absol crmsave time by following up with leads right inside crm. ... automate your follow-up, and put...
TRANSCRIPT
Agenda
Challenges at hand01
Objective02
Proposed Architecture03
Features04
Sales Team ForceKnowledge Agility Control Decision Support
Challenges
1. Poor online presence /
Limited digital footprint
2. Disconnect between
CSR and client.
4. No tracking of customer
engagement
3. No centralized customer
data bank
Challenges
5. Lack of customer’s
business insight
6. No tools to empower the sales
force to manage and run target
oriented sales campaigns.
8. No sales performance
measures in place
7. Lack of transparency
and control
Challenges
9. No client-corporate
relationship memory
10. Integration with 3rd part
applications
Objective: Single Source of Truth
Products & Services
Companies
Contacts
Sales Team
Objective: Single Source of Truth
Support Teams
Sales Activity
Support Activity
Integration
Sales
Force
Web
Portal
Mobile
App
GSuite /
Outlook
CRM
Databases
Companies
ContactsProducts
Sales
Teams
Support
Teams
Sales Activities
Emails
Visits
Conversations
Chats
Documents
Quotations
Support
Activities
Tickets
Tasks
SLAs
Documents
Scripts
Cu
sto
me
r A
cti
vit
y T
rac
ke
r
Incoming Request Tracker: Sales Queries + Support Queries
Customer
News
Letters
Emails
Call Center
Inbound Calls
Website
Web Forms Chatbot Product Pages
SAP
AdaptorAdd-On
Integration
CRM
Databases
Products
Sales
Teams
Support
Teams
Sales
Activities
Quotations
SAP
Adaptor
ERP Integration
Features
Features Lead Management
Pipeline Management
Email Templates
Email Marketing
Email Automation
Log Activity
Features Email Tracking
Document Tracking
Corporate Website Integration
Customer Support
LDAP/Active Directory Integration
Functions• Contact Management
• Sales Team and Customer Opportunity Management
• Reports and Dashboards
• Sales Planning and Forecasts
• Sales Analytics.
• Mobile CRM
• Email Client Integration
• Sales Performance Management
• Marketing Automation Integration
• Chat Integration
• Call Center Automation and Integration
• Cloud-Based or On-Premise CRM.
• Personalized Restaurant Marketing Campaigns
• Feedback management
Lead Management
Spend less time preparing for your follow up
Save time by following up with leads right inside CRM
Automate Your Follow-Up Emails
Automate your follow-up, and put time back into your day
Create and edit sequences• Enroll customer automatically
to a sequence
• A customer is automatically enrolled out of the sequence if responds to any email
Personalize and tailor your outreach (Snippets)
Use data to identify thebest-performing sequences
Set up daily email digests and notifications for your team
• Give everyone on your team a daily email digest of the prospects that matter to them.
• Set up automated emails and revisit notifications to alert your team when the companies they care about are visiting your site.
• Make timely follow-up foolproof by automating the grunt work.
GMAIL, GSUITE IntegrationSelect email templates from within
gmail
Manage Sales Pipelines
Create new
deals in no
time
Customize
your pipeline
to match your
sales process
Track
progress and
diagnose the
health of your
pipeline
Email Marketing:
Step 1 – Select
Template
Email Marketing:
Step 2 – Drag &
Drop
Email Marketing:
Step 3 – Sent
Analytics
Log Activity
•Call recording (Mobile App)
•Gmail/GSuite/Outlook integration
(Web/Desktop/Mobile)
•CSR Online Chat Integration
•Online chatbot integration
•Call center integration (in-bond / out-bound)
Activity: Call
Marketing Performance
User Friendly Interface
• Mobile Responsive Interface
• Maximum Reusability
• Auto Search Lookup Fields
• KPI oriented dashboards
• Mobile App
• Capture activity data on the go
• Process automation
• Alert escalation
Features Comparison
Cen
tralized
S
ale
s
DB
Ease
of
use
Sale
s P
ipelin
es
3rd
part
y
inte
gra
tio
n
Tic
keti
ng
Wo
rkfl
ow
s
Dash
bo
ard
s
Mark
eti
ng
To
ols
Em
ail
Te
mp
late
s
Inb
ox I
nte
gra
tio
n
Mo
bile A
pp
CS
R C
all
Reco
rdin
g (
Ap
p)
Web
Fo
rms
Inte
gra
tio
nO
nlin
e C
SR
Ch
at
Inte
gra
tio
nO
nlin
e C
hatb
ot
Inte
gra
tio
nC
all C
en
ter
Inte
gra
tio
nA
rtif
icia
l
Inte
llig
en
ce
Co
st
Eff
ecti
ve
SAP
CRM
HubS
pot
New
CRM
Development Roadmap
Months
1 2 3 4 5 6
Basic Features Data Entry
Advanced Features Round 1
Dashboards / Analytics
Advanced Features Round 2
Automation
Advanced Features Round 3
Integration
Thank You