1. Tablet PC SFA solution for Enterprise Business March 2011 1
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3. Tablet provides users with wireless access to a full suite of business applications, including email, corporate data,web and organizer
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5. Enterprise Tablet Benefits Portability Increases Productivity More Interactive No additional space required Connectivity One touch operation Easy Remote Access Cloud Operation Client Server Based Application Architecture support 4
33. Marketing Processes Improve Lead quality Acquire lists from various sources and activities Use multiple contact modes SMS, email, calling, dialer, etc. Integrate outbound calling Call center agents driven off same database Track lead generation effectiveness Automate hand-over to salespeople Validate marketing outlay Tie sales back to programs for full-cycle view
34. Sales Management Establish clear opportunity stages Lead > Prospect > Negotiate > Buy etc. Drive cross-selling and up-selling Identify specific stages for each initiative Analyze failures and improve Plan-to-Activity, Lost lead, Delayed deal, etc. Transition seamlessly to Support Support gets complete customer history online Measure and improve sales effectiveness By salesperson, region, deal, etc.
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36. Email, SMS, Web2Lead – integrated internal processes based on source, interest, etc.
40. Scenario 1: Field Sales SMS Add Lead SMSGet Contact Info SMSGet Planned Activity Web Change Stage, Reassign, Reports Telescopic Territory Mapping SMS Add Activity Web Change Stage, Reassign, Reports SMSChange Stage Salespeople Sls Mgr Reg Mgr Sls Dir Director
41. Prospect location identification Call Center person calls prospect, identifies location via Google Maps Prospect response Prospect sends SMS to short-code Prospect visits dealer Prospect sees product(s), decides to buy Outbound contact with prospect group Advertising, SMS from Impel, etc. Prospect-Dealer Connect Prospect gets SMS with details of closest dealer, Dealer gets prospect info Dealer reports sale Dealer sends SMS to Impel with details of purchase, to create order and claim credit Mktg Pgm Setup Impel user sets up new marketing program User manages process Users gets complete visibility to process, stages, numbers, etc. in Impel Scenario 2: Consumer Marketing
43. Thank YouSo, for all your business solutions through a Tablet Enterprise, Contact gagan4790@gmail.com 18
Hinweis der Redaktion
CRM spans various “domains” of corporate activity - Sales Force Automation and Management, Marketing, Operations and, in some cases, Finance.
Marketing is about “pull”, while Sales is about “push”, in the traditional sense. But a well-designed CRM solution will break down the barriers between these segments, providing a seamless transition from one to the other.
Sales management is all about operations and process. A good CRM solution recognizes that, but also recognizes that there’s life after a sale – post-sales activities, Support, etc.
We’re using Impel as an example here, but the idea is that most CRMs worth their salt must straddle these divisions between customer (i.e. company using the CRM solution) and client (individuals/companies buying things from customer). And must provide ways of engaging with various parties in the environment (dealers, distributors, etc.) in various ways (SMS, email, social networks, etc.).
Salespeople plan and manage dealer relationshipsSalespeople operate in specific territories via dealersSalespeople plan visits to dealers based on specific objectivesSalesperson in field needs dealer-specific info in some cases – via SMSSalesperson needs to submit pro forma order from field – via SMSSalesperson needs to add completed/planned activity from field – via SMS.
Prospect sends SMS in response to marketing programProspect typically responding via shortcode to sales offerResponse appears in Impel in seconds, with mobile #, etc.Call Centre agent calls Prospect, collects more infoCall Centre agent may assign specific dealer to ProspectProspect/dealer can confirm completion of sale via SMSImpel users can analyze, export and work with prospect data.