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Customer Lifecycle
Management (CLM)
platform

Submitted by:
Crosscode Technologies Pvt. Ltd.,
Email – arindam@crosscode.in
Call - +91.99169.65415

An enterprise wide information backbone for pan-branch
operations for automobile dealerships

© This document contains confidential and proprietary information of Crosscode Technologies Pvt. Ltd (CTPL). It is furnished for evaluation purposes only. Except with the express prior written permission of CTPL, this document and the information contained
herein may not be published, disclosed, or used for any other purpose.
Crosscode – key associations

www.crosscode.in

Copyright of all logos & trademarks depicted above are acknowledged

2
Crosscode – team evolution

www.crosscode.in
2013-

2011•CommTEL implemented
with enterprise PBXes like
Siemens, Avaya, Cisco, etc
•Built speech applications like
keyword spotter & IVRS.
•CommTEL gets
implemented across
enterprises or BPOs as call
center or IVR platform
•Work starts on
CommTRACK platform

2007•CallDesk released
•CallDesk implemented for
Optimus, VirginMobile
•CTI apps for
Commonwealth Bank AU,
WestNet AU
•Work started on HIPCC
billing

2008•SmartBilling – HIPCC
billing platform released
•SmartBilling implemented
for VSNL
•Built SDP for speech based
VAS IVR for RCOM
•Integrated Nuance,
Telisma with Asterisk

2009•Work started on CommTEL
and associated product
suite
•CommTEL 1.0 released in
Dec 2009 with E1/PRI
support

•Crosscode Customer Lifecycle
Management (CLM) for
automobile dealerships
launched.
•Signed up with Maruti &
Hyundai dealerships.
•CLM with integrated telephony
going on to Amazon
•Hosted CLM + Call center
offerings tested & ready for roll
out.

2010-

2012-

•CommTEL 2.0 with SIP
support released
•CommTEL implemented
for international processes
with SIP trunk
•Wins order to setup call
center for BMTC as 1st of its
kind.
•PCI DSS v1.2 compliance
status attained, launch of
Payment IVR services

•CommTRACK implemented for
GTL’s power distribution
service
•CommTRACK based enterprise
CLM getting developed for
leading automobile chain
•CommTRACK based enterprise
CCM being designed for global
optical major.
•Video capability added to
CommTEL.

3
Crosscode CLM platform – bringing in the paradigm shift

www.crosscode.in

Still trying to fit your requirement into the
software you bought…

Do it the other way round using the
CommTRACK CLM…
4
How do you drive customer retention and loyalty?

www.crosscode.in

Key factors that help you drive customer
retention & loyalty

Accessible

Available

Proactive

Responsive

5
How accessible are you?

www.crosscode.in

Facebook

Website

Twitter

ACCESSIBILITY

REACH OUT

REACH IN

Email

Mobile Apps

SMS
6
How available are you?

www.crosscode.in

On-road
24x7
Service

Open
hours

AVAILABILITY

REACH OUT

REACH IN

Closed
Hours

Emergency
calls

Call
routing
7
Are you being proactive?

www.crosscode.in

Service
Reminder
New
regulations

Insurance
Reminder
PROACTIVE

REACH OUT

REACH IN

PUC
Reminder

Promos

Alerts
8
Are you being responsive?

www.crosscode.in

Maximize
1st call
resolution
Minimize
repeat calls

100% calls
answered
RESPONSIVE

REACH OUT

REACH IN

Answer
within 4
rings

Minimize
putting on
hold
0% missed
calls

9
CLM drives you towards customer retention and loyalty

www.crosscode.in

The CLM platform, as a business enabler, fuels
your drive towards customer retention & loyalty

REACH OUT

CLM

REACH IN

10
Multi-media support by CLM

www.crosscode.in

CLM platform is the 1st enterprise wide software
suite or platform today, that has integrated
telephony

11
Processes automated by CLM

www.crosscode.in

Driving School

Pre-owned car Sales

Sales + PSF

Services + PSF

Insurance

CLM
12
Sample process flows - sales

www.crosscode.in

Closure

Conversions
Follow-up
Profiling

CAF
• Digitised CAF
to enable data
collection at
source.
• Execs can use
tabs

• Perform customer
profiling based any
parameters as
needed.
• Auto-assign
customer leads to
respective execs
for test-drive,
finance, booking,
etc

• In case booking does
not happen, all
enquiry data is
available for followup calling or activities.
• Assign data to field
execs on ECLM
(mobile) for door
visits.
• Regular churning of
data for followup
calls.
• Matching profile to
new releases, promos,
etc.

• Enquiries can be
converted to
bookings either in
CLM directly or by
way of DMS upload.
• Leads can be
generated for finance
options for call-out.
• Data related to car
exchanges, POC can
be tracked and
assigned to used car
sales inventory.
• Status changes from
booking to delivery
can be effected as
and when they occur.

• Tracking from
booking to delivery
with regular status
changes and autoassignments to
respective process
execs.
• PDI status tracking.
• Registration & ROC
activities tracking
• Invoicing can be
done directly in CLM
or can be uploaded
from DMS.
• Delivery activities –
gatepass, accessory
check, etc tracking.
• Social media or web
update of sale
photo.

13
Sample process flows – Insurance

www.crosscode.in

Dialing
Distribution
Dial List

DMS
• Input to the
process
• Customer list
in XLS / CSV
format

• Dial list for 60th day
generated
• Dealership / Nondealership based
sorting

• Auto-distribution
based on agent
performance & skill
• Locked to agent if call
is connected.

• Agents dial the
customer records in
auto-preview mode.
• Complete track of
agent dialing
performance.
• 100% voice log for
verifications & QA

Appointment
Fixed
• Customer record
marked for
assignment to field
executive
• In-build scheduler
will push
appointments to
executives on given
dates
• Appointments not
fixed are churned
back into the dialing
list to that agent for
followup action

14
Sample process flows – payment collections

www.crosscode.in

Payment
collections
Confirmation
On-field
access
Assignment
• Pincode wise
mapping
• Assignment to
field execs
based on
mapping

• Field Execs log into
ECLM (mobile).
• Check their
appointments.
• Can make calls to
customer,
coordinator, telecaller using
dealer’s PRI

• Field execs can call
customers to confirm
appointment timings
& venues
• Can re-schedule
appointments & the
same will be reflected
in CLM.
• All such conversations
are recorded in
central servers for
future reference.

• Field execs collect the
payment – cash,
cheque or card.
• Enter payments
details into ECLM on
the spot, instantly.
• Payment received
confirmation is
SMSed to customer’s
registered mobile
number.
• For cash collections,
receipt number is
SMSed and the
receipt is emailed to
the customer.

Policy / covernote emailed
• All customers whose
payments are
collected, are autoupdated as
“Payment made”
• Auto-generation of
policy letter or cover
note based for all
payment made
customers
• Policy letter or cover
note is auto-emailed
to individual
customers instantly.
• List is available with
Insurance manager
login for review &
approval from
principle

15
Sample process flows - service

www.crosscode.in

Dialing
Distribution
Dial List

DMS
• Input to the
process
• Customer list
in XLS / CSV
format

• Dial list for 15th day
generated
• Dealership / Nondealership based
sorting

• Auto-distribution
based on agent
performance & skill
• Locked to agent if call
is connected.

• Agents dial the
customer records in
auto-preview mode.
• Complete track of
agent dialing
performance.
• Tools to handle
queries on insurance,
last service,
estimation, etc are on
screen for ready
access to all pertinent
data.
• 100% voice log for
verifications & QA

Appointment
Fixed
• Customer record
marked for
appointment.
• Appointments could
be for drive-ins or
pick&drop.
• In-build scheduler
will push
appointments to
service advisors on
given dates
• Appointments not
fixed are churned
back into the dialing
list to that agent for
follow-up action

16
Sample MIS for Insurance process

www.crosscode.in

Insurance Process
Number of policies processed under CLM

xxx

xxx

Number of customers renewing their insurance with DEALER

Number of customer who have done insurance with DEALER
at least once

xxx

xxx

Number of customers who have done insurance with
DEALER but no service

Number of customers who have bought car from DEALER,
but never insured with DEALER

xxx
17
Sample MIS for Service process

www.crosscode.in

SMR Process
Number of serviced customers

xxx

xxx

Number of customers servicing with DEALER repeatedly

Number of customer who have serviced with DEALER once

xxx

xxx

Number of customers who have serviced with DEALER but
no insurance

Number of customers who have bought car from DEALER,
but never serviced with DEALER

xxx
18
Sample MIS for overall dealership

www.crosscode.in

Flag
Number of customers who have bought car from DEALER
but neither serviced nor insured with DEALER

xxx

19
Server sizing & requirements

www.crosscode.in

Server – 3 nos for CLM Platform implementation
CPU

Intel Xeon Quad Core

RAM

8GB

HDD

500GB (will vary with logging requirements)

OS

Fedora

DVD RW Drive

1

The above figures are indicative, actual requirements will be shared in detail as part of the solution proposal document.

20
What is the bottom line?

www.crosscode.in

The bottom line is CLM delivers tangible ROI to
the management…
ROI

67% jump in productivity

Cost reduction

•

50% reduction in monthly telecom charges

•

Increased productivity

•

Double your contacts or halve your manpower costs

Improved customer service

•

Generate 50% in house leads, save marketing expenses

•

Improved decision making & planning

•

Generate more cross-sell / up-sell

•

Drive performance

•

100% data accuracy, better customer confidence

•

Better resource management

•

Connect all outlets, have all data at your fingertips

•

Secure data, streamlined processes

•

Reduced IT overheads

•

Strategic

•

•

Technology

Cycle time reduction

•

Managerial

Figures that talk

•

Operational

Parameters

Supports business growth

•

Generates differentiators

21
Show me the money !!!

www.crosscode.in

Lets see how CLM delivers the ` ` `
Parameters

Before CLM

After CLM

Talk time

180 secs

180 secs

Process time – from search record  call  disconnect  search for next record

374 secs (see Anx A)

224 secs

Leakage time (unproductive work)

194 secs

44 secs

Total talk time duration in seconds

14400

14400

Total calls done (total talk time / process time for 1 call)

39

64

Productivity growth

0%

67%

Extra calls per agent per day

0

26

Total calls per day

770

1286

Total contacts monthly (26 days)

20021

33429

For ONE (1) call

For a talk time of 4 hours in a shift of 8 hours

For a call center of 20 tele-callers

So you can do 13407 extra contacts or do the same contacts with half the manpower;
You are looking at a saving of INR 1.00L per month only from tele-calling operations !!!

22
www.crosscode.in

23
thanking
you…

Crosscode Technologies Pvt. Ltd.,
No 478, 2nd Floor, 1st Main Road,
Anand Nagar,
Bangalore – 560024, India
W: www.crosscode.in

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Customer Lifecycle Management (CLM) Platform

  • 1. Customer Lifecycle Management (CLM) platform Submitted by: Crosscode Technologies Pvt. Ltd., Email – arindam@crosscode.in Call - +91.99169.65415 An enterprise wide information backbone for pan-branch operations for automobile dealerships © This document contains confidential and proprietary information of Crosscode Technologies Pvt. Ltd (CTPL). It is furnished for evaluation purposes only. Except with the express prior written permission of CTPL, this document and the information contained herein may not be published, disclosed, or used for any other purpose.
  • 2. Crosscode – key associations www.crosscode.in Copyright of all logos & trademarks depicted above are acknowledged 2
  • 3. Crosscode – team evolution www.crosscode.in 2013- 2011•CommTEL implemented with enterprise PBXes like Siemens, Avaya, Cisco, etc •Built speech applications like keyword spotter & IVRS. •CommTEL gets implemented across enterprises or BPOs as call center or IVR platform •Work starts on CommTRACK platform 2007•CallDesk released •CallDesk implemented for Optimus, VirginMobile •CTI apps for Commonwealth Bank AU, WestNet AU •Work started on HIPCC billing 2008•SmartBilling – HIPCC billing platform released •SmartBilling implemented for VSNL •Built SDP for speech based VAS IVR for RCOM •Integrated Nuance, Telisma with Asterisk 2009•Work started on CommTEL and associated product suite •CommTEL 1.0 released in Dec 2009 with E1/PRI support •Crosscode Customer Lifecycle Management (CLM) for automobile dealerships launched. •Signed up with Maruti & Hyundai dealerships. •CLM with integrated telephony going on to Amazon •Hosted CLM + Call center offerings tested & ready for roll out. 2010- 2012- •CommTEL 2.0 with SIP support released •CommTEL implemented for international processes with SIP trunk •Wins order to setup call center for BMTC as 1st of its kind. •PCI DSS v1.2 compliance status attained, launch of Payment IVR services •CommTRACK implemented for GTL’s power distribution service •CommTRACK based enterprise CLM getting developed for leading automobile chain •CommTRACK based enterprise CCM being designed for global optical major. •Video capability added to CommTEL. 3
  • 4. Crosscode CLM platform – bringing in the paradigm shift www.crosscode.in Still trying to fit your requirement into the software you bought… Do it the other way round using the CommTRACK CLM… 4
  • 5. How do you drive customer retention and loyalty? www.crosscode.in Key factors that help you drive customer retention & loyalty Accessible Available Proactive Responsive 5
  • 6. How accessible are you? www.crosscode.in Facebook Website Twitter ACCESSIBILITY REACH OUT REACH IN Email Mobile Apps SMS 6
  • 7. How available are you? www.crosscode.in On-road 24x7 Service Open hours AVAILABILITY REACH OUT REACH IN Closed Hours Emergency calls Call routing 7
  • 8. Are you being proactive? www.crosscode.in Service Reminder New regulations Insurance Reminder PROACTIVE REACH OUT REACH IN PUC Reminder Promos Alerts 8
  • 9. Are you being responsive? www.crosscode.in Maximize 1st call resolution Minimize repeat calls 100% calls answered RESPONSIVE REACH OUT REACH IN Answer within 4 rings Minimize putting on hold 0% missed calls 9
  • 10. CLM drives you towards customer retention and loyalty www.crosscode.in The CLM platform, as a business enabler, fuels your drive towards customer retention & loyalty REACH OUT CLM REACH IN 10
  • 11. Multi-media support by CLM www.crosscode.in CLM platform is the 1st enterprise wide software suite or platform today, that has integrated telephony 11
  • 12. Processes automated by CLM www.crosscode.in Driving School Pre-owned car Sales Sales + PSF Services + PSF Insurance CLM 12
  • 13. Sample process flows - sales www.crosscode.in Closure Conversions Follow-up Profiling CAF • Digitised CAF to enable data collection at source. • Execs can use tabs • Perform customer profiling based any parameters as needed. • Auto-assign customer leads to respective execs for test-drive, finance, booking, etc • In case booking does not happen, all enquiry data is available for followup calling or activities. • Assign data to field execs on ECLM (mobile) for door visits. • Regular churning of data for followup calls. • Matching profile to new releases, promos, etc. • Enquiries can be converted to bookings either in CLM directly or by way of DMS upload. • Leads can be generated for finance options for call-out. • Data related to car exchanges, POC can be tracked and assigned to used car sales inventory. • Status changes from booking to delivery can be effected as and when they occur. • Tracking from booking to delivery with regular status changes and autoassignments to respective process execs. • PDI status tracking. • Registration & ROC activities tracking • Invoicing can be done directly in CLM or can be uploaded from DMS. • Delivery activities – gatepass, accessory check, etc tracking. • Social media or web update of sale photo. 13
  • 14. Sample process flows – Insurance www.crosscode.in Dialing Distribution Dial List DMS • Input to the process • Customer list in XLS / CSV format • Dial list for 60th day generated • Dealership / Nondealership based sorting • Auto-distribution based on agent performance & skill • Locked to agent if call is connected. • Agents dial the customer records in auto-preview mode. • Complete track of agent dialing performance. • 100% voice log for verifications & QA Appointment Fixed • Customer record marked for assignment to field executive • In-build scheduler will push appointments to executives on given dates • Appointments not fixed are churned back into the dialing list to that agent for followup action 14
  • 15. Sample process flows – payment collections www.crosscode.in Payment collections Confirmation On-field access Assignment • Pincode wise mapping • Assignment to field execs based on mapping • Field Execs log into ECLM (mobile). • Check their appointments. • Can make calls to customer, coordinator, telecaller using dealer’s PRI • Field execs can call customers to confirm appointment timings & venues • Can re-schedule appointments & the same will be reflected in CLM. • All such conversations are recorded in central servers for future reference. • Field execs collect the payment – cash, cheque or card. • Enter payments details into ECLM on the spot, instantly. • Payment received confirmation is SMSed to customer’s registered mobile number. • For cash collections, receipt number is SMSed and the receipt is emailed to the customer. Policy / covernote emailed • All customers whose payments are collected, are autoupdated as “Payment made” • Auto-generation of policy letter or cover note based for all payment made customers • Policy letter or cover note is auto-emailed to individual customers instantly. • List is available with Insurance manager login for review & approval from principle 15
  • 16. Sample process flows - service www.crosscode.in Dialing Distribution Dial List DMS • Input to the process • Customer list in XLS / CSV format • Dial list for 15th day generated • Dealership / Nondealership based sorting • Auto-distribution based on agent performance & skill • Locked to agent if call is connected. • Agents dial the customer records in auto-preview mode. • Complete track of agent dialing performance. • Tools to handle queries on insurance, last service, estimation, etc are on screen for ready access to all pertinent data. • 100% voice log for verifications & QA Appointment Fixed • Customer record marked for appointment. • Appointments could be for drive-ins or pick&drop. • In-build scheduler will push appointments to service advisors on given dates • Appointments not fixed are churned back into the dialing list to that agent for follow-up action 16
  • 17. Sample MIS for Insurance process www.crosscode.in Insurance Process Number of policies processed under CLM xxx xxx Number of customers renewing their insurance with DEALER Number of customer who have done insurance with DEALER at least once xxx xxx Number of customers who have done insurance with DEALER but no service Number of customers who have bought car from DEALER, but never insured with DEALER xxx 17
  • 18. Sample MIS for Service process www.crosscode.in SMR Process Number of serviced customers xxx xxx Number of customers servicing with DEALER repeatedly Number of customer who have serviced with DEALER once xxx xxx Number of customers who have serviced with DEALER but no insurance Number of customers who have bought car from DEALER, but never serviced with DEALER xxx 18
  • 19. Sample MIS for overall dealership www.crosscode.in Flag Number of customers who have bought car from DEALER but neither serviced nor insured with DEALER xxx 19
  • 20. Server sizing & requirements www.crosscode.in Server – 3 nos for CLM Platform implementation CPU Intel Xeon Quad Core RAM 8GB HDD 500GB (will vary with logging requirements) OS Fedora DVD RW Drive 1 The above figures are indicative, actual requirements will be shared in detail as part of the solution proposal document. 20
  • 21. What is the bottom line? www.crosscode.in The bottom line is CLM delivers tangible ROI to the management… ROI 67% jump in productivity Cost reduction • 50% reduction in monthly telecom charges • Increased productivity • Double your contacts or halve your manpower costs Improved customer service • Generate 50% in house leads, save marketing expenses • Improved decision making & planning • Generate more cross-sell / up-sell • Drive performance • 100% data accuracy, better customer confidence • Better resource management • Connect all outlets, have all data at your fingertips • Secure data, streamlined processes • Reduced IT overheads • Strategic • • Technology Cycle time reduction • Managerial Figures that talk • Operational Parameters Supports business growth • Generates differentiators 21
  • 22. Show me the money !!! www.crosscode.in Lets see how CLM delivers the ` ` ` Parameters Before CLM After CLM Talk time 180 secs 180 secs Process time – from search record  call  disconnect  search for next record 374 secs (see Anx A) 224 secs Leakage time (unproductive work) 194 secs 44 secs Total talk time duration in seconds 14400 14400 Total calls done (total talk time / process time for 1 call) 39 64 Productivity growth 0% 67% Extra calls per agent per day 0 26 Total calls per day 770 1286 Total contacts monthly (26 days) 20021 33429 For ONE (1) call For a talk time of 4 hours in a shift of 8 hours For a call center of 20 tele-callers So you can do 13407 extra contacts or do the same contacts with half the manpower; You are looking at a saving of INR 1.00L per month only from tele-calling operations !!! 22
  • 24. thanking you… Crosscode Technologies Pvt. Ltd., No 478, 2nd Floor, 1st Main Road, Anand Nagar, Bangalore – 560024, India W: www.crosscode.in