SkyDesk CRM. Customer Relationship Management System

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1 SkyDesk CRM Customer Relationship Management System

2 SkyDesk CRM provides you with: A wide range of business applications focused on increasing business producitivty. All customers data and history can be managed centrally via the cloud with defined workflow. This allows for effective management and support of sales activities, improving sales probability and customer retention. Conversation Threads Best Response Analyzed Data Business Cards SkyDesk Support the needs of potential customers promptly and improve customer satisfaction. Maintaining strong customer relationships will in turn generate more long-term sales! SCAN with SkyDesk Media Switch for an interactive experience! Shoot an image close to this mark with your smart phone held above it and you can view the related content. Download Fuji Xerox s SkyDesk Media Switch app to access the service. For details, see the steps below. SkyDesk Media Switch* 1. Install the app Access App Store/Google Play, search for SkyDesk Media Switch and download the app. * SkyDesk Media Switch is an application to access to our online service, SkyDesk Media Switch. Shooting an image with the marking will show you the related content. For details, please refer to our official website. 2. How to use the app Start the app and enter Fuji Xerox in the search box. Select Fuji Xerox Introduction from the search result. Tap the camera icon to activate the shooting mode and shoot the image below the marking, enclosed by. Make sure the whole image is placed within the guide. Submitting the image will direct you to the convtent.

3 Do You Know Your Customers? The key to increasing sales and expansion of business lies in how effectively the customers are managed. With a centralized customer database, you will be able to ensure data integrity (reduce redundancy), provide better customer support and generate new business opportunities through detailed records of purchasing history. Are you satisfied with your current customer management process? ppt Proposals xls Quotations Meeting Notes Sales Details & References Identify your needs! Upper Management Are you getting real-time reports on the sales teams performance? Are you able to capture and capitalize on the market trends with accurate forecasting? Are you missing out on opportunities to grow your business? Middle Management Are there measures in place to ensure sales targets are met? Are information shared and communicated effectively to team members? Are your team members able to prioritise their activities and follow up timely with the customers? Are you able to ensure consistency in the support and solutions given to the customers? Are you able to ensure smooth transition of knowledge transfer to new incoming members? Sales Representatives Are you able to keep a detailed record of your customer details? Are you putting your business cards information to good use? Are you losing customers due to lack of timely follow ups? Are your sales numbers reflective of your efforts? Are you wasting too much time on non-sales activities?

4 SkyDesk cloud service - Increasing organization and sales productivity Improve organizational strength with centralized information Solutions for upper management Aggressive sales management on every opportunity * Analyze and capture market trends with real-time reports and dashboards. Execute next move based on accurate data Act Plan Identify problem and define solutions * With easily accessed analysis tools, the upper management will be able to plan steps ahead. PDCA >> PDCA in real time Create real-time charts/auto-generate and schedule reports Review and analyse results Check Do Implement sales activities and solutions Solutions for middle management Execute appropriate measures and decisions for higher close rate in sales * Improve information sharing with SkyDesk CRM sales force automation. * Effective information sharing enables managers to track and follow the progress of each deal. Negotiation progress Project progress SkyDesk CRM Customer details Sales progress and negotiation content sharing * Managers can prioritize sales activities with precise customer targeting. * Easy sharing of business know-how can ensure consistency in solutions provided to customers by the sales/support staff. >> Centralize management of data Enhances sales performance and information sharing Sales Representatives Sales Manager Follow up with team Sales members Representatives Solutions for sales representatives Streamline sales activities with effective data management Competitor information Project progress Proposal documents * Associate and manage all sales related documents in a single place. * Timely follow ups with customers. * Nurture customer relations through the sales pipeline. * Reduce time on report generating and focus on sales activites. >> Centralize management of potential deals Information and document sharing facilitates sales process. -Proposed Materials -Suggested Solutions -Negotiation details Sales Representatives SkyDesk CRM Leverage on information shared during negotiation with customers

5 Improve business operations Access data from anywhere, anytime! For sales representatives, having to report back to office for daily input and updates is always a hassle. Through the cloud, they can now access, view and update information wherever and whenever they want. Cloud storage - view and edit data on the go SkyDesk CRM >> Access on the go *Smartphones and other mobile devices *ios and Android supported Laptops/PC View/edit data Mobile devices Simplify sales activities Easy setup Cut down on manual work by importing data from existing database and capture information with web forms. Business cards information can also be easily imported into SkyDesk using SkyDesk Cards (more information in page 8). More time can be utilised on more productive sales activites. Data in spreadsheet Web forms Business cards SkyDesk CRM >> Automated data capturing *Import data from spreadsheets, capture information via webforms and business cards Integrats seamlessly into the daily operating activities Customize according to your business requirements In SkyDesk, you can customize fields, layout and appearance of the system according to your unique requirements. Access controls are available to manage user rights and permissions. Low cost and easy maintenance As a cloud service, SkyDesk allows you to pay as you use, thus cutting down on big money that would have been spent on installing and purchasing hardware or software. >> Flexible customization *Add/edit/delete/hide fields as per required. *Apply access permission to manage workflow of users >> Flexible maintenance *Configure system to meet changing requirements *New features are updated automatically at the time of release, thus, saving time on installation and additional cost.

6 Track, manage and automate marketing and sales force activities Capture/register leads In SkyDesk, there are multiple ways to capture/register leads information. You can register directly by creating a new lead in the system, import from existing database via excel spreadsheets, import from SkyDesk Cards, or capture via web forms. SkyDesk also enabes you to manage and track the effectiveness of your marketing campaigns. With the data gathered, you can improve on your strategies and plan Leads approach With the lead information gathered, the next step is to contact the leads. SkyDesk CRM automates your sales process with clearly defined workflow rules. These rules automate the process of sending s, triggering alerts and reminders, assigning tasks for leads follow up, updating fields of a record etc. Thus, you no longer need to worry about missing out on business opportunities! Managing potential customers Most potential customers need to be nurtured through the sales cycle, which typically starts with identifying the hot prospects and ends with prospects being won or lost. SkyDesk CRM allows you to manage the potentials at every stage of the sales pipeline, recording crucial information such as potential sales volume, sales probability, sales status, competitors details and reasons for winning or losing the deal. With well recorded sales history, transactions, and interactions with the customers, up-selling and cross-selling opportunities can be easily identified. Sales forecast for next quarter/year sales can be set with priorities well placed. Post-sales follow up Quality post-sales support is critical in ensuring high customer satisfaction level, which in turn generate more revenue with repeated sales and higher possibility of securing new businesses in the future. With SkyDesk CRM, you will be able to execute timely post-sales follow up with alerts and reminders. Customer support and service management features are also provided through workflow rules, and easy to deploy Web-to-case forms for capturing customer-specific cases through online. You will be able to respond to customer requests/cases quicker and providing consistent solutions throughout.

7 Features of SkyDesk CRM Web forms Generate and capture data through web forms. Search for specific records in search box Sort records according to different criterias Customise list views and columns Data details Manage all customer related details such as contacts information, company details, activities, documents and history. Reports Create reports according to your analysis needs Dashboards Create variety of charts which gives real-time snapshot of your organization s key metrics

8 SkyDesk Cards Business cards received during business activities and meetings are important contacts information. The SkyDesk Cards application can be easily integrated with SkyDesk CRM, thus preventing the need to keying cards information manually. SkyDesk Cards is an online business cards management system that enables digitizing and sharing of cards information. These information can be exported to SkyDesk CRM. Digitize cards information with SkyDesk Cards app on mobile devices. Capture multiple cards information in batch with the use of a scanner. Digitized and synced on the cloud Export to CRM View and edit from the PC View and edit from mobile devices *Available in SkyDesk Cards Enterprise plan <Reproduction Prohibitions> Please note that reproduction of the following is prohibited by law: Domestic and overseas bank notes and coins, government-issued securities, national bonds and local bond certifi cates. Unused postage stamps and post cards. Certifi cate stamps stipulated by law. The reproduction of copyrighted works (literary works, musical works, paintings, engravings, maps, cinematographic works, photographic works, etc.) is prohibited except when they are reproduced personally, at home or within limited range. <For Your Safe Use> Before using the product, read the Instruction Manual carefully for proper use. Use the product with an appropriate and adequate power source and voltage displayed. Be sure to ground the machine. In the case of a failure or short circuit, an electric shock may result. For more information or detailed product specification, please call or visit us at Fuji Xerox Singapore Pte Ltd 80 Anson Road #01-01 Fuji Xerox Towers Singapore Tel facebook.com/fujixeroxskydeskglobal Xerox, Xerox and Design, as well as Fuji Xerox and Design are registered trademarks or trademarks of Xerox Corporation in Japan and/or other countries. The information is as of 10 July, Document No. SKY0001-1

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