Role-Based Solution Description

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Role-Based Solution Description"

Transcription

1 Role-Based Solution Description

2 Role-Based Solution Description Sales Force Automation Business Intelligence Relationship Management & Core Components Marketing Customer Service C2CRM is a feature-rich, easy-to-use CRM offering for companies who want an integrated web-based solution to provide access to customer information. C2 consists of four strategic components grouped together to provide a comprehensive CRM solution: Relationship Management, Sales Management, Customer Service and Marketing Management. Understanding that different companies have different needs, the design flexibility allows customers to choose only the functions they need and grow the solution as their business demands. CORE CRM MODULE The core CRM module is the guts of the C2CRM system providing the underlying baseline feature set needed to operate the system. It contains modules such as administration management, security/team management, reporting, mail/calendar integration, custom dashboards, workflow management, etc.

3 The Administration Management component of the system provides the ability to set up and manage user profiles in the C2CRM system and facilitate the following modules: The Security/Team Management module provides a hierarchical security structure that is user-definable at every level of the application suite. Users can create multiple security profiles containing different managerial, technical, and sales resources and specifying degrees of document access -- from reader only to full editor. The robust nature of the security structure in combination with C2CRM s role-based methodology allows partners, vendors and customers to be users of the system with varying degrees of functionality self-service portals can be created to gain access to data in the system. The C2CRM Mail and Calendar component provides an internal calendar on the landing page of the application to track & identify tasks & appointments generated in C2CRM. Full advanced bisynchronous calendar and task integration is available with Microsoft Outlook Exchange. Basic calendar and task integration is available with any mail system that is compatible with the ical standard. correspondence logging is available with all mail systems. C2CRM Custom Dashboards are available in all modules in C2CRM whether they reside on your landing page after you log into the system or in the sales, customer service or marketing menus in the system. Your implementation project manager can assist you in developing dashboards that present the pertinent data you need at your fingertips in a graphical format. These dashboards can also be rolebased depending on whether you are a sales rep, CSR, marketing professional or executive. Below is an example of a sales executive dashboard:

4 Workflow Management automates the tracking and distribution of a variety of documents, such as tasks, activities, opportunities and trouble tickets. Based on your needs, audit any field on any document in C2CRM and apply it to your specific business processes. RELATIONSHIP MANAGEMENT Managing customer data has never been easier. With Relationship Management, valuable customer information is in a central, secure repository for quick accessing and sharing by all customer-facing and support personnel, providing a unified customer experience. It is the heart of C2CRM, providing users with information about companies and the people within these companies. All field names and drop-down menus can be easily modified to the unique information requirements of the organization. Activity Management provides users the ability to record, workflow and view archived and scheduled sales activities from customer communication to service related issues. Users have the ability to enter personal tasks as well as assign tasks to others.

5 SALES FORCE AUTOMATION The Opportunities & Forecasting system allows a company to track revenue, margins, close probability and date, marketing events, and lead source. Furthermore, users can easily create high-quality pipeline and forecast reports in a matter of seconds. The Quotes & Proposals module enables your sales team to generate complex quotes on the fly and link them to specific opportunities. Whether you need to generate a new quote, copy from an existing quote, or import values from any configurator that provides text-based output. Products & Services is essentially a catalog of a company s offerings via back office integration. This module feeds into the Quotes & Proposals system and handles all pricing, margin management, and maintenance costs. The Lead Management module is a repository for campaign leads and prospect lists to be mined and managed. Create targeted call lists and promotions to generate new opportunities for your organization. Leads/prospects are created in a separate silo from contacts within the CRCRM system. Prospects can be promoted to contacts when you feel they are fully qualified. CUSTOMER SERVICE With C2CRM Customer Support (Helpdesk) Ticketing, incoming requests and complaints are registered with detailed information including: company and contact information, time entered, amount of time before escalated (via workflow) to a higher support level, escalation hierarchy, and the time that the incident is closed or resolved. A work history section of the ticket records all work done by organizational users and date-stamps them. The Knowledge Base (KB) system can be fully integrated with the ticket system where CSRs can access it to provide real-time info in case answers to similar issues are available. KB articles can be created, managed/filtered and linked to ticket problem types. The knowledge base system can be used in a standalone manner when linked to a selfservice portal.

6 Project Management is an integrated C2CRM offering that presents project information including associated contract, activities, team members, time spent, percent completion (Gantt charts), and other details that present a total picture of the activity associated with a project. Workflow automatically issues tasks to team members either in parallel or sequentially. This module provides an excellent tool for any post-sales process that is standardized. MARKETING MANGEMENT Marketing Campaign Management provides a step-by-step process for the marketing program to be used to engage and sell to a prospect or existing customer. Workflow provide for automated task assignment. Collaborative marketing communications is accomplished via the customer s preferred method of contact. You can personalize the promotion of your products and services based on a customer s individual needs. Additionally, it measures campaign results (budget, revenue, profit, etc.).from lead status to opportunity. Marketing Communications is a rich broadcast messaging system designed to allow users to create adhoc or scheduled communications for a select/targeted audience and broadcast as mass . The message can be personalized via a word-merged form letter template complete with HTML editor, and include attachments the from Documents and Images library. With this capability, thousands of contacts can be touched and the action logged onto individual contact/prospect records for future referral. Mass metrics such as: who it was sent to, when it was sent, when it was opened and when the link in the was clicked on, can be provided for reporting purposes. C2CRM users have any type of collateral, document, multimedia object, or business letter at their fingertips with Documents & Images. This is a centralized library/repository that can be queried. It is great for documents that need to have version control. The List Management & Lead Importing modules allow for mapping and importing of lead spreadsheets to the C2CRM system. Lists of various lead resources can be managed and linked to specific marketing campaigns.

7 BUSINESS INTELLIGENCE Reporting and Analysis Deliver Production, Operational, Financial Statement, Management Reporting, and Managed MS Office Integration End user interaction allows for simple drill-down/drill through navigation of data. Self-Service Reporting for all users (novice to professional) with intuitive, graduated, zero-footprint interfaces. Metadata-driven authoring simplifies authoring, supports dynamic localization and facilitates easy change management. Analysis - Provide Top down Speed of thought Exploration capabilities to identify trends and analyze root cause. Dashboarding A quick way to visualize current state of Information. Interactive capabilities to explore information for casual user. Simply extension of Reporting Capabilities. Highly Visual Impact for quickly understanding state of business. Scorecarding Align Strategy, Driving Metrics, Target/Benchmarks, Owners and Action. Understand upstream and downstream effects of metric changes. Reporting and Analysis provides insight to outliers. Ability to track action plans and annotations.

8 Driving the Customer-Centric Revolution, One Business at a Time.

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

c360 Product Catalog

c360 Product Catalog c360 Product Catalog Built on Microsoft Dynamics CRM 2011 c360 Solutions Inc 2002 Perimeter Summit Blvd Suite 700 Atlanta, GA 30319 Toll Free Product Sales 888.929.3670 E-mail sales@c360.com c360 PRODUCTS

More information

Enhancing productivity, enabling. Success. Sage CRM

Enhancing productivity, enabling. Success. Sage CRM Enhancing productivity, enabling Success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

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

Prism Analytics for Credit Unions Leverage Sophisticated Technology to Strengthen Member Relationships

Prism Analytics for Credit Unions Leverage Sophisticated Technology to Strengthen Member Relationships Product Prism Analytics for Credit Unions Leverage Sophisticated Technology to Strengthen Member Relationships Get a comprehensive view of your members. Prism Analytics for Credit Unions from Fiserv delivers

More information

ORACLE PROJECT MANAGEMENT

ORACLE PROJECT MANAGEMENT ORACLE PROJECT MANAGEMENT KEY FEATURES Oracle Project Management provides project managers the WORK MANAGEMENT Define the workplan and associated resources; publish and maintain versions View your schedule,

More information

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

Enhancing Productivity. Enabling Success. Sage CRM

Enhancing Productivity. Enabling Success. Sage CRM Enhancing Productivity. Enabling Success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

Products CRM and Business Intelligence for DNA

Products CRM and Business Intelligence for DNA Products CRM and Business Intelligence for DNA Leverage Your Financial Institution s Rich, Robust Data to Analyze Performance and Build Stronger Accountholder Relationships Products Knowledge is power.

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

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

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Account & Contact Management Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Benefits to you Work as a team see a unified view of each customer accessible

More information

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM I White Paper Enhance Your Business Relationships With Accelerate Your Performance With True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell him a new product.

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

Avature CRM. Get Engaged to Talent

Avature CRM. Get Engaged to Talent Get Engaged to Talent V8 Source, attract and engage critical talent ahead of business demand Managing and optimizing global sourcing efforts can be a huge challenge. Typically, recruiters have no choice

More information

32 Benefits of Pipeliner CRM

32 Benefits of Pipeliner CRM SLIDE DECK: 32 Benefits of r CRM www.pipelinersales.com 32 Benefits of r CRM r originally was designed as a tool for sales empowerment. With its newest release r meets the highest requirements for enterprise

More information

Expanding Uniformance. Driving Digital Intelligence through Unified Data, Analytics, and Visualization

Expanding Uniformance. Driving Digital Intelligence through Unified Data, Analytics, and Visualization Expanding Uniformance Driving Digital Intelligence through Unified Data, Analytics, and Visualization The Information Challenge 2 What is the current state today? Lack of availability of business level

More information

CRM Analytics. SAP enhancement package 1 for SAP CRM 7.0. Gert Tackaert

CRM Analytics. SAP enhancement package 1 for SAP CRM 7.0. Gert Tackaert CRM Analytics SAP enhancement package 1 for SAP CRM 7.0 Gert Tackaert Agenda 1. CRM Analytics the right tool for the right user experience SAP BusinessObjects integration in CRM 2. SAP CRM Interactive

More information

Attract Prospects, Win New Customers, Increase Repeat Business. Sales Marketing Customer Service & Support

Attract Prospects, Win New Customers, Increase Repeat Business. Sales Marketing Customer Service & Support In today s customer-led economy, sustaining your company s growth stems from: Empowering staff to manage, distribute and access the sales, marketing and service information that makes business move forward.

More information

Fast Track: Applications in Microsoft Dynamics CRM 2015 / CRM Online (Microsoft Training Course: F1082) - 2 days

Fast Track: Applications in Microsoft Dynamics CRM 2015 / CRM Online (Microsoft Training Course: F1082) - 2 days Fast Track: Applications in Microsoft Dynamics CRM 2015 / CRM Online (Microsoft Training Course: F1082) - 2 days TARGET AUDIENCE This course provides both an introduction to Microsoft Dynamics CRM 2015

More information

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in Enhance Your Business Relationships with SageCRM www.sagesoftware.co.in Accelerate Your Performance with True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell

More information

CRM for Business Intelligence

CRM for Business Intelligence CRM for Business Intelligence Real-time visibility into your business Strategise effectively and make informed business decisions with timely, accurate insight into your organisation. Maximizer CRM 2015

More information

CRM for Business Intelligence

CRM for Business Intelligence DATA SHEET CRM for Business Intelligence MAXIMIZER CRM Published By Real-time visibility into your business Strategize effectively and make informed business decisions with timely, accurate insight into

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

Customer Service in Microsoft Dynamics CRM 2013 80545A; 1 Day; Instructor-led

Customer Service in Microsoft Dynamics CRM 2013 80545A; 1 Day; Instructor-led Customer Service in Microsoft Dynamics CRM 2013 80545A; 1 Day; Instructor-led Course Description This course focuses on how an organization can nurture customer satisfaction through automation of business

More information

Find, track, pipeline, and manage your highly-skilled talent.

Find, track, pipeline, and manage your highly-skilled talent. Jobvite Engage: High Tech Find, track, pipeline, and manage your highly-skilled talent. As competition heats up for hard-to-find skills across the tech industry everything from precious engineering and

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

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price.

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price. Pivotal CRM for Small and Mid-Sized Business Big Benefits. Small Price. Before Pivotal CRM, we were like an eight-cylinder car that was operating on only two cylinders. When we jumped into Pivotal CRM,

More information

Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT

Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT What is CRM? Introduction Mavin CRM CRM is an enterprise wide business strategy designed to learn about customer s needs and behaviors to organize and manage

More information

Service Management in Microsoft Dynamics CRM 2011

Service Management in Microsoft Dynamics CRM 2011 Course 80292A: Service Management in Microsoft Dynamics CRM 2011 About this Course This course introduces Microsoft Dynamics CRM service management functionality and explains how it helps organizations

More information

Microsoft Office Small Business 2007

Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 provides you with a complete set of productivity and contact management tools to accomplish routine tasks quickly, manage customer

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

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

Enhancing productivity. Enabling success. Sage CRM

Enhancing productivity. Enabling success. Sage CRM Enhancing productivity. Enabling success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7 QAD Customer Relationship Management Demonstration Guide May 2015 EE2015 / CRM 6.7 Overview This demonstration shows how QAD Customer Relationship Management supports the vision of the Effective Enterprise;

More information

BUSINESS PROCESS Automation For Customer Loyalty PMS CRM CCD CEBP

BUSINESS PROCESS Automation For Customer Loyalty PMS CRM CCD CEBP BUSINESS PROCESS Automation For Customer Loyalty BI UC PMS CRM CCD CEBP Customer Relationship (CRM) The CRM system can be used to coordinate the work of sales, marketing and service staff and to increase

More information

Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led

Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led Course Description This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you

More information

Hosted CRM Comparison Guide. Focus Research March 2009

Hosted CRM Comparison Guide. Focus Research March 2009 Hosted CRM Comparison Guide Focus Research March 2009 Focus Research 2009 Salesforce.com Inc. SalesBoom Sage Software RightNow Technologies Inc. Oracle Salesforce On Demand CRM, SageCRM.com RightNow CX

More information

Table of Contents. Introduction. Audience. At Course Completion. Prerequisites

Table of Contents. Introduction. Audience. At Course Completion. Prerequisites Table of Contents Introduction Audience At Course Completion Prerequisites Microsoft Certified Professional Exams Student Materials Course Outline Introduction This one-day course explores the Microsoft

More information

Normal CRM Activities with Synergy

Normal CRM Activities with Synergy Normal CRM Activities with Synergy (866) 227-0221 www.synergyexpert.com Terminology Used by Synergy Common Synergy Terms we will be discussing will include: Resources / Persons - Employees of your organization

More information

Sales Force Automation with Microsoft Dynamics

Sales Force Automation with Microsoft Dynamics Sales Force Automation with Microsoft Dynamics Drive sales productivity, user adoption and consistent best practices with Microsoft Dynamics CRM for Sales Streamline and automate your sales processes and

More information

Session 7 : Information Systems

Session 7 : Information Systems INFORMATION STRATEGY Session 7 : Information Systems Tharaka Tennekoon B.Sc (Hons) Computing, MBA (PIM - USJ) POST GRADUATE DIPLOMA IN BUSINESS AND FINANCE 2014 CRM CRM - Customer Relationship Management

More information

Task Management. JobTraQ Core Features

Task Management. JobTraQ Core Features Task Management JobTraQ automates human to human workflow and simplifies hierarchical team management of collaborative tasks. JobTraQ also ensures that the correct data is collected and displayed through

More information

Sage CRM. Sage CRM v7.1 Cloud. sagecrm.com/trial

Sage CRM. Sage CRM v7.1 Cloud. sagecrm.com/trial Sage CRM Sage CRM v7.1 Cloud sagecrm.com/trial Sage CRM provides your business with a complete view of prospect and customer interactions, enabling effective communication throughout the organisation.

More information

SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013

SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 LENGTH : 1 DAY OVERVIEW This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the

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

A MICROSOFT WHITE PAPER. Banking Industry Performance Management. Using Business Intelligence to Increase Revenue and Profitability

A MICROSOFT WHITE PAPER. Banking Industry Performance Management. Using Business Intelligence to Increase Revenue and Profitability A MICROSOFT WHITE PAPER Banking Industry Performance Management Using Business Intelligence to Increase Revenue and Profitability Software for the business. Overview Today, banks operate in a complex,

More information

Smart field sales excellence platform designed to expedite sales activities in the field

Smart field sales excellence platform designed to expedite sales activities in the field Smart field sales excellence platform designed to expedite sales activities in the field Successful companies need to be agile and responsive to their customer s needs. They ve replaced manual processes

More information

SAP CRM RAPID DEPLOYMENT SOLUTION. Package Overview

SAP CRM RAPID DEPLOYMENT SOLUTION. Package Overview SAP CRM RAPID DEPLOYMENT SOLUTION Package Overview Agenda About Acorel Introduction of Rapid deployment Solution RDS for SAP CRM Overview Solution RDS - Timeline Implementation Costs RDS - Summary 2 3

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

Oracle s Primavera P6 Enterprise Project Portfolio Management

Oracle s Primavera P6 Enterprise Project Portfolio Management Oracle s Primavera P6 Enterprise Project Portfolio Management Oracle s Primavera P6 Enterprise Project Portfolio Management is the most powerful, robust and easy-to-use solution for prioritizing, planning,

More information

PIVOTAL CRM FOR HOME BUILDING

PIVOTAL CRM FOR HOME BUILDING PIVOTAL CRM FOR HOME BUILDING AND REAL CASE STUDY ESTATE Managing the total customer lifecycle gives homebuilders the ability to create long-lasting client relationships and success WHITEPAPER ATTRACT,

More information

CRM for Customer Service and Support

CRM for Customer Service and Support OV E RV I E W CRM for Customer Service and Support MAXIMIZER CRM Published By Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through

More information

iextensions CRM v6.3 Marketing Datasheet

iextensions CRM v6.3 Marketing Datasheet iextensions CRM v6.3 Marketing Datasheet What Does iextensions CRM Do for Marketing? Helps Me Effectively Manage and Measure the Success of My Marketing Campaigns Overall Benefits: Lets me plan, develop

More information

SageCRM Product Overview

SageCRM Product Overview SageCRM Product Overview A complete view of your organization s customer interactions SageCRM is an easy-to-use, fast-to-deploy, feature-rich Customer Relationship Management solution with out-of-the-box

More information

SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013

SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 SALES MANAGEMENT IN MICROSOFT DYNAMICS CRM 2013 REF : CRM-MD12-AC2 LENGTH : 1 DAY Cliquez et visualisez le planning http://www.fitec.fr/tl_files/client/metiers/planning-modulaire-fitec.pdf OVERVIEW This

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

Digital Marketplace - G-Cloud

Digital Marketplace - G-Cloud Digital Marketplace - G-Cloud CRM Services Core offer 9 services in this area: 1. Dynamics CRM Upgrade Services Utilising this service, Core will undertake an evaluation of your current CRM platform. We

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

FS CRM Solution. = Customer Relationship Management = After Sales Support = = Marketing = Sales = Customer Service = Inventory =

FS CRM Solution. = Customer Relationship Management = After Sales Support = = Marketing = Sales = Customer Service = Inventory = FS CRM Solution = Customer Relationship Management = After Sales Support = = Marketing = Sales = Customer Service = Inventory = The FS CRM is a cloud hosted on demand solution that caters to all your customer

More information

Business Management Suite BUSINESS MANAGEMENT MADE SIMPLE FOR SALES, MARKETING, FINANCE & OPERATIONS

Business Management Suite BUSINESS MANAGEMENT MADE SIMPLE FOR SALES, MARKETING, FINANCE & OPERATIONS Business Management Suite BUSINESS MANAGEMENT MADE SIMPLE FOR SALES, MARKETING, FINANCE & OPERATIONS SIMPLE AND EFFECTIVE BUSINESS MANAGEMENT Blix is a Self Service Business Management Suite that puts

More information

Sage ERP I White Paper. Driving SMB Efficiency With Business Intelligence

Sage ERP I White Paper. Driving SMB Efficiency With Business Intelligence I White Paper Table of Contents Executive Summary.. 3 Improving Operational Efficiency With BI Is A High Priority.. 3 Why BI Is Important.. 3 BI Incorporates Multiple Applications.. 4 Data Consolidation

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

IBM Tivoli Service Request Manager

IBM Tivoli Service Request Manager Deliver high-quality services while helping to control cost IBM Tivoli Service Request Manager Highlights Streamline incident and problem management processes for more rapid service restoration at an appropriate

More information

Banking Industry Performance Management

Banking Industry Performance Management A MICROSOFT WHITE PAPER Banking Industry Performance Management Using Business Intelligence to Increase Revenue and Profitability Software for the business. Overview Today, banks operate in a complex,

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

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

Scoring Sales and Stretching Marketing Dollars SECRETS OF WEB-BASED SALES AND MARKETING MANAGEMENT REVEALED

Scoring Sales and Stretching Marketing Dollars SECRETS OF WEB-BASED SALES AND MARKETING MANAGEMENT REVEALED Scoring Sales and Stretching Marketing Dollars SECRETS OF WEB-BASED SALES AND MARKETING MANAGEMENT REVEALED Meeting Today s Challenges Head-On In today s fast-paced business environment, companies are

More information

Customer Relationship Management

Customer Relationship Management It s about customers. M Microsoft Customer Relationship Management PUT YOUR CUSTOMERS AT THE CENTER OF YOUR BUSINESS Microsoft Customer Relationship Management THE GOAL: THE NEED: THE SOLUTION: Provide

More information

Sage CRM. Sage CRM v7.1 Cloud. sagecrm.com/trial

Sage CRM. Sage CRM v7.1 Cloud. sagecrm.com/trial Sage CRM Sage CRM v7.1 Cloud sagecrm.com/trial Sage CRM provides your business with a complete view of prospect and customer interactions, enabling effective communication throughout the organization.

More information

CRM: Retaining Your Customers: Preventing Your Competitors

CRM: Retaining Your Customers: Preventing Your Competitors CRM: Retaining Your Customers: Preventing Your Competitors Krittapon Victor Indarakris Founder & CEO Blue Intelligence (Thailand) Co., Ltd. October 30, 2007 Microsoft CRM October 30 th, 2007 1 Core Microsoft

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

Real-Time Dashboards. Prepackaged Roles and Drag-and-Drop Capability

Real-Time Dashboards. Prepackaged Roles and Drag-and-Drop Capability Get Superior Value with an Affordable Solution. Built from the ground up for growing and midsize enterprises, NetCRM offers affordable pricing, accelerated implementation, and comprehensive support packages

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

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

ORACLE PROJECT PLANNING AND CONTROL

ORACLE PROJECT PLANNING AND CONTROL ORACLE PROJECT PLANNING AND CONTROL (Formerly Oracle Project Management) KEY FEATURES COLLABORATIVE PROJECT PLANNING Define a project work breakdown structure to align plans to execution Coordinate financial

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

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

NAI Global s Technology Solutions

NAI Global s Technology Solutions NAI Global s Technology Solutions One of the key aspects of any successful technology implementation is the ability to quickly bring to the user desktop, that critical information that is integrated across

More information

Mothernode CRM SALES & MARKETING EDITION

Mothernode CRM SALES & MARKETING EDITION Mothernode CRM SALES & MARKETING EDITION Increase lead acquisition and conversion, measure campaign revenue and integrate with popular marketing applications. Mothernode CRM The easiest way to run your

More information

Customer Relationship Management

Customer Relationship Management It s about customers. M Microsoft Customer Relationship Management PUT YOUR CUSTOMERS AT THE CENTER OF YOUR BUSINESS Microsoft Customer Relationship Management THE GOAL: THE NEED: THE SOLUTION: Provide

More information

System Center Service Manager

System Center Service Manager System Center Service Manager Vision and Planned Capabilities Microsoft Corporation Published: April 2008 Executive Summary The Service Desk function is the primary point of contact between end users and

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

Software Company Edition

Software Company Edition Software Company Edition NetSuite Software Company Edition offers the industry s first and only: Integrated revenue recognition and advanced billing Role-based, customizable dashboards Integrated CRM,

More information

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012 What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration

More information

Zoho CRM. Getting Started. Guidelines for Beginners

Zoho CRM. Getting Started. Guidelines for Beginners Zoho CRM Getting Started Guidelines for Beginners - 1 - Getting Started on Zoho CRM Welcome to Zoho CRM, an On-demand Customer Relationship Management (CRM) software for managing your customer relations

More information

JD Edwards EnterpriseOne CRM Foundation

JD Edwards EnterpriseOne CRM Foundation JD Edwards EnterpriseOne CRM Foundation Common Customer Relationship Challenges CHALLENGES CAPABILITIES VALUE Unable to provide 24x7 customer service Lack of customer information impedes exceptional customer

More information

Project Portfolio Management Information System

Project Portfolio Management Information System Project Portfolio Management Information System Highlights It provides a single point of access to proposal and project information. It streamlines proposal preparation during all important tendering phases

More information

Microsoft Office Small Business 2007

Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 Microsoft Office Small Business 2007 provides you with a complete set of productivity and contact management tools to quickly accomplish routine tasks, manage customer

More information

Sugar Professional. Approvals + + + + Competitor tracking + + + + Territory management + + + + Third-party sales methodologies + + + +

Sugar Professional. Approvals + + + + Competitor tracking + + + + Territory management + + + + Third-party sales methodologies + + + + Professional Corporate Enterprise Ultimate List price / user / month $35 $45 $60 $100 List price / user / year (contractual term) $420 $540 $720 $1,200 Application or user limits no limits no limits no

More information

Customer Service in Microsoft Dynamics CRM 2013

Customer Service in Microsoft Dynamics CRM 2013 CÔNG TY CỔ PHẦN TRƯỜNG CNTT TÂN ĐỨC TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC LEARN MORE WITH LESS! Course 80545: Customer Service in Microsoft Dynamics CRM 2013 Length: 1 Days Audience: Information Workers

More information

CRM. Paul Stobart, CEO, UK and Ireland Region, Sage (UK) Limited. SG0040 04 CRM Direct mail 05.02.07

CRM. Paul Stobart, CEO, UK and Ireland Region, Sage (UK) Limited. SG0040 04 CRM Direct mail 05.02.07 CRM CRM SG0040 04 CRM Direct mail 05.02.07 At Sage, we understand that mid-sized and larger businesses have varied and complex requirements. From accounting and payroll through to CRM and ERP, we offer

More information

Gain a competitive advantage.

Gain a competitive advantage. Fully Integrated, End-to-End Business Management Provide a higher level of customer service. Improve internal business process. Improve bottom line. Gain a competitive advantage. End-to-End Business management

More information

Infinite Media - ilms Learning Management System - Integrated Learning Solutions

Infinite Media - ilms Learning Management System - Integrated Learning Solutions Infinite Media - ilms Learning Management System - Integrated Learning Solutions The Infinite Media Learning Management System (ilms) is a web-based solution giving learners the ability to access training

More information

Brochure. MS Dynamics CRM 4.0

Brochure. MS Dynamics CRM 4.0 Brochure MS Dynamics CRM 4.0 Microsoft Customer Relationship Management solution was designed to help your business develop more profitable customer relationships while working smarter. Microsoft CRM helps

More information

Introduction to Customer Relationship Management (CRM) Systems

Introduction to Customer Relationship Management (CRM) Systems Introduction to Customer Relationship Management (CRM) Systems CRM systems give organisations the technology and business processes to easily identify, acquire and retain profitable clients. CRM applications

More information

MS-8913: Microsoft Dynamics CRM 4.0 Applications. Course Objectives. Required Exam(s) Price. Duration. Methods of Delivery.

MS-8913: Microsoft Dynamics CRM 4.0 Applications. Course Objectives. Required Exam(s) Price. Duration. Methods of Delivery. MS-8913: Microsoft Dynamics CRM 4.0 Applications This three-day instructor led course explores the Microsoft Dynamics CRM application from a user's perspective. Application functionality covered in the

More information

Integrated business intelligence solutions for your organization

Integrated business intelligence solutions for your organization Integrated business intelligence solutions for your organization In the business world, critical information influences individuals goals, affects how people work across teams and ultimately helps organizations

More information

DESKTOP COMPUTER SKILLS

DESKTOP COMPUTER SKILLS 1 Desktop Computer Skills Price List DESKTOP COMPUTER SKILLS Microsoft Office 2010 Microsoft Office 2010: New Features Please note all prices exclude VAT Approx. Learning Hours: 3 Price: 45 Office 2010

More information

Oracle CPQ Cloud Product Overview. Sergio Martini CX/CRM Master Principal Sales Consultant CX Organization June 11, 2014

Oracle CPQ Cloud Product Overview. Sergio Martini CX/CRM Master Principal Sales Consultant CX Organization June 11, 2014 Oracle CPQ Cloud Product Overview Sergio Martini CX/CRM Master Principal Sales Consultant CX Organization June 11, 2014 Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential

More information