the sales communication cloud - .net framework

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1 The Sales Communication Cloud Voice Messaging Video Other Modules CRM-Integration Recording QES & Video-Ident Authentification White-Labeling Analytics Collaboration Modules Online-Scheduling Screen-Sharing Co-Browsing Whiteboard Document-Sharing E-Signature Neue Grünstraße 27, 10179 Berlin // Website: flexperto.com

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The Sales Communication Cloud

VoiceMessaging

Video

Other Modules

CRM-Integration

Recording

QES & Video-Ident

Authentification

White-Labeling

Analytics

Collaboration Modules

Online-Scheduling

Screen-Sharing

Co-Browsing

Whiteboard

Document-Sharing

E-Signature

Neue Grünstraße 27, 10179 Berlin // Website: flexperto.com

Mission

„To improve the quality of life by making digital communication between

companies and customers extremely easy and smart.”

About us

2012 Financed Leading Focusfounded and until this day led by its founding members

by notable investors such as Deutsche Telekom

communication platform for digital insurances sales

on insurance und banking industry

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Key Customers

44

Sales Agents

Customer

WhatsApp

SMS

Letter

Branch

The communication between sales units and customers is still very analogue

Service-VelocityState-of-the-art communication channels have a severe impact on NPS and customer satisfaction.

New target groupsExpect state-of-the-art and highly innovative communication channels.

Long-distance-customersDue to a lack of time and constant changes of customers' location, satisfactory long-distance consulting services are paramount.

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The Flexperto Sales Communication CloudEverything that your sales employees have done so

far offline, is now also available online with

Flexperto. Set up customer appointments, clarify

questions in the video chat, edit documents

together, co-browse websites, sign contracts, or

say “hi” to customers through WhatsApp.

CRM Integration offers a solution that synchronizes

the entire customer communication permanently.GDPR-compliantand with integrations intoyour Enterprise Landscape

Unified in a 100% web-basedsolution for sales

All channels and collaboration-tools

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The Communication Cloud- Live Voice & Video

HD-quality and highly scalable live video communication. No downloads required.

100% Web-basedHD-Quality without downloads or plugins. Works on every device with the most common browsers.

Secure streamingVideo and audio streams are encrypted and processed in a German data centre.

Access to important sales-toolsFrom the Conferencing Room you have the possibility to start an E-Signature, discuss important documents via Screen-Sharing and Co-Browsing or record meetings.

Available on all platforms & browsersFlexperto runs smoothely on both iOS and Android device and is compatible with all browsers and main enterprise networks (Citrix, etc.).

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The Communication Cloud – Instant Messaging

OmnichannelSMS, WhatsApp or Telegram: all messages are routed to a single thread.

Full control of your dataComply with regulations, analyze your message dataor synchronize messages and files to your CRM.

Whether it be SMS or WhatsApp, all messages can be received in one secure, reliable messenger with multiple collaboration add-ons.

GDPR-complianceWe offer a solution for agreement-management, securing and storing data inside the EU, as well as fora simple yet adjustable deletion process.

IntegrationsAccess all relevant sales tools from the Messenger. Gather standardized data, start E-Signatures or send an invitation for online-scheduling. Company

Customer

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The Communication Cloud - Collaboration

Everything your employees have so far been doing offline, is now available online.

Scheduling MeetingsYour clients have access to available time slots and can comfortably schedule meetings with one click online.

Screen Sharing and Co-BrowsingEnhance the visual aspect of your meetings by sharing a single tab or the entire desktop with your counterpart.

WhiteboardUpload PDF-edocuments and guide your clients through your presentation by using check marks.

E-SignatureSign documents electronically using the E-Signature.

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The Communication Cloud - Integrations

Flexperto can easily be integrated into existing CRM-Systems and hence provides an all-encompassing overview of the customer.

• Tracking of sales activities has never been so easy – meetings, requests, messages, contracts, files, etc. can be automatically stored within your CRM system.

• Seamless user experience through Single-Sign-On and many options to start flexperto interactions right from your CRM system.

Bidirectional synchronisation of contacts Synchronisation of communication activities Integration into CRM-systems

Joe Smith will receive a Link to join the video session via Email.

Do you want to leave Joe Smith a message?

• No data silos since all your contacts are always synced between your CRM and flexperto.

• Flexperto serves as the frontend for faster communication workflows on top of your CRM.

1010

The Communication Cloud

Flexperto is building the bridge between enterprises and customers.

1111

USP

Flexperto is the only product on the market, which has specifically been designed for the sales workplace and is truly omnichannel.

Omnichannel Integrations of 3rd party collaboration services Made for 1-1 sales use cases

1-1

Voice, Video & Messaging in one solution -Our Messaging service integrates all major Instant Messengers in one central solution.

Send customers a link to schedule a meeting, obtaina signature or switch to a co-browsing session in

order to interactively fill out a document – we have integrated the most powerful collaboration solutions

for sales in one software.

Unlike contact center solutions such as Genesys, Twilio flex or Internal Collaboration Platforms, such

as Microsoft Teams, flexperto is made for sales: opt-ins, personalized profiles and no downloads or

plugins.

Scheduled meeting8:00 – 10:0015th of December 2019

Here is an image of the damage

Click here to startthe Videochat.

Household Insurance

1212

ENCRYPTION

MIFID 2 COMPLIANCE

HOSTINGIN EUROPE

OPT-IN MANAGEMENT

DATA DELETION

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5

USP

Play video

Made in Germany Strong Brand & Network

With IT-Security & Compliance as a prerequisite for sensitive industries, flexperto is well positioned especially in the EU regulatory environment.

Flexperto organizes one of the most-relevant digitization events in the German financial service sector and has a broad network to C-Levels.

Flexperto is made for sharing information in sensitive context and has shown its ability to build a strong brand in sectors withhigh entry barriers such as the German speaking insurance and banking sector.

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Product History & Strategy

OmnichannelCommunication Platform

• Integration of WhatsApp Business API, Facebook Messenger, SMS, Telegram & Co. in one centralized messenger

• Integration possibilities into all major CRM systems

IntelligentCommunication

• Integration of RPA, bots & other AI technologies to engage smarter with customers

• The Messenger as the central conversational frontend for sales employees

• Augmented sales-analytics to make better management decisions

Redefining all aspects of smart sales communication in one enterprise-grade sales communication cloud.

2014 2018 2020

Live Video, Voice &Collaboration Tool

• Online meetings without downloads & available on all platforms

• Integration of sales collaboration tools such as E-Signature, Screen-Sharing, Whiteboard & Online-Scheduling

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PotentialInsurance Market

Market

Our initially targeted market - insurance still bares great ARR potential of 300m Euro worldwide. Leads and new customers from other industries indicate strong cross-vertical scaling potential.

Sources: Transparency Market Research, insuranceeurope.eu, flexperto research* Calculated based on European insurance market share of 35% (Swiss Re Sigma No.4/2015: “World insurance in 2014”** Based on current ARR / customer of 72 K Euro

# potential insurances potential ARR (in €) **

4.000 288 mn

1.500 108 mn

200 14 mn

DACH

Europe

World*

PotentialUnified Communications

PotentialVerticals

$8bn

$79bn

2015 2024

Recruiting

Healthcare

IT-ServicesReal EstateTravel

Banking

Real Estate

CAGR

30%

Automotive Pharma