CUSTOMER MANAGEMENT IN THE CLOUD

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1 CUSTOMER MANAGEMENT IN THE CLOUD SPEED UP YOUR BUSINESS WITH CRM2HOST. COST-EFFICIENT, FLEXIBLE, INTUITIVE AND SECURE. Business requirements steadily grow. You need efficient processes and central information to meet your current goals. Information on every customer is valuable, and when properly used, will empower you to further grow your valuable relationships. Are you looking for a modern CRM system? Do you want to save time and resources? Do you want a standard product that is easy to customize? Wait No Longer: CRM2Host is the mature 360 customer management solution that provides your employees with the exact information they need including all core functionalities for professional customer management in Sales, Marketing and Service. With CRM2Host you can easily optimize processes and develop collaboration throughout your organisation.

2 2 3 THE BASIS FOR YOUR SUCCESS From lead qualification to order, CRM2Host is your allin-one-solution for your sales activities. Marketing will love targeted activities and professional communication. Service staff will benefit when processing customer inquiries quickly with central ticket management. Do you work on projects? With the central project file your team members get access to all documents, addresses and activities all related to your projects. LET CRM2HOST INSPIRE YOU. SUSTAINABLE INFORMATION. SMART STRUCTURES. SEAMLESS COOPERATION. MOBILITY. Do you want to integrate information from third-party systems such as SAP? We have the experience of over 3,600 customer projects to help you share data externally. As specialists in Cloud based CRM we ensure your system is running reliably. We provide everything you need including licenses, server, administration, updates and support. You can then focus on your core business. Using modern web technology, you can use different devices to access your CRM data. INDIVIDUAL LIKE YOU Due to its flexible structure, you can use CRM2Host in all organisations and industries regardless of size. You can easily change the system to work as you do, eg. create your own sales processes or templates. Users can create personal CRM desktops and show the information that is most important to them. INTEGRATION Do you work with Notes, Outlook, Google or another IMAP based system? With the unique and powerful featured Business Mail you can quickly see all previous dialogue with the sender as a new arrives. Document your s with a single click and reply directly from within your CRM system. Mail is then dealt quickly and transparently. 100 % MOBILITY With the mobile CRM version you can access key customer information when away from the office. On your Laptop, iphone, Windows Phone, Android Smartphone or Blackberry. Use you CRM in the browser to work independently of your operating system. Stay informed anytime and anywhere. INTERNATIONAL USE Thanks to the multi-language technology, you can work with international subsidiaries. In German, English or another language and different currencies are supported too! SAFETY In our ISO27001 certified data center you data is treated as strictly confidential. Additional security is provided by encrypted data transmission. Our flexible rights management easily allows for specific information to only be available to certain users.

3 4 5 Functionality meets convenience Discover step by step the world of award-winning customer management. SALES CLOSE YOUR DEALS FAST CRM2Host supports your individual sales processes all the way from lead management to the final sale. The central customer folder provides your sales team with a clear overview of the customer status, keeps track of pipeline opportunity management and reporting. And quick access to important data even when away from the office supports collaboration between inside sales and field staff. BUSINESS MAIL CONNECTS YOUR MAILBOX TO YOUR CRM Today most customer inquiries arrive by . Already when an comes in, you can see all information related to the sender: the contact, the company and the latest activities. You are perfectly informed. Document new s with a single click and reply directly out of your CRM. templates help you to create a uniform communication with your customer. Another advantage: using templates saves you hours everyday. EASILY QUALIFY NEW CONTACTS WITH LEAD MANAGEMENT The interface between Marketing and Sales needs to be seamless. With the effective lead management you keep prospects in a special address pool and take them conveniently over to the sales process. Using the quick links functionality, your team saves time during the qualification process. Hot leads can automatically be transferred into your customer address pool. THE CRM CUSTOMER FILE WITH A 360 VIEW All information related to your customers and activities is collected in the central customer file. All activities related to a company, department and contact can be displayed: s, phone notes, call reports, appointments, opportunities, proposals, tickets and projects. Customer history gives you a real-time overview of all customer related activities, so you can be fully prepared for the next customer contact. QUICK AND TRANSPARENT SCHEDULING Use your CRM as a central calendar for both internal and external appointments. Or sync your Notes or Outlook calendar with the CRM system to have a central overview of all availabilities to help your internal planning. Your customers can accept your appointment into their calendar. And the innovative appointment survey tool helps manage meetings with multiple participants.

4 6 7 COLLABORATE BETWEEN INSIDE SALES AND FIELD SERVICE Using internal messages and workflows, you can exchange news and tasks related to a contact or any other CRM document. Your advantage: no extra communication is needed and the receiver gets a direct link to the relevant CRM information. MARKETING OPTIMALLY ARESS YOUR TARGET GROUPS Whether telephone, letter or mass mailing campaigns: with CMR2Host you can manage and conduct your marketing campaigns centrally. Using the extensive selection options, you can address your specific target group. With centrally stored corporate templates your correspondence is professional and unified. AUTOMATIC VISIT PROPOSALS The CRM system can automatically create a list of visit recommendations and thereby help schedule your next customer visit. You can also see who has not been visited. CREATING OFFERS WITH A FEW CLICKS With the article catalogue and centrally stored text templates, you can quickly create comprehensive proposals. The integrated PDF printer provides automatic conversion and allows you to send PDF documents directly to the customer, saving much work! EASY ARESS SELECTION Choose your target group by using the powerful search tool. Would you like to contact all customers in the sales area of a given sales rep? With the extended search you can combine many criteria, to give you a powerful filter view to help you to select your target group individually. AUTOMATICALLY GENERATED MAILING LISTS Let the CRM system create mailing lists automatically. For example, sorted by postcode or new contacts. Your mailing lists are maintained to help you provide your customers and prospects with up-to-date information whilst still respecting their mailing and privacy choices. INDIVIDUAL TEMPLATES IN YOUR COMPANY DESIGN Create MS Word templates for your letters or templates with the CRM system and share these centrally with all users, to give you a uniform standard customer communication and more time for the essential tasks. MASS MAILINGS AND CAMPAIGN LETTERS Create serial letters or mailings with the CRM system in three steps: 1. Choose the target group, 2. Choose the template, 3. Send the letter or mailing With CRM2Host your mailing is created quickly and easily. It is also possible to export the data for a third party application.

5 8 9 SERVICE INCREASE CUSTOMER SATISFACTION Your goal: customer satisfaction. The integrated ticket management supports the quick and seamless creation and solution of customer requests or claims. The whole communication with your customers whether on the phone, via or letter is stored in the CRM system and traceable for everybody who is involved. Quick and targeted service analysis helps you to respond and improve your processes. Results and solutions are documented in your CRM. Results: Satisfied customers and customer retention. PROJECTS OVERALL VIEW ON TEAM PROJECTS All participants, phone notes, reports, protocols and project phases are collected in the project file. This central project information store gives transparency for your project team. For example by using your own standard project checklists and processes you can improve the time for the realization of projects. SERVICE TICKET Your customer s requests or claims can be accurately recorded and managed in ticket form, whether this is problem description, attachments, activities, solutions all this is easily documented. Escalation and prioritization are built in features. According to your internal processes, the ticket form can be configured with your individual fields. 360 SERVICE VIEW After creating a ticket, it is forwarded to the responsible agent by integrated workflow. The CRM system provides every agent with an overall view of assigned tickets and their status. In that manner, he is always able to track his work and to recognize dependencies. SERVICE REPORTS With integrated reporting you can manage your service efficiently. Which topics are currently occupying your service team? Which customer has how many tickets? What is the status of your VIP customers? All your questions are answered and graphically illustrated in this powerful reporting function. PROJECT PHASES In large projects with multiple phases, your CRM system helps you to keep an overview and organize the relevant information for each phase.

6 10 11 ARESS- AND PROCESS- MANAGEMENT Companies and contacts 360 customer file with s and all activities Social media infos Import and export of addresses e.g. for mailings Telephony integration (e.g. for Skype, Call Control) -INTEGRATION All IMAP clients (Outlook, inotes, Googl etc.) Structured activity history and contact information Comfortable 1-click-documentation for s TEMPLATES AND FORMS MS Office integration also for proposals Calls reports, phone notes, follow-ups LEADS Quick recording and qualification of leads Transfer leads into sales opportunities Various pipeline analyses PRODUCT CATALOGUE Convenient article administration Creation of discounts & prices lists for multiple currencies PROPOSALS Quick creation of proposals and order confirmations per drag & drop Integrated PDF creation PROJECT DOCUMENTATION Central project folder for all activities Structured management of project phases Individual project templates SERVICE Ticket Management for service requests and claims Various analyses with graphical reporting FEATURE OVERVIEW COLLABORATION Integrated workflows and information messages Extensive document management Cross-national usage MARKETING Mass-mailing/letters including consideration of preferred method and privacy choices Customer categorization via free definable keywords Multi-level selection options for the address-selection SEARCH Intelligent search with recommendation feature Extended search for all fields ANALYSES Search results as graphical diagram Configurable analyses and reports WIDGETS Embedding websites Routing, hotel reservation, timetables, weather TASK MANAGEMENT AND CALENDAR MANAGEMENT Creation of tasks, appointments and date suggestions Connection and synchronization of external calendars e.g. Outlook INDIVIDUALIZATION BY THE USER User profiles and individual page layouts Role-based authorization Definition of own selection lists Creation of individual fields Creation of individual forms Individual correspondence templates Saving searches and selections Creation of favorites CRM2HOST PACKAGE CRM2Host provides you all services for your quick and successful CRM implementation: CRM licenses EVERYTHING INCLUDED FOR A SUCCESSFUL START Hosting the CRM IT infrastructure (server including administration and backup) Service & support Updates with new features Individual configuration according to your requirements Individual user training We decided to use CRM2Host because it is extremely userfriendly, personalized and reliable. CRM2HOST CLOUD Benefit from the advantages of your CRM2Host Cloud: Quick rollout Thanks to the web access you do not need to install the CRM on your devices. High user acceptance Convenient handling and easy configuration = satisfied users. Low costs No high initial investment and fast ROI through the monthly subscription model. Flexibilty Access your CRM data regardless of the operating system, device and location. Data security Hosting in our ISO certified data center in Germany or in a Partner Cloud.

7 AWARD-WINNING SOFTWARE Awarded with the IBM Collaboration Solutions Award 2012 for the best mobile solution world-wide. GET A FREE TRIAL OF CRM2HOST 1. Register for the free trial on 2. Participate in a free CRM2Host Webinar to explore the features (sign-up on 3. Discuss your requirements with us and start using your Cloud based CRM within a few days. GEDYS IntraWare GmbH Tel Fax info@gedys-intraware.com Studio Nordstrønen AS Tel info@stnor.com EVERYTHING YOU WANT TO KNOW ABOUT CRM PROJECT SERVICES Best practices, tips and tricks and advice from 20 years of practical experience. Our experienced CRM consultants will give you expert advice from the beginning support you to perform workshops support you to implement individual changes (customizing) support you to integrate ERP and other third-party systems support you to successfully set up and continually operate the CRM system assist with CRM audit processes to improve CRM efficiency arrange regular reviews and management meetings GEDYS IntraWare GmbH Partner in Norway and Denmark EN03/