updated on November 26, 2013. Virtual Instruments Corporation Maintenance and Support Services Supplement Last updated on November 26, 2013. This Maintenance and Support Services Supplement ( Supplement ) states Virtual Instruments

More information