Tasks: 1. Research the best programs for, a. Customer Relationship Manager b. Campaign Manager c. Affiliate Manager

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1 Tasks: 1. Research the best programs for, a. b. c. Affiliate Manager Note: Ideally you ll find a component that offers all three components together in one versus each one separately and needing to integrate them all to work together. Perhaps you ll even find the required components within Joomla. 2. Integrate the components into my online community site. 3. Test to ensure all features work properly. : What is CRM Software? CRM software, or Customer Relationship Management software, is a business management tool which has been designed to help businesses organize all the information associated with their clients - from the marketing, to the first lead, to the point of sale as well as any ongoing support or followup. It can be used to create a total profile of the customer, which can then be accessed by other members of the organization, and allows the team of the organization to check out the schedule of each other, and also to network more effectively via the application. Customer relationship management (CRM) software is the combination of processes, strategies and policies implemented by an organization to unify its customer interactions and provide a way to track customer and prospect information. CRM software improves services provided to customers, allows companies to use customer contact information for marketing, runs reports, provides a consistent message to prospects and customers, tracks incidents and much more. CRM software records all direct interactions with customers such as face to face meetings, phone calls and . CRM data can be analyzed to plan marketing campaigns, business strategies and judge the success of profitability. CRM software can integrate with other business applications for billing, manufacturing and finance. CRM users store interactions with customers in a customers contact history and users can retrieve the information as necessary. The contact history provides users with immediate access to important information on the customer (products, purchases, support calls) eliminating the need to individually obtain the information directly from the customer.

2 CRM, or Customer Relationship Management, is a broad term that covers concepts used by organizations to manage their relationships with prospects and customers, including collecting, storing and analyzing pertinent, detailed information. CRM software provides a company-wide business strategy designed to reduce costs and increase profitability by improving customer loyalty. CRM brings together information from all areas of a company (sales, marketing, customer service and management departments) to provide a complete view of each customer. This allows company representatives to make quick and informed decisions when communicating with a prospect or customer. The sole purpose of CRM software is to manage the customer experience - from prospect to qualified opportunity to order. Management, sales representatives, customer service representatives, and marketing professionals have the ability to conduct phone calls and manage call data. Plus, they have the tools to capture, share and manage automated alerts on lead data as it passes through the sales pipeline. CRM software can access information on products purchased, service contracts, defects and much more. CRM software provides a standard framework for pushing lead information through a sales pipeline and managing it amongst many stakeholders. This way, you can provide better customer relations and grow revenues by creating more sales, while losing fewer customers. With CRM software, impress contacts with quick, in-depth responses from initial customer contact to long after the sale is complete. Who Will Be Using the CRM Software? The CRM will be available to all licensees, licensors, and RTI Board of Directors. Currently we have 7 licensees and will be increasing to over 200 this year. We have 1 licensor (that s me). We have 5 RTI Board of Directors. Individually each licensee will need to manage their own, a. Leads b. Students c. Graduates d. Instructors e. Suppliers f. Colleagues Individually each licensor will need to manage their own,

3 a. Leads b. Licensees c. Members Individually each RTI Board of Directors will need to manage their own, a. Leads b. Licensors c. Members d. Other Board of Directors Use CRM Software to Follow Up on Leads and Increase Sales... Having a good lead generation system in any sales organization today is critical. Prospects can be found in a multitude of ways; however, how your organization chooses to plan with those leads is another. Your pipeline and targets require that you keep a close eye on how those leads are managed. Here are some helpful suggestions to improve the quality and quantity of leads. (Note to reader: This information will help you to understand what is required of the CRM) 1. Find out the source. Where did the organization calling/contacting you hear about your services or product offerings? In order to know what is working from a marketing perspective, you have to know from where the business is being driven. 2. Share any leads within 48 hours via CRM. By doing this, you are showing you care and setting yourself apart from your competitors. It will also increase your closing ratios. 3. Take care of your leads. They may not be ready to buy now but at some point they will be, and you want them to think of you when they reach that stage. Prospects need multiple contacts with an organization before they are confident and willing to consider buying from you. 4. Learn from the process. Save interesting information about customers and prospects within CRM Software. Record the names of your competitors that might win deals from you, why they won, will the account serve as a referral or not, what products do they own etc. This information can be saved in a CRM system and can prove very valuable for future interactions with other clients and prospects. 5. Treat your prospects like clients. By gathering as much information as possible and storing within a CRM tool, virtually anyone in the organization should be able to handle a call. Treating them like a client before they are one, will make your prospects want to proceed further with you in the sales process.

4 6. Gauge your results. First ask yourself, "What am I going to measure and why?" This will enable you to gather the correct information. Getting the correct information will help to determine where time and money are best spent for your biggest return on investment. Customer Service Will Help Win More Clients Over and Keep Them... The key to outstanding customer service is fast, accurate answers. A CRM solution makes outstanding customer service a reality by delivering a full-scale customer service and help desk management system that enables users to track customer service inquiries, incidents and problems. Sales, marketing and customer service professionals have demanding jobs that pull them in many directions. CRM software brings order to even the most hectic schedule. 1. Know your customers. CRM maintains a complete history of all your customer's open and closed issues. The system's knowledge base allows service representatives to search all customer issues to quickly determine the most efficient and effective way of resolving them. Business rules can be built into the system to ensure that the proper escalation procedures are being followed. In addition, managers are dialed into any lingering, unresolved issues while ensuring that nothing falls through the cracks. 2. Impress your customers. Your customers will be impressed by the consistent messages your organization delivers. They'll appreciate the exceptional service. And this invaluable information will be accessible to the entire organization everyone will see exactly what is going on. That means your company will be able to respond to any question or concern. And quickly. Marketing Management Gives you the Power to Succeed... Also included in a CRM package is marketing functionality. The marketing area should come complete with call center features to maximize your marketing dollars by allowing you to create, execute, manage and track successful campaigns that increase leads and generate sales. 1. Gather information easily. Making sense of the vast amount of information in your database is often a daunting task for marketing professionals. You track all interactions with your customers and prospects, profile them, service their accounts and you keep building this data repository over the years. Now there's an easier way. 2. Target the perfect audience. CRM software can allow you to run searches on any combination of data that is stored in the system. This allows you to pinpoint the exact audience you would like to reach. After this is accomplished, you can execute all sorts of campaigns direct mail, , call center, you name it in a matter of minutes.

5 3. Automate results. CRM software lets you accurately track, analyze and measure your marketing campaigns, just as easily as it is to launch them. You can build automated events that are triggered based on the rules that you define. Constantly track results so you can determine things like cost per lead, cost per opportunity, number of sales, total amount sold per campaign, and more. 4. integration. CRM makes integration a breeze. The solution provides comprehensive bi-directional integration with Microsoft Outlook and Lotus Notes so you can work in either environment. With Outlook integration, all interactions are stored in the database so there is no need to search through your folders. In addition, you can send an HTML to a large number of people using the mass assign function while managing the responses seamlessly between both applications. With CRM, you have the power to take control of your data. All you need to do is develop the marketing messages. CRM will make sure that delivering and tracking them is quick and easy. Give your company the competitive edge it needs with a flexible and effective customer relationship management system. The right CRM solution will equip you with a complete 360-degree view of your organization, provide flawless customer service and help you achieve a winning sales environment by taking your business to the next level. CRM features... Easy to use within the Online Community Site Have a calendar within CRM and/or a calendar that integrates with MS Outlook Have a task reminder within CRM and/or a task reminder that integrates with MS Outlook Contain detailed contact information (everything that a lead enters on the Student Application Parts 1 5 should automatically transfer into the CRM icle&id=185& =tldh2@hotmail.com) Anyone that is already entered into the CRM, if they complete the Contact Us page should automatically transfer the contact request information into the CRM Anyone that is already entered into the CRM, if they complete the Testimonial page should automatically transfer the testimonial information into the CRM Anyone that is already entered into the CRM, if they complete the Course Feedback page should automatically transfer the course feedback information into the CRM Anyone that is already entered into the CRM, if they complete the RTI Forms page should automatically transfer the RTI forms information into the CRM

6 Anyone that is already entered into the CRM, if they order products should automatically transfer the product details into the CRM Anyone that is already entered into the CRM, if they purchase courses should automatically transfer the course details into the CRM Management of contact as well as lead marketing and reporting campaigns with custom templates to choose from (all we have to do is choose a template, add our logo and picture) The ability to import data from MS Outlook (such as contacts, schedules & tasks) Account management to provide a consistent system to track data through the entire sales cycle A solid contact management strategy Tracking of tasks Automated marketing for improved communications Customer service features for customers inquiring through call centers or service departments Reuse common replies with Canned Responses The moment you login, get a quick digest of everything happening in your schedule The automation of calls A multi-user environment At least 10 MB space Hourly backup of data, plus, off-site backups done each night Encryption of data Shared communications and calendar Automation of the sales force Ability to customize the knowledge base A wide variety of reports Sharing of documents Tracking of support Effective corporate reporting Create custom ticket fields specific to your business Copy tickets to someone, or bcc to a dropbox Split complex tickets, or Merge similar ones Activity Management: Scheduling sales calls or mailings Tracking responses Generating reports Opportunity Management Track and forecast products Account Management Designing and executing targeted marketing campaigns Sales performance Customer service

7 Reporting Sending campaign-related material (e.g. on special offers) to selected recipients using various channels (e.g. , telephone) Tracking, storing, and analyzing campaign statistics, including tracking responses and analyzing trends Customization Synchronization Integrated Sales, Marketing and Customer Service modules enable employees to share information to help to improve sales success and help to deliver consistent, efficient customer service. Accessible from Microsoft Outlook and the Web - manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications, and automate stages in the sales process helping ensure a shorter cycle, higher close rates, and improved customer retention. Helps give your marketing team the streamlined, automated tools to target the most promising market segments, bring your products and services to your audiences, convert possible leads into customers and measure the results of all activities to drive even better results. Offer superior customer support services and increase capacity to handle requests, without adding employees. Microsoft CRM Customer Service helps your service representatives track customer requests, manage support issues from initial contact through successful resolution, and provide customers with the consistent, efficient service that ensures satisfaction. Microsoft Dynamics CRM 2011 integrates easily with Microsoft Dynamics ERP products including Microsoft Dynamics AX, Microsoft Dynamics GP and Microsoft Dynamics NAV allowing transfer of accounts, contacts, product catalogue, orders and price lists. Exceptional customisation features allow simple adaptation to your business model, processes and technology infrastructure. On-premise, online or in the Cloud, the choice is yours. Take advantage of the existing volume license agreement you may have with Microsoft to secure advantageous pricing for license purchases or rent the service on a per-user per-month subscription basis. Video demonstrations of how a typical CRM works... CRM7_demo_sales.html

8 : I love AWeber Software. Take a look Here are the features of AWeber, which I d love to have included with my... Newsletters Create and send professional newsletters in a matter of minutes. Templates Blog to Performance Tracking Facebook & Twitter Integration Publish s Online Signup Forms Automatically deliver a sequence of messages to new subscribers. Signup Form Templates Easy to use Form Designer Form Animation And Effects Split Test Signup Forms Manage Subscribers Collecting, managing, and segmenting your subscribers is a snap with AWeber. Signup Forms Subscriber Tracking Subscriber Segmentation 3rd Party Integration Autoresponders Automatically deliver a sequence of messages to new subscribers. Instantly Engage Subscribers Tons of Templates Track Performance Advanced Scheduling HTML Templates Over 150 templates make it easy to create great-looking s. Over 150 templates Easy to use templates

9 Matching Sign-up Forms Tons of Color Schemes Blog Newsletters Automatically create s from your newest blog posts. RSS to Works with All Major Blogs Send Weekly Digests Analytics We make it easy to track your performance. Beautiful Graphs Subscriber Segmentation Subscriber Segmenting Target subscribers based on their actions with a single click. Subscriber Segmentation How do Segments Work? Target Subscribers Marketing API Integrate third party applications with AWeber. WordPress Web Form Widget AWeber Labs API Documentation Deliverability AWeber helps you reach the inbox. ANTI-SPAM policy Content Filter Checking Tools Over 12 Years of Experience

10 Affiliate Manager: I love idevdirect Affiliate Software. Take a look Here are the features of idevdirect, which I d love to have included with my Affiliate Manager... Extensive Payout Options Pay-Per-Sale (Percentage). Pay-Per-Sale (Flat Rate Payout). Pay-Per-Click (Unique Visitors Only). Pay-Per-Lead Create up to 100 payout levels for each payout style. Payout styles and levels adjustable per affiliate. Affiliates can choose their payout style Change individual accounts - payout styles, levels, etc. Block payout styles from individual affiliates. Built-In Affiliate Marketing All linking codes are automatically generated. Unlimited text ads (just like Google AdWords). Unlimited banners (including flash banners). Unlimited text links. Unlimited full page HTML ads. links are automatically created. Marketing Groups Custom keyword link creation by affiliates. Set alternate incoming URL locations. friends & directly in the affiliate Upload unique content to each marketing account. group. Offline marketing module included in all Run multiple websites from one installation. versions. Integration Made Easy idevaffiliate works with nearly all merchant accounts, shopping carts, billing systems and membership management systems. idevaffiliate integrates with thousands of today's most popular products. Cart Integration Wizard Using the cart integration wizard, you can have your checkout system integrated within minutes. If your checkout system isn't listed in the dropdown menu, we have an "alternate cart integration" method that using a tracking pixel on your sale confirmation page.

11 Admin Center Reports & Statistics Affiliate Control Panel Reports & Statistics Graph: 30 days activity. View incoming traffic logs & statistics. Pie Chart: Overall affiliate activity. View tier accounts. Neatly formatted report printouts. View payment history. Marketing statistics for each marketing tool. View individual commission records. Incoming traffic logs with referring URL. View conversion ratios. Data export wizards: CSV comma, CSV tab, Excel. View recurring commission details. Customize idevaffiliate Advanced Security Features HTML Smarty templates for easy customization. Triple redundancy tracking - IP, cookies, sessions. Adjustable language packs in the admin center. Adjustable tracking expiration. Adjustable color scheme in the admin center. Built-in commission fraud controls. Adjustable templates in the admin center. PHP sha1 password encryption. Adjustable signup fields plus add your own. Compliant for register globals OFF (or on). Install into any directory name or subdomain. Built-in API for external code integration. Standard Features Optional PayPal Payments Manually or automatic approval of accounts. Pay your affiliates with PayPal. Manually or automatic approval of commissions. PayPal mass pay feature. Optional signup bonus. Optional balance requirement before payout. Integrated Rewards System Currency & currency symbol settings. Advance payout levels based on performance. your affiliates from the admin center. Criteria: # of sales or amount of commission generated. Create affiliate notes visible in the affiliate control panel. Edit, suspend, remove accounts. Recurring Commissions Manage tier accounts. Recur commission on an individual basis. Search affiliates or commissions. Recur any amount of the original commission. Try out a demo version of the software and see how it works...