Tools to manage your business growth, strategically

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1 Increase my revenues Service my customers well Do more with less Tools to manage your business growth, strategically Ensure process compliance What is CRMnext? CRMnext is a comprehensive, easy-to-use, enterprise class customer relationship management (CRM) solution. It is rich in features and functionality and fast to implement. Mailing List Leads Call Scripts Competitors Contacts Forecast Self Service Portal Inventory Contracts Using CRMnext, companies can efficiently manage and improve all customer facing operations like sales, marketing & customer services. It enables companies to manage and seamlessly share information across departments by centralizing all customer data. Offers Budgets Campaigns Partners Opportunities Accounts Solutions Cases Feedback Training CRMnext offers integrated reporting and analytical capabilities for enabling companies to discover actionable business intelligence that can lead to better revenues. The solution is powerful, yet simple-to-use. CRMnext s unique architecture ensures that companies experience the benefits of a CRM solution without associated operational issues. Marketing Automation Sales Force Automation Universal Framework Customer Service & Support Why do I need it? CRMnext enables companies to manage growth strategically by providing a single platform for effectively rolling-out processes and measuring its performance across multiple locations. Your Company Services Sales $ REAL-TIME REPORTING SINGLE DATABASE Marketing Sales London New York Services Sales Singapore BUSINESS PROCESS Our Foundation CRMnext FOUNDATION Document Management System Business Process Automation CRMnext helps everyone focus on a single version of the truth by providing a unified interface. It helps our customers to: Complete customer information and documents in a single view. Manage geographically diversified teams and operations. Improve pipeline visibility and sales effectiveness. Reduce lead conversion cycle and improve customer acquisition. Deliver consistent world class service by providing adequate information at points of interaction. Avoid customer churn and improve products. Multi- Dimensional Analytics Adopt profitable ways to do business, including best practices. Get real-time insight and analysis using interactive dashboards & reporting.

2 What is Sales Force Automation? The sales force automation module offers end-to-end solutions to manage teams. It helps boost efficiency and effectiveness required to meet aggressive targets in today s business world. Lead, Account, Contact & Opportunity management Shared Tasks & Calendar Customer organization charts Forecasting Multiple team selling Multi level Territory / Product & Services management Competition tracking Lead routing Real time alerts Deduping & Data Leak Protection Global pipeline visibility Centralized customer information Sales process coaching Shorter/optimized sales-cycle Increased forecast accuracy Boost revenues Pursue all opportunities Identify market trends What is Customer Service & Support? The customer service & support module helps drive customer satisfaction by empowering support teams through escalation rules and real-time alerts. It enables companies to provide a consistent customer experience and handle more cases with a smaller support team. Case management Case routing Case escalation Online case capture Knowledge management Auto-response Customer self service portal CTI integration Training management Drive customer satisfaction Identify crucial issues Reduce call transfers Enforce service level agreements Identify revenue opportunities Communicate consistently Reduce incoming call volumes What is Marketing Automation? The marketing automation module offers an easy and integrated tool to manage campaigns and measure their effectiveness. It enables uniform communication for leads and contacts across departments. Companies can better manage customer segmentation and ensure targeted communication. HTML rich media Mail Merge Segmentation & list management Online lead capture Auto response Template management Campaign management SMS / Campaigns Measure campaign ROI Maximize campaign effectiveness Generate quality leads Better your market segmentation Deliver consistent messages Maintain online product content

3 What is Business Process Automation? The business process automation module helps companies design customized processes and adopt customer global best practices. Processes can be easily enforced to gain greater business efficiency and multiply profits. Workflow automation Simple process management Complex process management Multiple business processes Multi-department process management Smart Alerts Smart Tasks Enforce business processes Drive business efficiency Drive quality Smoothen inter-departmental coordination Employ value drivers Standardize measurement What is Social CRM? Social CRM empowers users with real-time tools for tracking their customers and leads on multiple social networks. Convert posts on Twitter and Facebook directly to Leads or Cases and send responses instantly. Facebook Integration Linkedin Integration Twitter Integration RSS Feeds Search keywords in Tweets View contacts' social profile Pinpoint decision makers Word-of-mouth marketing Analytics for customer sentiments What kind of Reports & Analytics can I get? CRMnext offers industry-leading business analytics. It has an integrated multi-dimensional analysis engine that enables businesses to analyze data with a combination of time, team, territory and product axis. An easy-to-use report designer enables corporate executives to create ad hoc reports. d Multi- imensional analytics Drill-down reporting Interactive dashboards Custom report designer Historical analysis Relational OLAP analysis Tabular, Matrix & Template reports Standard reports Custom reports Report Builder Advanced & Custom Dashboards Actionable business intelligence Identify & eliminate bottlenecks Spot market trends Chart business performance Pro-active decision making ability

4 What is Document Management System? CRMnext provides a powerful centralized document management system to ensure that all the sales, service, marketing and inventory related documents are available at a central location for anytime access. Disaster recovery and continuity programs ensure that all documents are safe. Document library and repository Source versioning Binding management Attachments Document search Document folder organization Team / Role based access permission Centralized repository Anytime, anywhere access Eliminate communication inaccuracy Disaster recovery How will desktop and mobile solutions increase efficiency? Desktop and mobile solutions like MS Outlook integration, 2 Way SMS and data import will ensure your team can spend more time on core activities. View, create and update CRMnext securely from anywhere using a web-enabled device. Outlook integration Word & Excel integration Wireless access Export/ import options for Outlook Update and create records through SMS Respond to text messages instantly Efficiently follow-up open activities Is my customer data secure? CRMnext provides world class security for all your customer and partner data with multiple options to block access to records. Security settings can be on the basis of your organization s, users and global locations without affecting valid mobile logins. Role, Team and Territory based security Department level security Custom Role definitions Sharing controls Record level security Setup audit trail Define user's scope Password generation by Administrator Enforce specific IP Addresses Customize session time-out Digital certificate authorization Enforce security for mobile login Security checks for cracking and phishing What is the Toolbox? Toolboxes on the home page of objects make customizing layouts, views, rules, etc. effortless. Ensure all essential data is captured as per your organization s requirements to optimize customer centricity. Custom fields Custom views Custom objects Custom record types Create unlimited unique fields and views Linked and computed fields for more efficiency Map fields for related objects Smooth flow of lead conversion data Create conditional validations for capturing info

5 What is Currency and Territory Management? CRMnext s administrative tools can be configured for different time zones and currencies from across the globe. Multi-lingual support ensures uniformity in communication for all your territories and clear visibility of all records. Multi-location & time zone support Multi-lingual Multi-currency Currency conversion workbench Create your own territory hiearchy Assign users relevant territories Assignment rules as per locations Territory-based sales reports Choose from over 15 international currencies Set your organization's default currency Enter recommended conversion rates What can be achieved through integration? CRMnext integrates with multiple systems to create a holistic view of activities and records related to all suppliers, partners, leads and customers to improve follow-ups and closures. Import and export of data can be scheduled or in real-time to enhance performance. Import / export utilities Web integration link Web service API Schedule jobs for integration services Data through real-time integration Access for platform independent applications

6 Frequently Ask Questions KEY BENEFITS I have an ERP, do I still need CRM? Yes. An ERP solution focuses on optimizing resources like inventory, finance, human resources, etc. it does not provide forecasting and sales pipeline visibility. CRMnext empowers sales teams to manage lengthy and complex sales processes. It optimizes collaborations and follow-up activities to increase win-rates. A CRM solution improves customer centricity and prevents churn using numerous tools and analytics. PROVEN ROI A track record of success Fast to implement Easy to use Tried & tested results Can it integrate with my Financial System, ERP or our in-house built applications? CRMnext has been designed to ensure easy and fast integration. It provides multiple ways to integrate data and enable organizations to collate information across systems. My company works in multiple countries, can CRMnext manage it? Many companies use CRMnext to manage their global operations, it supports multiple currencies and global languages. It also offers one level of financial consolidation to facilitate single currency reporting. CRMnext is web based- it enables seamless roll-out across continents. GREAT FOR BUSINESS Boost efficiency, cut waste Streamline processes Standardize practices Anytime, anywhere access Disaster recovery Easy to change Easy to manage How can CRMnext improve my productivity? CRMnext streamlines processes & practices, it automates repetitive work, saving considerable time yet enforcing standards. Our solution boosts interdepartmental coordination and eliminating waste to increasing ROI. Does CRMnext provides CTI/ACD integration? Yes, CRMnext comes pre-integrated with leading dialer solutions. The agent machines simply needs a plug-in installation to support automatic pop-ups for relevant screens like leads, cases, etc. Integration works both for inbound & outbound calls. Softphone controls are available within a CRMnext window. EASY ON IT For complete peace of mind Hassle free ownership Rock-solid stability Unparallel availability Zero client footprint Seamless upgrades Low cost of ownership FAVOURED BY USERS Empowerment to achieve results Automate repeated tasks Organize work effort Structure information access Improve coordination Complete process management

7 About Us We are leading global CRM solution, CRMnext has practice leadership in over 11 industry verticals. We work with companies to assist them optimize their relationships with customer. Our key vertical editions are Banking, Financial Services, Insurance, Media, Pharma, Telecom, Media, Energy, Manufacturing and more. CRMnext works closely with its customers, leveraging extensive domain expertise to enhance their business efficiency through process improvements and implementing best practices. This combination of competency and commitment to results are key to the company s success in the global market. How to buy? Subscribe to CRMnext or learn more - visit Alternately, to contact us: SMS CRM DEMO to us : Call any of our global offices Contact Us: To learn more about our solution, talk to a CRMnext representative today, at any of our locations Asia Pacific Unitech Infospace Tower 1, Ground Floor, Sector - 62, NOIDA The Americas 132, Liberty Street Ridgewood, NJ USA Europe No CP157 Bahnhofplatz CH-3780 Gstaad Switzerland

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