CRM. Services & Solutions Largest team of CRM specialists First Sage CRM partner with accounting background. Stone Forest IT

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1 Stone Forest IT CRM Services & Solutions Largest team of CRM specialists First Sage CRM partner with accounting background Premier Partner Globally Connected International

2 Stone Forest IT About Us IT services arm of the Chio Lim Stone Forest group, the largest accounting and business advisory group outside the Big 4 in Singapore Member of RSM International, the 7th largest accounting and consulting network in the world Leading Sage partner with the largest team of Sage Certified Consultants in Singapore for over 2 decades First Sage Authorised Training Centre (by Stone Forest Academy) Who Are Our Clients? Local SMEs that need to automate and streamline processes involving sales, marketing, customer service, projects and operations Foreign firms with Singapore operations that require a cost-effective CRM solution that integrates with their headquarters systems VWOs, NPOs and public-listed corporations that require a proven system to support corporate governance and enhance data integrity What Is Different About Our Services? What distinguishes us from our competitors is our strong accounting and business advisory background. As part of a leading accounting and business advisory group, we are subject to the same strict discipline and code of conduct expected of accountants. We adopt best practices and processes to ensure our clients can trust us to safeguard the integrity of their data. Our CRM team is helmed by veterans with more than 15 years of practical experience in supporting and implementing CRM solutions. Team of 30 in-house developers and functional consultants Quick Facts Year Established Group Presence and Staff Strength Singapore Office (including headcount of 60 from SFIT) China Offices (Shanghai, Beijing, Suzhou, Shenzhen, Chengdu and Hangzhou) : 1987 : 950 : 320

3 Customised Solutions For Sage CRM 1 DNC and Consent Management Modules for PDPA With the Personal Data Protection Act 2012 (PDPA) in place, all businesses need to be careful with the collection, use and disclosure of clients personal information that are used for unsolicited marketing calls, messages and faxes. The Do Not Call (DNC) and Consent Management modules are the perfect plug-ins built for Sage CRM to allow better tracking of clients permissions. Features Clear visibility of the latest consent and DNC status of clients and contacts Audit trail of consents and restrictions Reduce wastage and costs by aggregating the DNC cleansing across different departments Resource Manager and Booking Module 2 The Resource Manager and Booking Module (RMBM) provides an overview of resources (facilities, schedules, appointments, etc) at a glance, giving businesses clear graphical visibility of resource availability and waiting lists. Features Fast searches and retrievals, and clear visibility of clients and their bookings Efficient, fast and accurate reservation of resources Web-based centralised booking by staff across different locations Management of customers preferences for date, time slot and service staff

4 3 On-Premises E-Marketing (OPEM) OPEM is a robust e-marketing solution built for Sage CRM that allows businesses to manage marketing campaigns and personalise user engagements over and SMS. With OPEM, businesses can not only create campaigns but also discover customer behaviour and preferences. The option for on-premises or privately-hosted installations gives businesses complete privacy and full control over confidential client information. Features Personalised marketing messages for improved response Complete privacy and full control over clients information Analytics data for businesses to determine effectiveness of marketing campaigns OPEM List Management Sage CRM Groups Import via Excel, CSV Import from external database Creative Management Template import Template creation Template grouping Campaign Management Sage CRM Admin Management Create users Manage resources Access right control Approval workflow Scheduled sending - By size - By interval Multiple SMTPs Delivery reports SMS Detect recipients: open rate Unopened s Click-throughs bounce rate Unsubscribe rate Optional: Install OPEM database into a separate server Choice of own server to host landing pages Load balancing capability for multiple content servers How you gather, manage and use information will determine whether you win or lose. - Bill Gates Former Chief Executive & Chairman of Microsoft Globally Connected International

5 CRM Advisory Who Needs This Many stakeholders understand the importance of implementing a CRM system in their organisations. However, introducing a CRM system prematurely without proper formulation and alignment of CRM strategy and structure may introduce unnecessary resistance and create pitfalls that ultimately lead to project failure. According to industry analysts, this accounts for over 30% of all failed CRM projects. However, many IT system integrators or solution resellers are not conversant with this requirement. We offer CRM advisory services to help organisations start right and end right. CRM Readiness Programme We take a holistic approach to helping clients prepare their organisations for a CRM initiative. Assess the organisation s landscape and challenges Recommend appropriate strategy and plan for the successful introduction of a CRM system Carry out a readiness review that includes interviews, observation sessions and workshops to help the organisation discover what CRM is and align perspectives and values to achieve buy-in from the stakeholders and staff CRM Clinics We also offer one-to-one sessions for organisations that need a CRM consultant that understands their challenges and provides professional advice. CRM Care CRM Care offers holistic end-to-end system support for your Sage CRM users and IT Infrastructure, eliminating the hassle of managing multiple vendors. MAINTENANCE Service desk (phone and remote/on-site technical support) Application performance tuning Application health checks Pre-implementation analysis of application upgrades and updates TRAINING Sage CRM basic/advanced user training Sage CRM system administrator training Customised role-based training for Sage CRM Development of in-house training materials by our experienced Sage CRM consultants DOCUMENTATION Documentation of Sage CRM for ease of support IT SUPPORT Perform basic IT and network support on clients workstations Assistance with IT hardware acquisition

6 For further information, please contact: Stone Forest IT Pte Ltd 8 Wilkie Road, #03-08, Wilkie Edge, Singapore T F info@stoneforest.com.sg General Enquiry Hotline T ITSales@StoneForestIT.com Sage CRM Technical Helpdesk T CRMCare@StoneForestIT.com Customer Service Wong Ken Meng T WongKenMeng@StoneForestIT.com Management Eileen Tan (Ms), Executive Director T EileenTan@StoneForestIT.com 0715