introduction to crm seven

Introduction to CRMSeven

Marketing team

www.CRMseven.com

General information

Webinar duration: about 30 minutes;Recorded: posted on YouTube

Agenda

What is a CRM solution and Why do I need it? CRM Seven approach Overview of the application Edition plans

Purposes of a CRM software

The primary purpose of CRM software is to centrally collect and manage all information of prospective and existing customers:

prospects: managing the whole sales cycle, from lead until becomes a customer;

Existing customers: manage the relationship so that he continue to buy.

Do I need a CRM system?

Yes, if I want to manage efficiently my leads;Yes, if I want to work according to a standardized

process;Yes, if I want to share customer information to other

people within the organization;Yes, if I want to have a centralized information

repository of all customers history;Yes, if I want to better understand my customer needs;Yes, if I want to focus on those customers that

generate more revenues;More reasons needed?

CRM Seven helps you to work with processes

Recurrent Sales process

CRM Seven goes beyond

Provides Product Management; Manages Price books; Manages Quotes; Integrates Orders; Issues Invoices; Provides Support tickets management; Provides Customer portal; Generates customized reports.

CRM Seven: Cloud based solution

CRM Seven is a cloud based solution, accessible from the internet with standard browser:

NO local installation (just an internet browser); NO need for back-up (we take care of that); NO need for equipment investment (we take care of that); NO need for software upgrades (we take care of that); NO need for data security (we take care of that); NO need for maintenance (we take care of that);

CRM Seven: Cloud with control

London - UK, Amsterdam - Netherlands, Bucharest - Romania, Frankfurt - Germany, Dallas - Texas, Fremont & San Jose - California USA, Kansas City - Missouri USA, Chicago - Illinois USA, Scranton - Pennsylvania USA, Buffalo - New York USA. More European destinations to come

Servers located in Europe and USA

CRM Seven: Hybrid cloud

One database for every customer: Location based; Secured; Increased performance; Easy extract (known format)

CRM Seven: application overview

Dashboard

Leads - Lists

Leads – Details

Contact - Details

Contact – Details (cont.)

Opportunity

Products - Lists

Products - Lists

Trouble tickets

Marketing campaigns

CRM Seven Editions

CRM Seven – under the hood

This software is a collective work consisting of the following major Open Source components:Apache software, MySQL server, PHP, SugarCRM, Vtiger, Drupal, ADOdb, Smarty, PHPMailer, phpSysinfo, MagpieRSS and others

Further …

info@CRMseven.com