Nowadays recipe for success

Size: px
Start display at page:

Download "Nowadays recipe for success"

Transcription

1 1

2 Nowadays recipe for success Dear reader, This column was specially designed to transmit our own philosophy, the way we perceive and feel business. For more than 10 years, we have been working with the same values because we are convinced that simplicity, mobility and quickness are the best ingredients to achieve success nowadays. This is why we have developed INES The key element that has given sense to our vision is collaborative work, which enables us to count with the necessary information at the right time, avoiding time waste and increasing productivity. INES goes along with our pace of life, by allowing us to manage our business with a simple internet connection, from anywhere at any time. While thinking about how to improve our business productivity, we ended up making our lives much easier We can assure you that this recipe does work. If you share our philosophy Welcome! You are already one of us. Damien Duchateau 2

3 Index Our company 4 Mission 5 Vision 5 Values 5 Our customers rely on our solutions 6 Why should your company have a CRM? 7 CRM On Demand 8 CRM and Cloud Computing 8 Benefits of working with INES 9 INES is a security guarantee 10 Our solutions 11 Manage your contact network in the most efficient way 12 Get the best possible performance of your marketing advisors 13 Multiply your prospective clients 14 Increase your customer satisfaction levels 15 Simplify your commercial activity

4 Our company We are a team of professionals, who have been leaders in the development and improvement of On Demand management software since We have a vast amount of experience in the CRM market and we provide our clients with the appropriate solutions that can completely fulfill the needs of their business. Our On Demand solutions guarantee a quick and easy access to all your data with a simple internet connection, anytime, anywhere. INES solutions cover all business processes: sales force managaement and business management, marketing and customer service. INES is a company with over 10 years of experience and an international presence which proves its strenght. INES counts with a team of professionals that will consider your particular case as a project and will offer a solution tailored to your specific needs, supporting you in each step of your implementation process. Direct present in France, Spain, Germany, Canada and Latin America. We also have a wide network of authorised representatives and resellers around Europe and Latin America. Canada Mexico Brazil Spain England France Switzerland Colombia Uruguay Argentina 4

5 Mission To give our clients the appropriate tools needed to increase their commercial activity and sustain continuous growth. Vision To be a company committed to continuous improvement in order to optimize our clients daily work in order to make them successful within a competitive global market. Values Passion for what we do Our dedication to work is reflected in the continuous improvements of our products. Client focus Our clients are very important to us and all of our strategies are focused on their satisfaction. Innovation We always take into account our clients requirements and suggestions so that we are able to implement continuous improvements that can contribute to a quality product. Simplicity This is the main principle of our work. INES is a powerful and effective tool, but mostly a simple to use one. 5

6 Our customers rely on our solutions Our professionalism, commitment and passion have led us to a wide portfolio of customers that makes us feel proud. We try to improve the quality of our services on a daily basis and we fully understand that each customer is unique. Below, some of our referrals: 6

7 Why should your company have a CRM? CRM (Customer Relationship Management) is the abbreviation used to define a business strategy focused on customers, which purpose is to gather as much information of your customers as possible, in order to build long term relationships and increase satisfaction levels. This tendency is part of what it is defined as Relationship Marketing, which also focuses on the study of prospects and the different ways to create close bonds with them. The main idea is to concentrate on the customer in order to get to know him in depth, increase the value of your offer and achieve successful results. Take into account that nowadays, strategies focused on customers are essential to create competitive advantages. INES offers a software that will help you to incorporate this strategy into your business, in a fast and efficient way. INES solutions cover all business processes, from customer care to commercial management, guaranteeing both, an increase in productivity and the protection of your data. Thanks to the Internet, you can access your data from any place, anywhere. INES also offers On demand solutions, which reduce implementation costs and extended implementation time frames of your CRM: it only takes 30 days to experience the advantages of this powerful tool and the support given by our team of professionals. 7

8 A new tendency: CRM On Demand The traditional CRM, which implies high implementation and infrastructure costs is being replaced by a new concept: the CRM On Demand, also known as SaaS CRM (Software as a Service) or Cloud CRM. This new modality offers universal access with a simple internet connection and a dramatic reduction of implementation costs and maintenance that the traditional CRM used to have. Thanks to INES On Demand, you will only pay for those services that you actually use. Cloud Computing and CRM Cloud Computing is a term that has revolutionized the way in which companies manage and store their data. It is a hosted solution that stores data in servers and it is offered to customers as an On Demand solution. CRM solutions are cloud-based hosted and allow customers to reduce acquisition costs, implementation and maintenance It is not necessary to invest neither on additional software, nor on hardware. With a simple internet connection, you will have access to all your data. One of the advantages of this modality, in comparison with a license, is that you will only pay for the service you are actually using. 8

9 Benefits of working with INES Internet CRM: the On Demand version increases productivity because it enables you to access your data anywhere, anytime. Time and place limits disappear. It doesn t require any existing infrastructure: little or no investment in hardware and software. A simple browser is enough. Automatic updates: there is no need to hire extra IT staff to perform updates; this will be done automatically when they are available. Quick implementation: quick implementation = quick return on investment. excellent conditions in terms of safety, hosting and protection of your data, with no additional costs. Companies such as VODAFONE/SFR, Black&Decker and Berlitz entrust EQUINIX their data. Modular solution: You will only spend Money on what you really need. Each user will have access to an adapted solution, without being forced to implement the same solution for everyone and over-consume. INES takes care of your company s budget. Payment by month, per user: you won t have to re-invest, particularly in periods of high activity. Safety and protection of your data: INES has a datacenter in SWITZERLAND and FRANCE, hosted by EQUINIX, a hosting world leader. You will enjoy of 9

10 INES is a security guarantee Having your information hosted by the Cloud is the best way of protecting your information and making it available at the same time. INES offers excellent hosting conditions as your data is stored in Switzerland, in COLT Telecommunications and EQUINIX, which are two of the main European data centers. Data protection: physical and computing security Service quality: exclusive broadband and constant follow-up Constant service: 24/7 surveillance, 365 days of the year. 10

11 Our solutions At INES we always think on our clients needs, this is why we develop solutions tailored to your specific needs. Our solutions are collaborative and they will enable you to share information, promote teamwork and increase your company s productivity, gaining in speed and efficiency in all tasks. Customer Service INCOME STATEMENT > real time analyse INVOICING > per hour > allowances > complete invoicing process + time invoicing + expense management DELIVERY SERVICE > Project Management > stocks, purchases > Time tracking > request & claims > contracts management > asset management > analysis & statics > up-selling > cross-selling >Partner Relationship Management Customer Service Business Management Marketing Collaborative information system 360º visibility Dashboards Reports Sales Force Marketing > Import/Export of Records > Targeting > E-Campaign Marketing Management > Telemarketing Management > Lead Source Management > Campaign Tracking > Real time Dashboards > product/service catalog > Anytime/anywhere Web Acess > Quote Generation > Opportunity Management > Contact Management Forecast & Quota Management > group calendaring ressource availability > document management > sample documents 11

12 INES.ContactManager Manage your contact network in the most efficient way INES. Contact Manager is the collaborative solution to manage your contact network and exchanges. Complete integration of your mailing and agenda with your contact base will provide you remarkable advantages: you would be able to assign tasks and calls, write your notes and reports, schedule meetings. You will save time by sharing documents and creating your own model letters. Thanks to all these features, members of your team will be able to simplify their daily tasks significantly saving both time and money. You will start enjoying the advantages of a simple and complete solution right away. You will later be able to continue incorporating modules within INES solutions as your needs demand. Benefits of INES.ContactManager Gain in speed and efficiency in all tasks Simplify your team's daily work Discover true collaborative work Get to know your clients better and in depth 12

13 INES.SalesForce Get the best possible performance of your marketing advisors Manage your sales force efficiently is essential to increase your commercial activity, leaving the least possible to chance. Thanks to INES sales force management module, your marketing advisors will be able to share and follow-up on their contacts and commercial opportunities. They will remarkably improve their response capacity, sending quotations rapidly and assuring and adequate follow-up of ongoing business, dashboards will allow you to closely follow-up their performance. Benefits of INES.SalesForce Get the best possible performance of your marketing advisors Focus all your resources on the sale Direct your activity using practical dashboards Centralise and enrich your customer database Improve your margins and commercial results 13

14 INES.MarketingManager Multiply your prospective clients The key to your company commercial success has to do with putting into practice well targeted and segmented marketing actions. INES.MarketingManager allows you to elaborate, launch, supervise and evaluate the efficiency of your campaigns. This module will give you the possibility of making an accurate multi-criteria segmentation. You will be able to create and plan your campaigns in an easier way, measuring your return on investment in real time. Statistics and dashboards will allow you to analyse the outcome more thoroughly. INES.MarketingManager is the simplest and most efficient tool to make your commercial opportunities become real business. Benefits of INES.MarketingManager Plan your marketing actions quickly ( ing, phoning, trade fairs) Analyse each and every campaign statistics Adapt your commercial messages easily Exploit current and potential clients information to the fullest seeking to plan new actions and close more and better deals 14

15 INES.CustomerService Increase your customer satisfaction levels A satisfied customer is always a more loyal one. INES.CustomerService will allow you to increase your customer satisfaction levels remarkably. You will be able to centralise your customer requests and distribute work amongst your resources according to your needs. This simplification and support processing optimisation tool will allow you to improve your satisfaction rates and fidelisation in your company. INES.CustomerService, is also an effective service quality and delivery commitment level control tool. Like all INES modules, it is extremely intuitive and of quick implementation. Benefits right away! Benefits of INES.CustomerService Optimise customer relationship management Improve the quality and speed of response Coordinate your team in the easiest possible way Fidelise your customers Increase the quality of your services 15

16 INES.e-BusinessSuite Simplify your commercial activity Managing your company commercial activity effectively resides in making constant decisions. INES e-business Suite allows you to manage and control all areas of your organization from an only tool. Since the first contact with a potential customer to the collection of an invoice, you will have a 360 perspective of your activity: forecasting, follow up of your commercial opportunities, budget elaboration, purchase receipts, dispatch notes, invoicing, stock and purchase management, treasury, results account and command control. INES e-business Suite will simplify all your sales processes right away! Benefits of INES.e-BusinessSuite Manage your commercial activity in real time Simplify your sales processes Invoice in an easy and fast way Manage your purchase and stocks Follow up treasury and your results account 16

17 FRANCE SPAIN SWITZERLAND LATIN AMERICA (Uruguay) (Brazil) info@inescrm.com This document is for information pourposes only All rights reserved Copyright 2010 INES CRM 17

Sage 300 ERP 2014 Get more done.

Sage 300 ERP 2014 Get more done. Sage 300 ERP 2014 Get more done. Get more done by connecting your business, providing a better customer experience, and increasing revenue. New web and mobile functionality: driving better customer experiences

More information

Sage 100 ERP 2014 Connect your business.

Sage 100 ERP 2014 Connect your business. Sage 100 ERP 2014 Connect your business. The foundation for connecting your business to provide a better customer experience, increase revenue, and make better business decisions New web and mobile functionality:

More information

excellence in customer management global survey of financial services executives Consulting, IT & Outsourcing Professional Services

excellence in customer management global survey of financial services executives Consulting, IT & Outsourcing Professional Services excellence in customer management global survey of financial services executives Consulting, IT & Outsourcing Professional Services commercial management using costumers as a growth factor and a differential

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

Advisory Series. CRM from Start to Finish. Guidebook 1: Why do I need CRM?

Advisory Series. CRM from Start to Finish. Guidebook 1: Why do I need CRM? Advisory Series CRM from Start to Finish Guidebook 1: Why do I need CRM? Introduction Welcome to this first in a series of 4 Guidebooks that take a look at CRM from Start to Finish. In this first Guidebook

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

5 Things Growing Businesses Need to Look for in CRM Software

5 Things Growing Businesses Need to Look for in CRM Software CRM Buying guide 5 Things Growing Businesses Need to Look for in CRM Software Innovative businesses seeking to take control of the total sales cycle through innovative interactions and value-driven platforms

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

How CRM Solves These 5 Business Challenges

How CRM Solves These 5 Business Challenges How CRM Solves These 5 Business Challenges Here are 5 examples to demonstrate why organisations implement Customer Relationship Management strategies, and how professionally implemented CRM systems resolve

More information

10 THOUGHTS ON EVALUATING A FIELD SERVICE AUTOMATION SOLUTION

10 THOUGHTS ON EVALUATING A FIELD SERVICE AUTOMATION SOLUTION WHITE PAPER 10 THOUGHTS ON EVALUATING A FIELD SERVICE AUTOMATION SOLUTION INTRODUCTION The availability, low cost and ubiquity of mobile devices and mobile networks has fostered a revolution in how field

More information

Statement of Direction

Statement of Direction Microsoft Dynamics SL Statement of Direction Product strategy and roadmap for Microsoft Dynamics SL Date: January 2012 www.microsoft.com/dynamics/sl Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

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

Second CRM ON Demand CRM Solution

Second CRM ON Demand CRM Solution Second CRM ON Demand CRM Solution Business Plan Presentation April, 2010 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Business Plan SoftSolvers Technologies Q n A 2010 Soft Solvers

More information

YOUR COMPLETE CRM HANDBOOK

YOUR COMPLETE CRM HANDBOOK HIGHER EDUCATION: YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and

More information

THE PLANNING OF A CUSTOMER RELATIONSHIP MANAGEMENT PROJECT: REQUIREMENTS AND OPPORTUNITIES

THE PLANNING OF A CUSTOMER RELATIONSHIP MANAGEMENT PROJECT: REQUIREMENTS AND OPPORTUNITIES THE PLANNING OF A CUSTOMER RELATIONSHIP MANAGEMENT PROJECT: REQUIREMENTS AND OPPORTUNITIES Professor PhD Adriana OLARU Lecturer Alexandru CAPATINA Dunărea de Jos University of Galati, Romania Abstract:

More information

SIGN MANUFACTURERS: IT S TIME TO SEE YOUR SHOP FLOOR IN A NEW LIGHT

SIGN MANUFACTURERS: IT S TIME TO SEE YOUR SHOP FLOOR IN A NEW LIGHT WHITE PAPER SIGN MANUFACTURERS: IT S TIME TO SEE YOUR SHOP FLOOR IN A NEW LIGHT How to Utilize a Project Management Philosophy for Greater Visibility, Accountability & Adaptability Topics included in this

More information

1.1 Casino Group, France

1.1 Casino Group, France Case Study 1.1 Casino Group, France Abstract The Casino Group is one of France s leading food retailers. Founded in 1898, the firm sells it products through various channels including different types of

More information

Sage 200 v4.10 What s New At a Glance

Sage 200 v4.10 What s New At a Glance Sage Business Partner: IDL Systems Limited Sage 200 v4.10 What s New At a Glance Tel: 0845 092 0926 Email: sales@idlsystems.co.uk Web: www.idlsystems.co.uk Introducing the Sage 200 Platform The Sage 200

More information

DOCUMATION S TRAVEL & EXPENSES

DOCUMATION S TRAVEL & EXPENSES Documation is a leading provider of document-centric workflow and content management software, delivering services and solutions to businesses and organisations in the UK, Europe and around the world.

More information

How to choose the best CRM implementation partner for your call center

How to choose the best CRM implementation partner for your call center WHITE PAPER How to choose the best CRM implementation partner for your call center Top benefits and technology considerations for selecting the CRM that matches your needs INTRODUCTION In the era of multi-channel

More information

Exact Online CRM IN THE CLOUD. The New Selling. www.exactonline.co.uk

Exact Online CRM IN THE CLOUD. The New Selling. www.exactonline.co.uk Exact Online CRM IN THE CLOUD The New Selling www.exactonline.co.uk TABLE OF CONTENTS Introduction 01 Management summary 5 02 The importance of CRM 6 03 CRM in everyday practice 8 04 CRM and the sales

More information

SAP FOR TELECOMMUNICATIONS

SAP FOR TELECOMMUNICATIONS Industry Overview SAP FOR TELECOMMUNICATIONS DESIGNED FOR YOUR INDUSTRY. SCALED TO YOUR BUSINESS. READY FOR YOUR FUTURE. You don t run a generic business. So why use generic solutions? SAP for Telecommunications

More information

Better Together with Microsoft Dynamics CRM

Better Together with Microsoft Dynamics CRM Better Together with Microsoft Dynamics CRM Enhance the power and effectiveness of Microsoft Dynamics CRM business software with Microsoft products and technologies that work even better, together. Microsoft

More information

MARKETING CUSTOMER INFORMATION SYSTEM (MCIF) MARKETING

MARKETING CUSTOMER INFORMATION SYSTEM (MCIF) MARKETING AGENCY POSITION u MARKETING CUSTOMER INFORMATION SYSTEM (MCIF) MARKETING u PRESENTED BY STRATEGIC DIRECT MARKETING, INC. 447 METROPLEX DRIVE NASHVILLE, TN 37211 1-800-843-8861 WWW.SDMI3.COM MCIF MARKETING

More information

Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies.

Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies. Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies. Manage Sales, Marketing, Customer Service and Project Management in a single system. D Y

More information

CRM On Demand now hosted locally in Europe. An Oracle White Paper 2011

CRM On Demand now hosted locally in Europe. An Oracle White Paper 2011 CRM On Demand now hosted locally in Europe An Oracle White Paper 2011 Innovation, fuelled by the rapid development of new technologies, continues to drive competitive advantage in the area of customer

More information

IBM WebSphere Cast Iron Cloud integration

IBM WebSphere Cast Iron Cloud integration IBM Cast Iron Cloud integration Integrate SugarCRM in days Highlights Speeds up time to implementation for SugarCRM integration projects with configuration, not coding approach Offers cost savings with

More information

Affordable solutions designed for SMEs as well as large enterprises.

Affordable solutions designed for SMEs as well as large enterprises. edition 3 The world around us is changing constantly. It s almost impossible to keep up with technological developments. But you can t change your ERP system overnight. After all, this is often a comprehensive,

More information

GET CLOUD EMPOWERED. SEE HOW THE CLOUD CAN TRANSFORM YOUR BUSINESS.

GET CLOUD EMPOWERED. SEE HOW THE CLOUD CAN TRANSFORM YOUR BUSINESS. GET CLOUD EMPOWERED. SEE HOW THE CLOUD CAN TRANSFORM YOUR BUSINESS. Cloud computing is as much a paradigm shift in data center and IT management as it is a culmination of IT s capacity to drive business

More information

Your relationships. Your information. Your CRM.

Your relationships. Your information. Your CRM. Your relationships. Your information. Your CRM. Your relationships. Your information. Your CRM. In short, this means CRM without compromise. Your processes for identifying prospects, acquiring customers,

More information

A SAS White Paper: Implementing a CRM-based Campaign Management Strategy

A SAS White Paper: Implementing a CRM-based Campaign Management Strategy A SAS White Paper: Implementing a CRM-based Campaign Management Strategy Table of Contents Introduction.......................................................................... 1 CRM and Campaign Management......................................................

More information

DOCUMATION S CREDIT CARD STATEMENT PROCESSING

DOCUMATION S CREDIT CARD STATEMENT PROCESSING Documation is a leading provider of document-centric workflow and content management software, delivering services and solutions to businesses and organisations in the UK, Europe and around the world.

More information

CRM MICROSOFT BUSINESS SOLUTIONS AXAPTA. A more efficient organisation overall

CRM MICROSOFT BUSINESS SOLUTIONS AXAPTA. A more efficient organisation overall CRM MICROSOFT BUSINESS SOLUTIONS AXAPTA Microsoft Business Solutions Axapta CRM empowers you to maximise benefits from all of your business relationships and generate profit. Key Benefits: Achieve greater

More information

February 2015. Are You Ready for E-invoicing?

February 2015. Are You Ready for E-invoicing? February 2015 Are You Ready for E-invoicing? CONTENT Introduction... 3 1. SME Pain Points...4 2. E-invoicing Market... 5 2.1 European e-invoicing market...5 2.2 U.S. e-invoicing market... 6 3. E-invoicing

More information

amdocs > customer experience systems innovation AMDOCS SALES QUOTE ORDER

amdocs > customer experience systems innovation AMDOCS SALES QUOTE ORDER AMDOCS SALES QUOTE ORDER AMDOCS > CUSTOMER EXPERIENCE SYSTEMS INNOVATION WWW.AMDOCS.COM AMDOCS SALES QUOTE ORDER IS YOUR BUSINESS SKIPPING A BEAT? Orders are the heartbeat of your business, and no business

More information

WHITEPAPER: Harnessing intelligence from your customers with an integrated CRM SYSTEM

WHITEPAPER: Harnessing intelligence from your customers with an integrated CRM SYSTEM Harnessing intelligence from your customers with an integrated CRM SYSTEM Hooking the big fish in times of economic uncertainty Once upon a time, businesses used to be able to rely on long term relationships

More information

Dean Gauthier General Manager KLB Group Canada

Dean Gauthier General Manager KLB Group Canada Productivity in the Supply Chain Application in a manufacturing environment Dean Gauthier General Manager KLB Group Canada About me DEAN GAUTHIER General Manager KLB Group Canada Over 25 years of experience

More information

alcatel-lucent for small and Simplified communications for businesses on the move

alcatel-lucent for small and Simplified communications for businesses on the move alcatel-lucent OPENTOUCH SUITE for small and medium businesses Simplified communications for businesses on the move To succeed as a small or medium business (SMB), you need to keep customer satisfaction

More information

The small business revolution: trends in SMB cloud adoption

The small business revolution: trends in SMB cloud adoption The small business revolution: trends in SMB cloud adoption 02 Trends in SMB cloud adoption Trends in SMB cloud adoption 03 Gartner analysts predict cloud services will grow to $244 billion by 2017 1 05

More information

DilRoom. Improving, accelerating and simplifying the sharing of sensitive information. www.oodrive.com

DilRoom. Improving, accelerating and simplifying the sharing of sensitive information. www.oodrive.com Improving, accelerating and simplifying the sharing of sensitive information. www.oodrive.com Securing, accelerating and simplifying the sharing and viewing of sensitive or confidential documents. WHEN

More information

DOCUMATION S ACCOUNTS PAYABLE INVOICE MANAGEMENT SOLUTION (IMS)

DOCUMATION S ACCOUNTS PAYABLE INVOICE MANAGEMENT SOLUTION (IMS) Documation is a leading provider of document-centric workflow and content management software, delivering services and solutions to businesses and organisations in the UK, Europe and around the world.

More information

HOW A CRM HELPS YOUR BUSINESS GROW

HOW A CRM HELPS YOUR BUSINESS GROW Book 1 of 4 HOW A CRM HELPS YOUR BUSINESS GROW PART OF THE CRM SUCCESS SERIES Introduction BEYOND THE HANDSHAKE You ve likely heard the saying, Business begins with a handshake It sounds so simple. But

More information

Cloud CRM. Scalable solutions for enterprise deployment

Cloud CRM. Scalable solutions for enterprise deployment Cloud CRM Scalable solutions for enterprise deployment Simplicity in a complex world Finding, attracting, winning and retaining customers is the lifeblood of every business. But building a scalable, integrated

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world for

More information

Framework for: CRM strategy. Date: Company: Participants: Copyright 2013. Pyramid Communication AB

Framework for: CRM strategy. Date: Company: Participants: Copyright 2013. Pyramid Communication AB Framework for: CRM strategy Date: Company: Participants: Copyright 2013. Pyramid Communication AB The art of being different when everything else is the same CRM, or Customer Relationship Management is

More information

10 Steps to a Multichannel Strategy and an Exceptional Customer Experience

10 Steps to a Multichannel Strategy and an Exceptional Customer Experience 10 Steps to a Multichannel Strategy and an Exceptional Customer Experience Jesús Hoyos CRM industry analyst and advisor Brad Herrington Principal Solutions Architect Interactive Intelligence, Inc. Contents

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

The business owner s guide for replacing accounting software

The business owner s guide for replacing accounting software The business owner s guide for replacing accounting software Replacing your accounting software is easier and more affordable than you may think. Use this guide to learn about the benefits of a modern

More information

Everything You Need To Know About SAP Business One

Everything You Need To Know About SAP Business One Everything You Need To Know About SAP Business One General Knowledge 1. What is SAP? SAP stands for Systems, Applications, and Products in Data Processing. SAP is a world-wide market and technology leader

More information

StepForth Placement Inc.

StepForth Placement Inc. CASE STUDY StepForth Placement Inc. SERVICES BUSINESS Published By Maximizer chosen over ACT! and Goldmine for StepForth s Contact Management System In the embryonic world of search engine marketing, StepForth

More information

What is missing in campaign management today? Shaun Doyle VP Intelligent Marketing Solutions, SAS

What is missing in campaign management today? Shaun Doyle VP Intelligent Marketing Solutions, SAS What is missing in campaign management today? Shaun Doyle VP Intelligent Marketing Solutions, SAS Content What is campaign management? How has the technology evolved? Where are we today? What is missing?

More information

Parallels Automation. Five Critical Success Factors for Cloud Service Delivery. White Paper. www.parallels.com

Parallels Automation. Five Critical Success Factors for Cloud Service Delivery. White Paper. www.parallels.com Parallels Automation White Paper Five Critical Success Factors for Cloud Service Delivery www.parallels.com Table of Contents Five Critical Success Factors for Cloud Service Delivery... 3 The SMB Challenge...

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Functional Introduction Presentation January, 2013 Organise Your Business Second CRM On Demand Customer Relationships Designed for Small

More information

Presented by: sales@westerncomputer.com

Presented by: sales@westerncomputer.com The Complete Solution for the Graphics Industry Powered by Microsoft Dynamics Presented by: sales@westerncomputer.com PrintVis is a Comprehensive, PRINTVIS: THE COMPLETE Standard SOLUTION ERP/MIS FOR THE

More information

WTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably

WTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably SalesGrow CRM WTM SalesGrow CRM helps organizations differentiate their businesses to achieve maximum

More information

The State of Manufacturing. A Survey of Key Business Objectives and Challenges among Mid-Market Manufacturing Companies

The State of Manufacturing. A Survey of Key Business Objectives and Challenges among Mid-Market Manufacturing Companies A Survey of Key Business Objectives and Challenges among Mid-Market Manufacturing Companies Table of Contents Executive Summary..................................................... 3 Methodology...........................................................

More information

How To Manage A Sales Force Management System

How To Manage A Sales Force Management System 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

Configuration to the cloud Cloud configurator: Safe to Fly?

Configuration to the cloud Cloud configurator: Safe to Fly? Configuration to the cloud Cloud configurator: Safe to Fly? e-con Solutions Pieter Versloot June, 2013 Taking Sales and Product configuration to the cloud: Safe to Fly? Over the past few years, there s

More information

The all-in-one tourism marketing platform PRODUCT PRESENTATION

The all-in-one tourism marketing platform PRODUCT PRESENTATION The all-in-one tourism marketing platform PRODUCT PRESENTATION CONTENTS PRODUCT PHILOSOPHY 3 THE MARKET 4 THE PROBLEM. ONLINE MARKETING 5 THE PROBLEM. TECHNOLOGY UPDATE 6 LOCALLER: THE SOLUTION 7 LOCALLER:

More information

3 Tips for Your Email Woes: Streamline. Simplify. Cloud.

3 Tips for Your Email Woes: Streamline. Simplify. Cloud. Singtel Business Product Factsheet Email Archiving 3 Tips for Your Email Woes: Streamline. Simplify. Cloud. Secure and flexible email archival and e-discovery with Singtel Email Archiving Services. Email

More information

BROCHURE. KenCloud TM Customer Relationship Management. Brochure- KenCloud TM CRM. Swash Convergence Technologies Limited

BROCHURE. KenCloud TM Customer Relationship Management. Brochure- KenCloud TM CRM. Swash Convergence Technologies Limited BROCHURE KenCloud TM Customer Relationship Management Swash Convergence Technologies Limited 1 KenCloud CRM (Customer Relationship Management) SIMPLE SOLUTION, GREATER EXPERIENCE Overview The lifeblood

More information

WHITEPAPER MARKETING COMMUNICATION AND CRM

WHITEPAPER MARKETING COMMUNICATION AND CRM WHITEPAPER MARKETING COMMUNICATION AND CRM WHITEPAPER MARKETING COMMUNICATION AND CRM 2 ABOUT Nowadays, it is essential for a company to have a defined and efficient marketing strategy. Implementing such

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

Statement of Direction

Statement of Direction Microsoft Dynamics NAV Statement of Direction Product strategy and roadmap for Microsoft Dynamics NAV Date: May 2012 www.microsoft.com/dynamics/nav Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

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

BoardNox. Secure file sharing solution for Executive Committees and Boards of Directors. www.oodrive.com

BoardNox. Secure file sharing solution for Executive Committees and Boards of Directors. www.oodrive.com BoardNox Secure file sharing solution for Executive Committees and Boards of Directors www.oodrive.com BoardNox Organize meetings (dates, participants, speakers, venues and subjects) Share documents on

More information

Best in Class Referral Programs

Best in Class Referral Programs Take your business to the next level Best in Class Referral Programs Lower cost per sale, Higher Retention, Increased Profits Free Sales and Marketing Audit Call 410-977-7355 Best in Class Customer Referral

More information

How to choose the best software to help your business grow. Welcome! The webinar will start soon.

How to choose the best software to help your business grow. Welcome! The webinar will start soon. Webinar How to choose the best software to help your business grow. Welcome! The webinar will start soon. Webinar How to choose the best software to help your business grow. Speakers On this webinar we

More information

s Software as a Service (SaaS) offering: T-Suite Making your hard costs soft

s Software as a Service (SaaS) offering: T-Suite Making your hard costs soft s Software as a Service (SaaS) offering: T-Suite Making your hard costs soft T-Suite and Telstra T-Suite means you can: Rapidly deploy business applications when and where you need them Reduce capital

More information

ALCATEL-LUCENT OPENTOUCH SUITE FOR SMALL AND MEDIUM BUSINESSES Simplified communications for businesses on the move

ALCATEL-LUCENT OPENTOUCH SUITE FOR SMALL AND MEDIUM BUSINESSES Simplified communications for businesses on the move ALCATEL-LUCENT OPENTOUCH SUITE FOR SMALL AND MEDIUM BUSINESSES Simplified communications for businesses on the move To succeed as a small or medium business (SMB), you need to keep customer satisfaction

More information

4 ways to grow your small business with Salesforce CRM

4 ways to grow your small business with Salesforce CRM 4 ways to grow your small business with Salesforce CRM Contents Executive Summary... 2 Make everyone more productive... 2 Customize: Make Salesforce CRM work the way you do... 2 Organize: Centralize your

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

How Cloud Computing Will Change The Aviation Maintenance Operation

How Cloud Computing Will Change The Aviation Maintenance Operation White Paper How Cloud Computing Will Change The Aviation Maintenance Operation Building Safer Operations and Increasing Productivity with Cloud-Based Information Services CONTENTS Introduction: What is

More information

MICROSOFT DYNAMICS CRM Vision. Statement of Direction. Update: May, 2011

MICROSOFT DYNAMICS CRM Vision. Statement of Direction. Update: May, 2011 MICROSOFT DYNAMICS CRM Vision Statement of Direction Update: May, 2011 Microsoft Dynamics CRM - Statement of Direction, May 2011 EXECUTIVE SUMMARY Microsoft has delivered significant innovation and value

More information

Maximizer CRM Enterprise Edition

Maximizer CRM Enterprise Edition Maximizer CRM Enterprise Innovative and sophisticated CRM for medium to large organisations Today s demanding medium to largesized businesses are challenged with competing in a fierce market against tough

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

Get Your Head in the Cloud

Get Your Head in the Cloud Get Your Head in the Cloud A Comprehensive Guide to SaaS. SaaS for Dummies: A business managers guide to Software as a Service SaaS For Dummies has been written in partnership with Oracle to help you the

More information

DOCUMATION S SELF-SERVICE PORTAL

DOCUMATION S SELF-SERVICE PORTAL Documation is a leading provider of document-centric workflow and content management software, delivering services and solutions to businesses and organisations in the UK, Europe and around the world.

More information

Alcatel-Lucent Office Communication Solutions for Small and Medium Businesses. Simplified communications for businesses on the move

Alcatel-Lucent Office Communication Solutions for Small and Medium Businesses. Simplified communications for businesses on the move Alcatel-Lucent Office Communication Solutions for Small and Medium Businesses Simplified communications for businesses on the move To succeed as a small or medium business (SMB), you need to keep customer

More information

Help Desk Management 5 Tips to Increase the Efficiency of Your Service Team

Help Desk Management 5 Tips to Increase the Efficiency of Your Service Team Help Desk Management 5 Tips to Increase the Efficiency of Your Service Team Introduction As Information Technology (IT) services and consulting companies grow, new challenges emerge in the quest to provide

More information

7 Steps to Guide Your Field Service Technology Purchase

7 Steps to Guide Your Field Service Technology Purchase BUY ER S G UID E 7 Steps to Guide Your Field Service Technology Purchase Field service leaders across industries are looking for ways to modernize and streamline their service organizations. With increasingly

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

Do you want to... boost your sales?... have more loyal customers?... beat the competition?... be more effective? crmcenter.centermine.

Do you want to... boost your sales?... have more loyal customers?... beat the competition?... be more effective? crmcenter.centermine. Do you want to...... boost your sales?... have more loyal customers?... beat the competition?... be more effective? 1. What is CRM? CRM is a modern management and organizational concept, focused on gaining,

More information

Cloud Solutions for Bigger Business

Cloud Solutions for Bigger Business Cloud Solutions for Bigger Business Cloud Solutions for Bigger Business MYOB Advanced is the cloud based business management system (ERP) set to transform the way larger Australian and New Zealand businesses

More information

T O O L K I T. 5 Steps to Build a Hosting Business. Hosting Business Tool Kit

T O O L K I T. 5 Steps to Build a Hosting Business. Hosting Business Tool Kit 5 Steps to Build a Hosting Business HOSTING BUSINESS T O O L K I T Strategies and Tactics to PLAN, GROW and PROFIT as a Hosting Service Provider Internet Names for Business Inc. All rights reserved. Page

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

See your business in a new way.

See your business in a new way. Operations and Distribution Management Brochure See your business in a new way. Realize the future of your business today. See your business in a new way. Realize the future of your business today. Distribution

More information

Your Complete CRM Handbook

Your Complete CRM Handbook Your Complete CRM Handbook Introduction Introduction Chapter 1: Signs You REALLY Need a CRM Chapter 2: How CRM Improves Productivity Chapter 3: How to Craft a CRM Strategy Chapter 4: Maximizing Your CRM

More information

25 Questions Top Performing Sales Teams Can Answer - Can You?

25 Questions Top Performing Sales Teams Can Answer - Can You? 25 Questions Top Performing Sales Teams Can Answer - Can You? How high growth businesses use Sales Force Automation to drive success The best performing sales teams can answer the sales management questions

More information

Customer Relationship Management - a strategic approach

Customer Relationship Management - a strategic approach Sage CRM Solutions Customer Relationship Management - a strategic approach Managing interactions with prospects and customers effectively and profitably is a fundamental part of business. Success depends

More information

Alcatel-Lucent Office Communication Solutions for Small and Medium Businesses. Simplified communications for businesses on the move

Alcatel-Lucent Office Communication Solutions for Small and Medium Businesses. Simplified communications for businesses on the move Alcatel-Lucent Office Communication Solutions for Small and Medium Businesses Simplified communications for businesses on the move To succeed as a small or medium business (SMB), you need to keep customer

More information

Translating technology into your business

Translating technology into your business Business Solutions Who are we? Translating technology into your business 20+ years of experience in the field of digital communications. Everything is CHANGING Everything in our business environment is

More information

Growing Customer Value, One Unique Customer at a Time

Growing Customer Value, One Unique Customer at a Time Increasing Customer Value for Insurers How Predictive Analytics Can Help Insurance Organizations Maximize Customer Growth Opportunities www.spss.com/perspectives Introduction Trends Influencing Insurers

More information

Sales Force Automation OpenBOX Business Suite

Sales Force Automation OpenBOX Business Suite Sales Force Automation OpenBOX Business Suite Connecting People, Data & Applications Agenda OpenBOX Business Suite Key Benefits Problems / Needs Product Features Case Study Summary Sales Force Automation

More information

Choosing a Web Analytics solution

Choosing a Web Analytics solution Online Intelligence Solutions Choosing a Web Analytics solution By Jacques Warren WHITE PAPER WHITE PAPER About Jacques Warren Jacques Warren has been working in the online marketing field since 1996,

More information

Future focused cloud solutions from the Access Group

Future focused cloud solutions from the Access Group Brought to you by Access Group Future focused cloud solutions from the Access Group A guide to driving agility for Access Supply Chain customers accessacloud.com Future focused cloud solutions from the

More information

sponsored by White paper What can CRM bring to your business? A study of the benefits offered by CRM across all areas of the business

sponsored by White paper What can CRM bring to your business? A study of the benefits offered by CRM across all areas of the business sponsored by >> White paper What can CRM bring to your business? April 2011 A study of the benefits offered by CRM across all areas of the business Contents Executive summary p 3 The evolution of CRM p

More information

Engage Customers with Service Excellence

Engage Customers with Service Excellence SAP Brief SAP Customer Relationship Management Customer Service s Objectives Engage Customers with Service Excellence It s time to rethink customer service It s time to rethink customer service Today s

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

Managing Customer Relationships with SAP Business One

Managing Customer Relationships with SAP Business One SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business One Objectives Managing Customer Relationships with SAP Business One Win new customers and forge better relationships Win new customers

More information